Ugur Seker ✓

[text] $EOSE Q4'25 Review 1/n Core Framework: Where Did the Money Go? COGS breaks into two types: Fixed (paid regardless of production) and Variable (scales with every kWh produced). Each of the three operational failures hit a different layer. ───────────────────

[text] $EOSE New partnership (Hudson): If we assume that 4% or 5% of Eos’s 49% stake in FPUSA was transferred/sold in exchange for Hudson’s $50 million investment (which we do not know at this point), $50 million for 5% implies an FPUSA valuation of $1.0 billion. $50 million for 4%

[image] $EOSE My thesis: Line 1 efficiency appears to remain below the targeted 2 GWh, and my view is that the Turtle Creek facility design may never allow it to reach that level. Even though full-year 2025 production was achieved within the first 164 days of 2026, that pace still does

[text] $EOSE With the latest 8-K, things are now clear. The final ownership structure looks like this. Both the earnings call and Joe himself confirmed Eos’s stake: FPUSA Final Ownership Structure: •Eos: $112.6M cash contribution → 112,637,879 Class B Units → 36.03% •Cerberus:

[image] $EOSE Line 2+ is a major milestone — and congratulations to everyone who contributed to making it happen. The real ramp up starts now. Get ready to work 24/7… Stay healthy.

[image] $EOSE Line 3 — Thesis Revision (following the DOE Amendment) The most important part of the latest 8-K is the DOE Amendment — it lays out tranche dates, line capacity figures, and revenue/EBITDA/capex covenants in detail. Two things stand out. First, capacity. The DOE document

[image] $EOSE Britain Offers Grid Connections to More Than 700 Projects In Energy Investment Push Britain has offered grid connections to more than 700 projects, the country's power planning body said on Wednesday, under a reformed allocation system expected to help unlock up to £40

[image] $EOSE Noted … (Form Energy)