Gary Wentworth 🔋
@Cluster_6
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High-tech R/E developer. AI will transform the world, enabled by data centers and power generation. $AAPL 2010 $TSLA 2013. $EOSE 2023. $ENVX 2023. $IREN 2024.
Boston, MA
Joined September 2011
EOS Energy Enterprises: Pioneering Zinc-Based Long-Duration Energy Storage. Investment Pitch - TL;DR version. EOS Energy Enterprises ($EOSE) is entering its first year of scaled commercial operations with momentum across manufacturing, capital, and customer growth. Its Z3 battery.
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RT @SimonMahan: Wind and Solar Energy Are Cheaper Than Electricity from Fossil-Fuel Plants. Even without subsidies, renewable energy is sta….
scientificamerican.com
Even without subsidies, renewable energy is staying competitive with power from gas and coal
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RT @JigarShahDC: Glad to see industry voices calling BS on this rhetoric. Many in the business community are scared to speak up for fear th….
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PSA. This is NOT how we win the energy race to become dominant in AI.
@ENERGY The idea that wind and solar need gas peakers is a relic from a grid this DOE still seems stuck in. What variable renewables actually need is flexibility - something batteries now deliver faster, cheaper, and more reliably. Gas peakers are a costly workaround, not a strength.
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RT @TomSteyer: Renewables are unstoppable. The best part: the more you build, the cheaper it gets. Let's build more, faster. .
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RT @SimonMahan: Only 4 types of power plants can realistically get built in the next 5–10 years: gas, solar, wind, and batteries. But as s….
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In addition to proudly taking a poke at li-ion, we also got this:. 👉We wanted to be able to get the data to show customers, that when you do have a problem, and problems will always happen, that this is a safe, nontoxic product to put into your neighborhood or onto your job.
Anyone else catch the jab Joe threw towards Li-ion batteries regarding the water used to put out a Z3 fire? . :).
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These two statements are gold and are clear evidence to me that the company is advancing towards large-scale orders:. 👉Last quarter, we announced a 750 megawatt hour MOU with a developer, which is a very good example of an indirect project. We have advanced this initiative and.
I just finished going through the transcript of the Q2 earnings call. And I've listened to the call twice now. The tone of the call is clearly confident. Which makes it all the more bullish, and they delivered clarity in my view on momentum as well as the hurdles ahead.
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RT @thejefflutz: This is what makes a market. Are people not following the production commentary from the company, month on month signifi….
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$ENXV did Raj just say that the customer qualification process currently happening was going to take them into 2026 for PO’s?.
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I just finished going through the transcript of the Q2 earnings call. And I've listened to the call twice now. The tone of the call is clearly confident. Which makes it all the more bullish, and they delivered clarity in my view on momentum as well as the hurdles ahead.
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Folks. If this isn't THE most bullish EC that you've heard from EOS thus far, then maybe you should re-evaluate your investment thesis. Both Joe and Nathan sound the most confident I have ever heard them sound. Hands down. There is so much to unpack from this call. Details.
EOS just posted its highest revenue quarter ever at $15.2 million - nearly matching its entire 2024 total in a single quarter. That’s a big milestone. But with year-to-date revenue at only $25.7 million, the company still needs to generate between $124 million and $164 million in.
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Quote of the Day:. "There is no TikTok answer to this.". Joe Mastrangelo. Love it!.
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EOS just posted its highest revenue quarter ever at $15.2 million - nearly matching its entire 2024 total in a single quarter. That’s a big milestone. But with year-to-date revenue at only $25.7 million, the company still needs to generate between $124 million and $164 million in.
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I thought they’d have a bit more cash than what was reported. Need to look into that. But, otherwise what I expected. With the exception of Milestone 16. I didn’t expect that Cerberus would give them another waiver if they missed it. But, obviously this points to the great.
Earnings day for $EOSE is here! T-6 boys and girls!. After several quarters of groundwork - installing automation, refining the Z3 product, and building out the team - feels like we are nearing full execution mode. This quarter should offer a clearer read on when EOS can begin.
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For everyone calling for large-scale order announcements, don’t forget that they have to have a reliable supply before committing to deliver. A little more time is necessary, IMO. Be patient.
Cheat sheet from $TTI earnings release, bullish. $EOSE. “On the emerging growth initiatives, we are very encouraged by the progress of the Eos Energy Enterprises, Inc. automated manufacturing assembly line and the projected volumes of electrolyte to meet their planned ramp-up.
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Earnings day for $EOSE is here! T-6 boys and girls!. After several quarters of groundwork - installing automation, refining the Z3 product, and building out the team - feels like we are nearing full execution mode. This quarter should offer a clearer read on when EOS can begin.
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RT @SimonMahan: Roughly 30–40% of U.S. corn production — about 30 million acres — is dedicated to ethanol. That same land area could suppor….
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RT @JessePeltan: Uncaptured sunlight is the biggest waste of energy on Earth by multiple orders of magnitude. Most of the 173,000 terawatt….
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Yes, we will. Remember how long it took Tesla to get their energy business rolling, folks. For context, if you invested in Tesla when they announced their energy business in 2015 you made a 22x return so far. Patience. The future is bright. 💡.
We’ll be there $EOSE.
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