🔋NetMelc🔋
@NetMelc
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🇨🇦🇫🇷 | $EOSE Slowly, then suddenly | Learning every day | All opinions welcomed
Montréal, Canada
Joined July 2014
I don't think people are interpreting this answer the right way.
@Druk_RN @SelfSavvy130710 This is what he said. Just because Q1 revenue is below Q4 doesn't mean production will be that way. Based on this comment, I assume they are looking to build inventory, because not many customers have deliveries scheduled for Q1, but they do in the rest of the year. I believe
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$EOSE just had the thought now... Isn't it weird how we used to have C-suite that were perfect for an R&D shop and capital raising, we then got a bunch of operations guys that ran business at scale, but NONE of them that truly went from nothing to a profitable business?
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$EOSE even with all the issues, this is a gross overreaction. Probably margin calls all around.
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$EOSE agreed on all points
$EOSE earnings take: If you strip away every promise management has ever made, and just look at the numbers, the growth profile is actually impressive. Revenue: - 2024: ~$15M - 2025: ~$115M - 2026 guide: ~$300M That’s not incremental growth. That’s a company scaling from pilot
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$EOSE Q4 2025 Earnings opinions Good perspective by @danielrucci . I am still up 200% on m investment. It's just the thought of all the potential seemingly being wasted that brings me pain. Hard to think whether this potential was never real and we were led into thinking this
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$EOSE as you can see, this was clearly an amazing quarter. The issue is NOT bad execution (but yes, there were some hiccups). The issue is crazy overpromising leading to totally unrealistic expectations. Now people are disappointed, even when the company does really well.
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$EOSE 1 supplier miss 35% downtime on Z3 line mostly explains it all
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$EOSE they might actually be stockpiling the felt, increase of 11M in raw materials, 44.5M vs 34.3M in Q3
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Reiterating guidance with 8 weeks left? âś… Mahaz masterclass? âś… Felt? âś… $TTI demand signal? âś… $NVDA earnings? âś… ... $EOSE âť” Signals are all pointing in the right direction.
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BREAKING: Microsoft, $MSFT, announces a partnership with SpaceX's Starlink to expand internet access in rural and hard-to-reach regions.
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$EOSE super calm going into earnings. Market is heavily underweight imo. There will soon be a flight for certainty in this AI world. We dont know how software will evolve. We do not know how the job market will evolve. - But the constant in all this is: we will need more
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