Bill Maniatis 🔋

Investing in the future $EOSE, $CIFR, $PTLR, $NAK, $BITF. Construction & Development. Hakka Kung Fu, Chess, Racing, Underdog Fan.

[Bill Maniatis 🔋 @Bill_Maniatis]

Huge Breakthrough Behind the World’s Largest AI Datacenter - YouTube https://t.co/5fnXURqwfF

[Bill Maniatis 🔋 @Bill_Maniatis]

@japan_nobunaga I remember when I enjoyed your posts

[Dan Druckenmiller @xEBITDA]

https://t.co/qbsGLXmhLQ

It’s a blueprint for DCs going forward, not just a deal.

$EOSE $GOOGL

[Reasonably Approximating 🇺🇸 🇺🇦 🔋 🅰️ @bert_gilfoyle]

$EOSE

MN8 CEO Jon Yoder told Fast Company that MN8 and Google evaluated “literally dozens of different combinations of technologies” against functionality and cost before arriving at this configuration.

https://t.co/eUeSnSFzar

[🔋Eos Energy Enterprises, Inc.🔋 @PoweredByEos]

We're excited to be a part of @Google's mission, alongside MN8 Energy, to accelerate LDES technology commercialization with the aim to rapidly bring reliable, affordable electricity to communities everywhere.

Missed the announcement about how we’re doing it? Read more in Google’s blog here: https://t.co/LemzgkJHSf

[Lucas Sacerdote🔋 @LucasSacerdote_]

$EOSE what im most interested in from this deal, is the role of Eos’ technology in the energy project:

86MW of solar
80MW of storage.
380MWh of storage.

From those 80MW, 70MW comes from lithium ion. 10MW comes from $EOSE

Of the 380MWh, 280MWh comes from lithium and 100MWh comes from Eos.

12.5% of the power was awarded to LDES, and ~26% of the energy. Makes sense.

If $EOSE can establish a hybrid lithium+zinc LDES business model, and take ~12-25% of that market, their TAM expands enormously.

[Bill Maniatis 🔋 @Bill_Maniatis]

@japan_nobunaga Ah The Blade doesn't know its place anymore.
Hara-Kiri time

[Spearfishing Capital @SpearfishingCap]

Update:

Graham Capital, who held the largest $EOSE institutional short position, has closed its short position and added a 3.57M equity long position, as of the 8/14 13F filing.

A complete 180° directional flip.

Signal > Noise

🇺🇸🔋🇺🇸

[Tyler Norris @tylerhnorris]

Not often that a Fortune 500 global energy & utility company is this blunt in its assessment of the industry's existing practices.

A new paper released yesterday by @TheAESCorp -- which operates over $50bn in power gen, transmission, and grid infrastructure across 15 countries -- states:

"[Existing] planning paradigms rooted in building to peak demand and peak supply from renewables, along with slow interconnection processes have failed to keep up with the desired load growth," the paper states. "Speed to power, reliability, and affordability are suffering as a result."

"This current approach is systematically limiting access to existing underutilized transmission and generation for customers and the associated revenues for utilities due to planning assumptions driven mostly by impacts expected in <1% of hours."

To address this, "a novel Grid 2.0 protocol standard (“Grid 2”) is proposed whereby new large loads, transmission, batteries, and clean energy assets voluntarily adopt orchestrated management of their grid participation in a real-time, permission-based paradigm. When implemented by the current queue of grid additions, it will produce an unprecedented level of electric grid resiliency and efficiency through its grid protective, system-wide response."

As their team explains, "We are publishing it as a Request for Comments because that is how the Internet got built, by rough consensus and action. Please read it and tell us where it needs to be improved."

[Bill Maniatis 🔋 @Bill_Maniatis]

@japan_nobunaga razor sharp is the Blade Warrior

[Bill Maniatis 🔋 @Bill_Maniatis]

@japan_nobunaga Tha Blade now has his own folder in my bookmarks

[Bill Maniatis 🔋 @Bill_Maniatis]

@AlPutino Reboot may be in order

[Phil Roberts 🔋☀️🔌 @philroberts]

A really excellent video on state of battery market, costs in different markets, where technology is headed, limitations etc etc

Essential viewing for $eose people

https://t.co/OanPMzMbms

[howlongtoretire 🔋 @howlongtoretire]

I asked chatGPT to illustrate the synergy with Frontier Power USA.

[Bill Maniatis 🔋 @Bill_Maniatis]

@TheCinesthetic

[🔋Eos Energy Enterprises, Inc.🔋 @PoweredByEos]

Attention Rights Holders:

Eos has made available a virtual investor presentation related to the previously announced rights offering. The virtual investor presentation may be accessed on NetRoadshow at https://t.co/YXQOHzqKoj and will be available until the rights offering expires at 5.00 p.m., New York City time, on July 21, 2026.

If you have specific questions regarding the rights offering, please contact Sodali & Co., the Company’s information agent for the rights offering, at [phone] (For Banks and Brokers), [phone] (Toll Free), or by email at [email protected].

See https://t.co/lTwjAb67ZZ for shareholder resources regarding the rights offering.

DISCLAIMER: please read the disclaimer at https://t.co/MAniO2UnVh for important information.

[Reasonably Approximating 🇺🇸 🇺🇦 🔋 🅰️ @bert_gilfoyle]

$EOSE

One of the problems with this disastrous RO, is that it mathematically discourages buying shares on the open market above a certain level. Make your own modeling assumptions, but it my estimation, that level is around $4.1.

This is my first time dealing with an RO, so I've had to learn "on the job." But hedge funds, other institutional investors, and other experienced investors have seen RO play out before, and had an immediate playbook for it. The smart thing to do, even if you're long, was to sell shares, short above a certain level, and then accumulate RO at bargain prices.

Good news doesn't move things like it used to. Simple math does. This scheme wasn't a gift to loyal retail investors as it was well intended. It put untrained fighters in the ring with Fedor Emelianenko. Management is either totally in over their heads, or they got talked into this by Cerberus for reasons that are advantageous to them. I tend to think they both misestimated.

Even so, I would encourage retail investors to not be paralyzed by fear, but take action based on what you know now, based on your own situations, understanding of things, and risk profiles.

We'll see if Cerberus, their friends and other whale like bulls keep us in the zone of stability until this storm is over, or whether the shorts overrun things and make the RO a failure.

I will repeat my criticism that management has been completely tone deaf when it comes to respect for investor capital. From golden parachutes, to executive overpay, to reckless dilution. Instead of doing the hard work of tightening the belt and finding creative ways to allocate the capital you already have.

To that point, why hasn't the 2nd tranche of DOE reimbursements (> $100m) been submitted? Is it still a thing, or is that dead now? What happened to the $105M revolving line of credit that became available from Cerberus in June of 2026? These two, combined with some minor dilution from ATM or a convertible could easily have absorbed $150M of strategic spending without all this drama.

Management needs to do better, or we need new management.

Good luck to all.

[MarketMaestro @MarketMaestro1]

$UPRO
double bottom and positive divergence have formed

[🔋William Grassman���� @GrassmanWilliam]

$eose

[Reasonably Approximating 🇺🇸 🇺🇦 🔋 🅰️ @bert_gilfoyle]

$EOSE

From June 11 Brookhaven Town board meeting where public comments about BESS initiate a discussion. Supervisor Dan Panico definitely likes zinc.