🔋Greg🔋💎🤲

Obsessed with all things Energy; Data guy; $EOSE is my retirement plan (I study it); $1.50 DCA; $100 target for 2030;

[🔋Greg🔋💎🤲 @FreemyerGreg]

$EOSE Roadmap to $40+ – Redbird Unlocked, Catalysts Loading!

Ultra-bull PT $40+ in sight.

News drought shattered TODAY: Bimergen advances Redbird to Ready to Build (RTB) stage with JDA approval + Eos Z3 selection (permitting & interconnection cleared, financing next).

Milestones I believe drive us there:
☑️ Bimergen gets JDA approval & permit advancement for the 400 MWh Redbird project (announced TODAY – Eos Z3 selected, milestone‑based capital now flowing!)
⬜ Bimergen publicly places a firm order for the Redbird project
⬜ Q4 earnings — Q4 revenue ~$95mm
⬜ Backlog exceeds $1B
⬜ 2026 guidance $500mm–$750mm
⬜ Frontier makes it through the next gate (early spring) with all 11 GWh intact
⬜ The 2.4 GWh NYC Navy Pier project is announced
⬜ NextEra announces they are going to use a significant amount of $EOSE BESS starting immediately
⬜ IEP announces the Robena Data Center project has achieved FID (tenants + full funding secured)
⬜ A large Z3 Indensity order is announced
⬜ Q1 earnings (early May) — ~$125mm for Q1
⬜ Line 2 imminent SAT at Marshall
⬜ Line 3 announcedUltra-bull PT $40+ in sight.
⬜ Backlog exceeds $3B
Redbird box checked — next one incoming? $EOSE to $40+ feels inevitable if these hit.
#EOSE #BESS #ZincBattery #EnergyStorage

[🔋Greg🔋💎🤲 @FreemyerGreg]

@CompoundingTony @GrassmanWilliam @philroberts I sent you a vacation request form via US mail. .Just have got lost in mail.

Next time I will out postage on it for EU delivery!

[🔋Greg🔋💎🤲 @FreemyerGreg]

@Rsulli6300 @MichaelKasun @JoMo1408 @JordanSolace I don't think they exit before 2030, but if they do odds are they do a private sale.

Would $eose shares crash if they did a private sale to Blackstone or Black Rock?

[🔋Greg🔋💎🤲 @FreemyerGreg]

@MarkGregory1313 @GrassmanWilliam @philroberts Flyover state vacation!

[Craig Fuller 🛩🚛🚂⚓️ @FreightAlley]

The LMI (Logistics Manager’s Index) and PMI both show robust activity in the industrial economy.

Upstream firms (closer to manufacturing and raw materials) are actively pulling inventories forward, while downstream firms are staying leaner (partly due to tariff uncertainty). This suggests manufacturing-related demand is solid enough to support forward buying despite high costs.

ISM Manufacturing PMI confirms a broadening manufacturing recovery (best in four years), which should support freight demand longer-term.

Two reports both confirm what we’ve been seeing out of high frequency freight data: industrial activity is accelerating

[Craig Fuller 🛩🚛🚂⚓️ @FreightAlley]

Whoa: outbound tender rejection levels pop to their highest levels a cycle high. A penny short of 17%.

Volumes are incredibly robust, coming out hot to start June. This is driving freight demand to even higher highs.

[Visegrád 24 @visegrad24]

BREAKING:

Ukrainian long-range drones have hit several Russian warships at a drydock at the naval base in Kronstadt (St. Petersburg).

One of the vessels hit is the corvette Boikiy.
After destroying the Russian Black Sea Fleet, Ukraine is now destroying the Baltic Sea Fleet.

[🔋Greg🔋💎🤲 @FreemyerGreg]

Thanks Mark

Went to the Reds-Braves game Saturday night.

Cincinnati has a fantastic downtown area. Good quality restaurants and bars. Very walkable [unlike downtown Atlanta!]

Day trips from Cincinnati to the Creation Museum and the Ark Encounter. My first significant exposure to young earth creationism (6,000 years since creation).

Regardless of one's beliefs, they were both extremely well done!

A great destination for a long weekend for you.

====
Yesterday was the Arch in St Louis.

Off to Branson for a family reunion today!

[🔋Greg🔋💎🤲 @FreemyerGreg]

If you're keeping up with $eose, the latest quarterly call came with a punch to the gut, but in the last 8 months they seem to reborn the tech.

Interviews with people whose experience is pre-Q4 is no longer relevant (I hope).

Just today $eose told us they got 8 cubes cycling in the real world.

Presumably they aren't the first 8, but they just might be. 🤷

[🔋Greg🔋💎🤲 @FreemyerGreg]

@robinivski @bert_gilfoyle $eose field data!

[🔋Greg🔋💎🤲 @FreemyerGreg]

If the goal is to respond quickly for 100 MWh or smaller orders, then being able to quickly build a 2GWh line ends up at the same place.

A line with little or no demand.

If it was me I would 20-30% for smaller orders and if that turns out to not be enough build another line and reserve even more.

These lines have low CapEx. It isn't crazy to intentionally overbuild capacity in order be the company that can deliver in months not years.

[🔋Greg🔋💎🤲 @FreemyerGreg]

I would say developers upgrading a site. [Solar only, adding battery, etc].

There are 10s of thousands of existing renewable sites that need BESS.

Being on the backend of a 2-year backlog doesn't turn them into near term buyers.

====
I doubt the 2.4GWh BNY project needs this sort of hand holding and they know it is a project that has to be scheduled well in advance $eose.

[🔋Greg🔋💎🤲 @FreemyerGreg]

@JordanSolace @bert_gilfoyle The white paper is explicit. 8 Cubes, 0 Indensity.

[🔋Greg🔋💎🤲 @FreemyerGreg]

@FabianFran52130 @birdabo Composer 2.5 is exclusive to Cursor.

[🔋Greg🔋💎🤲 @FreemyerGreg]

I forget there are people in this world that don't know how rockets work!

f=ma

Newton formalized it; Learned in high-school

Rockets work by propelling mass at high acceleration out of the rear of the engine and they carry their own propellant.

[James Hawke @James_Hawke1]

If outer space was true (it's not), then as the rocket entered the void above us it would stall in place and become stuck since there's no air or other medium in which to gain opposed force (propulsion).

The physics of outer space is entirely science fiction. Gravity was a concept invented to explain outer space. Nonsense in other words.

NASA space rockets were clever tricks.

You join a series of fake dots together in your mind so you think all this Matrix shit is true.

This is why it matters.
It's not a flat earth thing.

It's a waking up thing. 🚀🦄

[Craig Fuller 🛩🚛🚂⚓️ @FreightAlley]

Major overnight surge on truckload spot rates to new all time high.

Truckload van spot rates moved up $.09/overnight to $3.83/mile, the highest level in history.

This is happening despite fuel prices cooling, reinforcing that rate inflation has been driven by supply/demand in trucking and not diesel price pass thru.

For those not following trucking closely: trucking is a commodity and prices are driven by supply/demand.

Capacity is tightening due to the compliance crackdown, while demand is increasing due to stronger industrial sector thanks to AI data center construction, energy investments, defense spending, and America’s global industrial competitiveness.

[Spearfishing Capital @SpearfishingCap]

This will be a pivotal week for $EOSE. Not expecting good price action, but everything changes after 6/3 and a record date is filed (10 day rule).

June is it 🇺🇸🔋🇺🇸

[Ian Hart @IanHart7415]

@janrosenow “The three principal ways to lose your money: wine, women, and engineers. While the first two are more pleasant, the third is by far more certain"
Baron Rothschild

[🔋Greg🔋💎🤲 @FreemyerGreg]

Over 50% of US Crude https://t.co/od1cYoIZXP out of wells with associated gas. In Texas oil production is restricted because of lack of associated natural gas takeaway.

Think about that as you look
at the below.

Is Texas oil production going g to explode in the next 24 months

[⚡️David Blackmon⚡️ @EnergyAbsurdity]

🧵Texas is dominating America’s natural gas pipeline boom.

My new @DailyCaller op/ed details new data showing the Lone Star State accounts for over 66% of all planned U.S. pipeline capacity additions in 2026-2027.

Here’s why this matters for energy security, jobs, and the future of reliable power. Thread 👇