CodyKing🔋

[CodyKing🔋 @ThumpSnap]

$EOSE

Not “SO BACK" yet. Momentum is building (Blanquilla, FPUSA leadership, Google/MN8), but NYSERDA and other key orders still need to close, and the diluted share count means SP needs to run much further just to get back to even.

I’m long , but staying level-headed.

[CodyKing🔋 @ThumpSnap]

$EOSE

Too small and doesn’t move the needle. Hyperscaler is nice for credibility gain though.

[CodyKing🔋 @ThumpSnap]

@Forskiiis 💩with febreeze. The 55M related party rev figure scares me. Will we see that continuously?

[CodyKing🔋 @ThumpSnap]

$EOSE
Going through 10Q again because I'm bored. We were literal 💩 before FPUSA. Dont @ me.

[CodyKing🔋 @ThumpSnap]

@JordanSolace @xEBITDA The guidance portion alone should send the stock higher.

[CodyKing🔋 @ThumpSnap]

@Hawkeyeguy345 @yourwifesbf85 @Geiger_Capital L response. Cope harder or move to Iran 🤷🏻‍♂️

[CodyKing🔋 @ThumpSnap]

@Hawkeyeguy345 @yourwifesbf85 @Geiger_Capital Go live in a country with a subpar military. 🇺🇸🇺🇸🇺🇸

[CodyKing🔋 @ThumpSnap]

@nic_grizzle @AtlantaFalcons @ajterrell_8 Cope harder 😭

[CodyKing🔋 @ThumpSnap]

@temu143 Board chairs don’t typically score or select project awards though?

[CodyKing🔋 @ThumpSnap]

🤞

[Bloomberg @business]

Systematic buyers are getting ready to load up on stocks again after a massive unwind, according to Citadel https://t.co/NOFQCpa4vu

[CodyKing🔋 @ThumpSnap]

@Browpeak @TopherGotWifi @AlPutino Topher has a point arrogant or not. The price has been beaten down tremendously. As investors, this sp isn’t where we should be bragging.

Appreciate contrarian takes no matter how harsh they are. It’s what makes a market.

[CodyKing🔋 @ThumpSnap]

@TopherGotWifi Agree to an extent senor. They didn't have 70M in capex spend in 2024...

[CodyKing🔋 @ThumpSnap]

$EOSE

Posting so I can look back. This year is about truly setting out to do the things they said they would do. Obtain better manu yields, better throughput, path to GM+ etc. 10Q reads like a company pressing on Manufacturing scale. You don’t do that for no reason. I’m holding

[CodyKing🔋 @ThumpSnap]

@propst_austin @Expired1337 (191M) operating cash flow + (70.5M) Capex

[CodyKing🔋 @ThumpSnap]

@tmitch4040 Cheers mate 👍🏻🍻

[CodyKing🔋 @ThumpSnap]

@tmitch4040 If by one of us you mean, moderately overexposed to a small cap company that is still finding its way? Then yes I could agree.

[CodyKing🔋 @ThumpSnap]

@GrassmanWilliam Sheeesh 🤞🏻

[CodyKing🔋 @ThumpSnap]

@MarioNawfal Don’t expose yourself Snoop 😭

[CodyKing🔋 @ThumpSnap]

@Zerosumgame33 @TopherGotWifi please keep the contrarian takes coming. My feed was becoming too echo chamber esque.

[CodyKing🔋 @ThumpSnap]

@AnishP144 @FreemyerGreg Big key here! If EOSE owns 50% of FPUSA, are they entitled to only 50% of revenue from deals? Hoping they either speak about it or someone asks on the ec.