eosesetu98

[eosesetu98 @eosesetu98]

For Redbird, FPUSA will include $eose BESS and connects to Cedar Creek 345kV Substation would include Inverters and transformers to step-up to 345kV, power breaker enclosures, EMS controllers, flow monitors and lot more.
This is a eg. of turnkey solution for BTM and energy arb.

[eosesetu98 @eosesetu98]

@SpearfishingCap From what I know, $EOSE 's best system is running at around 91% (actual field data from 2nd Q EC) based on "CUBE" architecture.
My guess will be "Indensity" will beat "Cube" and eventually any incumbent.

Best is yet to come.

[eosesetu98 @eosesetu98]

@SpearfishingCap The way I see this as 31MW / 186MWH installed would be somewhat similar to Li-ion based RTE for LDES (85%). $EOSE oversized this project by 15% tells me that they have not installed latest "Module" based BMS

Best is yet to come.

[eosesetu98 @eosesetu98]

@JordanSolace And even though FPUSA flips and recycles invested capital $eose will still get “service revenue”, since they own BESS system along with along with remote maintenance which includes cybersecurity

[eosesetu98 @eosesetu98]

$EOSE
How did u guys modeled this cash flow into your price target?

FPUSA generates stable repeatable revenue streams (recurring revenue) and Eose’ share (38%).

[eosesetu98 @eosesetu98]

@JordanSolace My thinking is $eose owns O&M and is accounted as “service revenue”

[eosesetu98 @eosesetu98]

@philroberts @Crankine888 They r capable of running at Gross run rate of 2.2GWh based on what told us, as of now.
Actual/net run rate is to match sales target that is by only running one shift.
Having extra production capacity enables meeting sales targets

[eosesetu98 @eosesetu98]

$EOSE
My guess is we are at a stage that investors are in "wait & see" mode to make a decision.

Following things need to happen:
Line 2 needs to be ramped
Line 1 need to be relocated
FPUSA needs to finish a project with local supply chain

[eosesetu98 @eosesetu98]

@philroberts @Crankine888 Sorry, what I meant is that Mainline at @TH is already SAT done and building tubs at record cycle time back in July pre-earning release.
Recent 2nd Q EC, they said on the power point slide 10/15, they already moved final line assembly operations to TH.

[eosesetu98 @eosesetu98]

@philroberts @Crankine888 $eose
Oversize a production line with extra tooling capacity can have direct effect on throughput numbers.
Cycle time/ maintenance/ downtime are parameters which can be eliminated or reduced with a manufacturing process which includes line balancing.

[eosesetu98 @eosesetu98]

@philroberts @Crankine888 I think $eose learned the lesson hard way.
Production line Capacity utilization depends on tooling redundancy.
Based on what I saw, they quadrupled with backup tools which reduces downtime to zero.
And are building large buffers will also help with downtime.

[eosesetu98 @eosesetu98]

@philroberts @Crankine888 with 9 sec cycle time as was told in 2nd Q EC, that would be 2.2GWh as of now.

[eosesetu98 @eosesetu98]

@eosegreen Not yet. Once they are done ramping with Line 2, which would be end of 3rdQ

[eosesetu98 @eosesetu98]

$EOSE
Once FPUSA completes a project with financing and servicing model, Analysts will use that "local supply chain" model to forecast future cash flow and set a PT

It would be interesting to see what PT would that be.
It will be a nice "Premium" as it would be a recurring rev.

[eosesetu98 @eosesetu98]

@Crankine888 $EOSE
From what I understood, mainline @TH is in production and they are building Z3 modules at 2.2GWh @TH.
Subs @TH needs to be ramped.

Starting 4th Q Mainline relocated subs next.
End of 4th Q both lines will be at TH.

They said, "Indensity" replaces "cubes" @ TH

[eosesetu98 @eosesetu98]

@Cluster_6 @Crankine888 Among all the above, FEOC requires built-in "cyber security" ($EOSE's new BOD) as part of local supply chain.
And it is only possible having local remote monitoring by connecting field assests back to "central monitoring place" using SNMP protocols.

EOSE needs tailored solutions

[eosesetu98 @eosesetu98]

@Cluster_6 @Crankine888 $Eose learned that Z3 requires all new electrical infrastructure and existing Li-ion's inverter suppliers/BMS suppliers/switchgear were not compatible with Z3.

FPUSA's took on additional challenges.
Not only it makes sense on project financing but Longterm project servicing.

[eosesetu98 @eosesetu98]

@Cluster_6 @Crankine888 Very well written on FPUSA and $Eose.

My assumption is, FPUSA needs to complete a project with local "supply chain"
BESS (Eose' Z3)
BMS (Eose's DawnOS)
Breaker Junction box (??)
Inverter (FlexGen??)
Switchgear(??)
Transformer (??)
Power Coupling (??)

FPUSA now owns above all.

[eosesetu98 @eosesetu98]

@FreemyerGreg @EU_Debt_Clock https://t.co/mikRvbo4xL

[eosesetu98 @eosesetu98]

@FreemyerGreg @bReynirk @EU_Debt_Clock $EOSE
please look at the picture below for my assumptions and follow the blue lines, considered here as parallel conveyors
Picture is provided from June 16th Line 2 SAT @ TH
Video shows finished tubs flow from both conveyors to exit hole in the wall