logphase research

"No conflict, no interest." Biotech, climate, energy, environment, science. @adrian_h Not advice. I may consult on or have interests in things I discuss.

[logphase research @log_phase]

Enovix $ENVX has become a shameless stock promotion, with vile attacks on critics, made up claims about supposed customers, & material misrepresentation of news and other info.

In our opinion, Cohodes & Reyes are an utter disgrace, and enough is enough.

https://t.co/eQ4LkqWahv

[Sunlight Partners @SunlightPartner]

Why is a 160-year-old boiler maker Babcock & Wilcox proposing to build a high-cost, high-emissions, 1980s style power plant for data centres? Sunlight Partners is short shares of $BW; See our report and disclosures here https://t.co/9CRV8kdstN. 1/5

[logphase research @log_phase]

@TomSoule74 @TheRepublic__ he's not really wrong though

[logphase research @log_phase]

@TomSoule74 @TheRepublic__ had a really funny reply to this, but I won't

[logphase research @log_phase]

Happy International Battery Day!

$ENVX #journeyToZero

[logphase research @log_phase]

@compound248 @A_Wyat_Man @Claytie4 Timely

[logphase research @log_phase]

@robinivski I thank TJ for that

[logphase research @log_phase]

I am super excited about $ENVX

[logphase research @log_phase]

@robinivski Raj gets me all charged up

[logphase research @log_phase]

@robinivski The sweet Malaysian Air

[Adrian H @Adrian_H]

$SAVA

https://t.co/NzyRlsKeNz

[logphase research @log_phase]

@Robber_Baroness I wonder how they liked the free samples

[logphase research @log_phase]

@Robber_Baroness Samsung you say?

[logphase research @log_phase]

@Robber_Baroness Do you think Raj will give us an update today on the non-binding MOU with the global consumer electronics company from 2022?? I’m excited

[logphase research @log_phase]

BTW, anyone know how long it takes to do cycle life testing for 1000 cycles?

[logphase research @log_phase]

Talk about burying the lede.. so they still haven’t shipped anything?? And customer testing cannot yet have started? Ouch.

$ENVX

[logphase research @log_phase]

@kcchris6 Me too

[logphase research @log_phase]

@mrripley666 Because I want to and sometimes I forget and use the wrong account

[logphase research @log_phase]

easy question: what year is it now?

[logphase research @log_phase]

@kcchris6 Based on what? They use the same input materials as everyone else.

What is YOUR estimate? What’s it based on?

[logphase research @log_phase]

What are realistic gross margins for manufacturing lithium ion batteries for phones, at scale (where scale is selling billions of dollars of batteries)?

$ENVX #journeytoZero