Jabil is a major tier 1 global contract manufacturer, same tier as Foxconn and Flextronics, all 3 of which I’ve worked with. John is a legit C-level manufacturing exec and a big time score for $EOSE and their mgmt team. Well done 🔋 Eos Energy Enterprises, Inc. 🔋 !

As some (including me) have said the key strength of $eose is the simplicity of its manufacturing line and supply chain. That leads to global reproducibility which is clearly what John Mahaz was brought on to lead!

I'm confused by the "Pre 14A" sec filing yesterday about the special meeting. "Accordingly, the Company issued the Non-Affiliates Purchasers an aggregate of 16,578,810 shares of Common Stock." Did the company effectively 2 weeks ago just pay off the non-affiliated debt holders

Wow!

$eose subassemblies / stations I searched the last 6 quarter's transcripts for those 2 words. Below are the relevant statements: 2024-Q1: "Today, the bipolar subassembly is one of the more labor-intensive areas of our semi-automated manufacturing process, as we have teams of

This Dec 2024 article/interview and the updated JNTG catalog info has sparked a huge conversation! Thanks 🔋kitsune🔋 for finding the article! The 1kg of felt per KWh of $eose BESS seems to be holding up well.

$eose felt I guess I didn't post updated table and charts. I am still using 1 kg/KWh. The new data from JTNG shows it might much less. I think Bert is still tinkering, but he is around 0.5kg / KWh as of earlier today. See attached for 1kg/KWh based calculations:

This has been available for 10 days, but I just listened to it. If you want a glimpse into the craziness that is the race to achieve and keep the world's biggest AI data center, this video is well worth listening to. One thing I didn't appreciate is that in these massively

$eose

It’s coming. Get ready.

TOTO expands their Morrow, Georgia (south of Atlanta) factory with their most advanced manufacturing plant in the US. Interesting read for those interested in manufacturing: phcppros.com/articles/22027…

$eose Let's hit $6.50 tomorrow for no reason other than it will make me feel good! There must be a channel or chart that says it's going to happen. Let's make it happen:

From a week or two ago. A guy from CMP shares his market perspective every so often. linkedin.com/posts/cmp-adva…

200 MW (5hr?) (1 GWh?) Who is NextEra using for this just approved project?

We think of the cubes as large, but I suspect you could put 100 cubes in just the stern row on this containership. 12 cubes side by side, 2 cubes end-to-end, 4 rows tall (96 cubes). (Grok tells me 5 high might be possible, but the standard ISO box is 196,000 pounds max per

$eose RE: FEOC 200MW NextEra project approval

Cerberus once again proving itself not a parasite that feeds on dieing corpses (as some have claimed).