Bert Gilfoyle πΊπΈ πΊπ¦ π π °οΈ
@bert_gilfoyle
I know science, software, engineering, woodworking, gardening. I talk about batteries and clean energy a lot. π
LG to expand LFP production in MI to 30GWh by end of 2026. CEO said that the full capacity output of the lines was fully booked for the next three to five years by large-scale project developers. energy-storage.news/lg-es-ramps-usβ¦
Itβs so simple. All we have to do is divine from what we know of Joe, is he the type of man who would split up bad news and good to placate investor emotions? Now, a clever man would not split things up, because he would know only a great fool would react any differently. But,β¦
More Korean companies coming for the huge LFP BESS market in the U.S. A unique opportunity to edge out China on FEOC rules. Plus one American company, Ultion, having a go at LFP vertical integration (long road ahead). energy-storage.news/us-roundup-ultβ¦
Private party 2030. π€ͺπ
Stunning yacht.
SAIC has supported military microgrid systems in the past β engineering, systems design, cybersecurity, integration services. Not sure if thereβs a directly relevant opportunity for $EOSE here, but interesting. Good contacts anyway within the realm of DoD & IC infrastructure.β¦
$eose washingtonexec.com/2025/07/david-β¦
Everyoneβs trying to doxx me lately. All you need to do it show up in Sicily next year, when that goal is met. Iβll doxx myself.
Does NextEra begin exercising its 4 GWh off-take agreement with Eos this year?
$EOSE is well positioned heading into next week's earnings call and if they can deliver on the milestone and a strong message on the call, we are in good shape to make a run at my 1st price π―of $8.08. If you bought at the last higher low, congrats on the 72% gain, or if youβ¦
$EOSE Have a great 4th of July battX friends. The daily looks constructive for a continuation of the uptrends into earnings.
$ASTS: AST SpaceMobile launches $500M convertible. This is a really smart move given the deal will price off of $60.06 closing price. Assume 20% initial conversion premium = $72 Add capped call structure to get to = $120 Raising $575M gross (w/ shoe) for likely 2% dilution
#BREAKINGNEWS On Monday, July 21, @ATT & @AST_SpaceMobile successfully completed the first-ever native voice call (VoLTE) and text (SMS) made directly through AST's Block 1 satellites with a standard cell phone using π °οΈT&T spectrum and passing through the AT&T core network.β¦
Everyone missed my big announcement, hiding in plain view. Youβll find out later, if we meet later.