Still a lot of negativity and misinformation surrounding this stock. But I like it. My research indicates that it old school battery technology with a lot of modern improvements. It has clear advantages over lithium technology for some applications, like longer term storage solutions for solar and wind farm generation. No fire risk, or cooling issues that lithium has either. And the supply chain is within the USA so no real tariff risk either.
The biggest risk in EOS is execution. To date it's been inconsistent. I'd also like to understand their backlog accounting practices, because I don't see the solid signed orders to support backlog.
I hold a small position in EOS for now. I see a lot of tailwinds going forward. But until I get more certainty around execution and backlog I won't be going all in. perhaps some light will be shed in tomorrows investor presentation.
Its worth a look though, love to here your perspectives on this company. This year my portfolio is weighted heavy in space stocks, data centers and everything that supports data centers. Like power, batteries, chips, even silver. Guess as the year progresses we will all discover if I'm backing the right horses.
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