oh yea I bought a 4090 for MSRP so thankfully I'm doing ok but even for someone wanting to get into gaming now, it's crazy expensive and it's still a better deal than consoles. 1200$ for 1440p 60 fps on PC. (used Cyberpunk has a heavy title vs GTA6)
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not a new take, but $EOSE has a really good comp in $BE. back in 2015, Bloom was a -105% Gross Margin business. It took them until 2024 (9 years!!!) to make it to Positive Operating Margin.
Meanwhile, $EOSE is poised to make this transition in just about 2 years: Q4'25 to Q4'27, give or take 1-2 quarters.
$BE stock did nothing until 2025, when their mature business finally caught the eyes of the market when AI/power boom was trendy.
Just further proof that the business is not the stock, and that despite all the (some of it valid) criticism, Eos is about to acheive something great, and after traversing the valley of death, should reap the rewards.
Long-term thinking is required most in moments of short-term uncertainty. S/O to @CompoundingTony and his great write-up today.
for NGK/BASF NAS sodium-sulfur batteries the DC round-trip efficiency is typically cited at around ~85%.
The important caveat with NAS is the parasitic heating load. The cells operate at 305–340 °C (shown here), and maintaining that temperature draws auxiliary power (the sheet lists up to 30 kW-ac for heating). When you factor in this thermal self-consumption, the effective/system AC round-trip efficiency drops to roughly 75–80%, depending on duty cycle — batteries that cycle frequently retain heat better and lose less to standby heating than ones that sit idle.
So: ~85% DC cell-level, ~75–80% net system once heating and PCS losses are included. NGK's own materials have historically quoted figures in that range
sandia.gov/files/ess/uploads…
