international man of mystery
Joined August 2009
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$eose Are we going to have another earnings day where algos dump at open and the price ends up down just a few percent or is flat?
Got what I expected. The main thing I keyed in on was Joe saying things like “it’s here now” multiple times. Maybe some PRs with actual meat in them (orders, partnerships, etc) incoming?
Whatever happens, there better be a strong PR released tomorrow providing context and update. Would be even better if they also finally announce a big order. But knowing their history I assume they’ll just stay silent for weeks. $eose
So- the near-term opportunity in their international expansion market is 11 GWh. Makes you wonder what’s coming from the US market…
$EOSE The most significant part of this PR to me is the “expected to convert to purchase orders” language about the 6 GWh of MOUs. That’s pretty strong language. Have they used that language before or is this a first? This is as bullish as you can get short of firm orders.
$eose So, is Russell baked in at this point or should we expect a bit of a pop on Monday? I’m assuming it’s baked in.
$EOSE Decided to take a peek at Viejas today. Look at those beautiful Z3s... and some Z2.5s, too.
$eose Gettin’ spicy.
$EOSE Some totally unsubstantiated opinions about the CFO sacking and offering this week. (1/x)
Again- all pure speculation- but with all the theories out there about what really happened, this makes the most sense to me. The main risk coming out of all this if true is that Nathan wasn’t able to focus as much on backlog conversion as they had intended. (8/x)