ESS

stickman07738

A good resource of ESS is[ here.](https://www.energy-storage.news)

Fit-Butterscotch4513

you realise its tesla buying ESS from sumsung right?... tsla holders xD

aileanaodh

Lithium prices up... [https://cdn-ceo-ca.s3.amazonaws.com/1kg4kkt-2510%20JPM%20Lithium%20Upgrade%20on%20Higher%20ESS%20Demand.pdf](https://cdn-ceo-ca.s3.amazonaws.com/1kg4kkt-2510%20JPM%20Lithium%20Upgrade%20on%20Higher%20ESS%20Demand.pdf) $ARXRF will be up as well!

Emergency-Ticket5859

NVIDIA staff on ESS must be kickin back rn

HatefulSweetPotato

ESS Tech seems like it wants to break back above 12$ again

Some-Rent-7742

Well the only company I see surviving long term is Redwood Materials but they're private. Check them out. You can buy their employee stock options through a secondary market. They have over 70% of the market share for the EV industry and are getting into energy storage. Just launched the world's largest used battery ESS in the world. Others include Cirba, Umicore, Ecobat, who handle many of the non lithium ion battery chemistries.

Th3Albtraum

I'm betting on ESS Inc (GWH). They produce flow batteries as an alternative to lithium. They don't require fire suppression systems or additional cooling. They have earthquake certification and 10 year degradation warranty. Right now most of there customers are utilities that have purchased small systems to test for integration. They're marketing to utilities as a base load but the tech could be scaled down for residential in the future. The problem is just getting the word out and getting customers. At first they were marketing a packaged unit that was ready to go aside final connections on site and a foundation pad. Recently marketing has changed to larger scale with more site construction with components. Duration and power output can be scaled separately unlike lithium which would be more attractive at larger scales. The components for the system are made from materials that are readily available and not subject to market swings or trade policy relations. I bought shares in 2024 before the reverse split and I plan on holding till it dies or booms. Hopefully the whole tariff war gets ESS more recognition as a better solution than lithium.

HatefulSweetPotato

Riding ESS Tech to vallhalah

Fickle-Sprinkles334

ESS tech ticker GWH

Fickle-Sprinkles334

Exactly! The demand for reliable backup power for AI, cloud, and crypto data centers will be huge. Flow batteries have been around for decades, but ESS reinvented the concept using safe, low-cost iron, water, and salt — no lithium, no rare metals. A clean and scalable solution for long-duration energy storage. ⚡️

Independent_Tip_2091

However it’s a straw man argument you made originally. No one is seriously saying that the power grid should go to 100% solar. Even Germany acknowledges they need to build out massive ESS capacity and gas as a secondary source.

Independent_Tip_2091

That’s only an issue if 100% of the grid is intermittent sources. As a mix, a grid can be ~40% wind and solar without too many supply issues. Add significant ESS, and you can go higher. Germany is at 45% wind and solar as an example.

ponkelephant

Do NOT sleep on SES AI. They're researching high-performance lithium-metal batteries and just acquired an ESS company to expand. They're still only at $500m market cap.

shufly09

Show me a list of “pre-certified” actuators, battery systems (ESS), drive motors and rotor blades. You have a fundamental misunderstanding of certification. You don’t just throw together a bunch of “pre-certified” parts together and viola, you have a certified aircraft. Regulatory bodies (FAA, EASA, etc) certify the entire aircraft after proving interoperability between systems.

BountyMennett

[Incannex Reports Positive Topline Results from RePOSA Phase 2 Trial of IHL-42X | Incannex Healthcare](https://ir.incannex.com/news-releases/news-release-details/incannex-reports-positive-topline-results-reposa-phase-2-trial) Sorry promising was my word, what was written here is "Phase 2 trial demonstrated clear statistically and clinically significant improvements." Are you saying that the observed improvements were just bias from the researchers? I am pretty confused, how is an "83% reduction" in sleep apnea actually measured? Are you claiming that this trial is bogus? Also don't worry about "raining" on anything. Some weirdos in stock forums think that if they hype a stock enough it means it will do well. I think today taught them that this isn't really true lol. I genuinely want to learn since biotech is getting talked about a lot and any info to spot sketchy stuff would be super useful. It also doesn't look like they used STOPBANG criteria for the self-report questionnaires? Instead they used "Functional Outcomes of Sleep Questionnaire-10 (FOSQ-10), PROMIS Sleep-Related Impairment 8a (PROMIS-SRI 8a), PROMIS Fatigue 7a, and Epworth Sleepiness Scale (ESS)." Any light you shed on these questions would really be appreciated!

Fickle-You-5101

Ai data center energy servers, bloom is unique but looking at others including ess Why ess Unlimited Cycle Life & No Capacity Fade: ESS Tech claims its iron flow chemistry offers 25+ years of design life with unlimited cycling and no capacity fade or degradation over time. This is a significant differentiator from lithium-ion batteries, which degrade with cycling and time. Long-Duration Storage (8-22+ hours): This is a key advantage over traditional lithium-ion batteries, which are typically optimized for shorter durations (2-4 hours). LDES is crucial for: Grid Stability: Integrating more intermittent renewable energy sources (solar, wind) by storing excess power for many hours and dispatching it when needed. 24/7 Clean Energy: Enabling renewable energy to provide baseload power, even when the sun isn't shining or the wind isn't blowing. Addressing Peaker Plant Needs: Replacing fossil fuel "peaker plants" that are brought online during periods of high demand.

Limp_Incident_8902

Idk the details on that case, but I do know things get pushed a certain way. Im not here supporting the limitation of free speech for American citizens, and thats an entire issue that I think trump is off the rails. So if that is actually the full scope of the situation, and this person wasn't somehow connected to a call for violence against ICE or some shit (probably was), then I condemn that. But I would deputize the military and declare martial law day 1 and sweep every home like the fuckin ESS-ESS to accomplish as thorough a deportation as possible. Not violently, just thoroughly. If their home countries dont want them back- I'd leave them outside the fence and tell em good luck. Id also institue REAL consequences for attempted illegal immigration. I'm talking work camps, hard labor, until you want to self deport. I'm over it, many people are. We dont want the military in the streets pepperballing civilians, but we DO want this shit taken care of, and if you stand in the way, throw rocks, or offer violence in the act of resistance, im cool with you having a really bad day.

capt_jai

$GWH ESS Tech is one to watch

VegasWorldwide

youre probably ahead because when you add the dividends, that's your profit. one of my best REIT's is $ESS. they are a little down lately. check them out and they are a must in every portfolio IMO. decent dividend and their growth has been very very good. solid fundamentals. CA real estate will only go up IMO even with that dumb governor they have.

VegasWorldwide

thanks for the info. he's been great and gave me some big time winners like $ESS, $MMM and $FNMA so he earned my respect but this Albermarle has me stumped

Artso209

Tesla is the only American company to manufacture batteries. I would guess with the whole tariff issue and new deposits of Lithium found, Tesla plans to explains its battery market. Look for ESS in states like CA and TX that are doing business with Tesla for that reason. Money has no morale compass

kplowlander

We're talking about the ESS for utilities. You know, the segment that is actually bringing in revenue (as paltry as they are).

BlurredYaw

你好YU ESS AYE 

SwingGenie241

Soon maybe Lucid another Lucid Group (LCID) an EV auto maker and ESS Tech (GWH) a maker of iron based solar storage. Not yet they have not met my targets

IAmDisturbanceFeedMe

Thank you, I’ll check into ESS. Realty income is “O” ticker right? I actually have them on my main watchlist for a year now but never purchased. Will loop back to them.

VegasWorldwide

Not sure about dividends as I’m still working on them but REITs I’m all in on $ESS.  They’ve been golden.  Realty income is good too.  The dividends I’m currently involved with are JEPI, SCHD, QYLD, PMT and BXMT.  That’s a work in progress for me.  

VegasWorldwide

Trump administration has had so many stocks kick ass PM SBUX YUM T CVS  MCD O ESS UNH NYC I mean there’s a bunch thriving from this administration 

IHadTacosYesterday

I inherited 29 shares of this company called Essex Property Trust Inc., (Ticker symbol ESS) when my Mom passed away. My Mom passed away on May 2nd, 2022 and the price of the stock at the close of the market on that day was $319.36 So my cost basis should be $319.36 x 29 = $9,261.44 However, I just got a 1099 form from Merrill Edge, and the dummies have my cost basis as $4,874.96! They're using the amount when my Mom purchased those shares on July 3rd 1996. I sold the shares in early 2024 for a loss (based on my **real** cost basis), but these dumbos have me making a profit now... sigh...

astromime

Their backlog is promising, but I have to agree with you. Even ignoring the recent earnings, Fluence's major issue imo is that energy storage prices have been rapidly decreasing and Fluence doesn't actually make their own battery cells or have any of their own underlying tech to protect their future margins. With reports of ESS in China costing under $65/kWh it's only a matter of time before ESS prices fall to at least $100-150/kWh in the US and EU. As Fluence doesn't produce cells in house, their margins are only going to get tighter. And given they've struggled with profitability (I think they only recently posted their first positive quarter?) it's not a great outlook. On top of that their revenue recognition is at best confusing and at worst deliberately misleading as their reported revenue doesn't actually line up with their reported GWh deployed or GWh backlog in their 10Qs. It seems to be tied to some projects "in progress" metric which isn't reported so you can't actually calculate what they earn per kWh or their cogs/kWh. This makes it hard to figure out how sensitive they would be to these decreasing market prices. It's a bit counterintuitive as usually higher revenue metrics are better, but in this case, I would feel more comfortable if they were already charging $200/kWh or less instead of (what's more likely) $250-300/kWh. Because their margins are so low (iirc their gross margins are typically under 10% while Tesla ESS margin is something like 25%), if those margins are on a $300/kWh system it's hard to imagine them being able to turn a profit if ESS prices fall hard. For reference Tesla likely earns around ~$240/kWh for their Megapack. So I'd imagine Fluence charges the same or more. This post is pretty bearish but I'm rooting for Fluence. North America really needs to catch up to Asia when it comes to batteries. But I don't think I would invest in Fluence, I just don't see what advantages they have over Tesla & South Korea. (And note that all of these would struggle in comparison with China, but I do think the barriers against Chinese batteries are fairly strong and I don't see risk of them ending at least in the US).

ayashifx55

and how do you get ESS data ?

WaywardSachem

Fidelity's Equity Summary Score vs. Post-Earnings moves (low ESS = bearish): ABNB: ESS 0.9 / AH +12% DKNG: ESS 0.2 / AH +7% AMAT: ESS 7.9 / AH -5% PANW: ESS 7.5 / AH -5% TWLO: ESS 8.8 / AH -5% COIN: ESS 2.2 / AH +2% ROKU: ESS 2.4 / AH +12% WYNN: ESS 0.4 / AH +1.3% RSG: ESS 6.4 / AH +2.4% (they at least got this one kinda right) Genuinely seems like inversing this ESS is the play going forward.

WaywardSachem

Fidelity's Equity Summary Score vs. Post-Earnings moves (low ESS = bearish): ABNB: ESS 0.9 / AH +12% DKNG: ESS 0.2 / AH +7% AMAT: ESS 7.9 / AH -5% PANW: ESS 7.5 / AH -5% TWLO: ESS 8.8 / AH -5% COIN: ESS 2.2 / AH +2% ROKU: ESS 2.4 / AH +12% WYNN: ESS 0.4 / AH +1.3% RSG: ESS 6.4 / AH +2.4% (they at least got this one kinda right) Genuinely seems like inversing this ESS is the play going forward.

AntoniaFauci

Old.reddit doesn’t give me screenshots. But I pulled the transcript from the November earnings call here.]( Here’s an excerpt... > For the American segment, we are focused on expansion of our commercial vehicle footprint while securing future orders for our new ME6 LFP ESS platform. **We are also looking into options for full financing solution for our Clarksville facility.** I would also like to reiterate on the global level that our focus is on profitability through regional efficiency and growth. We are targeting sustained positive adjusted EBITDA contributions **from our established business in EMEA and APAC**. Consistent revenue growth and the ability to maintain a healthy gross margin profile is the key to improving our liquidity and providing a route to long-term profitability. To summarize, our core focus continues to be on product development, operational efficiencies, key customer growth, reducing liabilities and strategic cost cutting. Please join me on Slide 14. I would like to take a moment to welcome new investors as well as reinforce who Microvast is as a company to our legacy stockholders. **Microvast is a U.S. Company funded and headquartered** built today in Texas **where I funded the company**. We strive to be a trusted global provider of cutting edge energy technology solutions. The company holds more than 775 patents that are either granted or pending with our products currently powering equipment worldwide. We aspire to continue our groundbreaking product innovation across our extensive technology stack and we aim to be steward of the electric energy revolution to create a cleaner and more resilient planet for all our humanity.

Mobile_Art_6454

Utility ESS.. I think it’s promising with zinc.. safer, less AHJ constraint + American made I bought in with $500 at $1.12.. hoping for Enphase like returns 🙏 🙏

SubstantialIce1471

Microvast shows strong growth, advanced tech, and key partnerships, positioning well in EV and ESS markets.

PAUZ_UNO

I have no experience - and seriously limited funds \[massive paycut, to go help my dads business\] so i can usually throw in like 5-600 a year tops; started into my rIRA journet around Xmas 2022, learning the ropes as i went... 1x AAPL/129.50 3x DIS/86.00 4x GWH/35.00 10x CWCO/15.30 10xBE/18.65 Bloom was/ESS is my biggest drag - although i kept faith in the last year on the handful of dips. sold 2x dis at 101.00 months back \[stagnant for 1+ years\] - to buy more BE/CWCO. long story short... 32x BE with avg of 16.45 - LOVE the last month of action! 54x GWH with avg of \~9.60 \[looking for 75x by monday open to further drop my avg\] - as i feel the outlook has been stagnant, with low volumes...as well as some of the contracts they recently pulled have serious potential My dad gives me sh\*t when im telling him about some random patterns/signs - and 2 weeks later it's "i should have bought BE at $10, dammit!"

Acceptable_Worker328

If you have zero idea what you’re talking about, why even type the fucking comment. Standard procedure for ESS fires is to soak the fucker until it stops catching on fire due to thermal runaway.

1WordCoffee1Problem

Per Wood McKenzie, they are the fourth largest BESS integrator in the world per installed capacity. Discount the fact that Sungrow and CRRC get most of the install MW form a closed market and they are number two. As far as pure plays go, they have no competition. EOS, ESS, Red Flow etc. have much worse financials, prospects, and batteries. Tesla is definitely a heavy weight competitor but they have some leadership issues. As far the Chinese companies, new Lithium ion sanctions come into effect in 2026 and the [DOE is actively working to push any Chinese BESS’ out of US infrastructure.](https://www.afcea.org/signal-media/technology/domestic-battery-manufacturing-does-race-power). Yes, Tesla is the largest competitor.

1WordCoffee1Problem

[Per Wood McKenzie](https://www.woodmac.com/press-releases/global-energy-storage-integrator-market-grows--increasingly-competitive-in-2022/l), they are tied for the second the largest BESS integrator in the world per installed capacity. Number one if you discount the fact that Sungrow operates in a closed market. As far as pure plays go, they have no competition. EOS, ESS, Red Flow etc. have much worse financials, prospects, and batteries. Tesla is definitely a heavy weight competitor but they have some leadership issues.

Imvibrating

ESS

Thatrsxkid

You’ll probably have a stalling issue with it at least once or twice either due to the hybrid inverter or if it’s an ESS model you’ll have a lot of issues with the start stop system or the ASD relay circuit. The transmission inside those Pacifica’s are the 62TE and they are known for failing. Not trying to shit on your car but just warning you of potential issues, Those hybrid Pacifica’s make me a lot of money (I’m a stellantis level 3 technician). Not only that but the 3.6L V6 they put in the Pacifica has a lot of issues. You will have to replace the oil cooler (oil filter housing) at least once, they crack and leak oil. You’ll most likely have to replace a cylinder head around 100k-150k miles $5k-$7k. I like the Pacificas they are nice but they definitely have issues

FUK1T-88

I'm afraid to open my WSB logins...from bad credit to having sleep for dinner I seen on my margin calls. Woke up the day and did the Kansas City Shuffle on TradingView with the older brothers account...I now owe him his car, rolly and more permissions then fogivenesses-es-Capital ESS

ImNoAlbertFeinstein

im over here doing the Medal Count bcuz i got no money to count. YOU ESS AYYY!! YOU ESS AYYY!!!

Hittingpaydirt

$FNMA and $FMCC. Interest is high right now but we all know it's coming down. Those stocks are mortgage tied and in the dollar range but were once like $70 per share. They will be $5 per share by 2028. Also any REITS are undervalued right now because of interest. They pay good dividends. My favorites are $ESS, $O, $SPG & $NYC. Let me know y'all thoughts.

stickman07738

Na Ion batteries have been in development just as long as Li and now CATL is the only one producing commercial batteries. They still have complex chemistry issues and short life-time. There may have a place but I feel LFP batteries will dominant EVs. Also if government see China controlling the technology - they will shy away. For me, the market is Energy Storage - Iron Flow technology has over 25 years life expectancy and enhanced safety. Utilities do not want to change out systems every 5-10 years. ESS Tech is gaining a foothold with demonstration units in a number of countries, and I like their partnership with Honeywell.

hawaean

I'd recommend 30% left in your savings, put 30% in an actively managed brokerage and split the last 30% between growth and dividend stocks. If you like ETFs, then SCHD or VIG are good starting options. Keep in mind, while VOO is a good way to hit the broad market, you could miss out on bigger risk/reward options, as you mention having a higher risk tolerance. For example, if you had VOO during this tech boom, you would have missed out on 50-70% returns from the top performing tech ETFs. It sounds like you might have FOMO if you just invest in the market with VOO, but picking the next winner will require your time and effort. [https://imgur.com/a/1AuItxP](https://imgur.com/a/1AuItxP) Also, don't completely dismiss real estate. The rates are high right now, which has really hurt the sector. Once the rates cool off in the near future, there's a ton of investors ready to pounce on better days and should inject a lot of value across the board when interest is back to the 5% range. If you're just not wanting to deal with managing properties and tenants, then look at REITS, such as MAA, O, ESS, OHI, and ADC. Talk to a financial advisor. All the reddit talking heads here are probably just jealous that you have $200k to work with. Good for you. And thank you for your service, by the way.

Aceofspades968

Looks like [ESS](https://www.ato.gov.au/businesses-and-organisations/corporate-tax-measures-and-assurance/employee-share-schemes/employers/types-of-ess/concessional-ess/tax-deferred-schemes#) but I think your employer needs to have one for you to take advantage of it. Find one or two things you use everyday and buy that. Watch it, sell it, buy more, you pick. It sounds like you need a lay of the land before doing anything aggressive. Think about setting up a robo advisor to learn the basics of market movement and then get your feet wet after.

Not-Sure112

On a whim I bought 2k of SoundHound before NVidia earnings. I had no idea the two had a connection. I just wanted a cheap AI stock with a business I could understand. The next day I cashed out for 130% gain. Over the few days I watched it hit close to 500%. That hurt missing all that gain but I was happy I got lucky.  Thats happened twice now. The other was ESS and only because it was backed bt Bill Gates Foundation. It's fun to risk a little and get lucky but that's all it is. Luck.

MelancholyKoko

Solar panels, ESS, EVs. Canned Sardines.

stickman07738

Recommend you subscribe to [Energy Storage News](https://www.energy-storage.news). My personal opinion is the Lithium will have a spot initially, but in the long run safer and more cost effective BESS technology will prevail, such as Iron Flow, Vandaniumn Flow, Sodium and possibly Zinc. ESS buyers in China are much more focused on price, whereas in the US and Europe buyers place more emphasis on whole lifecycle, battery degradation and various other metrics (safety, fire) alongside price.

zitrored

ESS tech (GWH) waiting for this dog to have its day in the sun.

No-Champion-2194

Agree that the banks have had quite a run and are close to fair value here. There are sectors that have been left behind that I see as good values here: \- Consumer Packaged Goods - Pepsi is down to under 20x fwd earnings, vs 25x or so normally, and paying a 3.1% dividend. Kraft Heinz is down around 12x earnings and pays 4.4%. \- Apparel stocks - Kontoor has been performing well, and is still only at about 12x earnings. If you believe that VF Corp can turn themselves around, they have a long way to run. \- Residential REITs are down based on the glut of new multifamily projects coming online in 2023-24, but new project starts fell off a cliff when interest rates rose, so the market will have time to absorb them and we should get good rent increases in future years. AVB, ESS, CPT, UDR, and AIRC are trading in the mid teens on a price/FFO basis, paying 4-5% as you wait for the supply/demand equation to tip back in their favor. \- Single location retail REITs are also attractive. NNN trading at 13x expected FFO and paying over 5%. O is at similar valuations and has a broader portfolio, if you want exposure to gaming or other subsectors.

VoteDBlockMe

I had to carry my papers around as an essential worker in case the ESS ESS (apparently this acronym is blocked lmao) stopped me - fucking pathetic.

Th3Albtraum

I'm wondering if the next new boom is in energy storage and micro distribution moving away from large scale energy generation. All this money has been pumped into green energy generation to replace coal and natural gas fired plants, but there hasn't really been much in the way of storage, especially in residential backups. Being in the Midwest (USA) sometimes in the summer we get storms, or in the winter ice that knocks out power for a few hours or even days. I can deal with the house being cold, but we have livestock and if the power is out then water pipes and tanks freeze over. I work in the construction industry and i had asked one of our electric contractors about solar for my farm as a backup. He told me the solar you typically see on homes only works if it is tied to the grid since it needs to match phasing. Lithium Home battery systems tend to double the cost of the solar and need to be replaced because of the dendrite fire issue. There just isn't anything affordable that can match a propane generator. I'd looked into alternatives to lithium and while watching YouTube what's new tech videos, what i found promising is Iron flow battery tech. It's not as compact as lithium, but manufacturing and material costs are lower which is more attractive for integration in commercial buildings. There is no fire risk so small versions could be installed in garages or basements of any apartment building or residential home to compliment the solar on the roof or micro wind turbines. I've invested in ESS (GWH) since it's been around for a decade and has a proven product It just seems like all that it needs is to get its name out in front of Tesla as a chapter alternative for grid scale storage. From there it's just manufacturing scaling. There was a statement in an article on their website and I'm not quoting it exactly but it was in response to the size comparison to lithium batteries; "Sure it's bigger than lithium, but compare that to how much land a wind farm takes up. Size doesn't really matter."

T00thBr00m

Enphase, chargepoint, shoals, ESS Inc, stem Look for companies that sell hardware but offer software/maintenance subscriptions. Margins will be low to start meaning lower valuations, but as they grow and the hardware/software mix changes margins will improve and valuations increase. Avoid simple commodity products which will face low cost competitive pressure from Chinese companies

Th3Albtraum

Been looking into (GWH) ESSinc which makes flow batteries out of Oregon. They're still in development, but from their website it seems like they have a product that works and is in long term testing. Honeywell recently partnered with them so it appears funding is secured, just needs time to expand. The focus for battery storage is on Tesla and lithium as the magical solution to storage needs, but Regional politics can play a huge role in the supply chain. ESS uses iron and salt which is readily available throughout the world. What interests me is that the battery module doesn't require conditioning to keep it cool or warm to function properly. And the fire risk is near zero. So minimal power use while the battery is sitting, and no need for a fire suppression system. The partnership with Honeywell leads me to think there will be development of backup systems for commercial use (hospitals, warehouses, municipal buildings). The lack of fire danger means the battery system could easily integrate with building codes, low upkeep costs, and 25 year shelf life makes these battery storage systems attractive.

No-Champion-2194

Not all commercial REITs own office buildings. While office real estate REITs do have a rough road ahead, other subsectors have brighter prospects. Retail store owning REITs like O and NNN and apartment REITs like AVB, ESS, and UDR have a much more stable cash flow. Many have taken the opportunity over the past several years of low rates to extend their debt maturities. If you dig through their annual reports, you can compare them and pick one with longer debt maturities.

Icankickmyownass

If US go fidelity, get $100 for depositing $50. Invest some money into ESS or BESS type companies. Hold for around 5 years and thank me later

Joe6102

$AMH $ESS Or get commercial exposure plus leverage and go full $DRV

raebyagthefirst

Microvast is breaking into ESS business and their backlog is growing explosively. Starting production on their new US factory in Q3-Q4.

Visual-Squirrel3629

$FREY > FREYR offers a clean Nordic solution to the rapidly growing global demand for high-density and cost-competitive battery cells for stationary energy storage (ESS), electric mobility, and marine applications. > We are targeting the production of environmentally friendly battery cells through a business model intended to maximize long-term value creation and unlock sustainable, superior returns to our stakeholders.

gslexie

Whatever the wave is, ESS inc seems to be riding it too.

OurStreetInc

Ehh so the red flag is that they are Asian? The battery performance has publicly available information and public statements made from others not from management. The issue for them is a long list but performance is not one of them. You can get the spec sheets for some of these ESS platforms. US total ESS installation was 2GWh in 2022, they are currently at 2GWh of contracted at current rate by end of year they'd probably have 4GWh+. Yes output has been limited but it's related to too many battery chemistries without enough production lines, since merger they've slimmed down offerings and fully automated both cell plants. The 53.5Ah battery specifications are public, I challenge you to show me any automotive cell that's available for sale today, that's more competitive.

No-Champion-2194

UDR is the most sunbelt-centric residential REIT. AVB and EQR concentrate on supply constricted markets on the coast. ESS owns only on the west coast. These fall in line with your expectations of a tight property markets driving high housing prices driving high rents.

im_Ugwee

Engine? You seem very confused Of course teslas unibody manufacturing process requires oil. But how does that have anything to do with a clean energy transition? That’s a completely different piece of the puzzle which will eventually be addressed with the use of ESS (electric storage systems) and ai systems like Athena to utilize them in a completely efficient way.

Mudfry

What are peoples thoughts on ESS Tech? (GWH ticker)

Vintage_Dude_79

Don’t use PE for Reits, the reason is depreciation. Look at AFFO instead. Both AMT and EXR are solid. AMT is probably the better long term value at these prices. I recommend investigating: CCI, ARE, REXR, TRNO, EGP, ESS, AVB, MAA. Good luck.

Elbow_wrinkle_quiche

I see you failed to DEE ARE ESS your puts. Tough lesson.

SuspiciousStable9649

There’s iron and zinc and vanadium flow batteries ready to go for ESS, leaving more lithium to automotive demand. But the market is like - fuck ‘em. Sodium will be hot when it gets some big names behind it.

beecums

ESS, O, FRT dividend aristocrats STWD Nice dividend

IAmInTheBasement

Megapack - [https://www.tesla.com/megapack](https://www.tesla.com/megapack) CATL's ESS - [https://www.catl.com/en/uploads/1/file/public/202303/20230315092000\_ahw9vpn63j.pdf](https://www.catl.com/en/uploads/1/file/public/202303/20230315092000_ahw9vpn63j.pdf) \- page 9 of 16 They're similar in their MWh capacity. But Tesla seems to have nailed the software aspect of things. Look into 'Autobidder.' Some people are tracking Megapack projects, like this: [https://lorenz-g.github.io/tesla-megapack-tracker/](https://lorenz-g.github.io/tesla-megapack-tracker/) ​ Now, the funny thing is that this is the only place where CATL, a battery R&D and production powerhouse, and Tesla, are competitors. They both sell batteries packaged for grid storage. In Tesla's new Megapack factory that's getting built in China I'll bet dollars to donuts that they in fact will use CATL cells. Tesla already uses CATL cells in some of their Gigafactory Shanghai made autos and even the Model 3 - Standard Range made in Fremont, CA. The cells Tesla is concerned with making all on their own are high-nickel content 4680 form factor where very high energy density is paramount. Where high performance or sensitivity to mass need to be paramount - Tesla Semi, Cybertruck, and future high performance versions of Model S Plaid(+) and Roadster (TBD). But Tesla buys from basically everyone. Joint venture with Panasonic in NV? Check. Panasonic 18650 cells made in Japan? Check. NEW Panasonic factory in Kansas? Check. LG Chem cells made in South Korea? Yup, they go into some models made in China. And of course, CATL.

TheyCallMeBigAndy

He was talking about the commercial ESS, not the domestic one.

thejumpingsheep2

It depends on the owners and management be it yourself or the REIT company you invest into. I own properties and manage them myself and I own REIT shares as well. The hardest part about managing properties is the legalities when dealing with tenants. Thus the most important aspect is to select good tenants. But good tenants generally only want good property. So to attract them, you need to have property in good safe locations that are in high demand. And so on and so forth. When all is said and done, owning property has a lot of financial advantages. For one thing, its considered an asset which can be leveraged when needed. This is because they are seen as good assets by lenders. For example, i can mortgage any of my properties if I wanted to. You cant really use stocks to leverage in a reliable manner, at least not with maximum efficiency (aka cant max out your margin because its risky as hell). However leveraging real estate is very predictable and can be relied upon for business operation. When you operate your own real estate your returns will obviously be higher. This is because you are doing the work. My average cap rate at the moment is probably a little over 7% for residential real estate. Go look at residential REITs and see what kind of yield is available... generally speaking, they hover around 4%. Historically their dividend yield is even lower than that. Its high right now due to interest rates going up. The reason for this is because residential REITs in the USA are considered rather safe due to high occupancy rates and demand. So investors are willing to pay a premium for these shares. In effect, you are paying significantly more for their properties. Think of it like this: Property Price: $500,000 Cap Rate: 7% Profit per year: $35,000 Now to get that profit from a REIT at 4%, you would need to purchase: $35,000/0.04 = $875,000 worth of stock. So as you can see, that difference is considerable. But you have to do some work to get it and there is higher risk when you own property. What if a tenant is an a-hole and destroys your property? What if they get hurt somehow and blame it on you? What if a pedophile moves in next door and suddenly no one wants to rent the property? Those are all real risks. One last note about equity. Generally speaking REITs are valuated not based on property value, but rather cap rates. This is because investors cant take advantage of property value directly and only profit from dividends. This is an over simplification but its generally true. Conversely when you own a property, and equity gains are directly assigned to you and you can sell the property to recognize the gain at any time. However with stocks, a REIT stock may not necessarily go up even if property values are up. Lets take a look at ESS for a second. Zoom out 5 years and you will notice that the stock is actually lower today than it was in 2018... This is despite the fact that property values have gone up at least 30%. End of the day its all about management and experience with RE as a business. Ive read plenty of nightmare posts from landlords and clearly those people were not qualified to manage properties. They thought it would be an easy thing and discounted all the risks. They bought cheap homes in the slum thinking they would get rich renting them out. Its not that easy.

SuspiciousStable9649

GWH UL listing for ESS batteries. https://finance.yahoo.com/news/ess-batteries-achieve-additional-ul-130000868.html

thejumpingsheep2

The interest rates hikes were pretty much known well in advance. The US feds starting signaling pretty early last year and we sort of knew because the economy was overheating in 2021. So the markets were probably just looking ahead a bit like we are doing now. You can see similar trends in US residential REITs like ESS. So its not just EU per se. I would say that to look into each of these companies and see which ones have the best balance sheets. Check their debt and when its due and what their cap rates will look like moving forward. So basically, which ones have good enough financials that they wont need to sell into a falling market. See if any actually have money to buy when the markets are low. These will be the ones who outperform.

Intrepid-Nectarine14

Apartment REITs are benefiting from the housing shortage in the US, and the inability of people to buy houses due to high interest rates. They are trading well below the value of their properties, and are paying out \~4% dividends, compared to the 2% they usually pay. I like the ones that concentrate on coastal and sun belt markets with high demand and limited supply - AVB, ESS, EQR, UDR.

Willeranta1

How can you actually invest in these chinese battery companies? They seem to have a pretty big market proportion, in terms of ESS and batteries.

RektorRicks

I like ESS as a technology company and some people I know in the industry have called them out as a solid company, but they're a long way from mass production

Inconceivable76

NEM3 is the new metering tariff program in CA. ESS are batteries for storage.

many-brain-tabs-open

I work in the solar industry. Can't confirm that this is a Tesla only thing tbh, it could be a general problem in the solar industry. For one there's NEM3 which is not looking good for solar in California going into 2023. Additionally local jurisdictions in California are making their requirements, particularly with ESS batteries, a lot more challenging. The last 3 weeks at my job have been a slight pain in the ass lmao

Exrof891

Exro Technologie’s Coil Driver and Cell Driver technology will be a Big Game changer in the EV world. Make the EV battery last longer and can repurpose the battery after EV use for energy storage units(ESS). Check it out Exro.com

ImpactExtreme

$GWH short report by Grizzly Research [Caught Red-Handed: We Present Evidence that ESS Tech Inc.’s Biggest Customer is Really an Undisclosed Related Party Without Operations](https://twitter.com/ResearchGrizzly/status/1600513611402575872?t=hV-c0mi3upfNrkADO_FHJA&s=19)

terrobrilliant

forward P/E = forward PUSSY AND ESS????? highly likely...

p00pTy

*whispers in your ear*^DEE ARR ESS

leapinleopard

Here is one for when bottom fishing starts up: "The US company is the world’s only manufacturer of flow batteries that use an all-iron and saltwater electrolyte. It just published its Q3 2022 financial results, having been publicly listed in late 2021. ESS Inc is currently on the path to commercialise its products, aimed at the long-duration energy storage market for applications of between about six and 14 hours. It only began recognising revenues in the second quarter of this year, and said prior to its listing that profitability would likely be at least a couple of years away." [https://www.energy-storage.news/california-australia-deals-represent-meaningful-base-of-business-for-flow-battery-maker-ess-inc/](https://www.energy-storage.news/california-australia-deals-represent-meaningful-base-of-business-for-flow-battery-maker-ess-inc/)

A_Owl_Blud

This article looks like it was paid for and written by an iron flow battery company ESS?

Easy-Mistake-8858

Agree to most of that except for ESS. It is the only iron flow battery manufacturer, and the chemistry is pretty bad insofar as flow batteries are concerned. Also, did you see how much the share price cratered after the IPO? Iron is so corrosive it makes the benefits of cheap electrolyte in the battery pointless. Vanadium on the other hand has an infinite life. It is the best flow battery chemistry because it can exist in different states (v2,v3.v4,v5) etc without contamination from other elements.

JohnnyLarue2u

I wouldn't say vanadium is the next lithium...Redox flow batteries, and there are many types, in general are a much better solution for grid and renewable energy storage than lithium. Almost no degradation over decades of use, high round trip efficiency, no fire risk, capable of performing in wide temp ranges and most importantly are capable of high power discharge cycles up to 12 hours, no fire/explosion risk...while lithium can handle only a few hours and have significant degradation in a much less period of time and can go boom. While vanadium is ok, my bet is on Iron flow redox batteries....much more abundant mineral, and much less toxic. In the USA the leader in iron flow is ESS inc, ticker GWH.

swampassOG

Smoking tweeds at the State Park. NAT PX-ESS

MelancholyKoko

Thing that people who talk about stagflation conveniently forget to mention is that we are pseudo-net exporter of energy unlike the 70s. Just go visit any shale patch and the manufacturing sector that supports that industry. They are revving in all cylinder thanks to the hydrocarbon price. Same with other energy sector like wind, solar, ESS and even nuclear.

xcalibur2

ESS

itsgodsposterchild

I hope you’re serious because I took a long time writing this. Open the bar and call it “The WSB”. Aka The Wall St. Bets Bar, or The Wall St. Bar for non regarded customers. Your finance bros will be targeted by the acronym, the chicks will just refer to it as “the dubble you ESS BEE” (sounds fancy) and your drinks can all be blue chip stock tickers. The TV’s can be stock charts for that day (unless it’s the weekend then it’s whatever America watches on that weekend) and the hosts can all wear business attire. This helps it serve as a casual watering hole and also a place for professionals to work and lose money professionally. The ambience must be rich and should be a fusion of Steve Jobs and Martha Stewart. Think swanky and classy, kinda like a hotel bar or country club setting. Lastly, to get these people coming back to your bar and to cellar box all these other bars… You discount the drinks if it’s a red day by whatever the ticker dropped that day (so the Disney Doozy is now worth whatever 2% off it’s original price is) and if it’s a Green Day for the ticker, you charge more. Suddenly, their favorite (and mine personally) the Lockheed Martini is more expensive then it was yesterday?! That’ll get people talking. Guess they better choose a different drink. That alone might get them interested in stocks and you swoop in as a financial advisor. You will need a series 6 or whatever and food handling license. Don’t forget your alcohol license too. Profit

CoreyCapturesBoudoir

PYPL is a good buy right now but plan on holding on to it for a while. Which I think if you are planning for retirement then you are making smart moves. For ETF's VOO isn't bad, about the same as QQQ. VOO pays out a better dividend. SCHD is another good long term investment. Some good stocks right now PSA, ESS, WINA, EXR, and V

jk6421

***This is the one to watch for sure.Fantastic Story unfolding here*** ***$SNPW>.02 is there Distribution Hub for the United States.*** ***September 19-22, 2022 Anaheim Convention Center Anaheim, CA*** ***Fox-ESS has a 20x50 booth at the major US conference: RE+ -*** [***https://www.re-plus.com/***](https://www.re-plus.com/) ***- Sept 19-22 - RE+ hosts up to 19,000 energy professionals from across the world -*** ***The show floor boasts over 500 exhibitors, from the largest players in the industry to start-ups. - Booth:*** [***https://spi22.mapyourshow.com/8\_0/exhview/index.cfm?selectedBooth=3138***](https://spi22.mapyourshow.com/8_0/exhview/index.cfm?selectedBooth=3138) [***https://www.fox-ess.com/***](https://www.fox-ess.com/) ***$$$$$ CHA CHING CHA CHING \*\* Next Week is MEXICO and Latin America was last week.These all are $SNPW Territories. icymi*** [***https://www.facebook.com/FoxESSglobal/***](https://www.facebook.com/FoxESSglobal/) ***(scroll down)*** ***$SNPW is Fox-Ess's only Global Patrner and Listed Seller for the United States.*** ***(below)*** [***https://www.fox-ess.com/global-partner/***](https://www.fox-ess.com/global-partner/) [***https://www.enfsolar.com/fox***](https://www.enfsolar.com/fox) * ***Forecast Stock Price $2+ in approx 1-2 years*** * ***Do your own DD.***

jk6421

***This is the one to watch for sure.Fntastic Story unfolding here.*** ***$SNPW>.02\^ is there Distribution Hub for the United States.*** ***September 19-22, 2022 Anaheim Convention Center Anaheim, CA*** ***Fox-ESS has a 20x50 booth at the major US conference: RE+ - https://www.re-plus.com/ - Sept 19-22 - RE+ hosts up to 19,000 energy professionals from across the world -*** ***The show floor boasts over 500 exhibitors, from the largest players in the industry to start-ups. - Booth: https://spi22.mapyourshow.com/8\_0/exhview/index.cfm?selectedBooth=3138*** [***https://www.fox-ess.com/***](https://www.fox-ess.com/) ***$$$$$ CHA CHING CHA CHING \*\* Next Week is MEXICO and Latin America was last week.These all are $SNPW Territories. icymi*** [***https://www.facebook.com/FoxESSglobal/***](https://www.facebook.com/FoxESSglobal/)***(scroll down)*** ​ ***$SNPW is Fox-Ess's only Global Partner >*** [***https://www.fox-ess.com/global-partner/***](https://www.fox-ess.com/global-partner/) [***https://sunpacificpower.com/fox-ess/***](https://sunpacificpower.com/fox-ess/) ***\*Forecast Stock Price $2+ in approx 1-2 years.***

dcmtbr

A few mulitfamily REITS - EQR/AVB for large urban coastal cities, MAA for sunbelt, and ESS for the westcoast. But based on the original thread comment you would be stating that apartment rentals would go south by shorting multifamily REITs which might not be the same as the housing market.

ecoshares

Hi ElBarto - was just copying/pasting the short-term liquidity paragraph from the last review, which was STEM, and missed updating the name. The data was ESS Tech though. Regarding the $686,000 - rounding issue and have updated - net margin loss changed from 2,294% to 2,274%. *clinks beer*

ElBartoVerdad

Disclosure: I own a lot of warrants, and an unseemly amount of shares of this ESS trainwreck, and I will now caution you. Learn from MY mistake, don't just learn from your own. This dumpster fire needs to triple its current share price for me to break even. I hope that you assist me with that, but I don't want to straight up fleece you. ESS did recognize revenue this quarter in the amount of $686k, a breakthrough in that they have never previously recognized revenue at all since going public. That revenue is payment from Sempra ($SRE) because ESS ($GWH) delivered 6 units and has now been paid for 3 of them. Those three were delivered in December 2021, to San Diego Gas & Electric, and payment was not made until 2 financial quarters later. That corporate subsidiary of Sempra tweeted at the time that they were an early Christmas present. ESS retweeted that like giving things to multibillion companies was a good thing. A unit in this case is a battery housed in a tractor trailer that provides 0.5 MWh Softbank, the largest investor (over 20%) in ESS placed an order for 2 GWh which I assumed was a blank check for this companies expansion. Softbank has 4 large solar farms, 2 each in TX and CA, either online or under construction, so they have an immediate need for this product. To date, they haven't received anything. ESS does boast that its recent expansion allows it to double its output from 250 MWh to 500MWh, but yes, in the past year they have produced...4MWh? (maybe it's 5, let's be optimists) Even with 5MWh, they have been paid for 1.5MWh. I am all about reinvestment and I knew that this company was going to have some pitfalls. But the largest 3 shareholders are: Softbank, it's largest potential customer BASF, the worlds largest chemical company Breakthrough Ventures, a Bill Gates run (for profit) company that invests indiscriminately in clean energy startups. All the initial press focused on the 3rd one, and all the negativity as well. Some folks who lost money investing in Butterfly, which Gates had funded via his *charitable* were unhappy that portable handheld imaging to improve medical outcomes in third world countries didn't improve their balance sheets, and damnit, I wanted to prove those asses wrong. Anyway, this is a buy and hold and I don't recommend touching the warrants unless output increases dramatically, and payments for delivery become a regular thing.

ElBartoVerdad

OP - I read your linked text, but it got strange. Somewhere in the middle of reporting about ESS you switched to STEM then switched back. Consider proofreading if you use boilerplate language? Nobody can trust the numbers if you don't. Also, if you type out $680,000 you can just as easily type out $686,000 for the sake of accuracy. I'd have accepted it as a rounding error, but for those zeroes feigning precision. If you want to ballpark numbers, consider $680k - it's cleaner, and I don't get to bark at you over $6,000.

ecoshares

Posted in SPACs because ESS Tech listed through a spack in the closing months of 2021. Plz don't downvote :'(