We're in Collie right now. This is Mari Farm and we're about 200 km from Perth which is known as the most isolated city in the world because of our remoteness and self-reliance. We're working very hard to try and mitigate effects of climate change, which is why we're obviously so supportive of renewable energy happening here in our our local area because the weather and our climate are what us farmers need to make our business work.If global warming continues and our water resources continue to shrink, then ...

Richardson Electronics Q1 FY2026 Investor Presentation October 9, 2025 NASDAQ: RELL VISION To make our world a better, more sustainable place by providing innovative technology solutions. MISSION We provide solutions that improve our world through innovative engineering and manufacturing in collaboration with our employees, customers and technology partners. VALUES • We are a diverse family; we take care of our people. • We focus on long term viability for our company, our community and our world. • Every i ...

Core Viewpoint - Dragonfly Energy Holdings Corp. has successfully closed an underwritten offering of 23 million shares of common stock, raising approximately $28.75 million in gross proceeds at a price of $1.25 per share [1][3]. Group 1: Offering Details - The offering included the full exercise of the underwriters' option to purchase an additional 3 million shares [1]. - Canaccord Genuity acted as the sole bookrunner, while Roth Capital Partners served as co-manager for the offering [2]. - The offering was conducted under a shelf registration statement declared effective by the SEC on November 24, 2023 [4]. Group 2: Use of Proceeds - The net proceeds from the offering will be utilized for working capital and general corporate purposes, including the repayment of $4 million under a term loan agreement [3]. - The company plans to invest in initiatives aimed at driving near-term revenue and strategic investments in next-generation battery technologies, particularly in scaling the dry electrode process and its application to solid-state batteries [3]. Group 3: Company Overview - Dragonfly Energy is a leader in lithium battery technology, specializing in cell manufacturing, battery pack assembly, and full system integration [6]. - The company is known for its Battle Born Batteries® brand and has deployed hundreds of thousands of reliable battery packs through top-tier OEMs and a diverse retail customer base [6]. - Dragonfly Energy's patented dry electrode manufacturing process offers chemistry-agnostic power solutions for various applications, including energy storage systems, electric vehicles, and consumer electronics [6].

Core Insights - Eos Energy Enterprises has entered a multi-year partnership with Unico to enhance energy storage solutions through the integration of DC-to-DC converters into Eos's Z3 Znyth aqueous zinc battery systems [1][2] Group 1: Partnership Details - The agreement with Unico, effective until April 2025, aims to improve efficiency and deliver more energy to end users while supporting cost-effective, long-duration energy storage [1] - Unico's technology utilizes high-speed switching controls and algorithms to optimize the performance of silicon carbide (SiC) and gallium nitride (GaN) devices, providing industry-leading efficiency and compactness [2] Group 2: Product and Technology - Eos's proprietary platform, DawnOS, integrates Z3 batteries with Unico's products, offering a scalable, efficient, and sustainable energy storage option [3] - Both companies emphasize their commitment to U.S. manufacturing, aligning with federal clean energy goals and enhancing domestic supply chain resilience [3] Group 3: Financial Performance - In Q2, Eos reported a loss of $0.37 per share, which was wider than the expected loss of $0.14 per share, while revenue increased significantly to $15.24 million from $0.90 million year-over-year, but fell short of the consensus estimate of $24.12 million [4] - The company reaffirmed its full-year 2025 revenue forecast of $150 million to $190 million, compared to the market estimate of approximately $160 million [5] Group 4: Market Reaction - Following the announcement of the partnership, EOSE shares rose by 18.24%, reaching $14.90 [5]

Core Insights - Enphase Energy has launched the IQ Battery 5P™ with FlexPhase technology in India, targeting the residential and small commercial solar markets [1][4] - The battery system is designed to provide reliable backup power and is compatible with both single-phase and three-phase applications, addressing the needs of higher-load homes and small businesses in India [2][3] Product Features - The IQ Battery 5P has a capacity of 5 kWh and can deliver continuous power of up to 1.28 kW per phase in a three-phase configuration and 3.84 kW in a single-phase configuration [2] - It can discharge up to two times the maximum continuous power for three seconds, allowing high-power devices to operate during grid outages [2] - The battery utilizes lithium-iron phosphate (LFP) chemistry, known for its thermal stability and safety [2] - The system is modular and expandable, allowing customers to start with one battery and scale up to 40 kWh as needed [2] Market Context - The launch is part of Enphase's broader strategy to expand its FlexPhase technology, which is already available in 18 European countries, Australia, and New Zealand [3] - The product aims to meet the increasing demand for energy storage solutions in India, where reliability and flexibility are critical for energy transformation [4] Customer Feedback - Installers in India have expressed that the IQ Battery 5P with FlexPhase meets the needs of larger homes and small businesses, providing reliable backup and maximizing self-consumption [3] - The product is seen as a trusted solution for energy storage in the Indian market, addressing the specific requirements of three-phase wiring [3][4] Warranty and Integration - The IQ Battery 5P comes with a 15-year limited warranty in India and can be paired with the IQ System Controller 3 INT for enhanced functionality [4] - It supports microgrid operation, remote monitoring, and integration with IQ8™ Microinverters, allowing for efficient energy management [4]

Tesla Stock & Market Sentiment - The market had already priced in the anticipated removal of EV credits in the US, leading to a "pull forward" effect on sales [2] - Investors are willing to overlook current margin pressures on EVs due to the perception of Tesla as a high-growth company driven by future verticals [4][5] - The stock's high valuation is sustained by investor confidence in Elon Musk's leadership and the potential of future ventures like robo taxis, AI, and FSD, despite eroding fundamentals in the EV business [6] - The speaker added to their position at $290 and $320, and sells calls on the name, but would not add to their position at the current level of $443 due to the stock chart being too vertical [7][8] Energy Storage - Tesla's energy storage segment experienced year-over-year gross profit growth of over $800 million last quarter [3] - Tesla's power generation capabilities are seen as a significant asset, especially in electricity-constrained environments [3] Robo Taxis - The speaker expresses strong interest in Tesla's robo taxi business [7][8] - The cost of six Whimos is estimated to be equivalent to 30 Tesla robo taxis, suggesting a potential profitability advantage [8] - Tesla aims to have unmanned robo taxis operating in Austin and possibly San Francisco by the end of the year, which could serve as a catalyst for this new vertical [9][10] - Robo taxis are expected to be a fraction of the cost of services like Lift or Uber [10]

Core Insights - Tesla reported quarterly vehicle deliveries of 497,099 for the period ended September 30, 2025, which is a 7% increase compared to the previous year when deliveries were 462,890 [2][3] - The company faced a decline in production, with 435,826 vehicles produced, down from 469,796 in the same quarter of the previous year [2][3] - The expiration of a key tax credit for electric vehicle buyers in the U.S. coincided with this reporting period, impacting sales dynamics [3][4] Delivery and Production Data - Independent researcher Troy Teslike predicted 481,000 deliveries, while Tesla's company-compiled consensus indicated expectations of 443,079 deliveries [1] - FactSet estimates suggested around 447,600 deliveries, showing a slight discrepancy with actual reported figures [2] - Tesla's production numbers were lower than the previous year, indicating potential challenges in meeting demand [2][3] Market Dynamics - Tesla's sales in Europe were negatively impacted by consumer backlash against Elon Musk and increased competition from companies like Volkswagen and BYD [4] - In contrast, U.S. sales saw a surge as consumers rushed to purchase EVs before the tax credit expiration [4] - Ford reported a 30.2% increase in its all-electric vehicle sales, reaching over 30,600 units, although still trailing behind Tesla [5] Stock Performance - Tesla's stock price increased by 40% in the third quarter, recovering from a difficult start to the year, with a year-to-date increase of 14% compared to the Nasdaq's 18% gain [5] Energy Business - In the second quarter, Tesla deployed 12.5 GWh of energy storage products, including Megapack systems, indicating growth in its energy segment [6] - The company also reported deploying 9.6 GWh of energy storage products in the second quarter of 2025, showing a consistent demand for its energy solutions [7]

Core Insights - Entero Therapeutics, Inc. has acquired 100% of GRID AI Corp, positioning the company in the high-growth AI energy-infrastructure market [1] - The acquisition comes amid a surge in multi-billion-dollar spending by hyperscalers on data centers and rapid growth in behind-the-meter energy storage solutions [1] Company Overview - GRID AI is a grid-edge, AI-driven software and device platform that allows utilities, retailers, and large power users to manage load and distributed energy resources dynamically [1] - Over $50 million has been invested in GRID AI since 2019 to commercialize its autonomous platform [1] Technology and Innovation - The platform delivers Dynamic Load Shaping™ (DLS) and an Aggregation Management Platform (AMP) [1] - It orchestrates millions of behind-the-meter assets, including EV chargers, batteries, HVAC systems, water heaters, and rooftop solar, using AI, machine learning, and edge analytics [1] Market Impact - The technology aims to balance supply and demand in real-time, contributing to a more reliable, resilient, and transactive grid [1]

Core Viewpoint - Canadian Solar has secured a significant long-term agreement with Aypa Power for its energy storage business, which has positively impacted its stock performance. Group 1: Business Development - Canadian Solar's e-STORAGE unit signed agreements with Aypa Power to provide the SolBank energy storage system for two battery energy storage projects in Ontario [2] - The partnership includes 20-year long-term services agreements, indicating a strong commitment between the two companies [3] - Delivery of the energy storage systems is expected to begin in Q1 of next year, with commercial operations aimed for the first half of 2027 [3] Group 2: Market Reaction - Following the announcement, Canadian Solar's shares rose nearly 14%, reflecting positive investor sentiment towards the long-term deal [1][5] - The lack of financial details regarding the contracts makes it challenging to assess the impact on Canadian Solar's revenue and profitability, but the long-term nature of the agreement is viewed as a positive development [4][5]

Core Insights - Sunrise New Energy Co., Ltd. is participating in The Battery Show North America 2025, highlighting its commitment to the North American market [1][2] - The company aims to build partnerships in residential energy storage, commercial & industrial storage, and AI data center energy storage systems during the exhibition [2][3] - CEO Haiping Hu emphasized the company's advanced anode materials and Alchemistica's battery pack solutions as key to meeting the growing demand for energy storage in North America [3] Company Overview - Sunrise New Energy is headquartered in Zibo, Shandong Province, China, and specializes in manufacturing graphite anode material for lithium-ion batteries [4] - The company has a manufacturing facility in Guizhou Province with a production capacity of 50,000 tons, utilizing inexpensive renewable energy [4] - The management team consists of industry experts with extensive experience in the graphite anode sector, and the company operates a knowledge-sharing platform in China [4]