Time for today's Power Play. Our new weekly segment highlighting all things energy. And your next guest runs a company that should be on your radar.And by the way, it has been for many traders. EOS Energy more than doubled in 6 months. It is a New Jersey based company.They make batteries and other storage solutions. One of those is a plug and power all-in-one system. Oh, and by the way, most their products made right here in America.Turtle Creek, Pennsylvania. Hard on the edge of Pittsburgh, PA. Joe Master ...

Core Viewpoint - KULR Technology Group, Inc. will hold a conference call on August 14, 2025, to discuss its financial results for the second quarter ended June 30, 2025, with results to be released prior to the call [1][3]. Company Overview - KULR Technology Group, Inc. is a Bitcoin First Company that specializes in energy storage solutions for space, aerospace, and defense, utilizing in-house battery design expertise and production capabilities [4]. - The company has committed to allocating up to 90% of its excess cash to the acquisition of bitcoin as part of its treasury program since late 2024 [4]. Conference Call Details - The conference call will take place at 4:30 p.m. Eastern time (1:30 p.m. Pacific time) and will include a question-and-answer session [2][3]. - Interested parties can submit questions to the company prior to the call, which will be addressed based on relevance and appropriateness [2].

Core Insights - KULR Technology Group has increased its Bitcoin holdings to approximately $101 million, acquiring an additional $10 million worth of Bitcoin at a weighted average price of $108,884 per Bitcoin, now holding a total of 1,021 BTC [1][2] Group 1: Bitcoin Treasury Strategy - The recent acquisition aligns with KULR's Bitcoin Treasury Strategy, which commits up to 90% of surplus cash reserves to be held in Bitcoin [2] - KULR has achieved a BTC Yield of 291.2% year-to-date, utilizing surplus cash, a Coinbase credit facility, and an At-The-Market equity program to fund purchases [3][6] Group 2: Key Performance Indicators - BTC Yield is a key performance indicator for KULR's Bitcoin Treasury Strategy, calculated as the percentage change in the ratio of Bitcoin holdings to Assumed Fully Diluted Shares Outstanding [4] - BTC Gain indicates the number of additional Bitcoin generated through value-accretive actions, while BTC $ Gain translates this into U.S. dollars, amounting to $70,309,152 [5][6] - The multiple of Net Asset Value (mNAV) is calculated as 2.24, indicating the market cap relative to Bitcoin price and count [6] Group 3: Company Overview - KULR Technology Group specializes in energy storage solutions for space, aerospace, and defense, leveraging in-house battery design and production capabilities [11] - Since late 2024, KULR has included Bitcoin as a primary asset in its treasury program, committing to allocate up to 90% of excess cash for Bitcoin acquisitions [11]

Core Points - KULR Technology Group, Inc. will implement a 1-for-8 reverse stock split effective June 23, 2025, to optimize market dynamics and broaden investor appeal [1][2][3] - The reverse stock split will reduce the number of outstanding shares from approximately 300 million to less than 40 million [4] Company Strategy - The reverse stock split aims to position KULR for broader institutional participation and enhance long-term shareholder value, particularly in light of the upcoming Russell 3000 Index reconstitution [3] - The company believes that a higher share price will facilitate inclusion in institutional portfolios and trading platforms with minimum price thresholds [3] Stockholder Impact - The reverse stock split will not change the par value of KULR's common stock, which remains at $0.0001 per share, and will not alter any stockholder's percentage interest in the company's equity, except for fractional shares [3] - Fractional shares will not be issued; instead, stockholders will receive additional shares to round up to a full share [3] Company Overview - KULR Technology Group is a Bitcoin First Company specializing in energy storage solutions for space, aerospace, and defense, leveraging in-house battery design and production capabilities [6] - Since late 2024, KULR has included bitcoin as a primary asset in its treasury program, committing to allocate up to 90% of its cash for bitcoin acquisition [6]

Financial Data and Key Metrics Changes - Module shipments reached 6.9 gigawatts, slightly above guidance [8] - Revenue totaled $1.2 billion, at the high end of the range, with a gross margin of 11.7% [9][31] - Net loss to shareholders was $34 million, or $0.69 per diluted share [9][33] - Operating expenses decreased by 4% year over year, driven by lower shipping costs [32] Business Line Data and Key Metrics Changes - CSI Solar's module shipments increased by 9.4% year over year to 6.9 gigawatts [16] - Storage deliveries totaled 849 megawatt hours, aligning with guidance [16] - Revenue from Recurrent Energy was $125 million with a gross margin of 18.6% [24] Market Data and Key Metrics Changes - Structural overcapacity in the solar supply chain has prolonged the market downturn, affecting module pricing globally [10] - The U.S. accounts for upwards of one-third of the energy storage business expected for the year [22] Company Strategy and Development Direction - The company is maintaining a profit-focused approach, managing volumes in less profitable markets and leveraging a blended supply chain strategy [10] - Commitment to R&D and innovation remains a constant, with new product launches in solar and energy storage technologies [12][14] - The company is proactively implementing safeguards for major IPP projects amid uncertain policy environments [27] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in long-term opportunities despite near-term headwinds [9] - Global electricity demand is growing rapidly, and solar power is positioned to meet this demand effectively [12] - The company anticipates a stronger second quarter for energy storage solutions [19] Other Important Information - The company has a record pipeline of 91 gigawatt hours in energy storage, highlighting structural growth potential [22] - Total project pipeline stands at 27 gigawatts of solar and 76 gigawatt hours of energy storage [28] Q&A Session Summary Question: Impact of FEOC provisions on U.S. capacity investment - Management indicated uncertainty due to the recent draft of the FEOC and expects changes before finalization [40][41] Question: Balance sheet and target ratios - Management stated that leverage ratios will be maintained to balance growth and capital structure [43] Question: Revenue guidance despite lower shipment expectations - Management explained that the reduction in module shipments reflects a strategic move away from less profitable markets [46][49] Question: Impact of new ITC and PTC rules - Management acknowledged the significance of ITC and PTC for developers and manufacturers, indicating potential impacts on revenue [50][52] Question: Storage volume expectations and pricing differentials - Management confirmed that guidance includes uncertainties from tariff negotiations and that pricing remains healthy [65][67] Question: Future growth in China - Management anticipates a healthy demand for storage projects in China once policy clarifications are made [70][72] Question: Clarification on deconsolidation impact - Management confirmed that the deconsolidation of a project will have a one-off impact on Q2 margins [78] Question: Commitment in Ethiopia - Management clarified that there are no committed activities in Ethiopia yet, only exploratory discussions [87][89] Question: Guidance reduction and U.S. volume - Management stated that the reduction in guidance primarily reflects a decrease in non-profitable sales to other markets [90][92]

Core Viewpoint - KULR Technology Group, Inc. will hold a conference call on May 15, 2025, to discuss its financial results for the first quarter ended March 31, 2025, with results to be released prior to the call [1][3]. Company Overview - KULR Technology Group, Inc. is a leader in advanced energy management solutions, specializing in energy storage solutions for space, aerospace, and defense [4]. - The company utilizes in-house battery design expertise and offers a comprehensive cell and battery testing suite, along with battery fabrication and production capabilities [4]. - KULR has committed to allocating up to 90% of its surplus cash to the acquisition of bitcoin as part of its treasury program [4]. Conference Call Details - The conference call will take place at 4:30 p.m. Eastern time (1:30 p.m. Pacific time) [1][3]. - Interested parties can submit questions to be addressed during the call, with a deadline for submissions set for 8:00 a.m. ET on May 12, 2025 [2]. - Registration is required to access the call, and details will be provided via email after registration [3]. Investor Relations - For further inquiries, KULR Technology Group can be contacted via phone at 858-866-8478 x 847 or through email at ir@kulr.ai [6].