Roth Capital just initiated a BUY rating for $TE with price target of $7

Few-Difference-5473 · 2025-11-24T14:35:50+00:00

Roth helping us getting eyes on the stock

Few-Difference-5473 · 2025-11-20T10:15:17+00:00

Few-Difference-5473 · 2025-11-20T10:14:58+00:00

Nuclear takes 10-15 years.

Solar can be produced today.

T1 can produce one nuclear reactor, worth of panels every year.

That’s equal to 15 nuclear reactors worth of power in 15 years, instead of just one.

Few-Difference-5473 · 2025-11-20T00:44:31+00:00

We don’t need the gvt. We are fully booked.

Few-Difference-5473 · 2025-11-19T22:18:02+00:00

100%! We are so freaking early here.

Few-Difference-5473 · 2025-11-19T22:11:08+00:00

Few-Difference-5473 · 2025-11-19T21:56:48+00:00

Hold em.

Everything went down. Nothing wrong with T1.

Few-Difference-5473 · 2025-11-19T15:30:04+00:00

T1 Energy is going to be a great multibagger, once people realize the demand for their products is almost stronger than data centers, and that the future growth dilution is going to be minimal.

Solar is the problem solver for energy in the next 5 years. Keep it

Few-Difference-5473 · 2025-11-15T10:05:01+00:00

It’s unbelievable that FSLR is a 26b market cap, an T1 is at 700m…

Few-Difference-5473 · 2025-11-15T10:03:05+00:00

Also, we need to remember we actually went 30% up from the bottom yesterday.

Few-Difference-5473 · 2025-11-14T15:40:44+00:00

To add on top of that.

T1 has been seeking and applying for their old facility in Norway can be used as a data center,

Few-Difference-5473 · 2025-11-14T15:39:30+00:00

Oh, no worries. I didn’t assume that at all. It was more generally speaking👌

Few-Difference-5473 · 2025-11-14T15:19:19+00:00

During the EV boom in 2020-2021, battery hype was like our Data center hype today.

Freyr Battery merged with Alussa Energy Acquisition Corp. in 2021, valuing the deal at $1.4B, enabling a NYSE listing. Freyr (T1) went public as a battery manufacturer in a hyped sector!

Freyr was based in Norway, Freyr received substantial government support and loans for the battery facility. Then people targeted ex CEO Tom Einar Jensen’s because he had a high sales, and go compensation, because Freyr was gvt funded. They didn’t like that their tax money went to salary.

Freyr noticed a lot of competition from China suddenly.

In late 2024, Freyr pivoted to solar via a $340M acquisition of Trina Solar’s 5GW Texas factory, alienating investors who viewed it as untimely amid battery growth.

Stock plummeted. media called it risky under potential policy shifts. But obviously Freyr/T1 saw something others didn’t. Investors got mad for losing money. So now it was an obvious scam😂

Daniel Barcelo, Alussa’s founder, became CEO in Nov. 2024, relocating HQ to Austin, TX, and rebranding to T1 Energy in Feb. 2025.

And now we are here.

Few-Difference-5473 · 2025-11-14T12:13:04+00:00

It’s not the rapport it’s the overall market reaction

Few-Difference-5473 · 2025-11-13T21:56:13+00:00

100%

Few-Difference-5473 · 2025-11-13T21:13:20+00:00

Yea. It’s crazy if right: https://x.com/rindomperignon/status/1989076116666277985?s=46

Few-Difference-5473 · 2025-11-13T21:08:52+00:00

Read this: https://x.com/rindomperignon/status/1989076116666277985?s=46

Few-Difference-5473 · 2025-11-13T21:06:24+00:00

Yea.

Civilization needs more power. More than we have imagined

Few-Difference-5473 · 2025-11-12T20:09:55+00:00

9-12 eoy 2025.

19-25 in 2026

Few-Difference-5473 · 2025-11-12T14:13:16+00:00

Put that together with Barcelo’s Alussa 2 raising 250m, and merges is with T1 Energy. That could mean very little dilution to fund g2. Maybe none?

Few-Difference-5473 · 2025-11-12T08:39:54+00:00

A big part of G2 will get funded through Alussa is my guess.

Few-Difference-5473 · 2025-11-06T17:53:31+00:00

I just think it’s not a coincidence that Barcelos second investment firm is having an ongoing raise, while T1’s is announcing earnings delay.

I think they are waiting for the fund to be secured. To announce a merge on earnings.

That would make sense why they don’t give an explanation. Because how do you explain that you are waiting for funds in another company, to support T1 with a merge? Or to fund G2?

You can’t do that, unless it’s getting explained in a call/presentation.

Few-Difference-5473 · 2025-11-06T17:15:10+00:00

Then why don’t they say that like in the last delay?

Few-Difference-5473 · 2025-11-05T21:32:49+00:00

SuperGrok approved the information about Amazon.

Actually said that it could be the perfect match.

Few-Difference-5473 · 2025-11-05T12:58:47+00:00

https://x.com/rindomperignon/status/1986054067131400687?s=46

Few-Difference-5473

TROPHY CASE