Total loss with $GWH . I found them back then while searching for battery manufacturers that didn’t use lithium. I found (and still find) the technology convincing. Unfortunately, I chose a really bad entry point and then held on for too long. I’m keeping one share in my portfolio as a memento.

Not great, but at least I got a €300+ capital gains tax refund.

They plan to announce an M&A deal in September. We’ll see if I end up investing in them again at some point.

$GWH Following the announcement of its letter of intent with Alsym Energy, the company stated in a press release that it is making a strategic shift toward sodium-ion BESS solutions. In this market, customer demand in the billions was identified in a very short time.

https://essinc.com/ess-to-accelerate-sodium-ion-battery-energy-storage-system-development-following-surging-customer-interest/

Of course, there’s still a long way to go, and right now the company is likely struggling more to get its cash flow under control, but I also see potential here and will continue to monitor whether a business emerges and revenue is generated.

What are your insider picks and companies in the energy sector—a sector currently facing bottlenecks—that aren’t yet on everyone’s watchlist?

$GWH looks to me similar to $SLDP . Q3 figures not yet so convincing but a candidate for the watchlist. EPS loss decreases slightly.

2026 could be a decisive year. The 50MWh project in Salt River has to prove itself here, especially financially, but then it could be something.

@EpsEra Did you come across the company during your research?