TWO MICROCAP EARNINGS TO WATCH THIS WEEK: $BESS & $SKYX

Two small-cap plays with potential  heading into earnings this week. Both companies have had significant recent developments since their last 1Q financial reports, so the forward-looking management commentary may be more important than the actual EPS number. **$BESS — Bimergen Energy** Friday close: $2.88 Earnings: Friday, August 14     Bimergen is a micro-cap U.S. energy infrastructure developer focused on **utility-scale battery energy storage (BESS) and solar projects**. The company's capital-light development model, developing projects and then monetizing them through strategic partners is innovative. BESS is developing a rapidly growing project pipeline. Bimergen has been developing projects in ERCOT/Texas, where grid-balancing and long-duration storage are becoming increasingly valuable. With a market cap of just $20.4 Million, BESS appears to be undervalued when you consider recent transactions. With the recent transactions (the last two falling in the 3Q) the Q will not show the substantial cash position increase, although most likely included in the Management's Discussion.  **Last 3 major press releases** *   **July 28 — $8.9M transaction** Bimergen announced the closing of the 100 MW / 400 MWh Redbird project plus two Texas projects totaling another 80 MWh. The transaction provided Bimergen with **$6.4M in cash**, with another **$2.5M potentially payable based on Redbird milestones**. *   **July 14 — 400 MWh Wildfire project** With Wildfire, FPUSA had closed or selected approximately **1.8 GWh of projects**, representing about 90% of its 2 GWh capacity reservation with Eos Energy $EOSE. *  **June 18 — Redbird purchase order** Eos Energy Enterprises announced the first purchase order under FPUSA's 2 GWh capacity reservation agreement. The order supports Bimergen-developed Redbird, a 100 MW / 400 MWh Texas battery project using Eos Z3 technology. **$SKYX — SKYX Platforms** Friday close: $1.22 Earnings: Thursday, August 13  SKYX is developing **plug-and-play smart electrical and smart-home technologies**, ie. ceiling outlets, lighting, fans and other connected building technologies. The company has been expanding beyond residential applications into hotels, commercial buildings and international markets. Q1 revenue was **$22 Million**, up a disappointing YoY, giving SKYX nine consecutive quarters of YoY growth. **With the pending 2Q report, investors will see whether the revenues are accelerating.** According to recent filings, institutions have been accumulating in the past two months despite SKYX being eliminated from the Russell 2000 and Russell 3000 Indexes.  **Last 3 significant press releases** *  **July 22 — Marriott hotel deployment** SKYX announced that the 190-room Marriott City Center Hotel in Durham, North Carolina will be using SKYX's plug-and-play technologies during the  full hotel renovation. It probably cannot be overstated how significant the potential is for this recurring-revenue model from installations, upgrades, AI services, monitoring and subscriptions. *   **June 10 — Mozart Prague / Accor** SKYX announced that its technologies will be deployed during the renovation of the **5-star Mozart Prague hotel**, owned by Group OTT and operated by global hospitality company Accor. *   **May 20 — Eurofase licensing deal** SKYX signed a licensing agreement with Eurofase, a global lighting company, securing SKYX with another distribution channel for its patented technology across the U.S., Canada and international markets. WIth Eurofase bearing the costs of manufacturing and distribution, SKYX can expand it distribution footprint with less capex than going it alone. The fact that Eurofase sees value in signing a licensing agreement is, in itself, a positive. Watch for potential "surprise" earnings and/or better than expected management guidance that could expand investor awareness.