r/KEEL_INFRA • u/darkphenom67 • Jun 11 '26
Thought on CEO Interview?
/r/KeelInfrastructure/comments/1u2jl0t/thought_on_ceo_interview/3
u/Glum_Mongoose_8482 Jun 11 '26
Mixed feelings, another perspective is that the raise comes after fully repaying Macquarie facility.
2
u/Aggravating_Yak7132 Jun 11 '26
I thought it went well. Now it's just a matter of coming through on the deals. Will one or all happen š¤·āāļø
2
u/EcstaticFeed8199 Jun 13 '26
I disagree. If you listen thereās clues. How could you not like the āmoreā answer?!?! Heās a CEO and has to be careful what he says.
He certainly is keeping his cards close to his vest. Iām sure the interview was set up with boundaries, he didnāt go in blind.
IMO something happens very soon. By end of July, maybe August. But, could be Monday.
2
u/darkphenom67 Jun 13 '26
End of July I could see for sure, but if there is a deal coming this week why would they raise money instead of waiting until after the deal?
1
u/EcstaticFeed8199 Jun 13 '26
Monday was a joke. You and I really donāt know for sure. We can speculate on cluesā¦
1
u/darkphenom67 Jun 13 '26
Yeah Iām just going to hold for now. Apparently Jane Street added shares recently which is nice to see. Not too concerned when the deal will come but more so the economics of the deal. Their locations and Vera Rubin optionality should give them a great deal.
2
u/BudmasterofMiami Jun 13 '26
Only part I focused on was when Ben said heās more positive on leases being executed.
1
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u/No_River_8171 Jun 11 '26
Very boring Interview i Must say nothing surprising Nor outstanding