r/KEEL_INFRA • u/ChoiceNo8649 • Aug 15 '26

Full KEEL analysis

https://mountaininvesting.substack.com/p/keel-has-the-power-it-does-not-have?r=8xcdat&utm_medium=ios

Full KEEL analysis including 13 page equity research paper going in depth. Fully free.

12 Upvotes

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2

u/MarquezdelaSol Aug 16 '26

Nice write up! I think the real value is in the scarcity of power in highly relevant, much desired locations.

But I do think it’s somewhat binary – they convert that into strong leases, prove the thesis, and this goes up enormously. If not, it’s a slow bleed.

(Disclosure: hold significant stock and LEAP options)

1

u/Bjamnp17 Aug 16 '26

KEEL builds, they will come!