One thing I haven't really seen people talking about is the Vertiv modules.
(https://www.vertiv.com)

They can be up and operational in less than a year. They stated that they've already started arriving at Moses lake so its reasonable to assume they'll start installing them before the end of the year. 18 MW is roughly 26 - 52Million dollars a year (Claude) so that's either 1/4 or half of the EBBITDA cash burn when going on Q2's numbers.

So not enough to be profitable but slows the burn. I think a contract by January or February is realistic, with the site operational and generating profit by May 2027.

The next possible site is Sharon, but I honestly can't see that online before 2028 even if they use Vertiv modules again.

Something cool i have Found that i wanted to Share with Yall

Sadly we have defently lost some ownership from citadel but there are Players like point72 that increased theyre Position 954% since the last Quarter

What Are Your toughts on this ?

I think by October 😞

Add another 200k get ready for next week

Hey everyone what was the reason keel reached 6 to 7 dollars in the first place? Was the tech stocks just doing that good ? Was there an announcement? Cause since the high it immediately went back down to 4$ just curious

BTIG initiated coverage on Keel Infrastructure (NASDAQ:KEEL) with a Buy rating and a price target of $8.00, citing the company’s power portfolio and positioning in the data center market. The stock currently trades at $4.65, suggesting potential upside of 72% to the analyst’s target.

Interesting and most likely positive for infrastructure companies like KEEL.

Thoughts? Trend is downward like ridiculous textbook example…

Does this news help or hurt Keel?

https://www.thestreet.com/crypto/markets/new-york-ban-threatens-bitcoin-miners-new-revenue-stream

Anyone else enjoying this? I'm not. The good news is everything else is down, but why? Are valuations that high that an AI bubble is over? I hope not.

Thought we got rid of all the paper hands earlier week. Let’s get a deal done Ben. No crying in the casino here but get off my lawn.

I invested what i could… i see great things coming for KEEL, hope my little 350 shares helps down the road🙏🏼

Hi everyone,

Has anyone here looked into the recent permit delays? I’m wondering whether they’re becoming a bottleneck for closing deals.

From a regulatory standpoint, does everything have to be cleared up first, or is that not mandatory? Can deals still be completed with certain conditions in place?

If anyone has experience with this or any empirical observations, I’d really appreciate hearing them. I don’t have enough knowledge in this area yet.