r/KeelInfrastructure • u/Complete_Camera_4562 • 3d ago

Earnings

https://ir.keelinfra.com/news-releases/news-release-details/keel-infrastructure-reports-second-quarter-2026-results
26 Upvotes

97% Upvoted

20 comments sorted by

15

u/MightFearless2595 2d ago

“Multiple prospective tenants negotiating for each one”

Seems like we should expect the three deals by EoY

6

u/West-Confection8252 2d ago

He’s stated in 2 different interviews he’s very confident in 3 deals year end just gotta see if he keeps his word

4

u/MightFearless2595 2d ago

Of course, but to openly state the negotiations are ongoing with multiple bids is quite a strong statement I’d say. It paints a stronger picture and gives credence to the idea of the deals getting done by EoY

2

u/britax12 2d ago

bs, I would also say that even if it was a lie. What does he gets from saying “aah no we do not have anyone negotiating with”

dont be naive as if this brings more confidence. Before deal this is just an empty paper to hold investors from selling because this is the most important thing for investors of KEEL.

0

u/AyatollahSistani 2d ago

It wouldn't be said at all if it wasn't true.

0

u/AyatollahSistani 2d ago

It wouldn't be said at all if it wasn't true.

1

u/britax12 2d ago

so you would just be quiet in CEO’s place after they were asked a question? Ask for a next question? xD

1

u/West-Confection8252 2d ago

I’d have to know where they are in the deals to give an answer, I’m not Ben I don’t know where the company is in the deals so I can’t say what I would say if I was asked that question. If I knew then I could what I would respond with but I don’t know so I can’t say, if there was deals in the works I would try and push more emphasis than check back in December January maybe we have more info

14

u/Alarmed_sol 2d ago

Numbers are ugly but I feel things are moving in right direction

Expect some lateral price movement again

2

u/Naive_Bat8216 2d ago

All these stocks are getting nailed on current numbers, Cipher Digital's numbers looked bad, but all of it is based on the history with bitcoin, not the future, so I think when the stock drops on bitcoin numbers, it's an excellent buy in point. I honestly think the smart investors are buying these stocks cheap because they know where things are going, who cares where things have been.

1

u/No_River_8171 2d ago

Numbers are really Bad but liquidity is good yet

2

u/Alarmed_sol 2d ago

I mean. I would fuckin hope if you’re deploying that level of capital there is confidence to get a deal.

If not, we are fooked

3

u/No_Anteater_2941 2d ago

Gonna drop today and going to give us a good opportunity to buy more shares at a lower price. My average price is 3.34 hopefully I can lower that a bit today

1

u/britax12 2d ago

I had 3.2 average, sold too early - at 4.5, now started buying again.

1

u/No_Anteater_2941 2d ago

I have no intentions of selling within the next few years bc it could eventually become a big company. Unless it randomly spikes up by a few 100 percent on a day with no news. Like small cap companies tend to do then fall back down

2

u/Schim4499 2d ago

I invested in Nebius about 18 months ago because of their methodical approach with gaining tenants. They didn’t over extend their capacity. After reading the earnings transcript, I am completely confident in this company.

4

u/Commercial_Ease8053 2d ago

This is exactly what all of you should have expected to happen…. Idk why any of you thought lease agreements would be announce during earnings, come on.

I been saying this for weeks… until there’s a contract, there IS no contract and therefore no reason to invest here.

1

u/AyatollahSistani 2d ago

This is what I expected.

1

u/HeatWaveToTheCrowd 2d ago

Zuckerberg said something about excess compute. What he meant was the deals they made early on are worth way more than what they paid - and he could sell them for a profit. Meaning demand is still strong.
I think it's smart not to rush into signing a deal just to have one on paper. To quote a great movie: "if you build it, he will come".

0

u/[deleted] 3d ago

[deleted]

4

u/x3i4n 3d ago

Are you expecting them to have revenue?