@financefy@edvestments@bitcoinbutcher1@JasonBr38474283@FinancialErnie If the deal for 2 TX sites will be signed and it is ignored by the price - that will be case for arbitrage. You can calculate future CF with high certainty and make high leverage deal that will feed you for all you life. More probably it will be priced in before the deal.
@FinancialErnie@rocwun@Market_Maestros@Samsyasyasya You are very good informed. Thank you.
Substation construction is encouraging. Thought it is hard to see it on foto.
But it seems that potential tenant is waiting for some confirmation and the timeline of this waiting period is not so long.
@FinancialErnie@rocwun@Market_Maestros@Samsyasyasya And it was said that in Sealy there was another temporary moratorium that took place in july. And i think Gary stated that it was temporary. That is also a problem i think. Anyone knows anything about it?
@FinancialErnie@rocwun@Market_Maestros@Samsyasyasya Sorry, but have you heard earnings call and questions? Matthew Schultz said that if they will receive "bad news" on august 20 exclusivity may expire and they hope to reach ever better terms from new potential tenants. Do you think it was said about 300 additional Brazoria MW?
@FinancialErnie@rocwun@Market_Maestros@Samsyasyasya During last earnings call Matthew Schultz wasn't sure that with sites is suitable for the exclusivity of their tenant. They were waiting for 20 august classification. So what have changed from this point?
@FinancialErnie@rocwun@Market_Maestros@Samsyasyasya Sealy and Brazoria 1 are at base load 0. But if I understand correctly, CLSK needs confirmation that this status hasnโt changed and so the deal is possible.
@Ivan90645071@edvestments@vitivergara If we think there is good business inside the company we have to wait for the results in PL. Untill then if the stock is cheap - congratulations you have the option to park you money. Before pivot to DC CLSK created opportunities to play BTC circles and it was nice. Don' worry.