@AnnaLiviaAnders@CKCapitalxx Which is why their zoning-approved data centres will be more valued (particularly PJM) as the jurisdiction is pushing back against new approvals
@jarvansalo@KimmoMatikainen Ollaksemme tarkkoja pitää mainita että tuo viittaa Audin ensimmäiseen juosten kustuun e-Troniin, (lempinimeltään Fattron), jota ei kaikin puolin koskaan oltu edes suunniteltu sähköauton pohjaksi.
Nämä uudet on ihan eri autoja kuin tuo 200km todellista rangea omaava 1st gen e-tron
@BlackPantherCap@moninvestor Poor take. Look at the calibre of the people there. CFO was one of the leading infra bankers at BofA. Board has former AWS exec.
@BakixGoku@McnallieM@keelinfra_ Management has literally said they are covered until next year including all final permits for NTP and lease signing i.e. next funding can be raised againsta IG rated counterparty contract -> dilution is a thing of past
@wstfan Management indicated 3 AI deals for around 500MWs with this year, most likely over the summer.
Once you see these in the numbers you won’t be buying at 5, rather 15$
@chinoalemano 10iq take.
You do know JS is on the other side with the converts?
They do not take directional bets like this, they make the spread whatever happens to the stock price so no hard feelings
$KEEL up 30% this week but still well below 52wk highs 👀
First major AI deal likely just 1-2 months away. Panther Creek 300MW landmark imminent — management guidance this year ✅
Scrubgrass monster (1.3GW++) loading up over the next few years.