david mackey

[david mackey @mackey_dav38900]

$CEPL A few new things about to happen. #1 Refi of 25M.. btw 1st quarter should have saved us money on GS interest.. #2 analyst coverage(ty Monarch). #3 Data Center deal (ty Monarch). Russell 2000 rebalance(Oct).. I think we make the cut. redid math about 2-2.5M shares purchased

[david mackey @mackey_dav38900]

@NoonHillCapMgmt I don't ... but it is standard industry practice... might be 30% down... I don't know... what I do know is that this management team... is as frugal as it comes with upcoming deals... they run the numbers on everything....

[david mackey @mackey_dav38900]

$CEPL my guess they wanted July-Sept earnings to be completed before they signed a refinance deal. The commercial bank is probably looking over their books now. They will probably announce funding with upcoming earnings CC.

[david mackey @mackey_dav38900]

@Schen0815 $CEPL neither concern is legit... the 1-10MW is going to become in vogue and already is... wait until Brazil orders kick in next year... Management team... you can't be serious... they have crushed it this year and bailed out shareholders... I've seen CEOs throw us under the bus

[david mackey @mackey_dav38900]

$CEPL bought yesterday and last week... buying more Nov 1st... they are down for all the wrong reasons that will be rectified soon...

[david mackey @mackey_dav38900]

@jay_21_ $CEPL yes they stated they are pursuing commericial bank loan or pay it off... I don't think paying off is a realistic option because they are a manufacturing company and need capital... the bank loan will need to be secured through assets ... which need to be verified...

[david mackey @mackey_dav38900]

$CEPL down for wrong reasons..funding with commercial bank which means non diluted but takes longer... not sharing backlog..short interest drastically up..they have sold in 4 different countries recently... Brazil, Argentina, Chile... and Africa... truth is soon... I bought today

[david mackey @mackey_dav38900]

$CEPL Last September CEPL registered for two trades shows..this September it was seven trade shows..they now have the money to market their product... I think South America is right now the lightening rod... starting with Brazil early 2027... pilot results...2027 tipping point

[david mackey @mackey_dav38900]

@LucielTB I am honestly not sure... and a few people have asked the same questions... I think the three dots show that my brain is shifting to a different but just as important topic... you can still read my message... so why does it bother you

[david mackey @mackey_dav38900]

@Schen0815 Hope is not a strategy... create your own breaks... stole that from F1 movie... watched it many times...

[david mackey @mackey_dav38900]

@Schen0815 You can't be serious... what they have accomplished is borderline impossible... they have a factory ready to go with great margins... cut costs... righted the debt ship and all without crushing the shareholder... at uplisted...

[david mackey @mackey_dav38900]

$CEPL tough few days... I am buying more on Oct 1st or 2nd... I also having my son buy in his Roth and new account... Macrotrends haven't weakened... they have strengthened... Microgrids are now the thing... CEPL is going to Data Center conferences... Power is everything...

[david mackey @mackey_dav38900]

$CEPL Any idea why the last trade was 160,000 shares at the bell... I know it is a rebalance... but why today and why so large... if you have information... thank you in advance...

[david mackey @mackey_dav38900]

$CEPL June 1st 2027 we begin our power deficit... PJM is short over 6GW... BTM will become standard and required... edge data centers are on the rise... it's a perfect storm that honestly is here and now... I called the housing crisis... power crisis much bigger... UNICORN

[david mackey @mackey_dav38900]

@northfront_1 I agree... I'm hopeful for some data center action and obviously OpenAI and Anthropic highlight what I already knew... small edge data centers will be the ticket... but CEPL is much more than a data center play... Brazil comes on line soon... enjoy...

[david mackey @mackey_dav38900]

@nPhoenix10 Then again... maybe we did... I just didn't know where to look... Friday's volume does speak to inclusion...

[david mackey @mackey_dav38900]

$CEPL I think it is safe to say... we didn't make the CSRP MicroCap cut off... unless we are north of $7.50 by end of Oct we won't make the Russell 2000 cutoff which is the one I wanted... but... why did we wait for refinancing... timing is everything... Macro Trends INTACT

[david mackey @mackey_dav38900]

@nPhoenix10 True ... but for a new addition they need a much higher market cap and it doesn't include the Monarch shares obviously or the insider shares from the December Pipe. I think $7.50 is a fair number. Keep in mind we didn't make the CSRP which surprised me...

[david mackey @mackey_dav38900]

@northfront_1 $CEPL to end nPhoenix point of view... it does look like we were included in the CSRP index... that is the only thing that makes sense relative to the recent volume... especially Friday... thoughts... how can we find out...

[david mackey @mackey_dav38900]

@nPhoenix10 I always thought CRSP was a sure thing and Russell was the coin flip... but when nothing happened on Sept 14th... no one could validate it then I naturally assumed we weren't added... how can we validate that CEPL was added to the CRSP... that is a big move...

[david mackey @mackey_dav38900]

@nPhoenix10 I agree... I thought about it the last several hours... the only thing that explains this volume and rise is being added to CSRP... but then why don't we know that it has been added... I thought it was published...

[david mackey @mackey_dav38900]

$CEPL... I think the trend toward edge data centers is extremely underrated... it allows the perfect compromise between... AI and economics and political and societal pressure... it is a convergence that all can believe in... I also believe CEPL is anchored firmly in that arena