@Filapek 250mw by 2030. Should see revenue north of $1bn with solid margins. FCF and existing facilities can’t support this by itself and even with JV, looks like an equity raise. Future divs and hopefully Anthropic contract.
Solid
#maq
@Scutty It’s two bad tracks for him that expose his weaknesses (low grip corners). Las Vegas is a wash for McLaren, so we just need him to keep leading after tomorrow. Qatar he is good. Yas Marina will be a free-for-all.
$MAQ continued
•Net Debt to EBITDA 0.3x, with Credit Facilities to fund next Datacenter
•Industry tailwinds
•AI Driven Capex To Reach $5Tn by 2030
•The fourth industrial revolution, a generational shift and the advances in digital technonologies which commenced ~2010
$MAQ +ve momentum and catalysts:
•DC IC3SW on track for practical completion Sep-26, construction de-risked
•Land call option for next major Datacenter to build +150MW (3x increase to capacity). Pending subdivision