r/KEEL_INFRA

Was it what everyone expected? Better or worse? Does it changed anyone’s thesis or price targets?

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Hey guys, I've been following KEEL/BITF for a while now. We'll probably see weak numbers tomorrow, but that's not really the point right now.

We have 3 sites in active commercialization (Panther Creek, Sharon, and Moses Lake) with Moses Lake being the closest to delivering. The pivot is real, balance sheet is solid, and HPC/AI infrastructure demand isn't going anywhere.

Personally I'm waiting on a hyperscaler contract. Could be months away, but when it drops, the stock moves before the news does.

What are you guys watching on the call tomorrow? Any specific metric that would change your thesis?

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https://preview.redd.it/vrvdjiqr0uzg1.png?width=1940&format=png&auto=webp&s=4255afd86487b43325ff2296473c41f8cd0bb21c

https://preview.redd.it/vcjbljqr0uzg1.png?width=2436&format=png&auto=webp&s=80855c89834b5e80c18ae06ec945613acdf05958

https://preview.redd.it/wwnn5jqr0uzg1.png?width=1684&format=png&auto=webp&s=c94d4fe9bb34307ec586689950f1a02969fbdced

Connecting these dots, does this mean KEEL has landed a deal (not announced yet) with hyperscalar (Amazon, Google, Meta) for an AI/HPC data center?

Is this recent pump from any news in particular? Tracking the redomicile last month, market seems to want it above $3. Any thoughts? Also what’s everyone’s TP for mid year and EOY?

A. How many say it will drop to $2? B. How many say it will cross $4?

Give one answer ? A or B ?

https://www.reddit.com/r/KEEL_INFRA/comments/1skpnog/up_9_no_excitement/

How about now? Is it ok to get excited now?

They report on 11th before market opens. Doesn’t really mean anything, but something worth paying attention to.

Good luck to those invested

I have had some bitf shares on trade republic but cannot trade these anymore. Also, keel shares aren’t showing on trade republic. Anybody else the same problem?

Wish me luck!