Side news

Are you also tired of this “side” news (backup power, some tech permits etc) that has no translation to market value?

While silence from the management is absolutely disgusting, it is even worse to redixulate investors with such bs and pathetically demonstrate pseudo progress… to everyone who “buy the dip” => learn something about “present value of money”

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u/Interesting_Ear_1 — 1 month ago

What do we know about current timelines?

So there are three sites:

  1. Sharon, PA (110 MW)
  2. Panther Creek, PA (350 MW)
  3. Moses Lake, WA (18 MW)

What are the current timeline for each of them in terms of obtained permits?

reddit.com
u/Interesting_Ear_1 — 1 month ago

When MMs/institutional rug pull is over?

What are your thoughts on the timeline rug pull being halted?
Btw, to everyone who praised the big players for stepping in - this is the result. There’s no free lunch.
Retails, of course, can’t pump it. But at least you don’t have to put up with these will swings.
Sincerely,
from someone with huge unrealised loss with love ❤️

reddit.com
u/Interesting_Ear_1 — 3 months ago

-40% since peak

Hi folks, can we consolidate the objective positive perspectives?

What I personally do not consider valuable assessment/positive catalysts, but rather a semi-anesthetic remedy and wishful thinking:

1.”The whole market/sector is down.”
2. “It’s a great company, so just wait.” (Indefinitely, mostly advice from schoolboys with ~50k max locked in)
3. “They hired a high-profile executive/BD manager.” (See the Opendoor, ticker OPEN, case. They also hired a lot of people, but the price has not recovered for 8+ months.)
4. We got promised deals from management. (There seems to be no legal liability for broken promises.)
5. Some low-profile technical evidence of daily mundane work (e.g., someone posted a photo of a dismantled hangar in the sub as a strange argument about something).

I would like to know the actual objective positive perspective, as being down 40% from the peak is terrible.

reddit.com
u/Interesting_Ear_1 — 3 months ago
▲ 4 r/KEEL_

-40% since peak

Hi folks, can we consolidate the objective positive perspectives?

What I personally do not consider valuable assessment/positive catalysts, but rather a semi-anesthetic remedy and wishful thinking:

1.”The whole market/sector is down.”
2. “It’s a great company, so just wait.” (Indefinitely, mostly advice from schoolboys with ~50k max locked in)
3. “They hired a high-profile executive/BD manager.” (See the Opendoor, ticker OPEN, case. They also hired a lot of people, but the price has not recovered for 8+ months.)
4. We got promised deals from management. (There seems to be no legal liability for broken promises.)
5. Some low-profile technical evidence of daily mundane work (e.g., someone posted a photo of a dismantled hangar in the sub as a strange argument about something).

I would like to know the actual objective positive perspective, as being down 40% from the peak is terrible.

reddit.com
u/Interesting_Ear_1 — 3 months ago

Comments from the management?

I do not see any logic behind current rugpull. It apparently staged and noting to do with retail investors. But what is concerning me most that absence of comment from the management team. This does not seem to be right. Am I missing something?

reddit.com
u/Interesting_Ear_1 — 3 months ago

Deals and Permit Delays

Hi everyone,

Has anyone here looked into the recent permit delays? I’m wondering whether they’re becoming a bottleneck for closing deals.

From a regulatory standpoint, does everything have to be cleared up first, or is that not mandatory? Can deals still be completed with certain conditions in place?

If anyone has experience with this or any empirical observations, I’d really appreciate hearing them. I don’t have enough knowledge in this area yet.

reddit.com
u/Interesting_Ear_1 — 3 months ago

Deals and Permit Delays

Hi everyone,

Has anyone here looked into the recent permit delays? I’m wondering whether they’re becoming a bottleneck for closing deals.

From a regulatory standpoint, does everything have to be cleared up first, or is that not mandatory? Can deals still be completed with certain conditions in place?

If anyone has experience with this or any empirical observations, I’d really appreciate hearing them. I don’t have enough knowledge in this area yet.

reddit.com
u/Interesting_Ear_1 — 3 months ago

Price target by EOY2026

Hi folks!

Given the extreme demand for memory, what is your price target? My capital has been allocated to other positions since January, and I’m thinking of allocating some to MU at the current price. Also, any other arguments (apart from the huge demand and supply shortage) are welcome.

Thanks.

reddit.com
u/Interesting_Ear_1 — 4 months ago