I feel like BBAI is a beat down stock, so I just bought 500 shares as a short term trade
Nothing big, just a small speculative position, Price target to sell around 4$
Nothing big, just a small speculative position, Price target to sell around 4$
Hello chat,
After some recent findings, I come with some bad news, and some conclusions regarding the past months.
We have been repeatedly lied by the CEO, knowingly he ain't gonna sign any deal!
1st time - One deal before summer ends, statement of CEO Ben, clearly bait for new investors to pump his stock so he could do that dilution he did at 5.5$. Summer ended, no deal.
2nd lie - Are you still confident in 3 deals by the end of the year ? Ben : "more!" - just as the 1st lie, bait for investors, we are in 5 Oct and not even one deal signed, what do you make of 4+ deals, a joke. Source - https://www.reddit.com/r/KEEL_/comments/1u2lc05/more/
3rd lie - The permits left are not a problem. This is where the bad news begin. After recently checking the pending permits we have left, that had the end target in Nov and December 2026, just moved to 2027. So, say goodbye to permits this year, and to deals as well.
https://www.ahs.dep.pa.gov/eFACTSWeb/searchResults_singleAuth.aspx?AuthID=1562782
https://www.ahs.dep.pa.gov/eFACTSWeb/searchResults_singleAuth.aspx?AuthID=1567561&
https://www.ahs.dep.pa.gov/eFACTSWeb/searchResults_singleAuth.aspx?AuthID=1575562
4th lie - this is a previous one in matter of timelines, but still a quantifiable lie from CEO Ben, more specifically stating that KEEL will no longer need to dilute (said before the dilution in this summer) still diluted.
There are more lies, but these are enough so see what has really happened.
When a person repeatedly lies, there's a very high probability chance that he lies about more than we know now.
What gives me confidence that we have been lied about deals this year is the email response few days ago that a shareholder sent to Investor Relationships, and the answer is clear - no more negotiating with a clock on, so goodbye 2026 deadline. (this email went viral on X few days ago, with people expressing their disappointment from the response).
At this point I am 100% sure that we have been taken advantage of so he can dilute us AGAIN after said no more dilution, and now he went full silent. Permits target date 2027 with one being in March.
These are my recent findings, you make your own opinion on the evidence we have.
Bitcoin revenue disconnected, no datacenter revenue. Next earnings are going to be brutal, and we might see the 1$ mark range without a deal (which is highly unlikely considering everything above).
Good progress on Sharon. The permit has moved to draft permit review. Still pending, but another important step closer.
Source - https://www.ahs.dep.pa.gov/eFACTSWeb/searchResults_singleAuth.aspx?AuthID=1567561
I recently discovered this channel which covers exclusively KEEL. I personally like the approach he has, for example during this unexpected Pennsylvania Executive Order news, his approach was calm, waited for things to settle before speaking, not creating FUD like others. Check it out, give him a subscribe on youtube as well, we basically all fight for the same purpose, spread the word about KEEL to new potential investors.
08/13/2026 - CEO Ben Gagnon goes for the first Insider Buy of 58,888 shares at $3.33 Click me for Source
08/17/2026 - COO LIAM DANIEL WILSON goes for the second KEEL Insider Buy of 26,472 shares at $3.78 Source
08/18/2026 - Governor Josh Shapiro signed an Executive Order implementing the strictest standards in the nation for AI data centers Source / Source 2
08/20/2026 - Ben first public reaction after this news
https://x.com/CaptainKeel/status/2090436225245098334
08/20/2026 - KEEL Infrastructure Official Statement Release, reassuring everyone that the Permits are unaffected by this change and still on track Source
08/20/2026 - BIG NEWS DROP - Moses Lake "Construction of a New Data Center" Permit Approved and Issued
https://www.reddit.com/r/KEEL_/comments/1vtrxk3/ktfb_keel_the_fucking_best_moses_lake_just_got/
08/20/2026 - COO LIAM DANIEL WILSON makes the third KEEL Insider Buy of 30,769 shares at $3.25 Source
08/21/2026 - CEO Ben Gagnon new post on X reaffirming "Permitting unchanged"
https://x.com/CaptainKeel/status/2090546866370842788
08/21/2026 - Updated regarding the public hearing that took place on 20 August - https://www.tnonline.com/20260821/data-center-work-to-begin-in-2027/
08/21/2026 - CEO Ben Gagnon goes for the forth KEEL Insider Buy of 38,888 shares at $3.33 Source
If I missed anything please type in the comments!
KTFB - KEEL THE FUCKING BEST!
We only need 1 more ( PLN2026-0006 ) and Moses Lake is fully approved and ready to roll!
https://moseslakewa.centricityweb.com/kiosk
KTFB!
No stock of a company that wins a deal in this sector should look like this. New CEO or not, the company is the same, that couldn't execute on the first deal, and the market is telling us that think's it won't execute this time either.
I'm not holding a position in FRMI, and I'm not shorting it either. I do own sizeable positions in the datacenter sector with my portfolio being all in in this space, and about 10% in Drones.
Why I'm posting this ? Because a lot of members from this community came to one of my communities which is r/KEEL_ and started posting a lot of pump articles about this stock, but clearly all of them missing to point the actual status of the company.
The graph is the reality of the market perception of a certain company.
Be careful with this one. The risks are higher than the reward with FRMI, and thinking wisely this investment is a virtue. The main risk is see is blocking your capital for at least a year with high chances of no return or even possible negative %, and miss out the real opportunities in this sector which can actually execute their contracts, or executed well in the Bitcoin mining area, such as KEEL.
I'm not promoting KEEL because everyone knows about it considering how popular it is, I'm just pointing out that you might lock up your money for long and for not much, an apple or two the best. NBIS for example is definitely the winner of the sector, you can never go wrong with that one if you hold long.
Source : https://fintel.io/so/us/keel
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