r/KEEL_INFRA

Don’t let a bad day, a red candle, or short-term volatility make you lose sight of the bigger picture. If you believe in KEEL Infrastructure and the long-term AI/data-center infrastructure story, give the company time to execute.

Stocks don’t go straight up. There will be pullbacks, fear, doubt, and plenty of people telling you to sell. That’s part of the journey. The real question is whether the long-term fundamentals and growth opportunity remain intact.

I’m thinking years, not days or weeks. DCA if it fits your strategy, stay patient, and let the story develop. 🚀

This is NOT investment advice—just my personal opinion. Everyone should do their own research and make their own decisions.

If you believe in what you own, don’t panic-sell because of short-term noise. Stay focused. Stay patient. Think LONG TERM. 🔥

Great news.

Full KEEL analysis including 13 page equity research paper going in depth. Fully free.

One thing I haven't really seen people talking about is the Vertiv modules.
(https://www.vertiv.com)

They can be up and operational in less than a year. They stated that they've already started arriving at Moses lake so its reasonable to assume they'll start installing them before the end of the year. 18 MW is roughly 26 - 52Million dollars a year (Claude) so that's either 1/4 or half of the EBBITDA cash burn when going on Q2's numbers.

So not enough to be profitable but slows the burn. I think a contract by January or February is realistic, with the site operational and generating profit by May 2027.

The next possible site is Sharon, but I honestly can't see that online before 2028 even if they use Vertiv modules again.