r/KeelInfrastructure

I have 35,000 shares at $6.40. Not even thinking of selling right now as it would be too big of a loss. I set some cash aside so I don’t necessarily need it right now. But does anyone have an exit plan? Like if no deals are signed by a certain date? I’ll admit I was a little rash in buying this stock. I sold my NBIS and used a lot of that money to buy KEEL based on Ben’s “promises” that we would see some deals come through before the end of the year. I fear if nothing is signed by spring time I may have to think about selling. What is everyone else’s thoughts? How long are you seeing this through?

The major problems with “stock” like this is that in absence of the proven economic value, the stock got hit hard when market is tanking?

$KEEL still no lease signed, but things are moving.

Moses Lake is already working on the site. I checked satellite images from Sept 26, and you can see the ground work.

Sharon got a draft permit from the state on Sept 10. They asked for 7 edits to the erosion-control plans, which look like drawing fixes and nothing against the project itself. Keel has to answer by Oct 10. Public comments are open and no hearing is scheduled yet.

Panther Creek also has a draft stormwater permit since July, and a second one for streams and wetlands is still under review. The public hearing was Aug 20. Air permits haven’t been filed yet.

So Sharon and Panther Creek are both waiting on final permits, but progressing.

The CEO keeps saying the remaining permits are engineering work, not political. At Sharon, DEP’s letter lines up with what he said: the 7 items are just engineering fixes. Panther Creek is mostly technical too, though DEP is still reviewing the wetland answers.

https://preview.redd.it/op50o14sghuh1.png?width=819&format=png&auto=webp&s=3cdb27340c2dd87e8c764a1e43f0b4f5cacf0fb9

https://preview.redd.it/y66wkv5tghuh1.png?width=1017&format=png&auto=webp&s=2137cf97c819e289ea004e1709f41ebc654d9984

Captain Fraud promised 3 deals by summer, yet hasn’t gotten a single one yet. Glad I sold at 4 dollar. Imagine naming a ceo naming themselves captain keel, that I need to know about this fraud scamming retail.

The ceo is a joke and looks like a joke. Everyone is delusional. I don’t treat this stock as a real investment and only as a way to swing trade. Rn it’s probably a buy but beware, this trash if it breaks 3 dollars soon will go down to low 2s. No deals signed, even with deals this won’t go up. Deals should have been in summer where this could have had been trading at 10 dollars.

KEEL’s management has clearly decided that negotiating against an arbitrary deadline, or forcing themselves to sign three deals by a specific date, isn’t in shareholders’ best interest!

They’re not negotiating from a position of weakness. As existing data center capacity becomes increasingly scarce, the value of KEEL’s assets should only strengthen. Why rush into a 15+ year contract just to satisfy a timeline?

Whether these deals get signed by the end of summer, the end of the year, or early next year matters far less than the terms they ultimately secure. If taking more time results in materially better economics, that’s exactly what management should be doing to maximize long-term shareholder value.

If you can’t tolerate that uncertainty or develop some patience, sell and buy VOO. The constant irrational whining over arbitrary deadlines is getting exhausting.

A new campus?

I get that they have existing sites and power agreements from bitcoin mining days and that’s super lucrative. But where does growth come and what’s next after the deals are signed? Are they planning to go out and find new sites from scratch or just max out with what they already have and pay dividends?

I’m just confused what comes after Sharon, ML and Panther… do they have a competitive advantage finding a brand-new site?

https://preview.redd.it/0a0qa8ytcuth1.png?width=646&format=png&auto=webp&s=8c626d45a09a449da1fcf4a68b84d37122b1fac0

Basically the question in the headline… and if so, what would you do?

I can’t open the podcast for the fireside chat that was posted on Keels website? Did anyone listen to it? Any breakdowns?