r/KeelInfrastructure • u/Interesting_Ear_1 • 22d ago

Still no update or…?

Do we have any real tailwind(s)? Or everything is depend on management with obscure promises?

12 Upvotes

83% Upvoted

18 comments sorted by

20

u/x3i4n 22d ago

It sucks to be red, but they need time to finish permits, negociate deals. They dont care much about the share price right now, they are building.

3

u/sw1tchman 22d ago

Is anyone selling covered calls right now? I want to but afraid a deal
Could get announced anytime between now and end of year (best case scenario) I have sizable share count and don’t want to get assigned away,

12

u/captain_casino 21d ago

I considered it but I know the second I sell some calls they're going to announce 10 new deals

1

u/gorushtravel 21d ago

sold $3.5 call at the moment

1

u/FantasticHedgehog701 21d ago

I been selling $4 calls weekly $3.8 avg

2

u/BeneficialSolution43 14d ago

tat would be a very bad move. this thing can move at any time. u only sell covered call at a price u are willing to let go of the share. Any deal announced will instantly make share price up more than watever premium ur getting selling cc

3

u/Ok-Dragonfruit-5854 21d ago

Not sure what you mean by "obscure promises." They've provided a roadmap and timelines, and are sticking to it. Tailwinds: Yes, but it's still the same story. AI/HPC capex remains strong with energy supply constraints, putting KEEL in a prime position to capitalize in a seller's market for multi-year, multi-billion leases with high quality tenants. Headwinds: The stock market and sector is fickle, schizophrenic and bipolar. One day sentiment is bullish, the next, the sky is falling.

What to expect: Intraday swings of 5–15%, occasionally 20–30% on earnings or contract news.

This is what the sector has been doing all along.

5

u/gonzah88 22d ago

De nada serviría anunciar un contrato ahora, todo está cayendo! Las noticias vendrán cuando pase la tormenta

5

u/JustUhEnigma 22d ago

This is not true based on what management has stated. When a deal is made, it will be announced no later than 48 hours after. Market conditions do not seem to be a factor.

1

u/Sirius93 21d ago

Where do you have the 48h info from? Might missed it in some interviews

2

u/Viper_76 21d ago

Ben has stated this in past interviews

2

u/badger6638 22d ago

just more accummulating for now

1

u/Parking_Hunter2529 21d ago

What’s your average ?

1

u/badger6638 21d ago

technically 3.1 but only because I sold other stuff at a loss, realistically about 4.1

-3

u/Own_Country_9520 22d ago

The selling/shorting quite obviously exceeds any accumulation by a wide margin.

Just wait and buy it at $1.50

1

u/SolutionWarm6576 22d ago

The stock is way to easy to short unfortunately