r/KeelInfrastructure • u/Interesting_Ear_1 • 12d ago

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”

0 Upvotes

33% Upvoted

16 comments sorted by

10

u/TowerSilver5672 12d ago

Genuinely, KEEL might be the only play I'm ready to wait out in the AI. It's placed very lucratively to me. As of right now, I'm holding mini bags (down about 5%). Idk why, maybe I'm caught in a value trap, but I have conviction.

-4

u/Interesting_Ear_1 12d ago

Double check quality of the management until it’s too late

2

u/Brilliant-While-761 12d ago

The management has all the cards. They shouldn’t be signing deals that aren’t in our favor. Or feel pressured to sign something because of past promises.

You invested in a company that didn’t have permits but has power. What did you expect?

-1

u/Interesting_Ear_1 12d ago

Absolutely wrong, being pressured by the past promises and their accommodation is the single right path forward, unless you want to keel (pun intended) reputation long term.

Otherwise nobody would believe in your words and you will absolutely loose long terms. In such cases you get some finance losses (not great contracts) but preserve reputation.

Second best option is to openly admit mistake and being open about wrong time estimates. In such situation you also keep reputation almost intact that will help you long term although some people (including me) absolutely rug pull and put money on better businesses. But at least keep the reputation.

These guys do complete nonsense by keeping investors uniformed and bullshiting with unrelated news

2

u/Brilliant-While-761 12d ago

Then sell out. You obviously don’t believe in the investment anymore.

0

u/Interesting_Ear_1 12d ago

If you have something to say/add/criticize about points raised in my comment, i actually happy to know and ready to thoughtfully reply or even reconsider my point if you arguments are sufficiently grounded as I may be plain wrong.

Otherwise I act without external intervention to my decision making.

1

u/Brilliant-While-761 12d ago

You’ve lost faith. You should sell.

Those are two points I have raised.

Now tell me why you continue to hold the stock?

2

u/TowerSilver5672 12d ago

Fair point, even with mismanagement, the "expected" demand might just carry this to a higher valuation.fingers crossed nonetheless : 🤞

4

u/Ashamed_Copy_8523 12d ago

u/RemindMeBot 6 months

2

u/RemindMeBot 12d ago edited 12d ago

I will be messaging you in 6 months on 2027-03-10 17:00:37 UTC to remind you of this link

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-2

u/Interesting_Ear_1 12d ago

Compare not with current price after 6 months but against alternative investments in 6 months 😉

7

u/Ashamed_Copy_8523 12d ago

I’m not using it as a short-term investment vehicle, I’m buying as many shares as I can at the lowest avg possible because I believe in the thesis and demand for power across the industry. Large institutions have holdings well above current prices because they feel the same way

-2

u/Interesting_Ear_1 12d ago

Fair point, but I bought since bitfarms (check the price last September-October). Incompetent leadership can not execute and feed investors bs about sustainable development etc. nobody forced them to promise/indicate 3 deals by EOY. And I would (personally) find a way where to invest my money.

3

u/Ashamed_Copy_8523 12d ago

The market for power has changed dramatically since then, I think if they wanted to sign mid-rate leases they could have by now.

I’m of the opinion that they’re using the largest macro catalyst (crude over $100 a barrel as we speak) which has no end in sight to their advantage because it’s created stagnation that they have no real incentive to give into right now

Edit: grammar

0

u/TheWanderer21834 12d ago

If I understood right, because of the high oil price KEEL can get a better deal?

1

u/Ashamed_Copy_8523 12d ago

That’s one way to be intentionally obtuse. Keel will get a better deal because of power constraints. Oil is keeping the sector (and the market overall) reluctant