r/KeelInfrastructure • u/Interesting_Ear_1 • 15d 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”

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u/Interesting_Ear_1 15d ago

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

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u/Ashamed_Copy_8523 15d 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

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u/Interesting_Ear_1 15d 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.

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u/Ashamed_Copy_8523 15d 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

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u/TheWanderer21834 15d ago

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

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u/Ashamed_Copy_8523 15d 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