@daknakamoto · Long KEEL

The $KEEL selloff is frustrating, but here’s why I’m still bullish. 🧵 Management guided to $100M in annual cash SG&A. Using $95K/MW/month in modeled NOI: ⚡ Moses Lake (18 MW): $20M/year ⚡ Sharon (110 MW): $126M/year That’s $146M in potential annual NOI from just TWO sites

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Since the call—

unrankedThe analyst's rank today

High · 0.99Confidence

Wed, Oct 14Tweeted

Thu, Oct 15 closeCounted from

100% of the basket · day 5fades out by Nov 25

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