Energized supply is becoming severely scarce for 2027. There's one company that has been holding out: Keel Infrastructure: $KEEL Here's a full stock report... This is a landlord company in transition, de-risking it's entire capacity to ensure top dollar for each megawatt. I think the company can 9.5X ARR by 2028. - The thesis - The business model - The market opportunity - The financial model & price targets Of course, 100% free. Read it here all on my Substack: https://wealthmatica.substack.com/p/keel-infrastructure-a-capacity-solution?r=4q0fj0&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
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4 Comments
Luke @l_invests ยท 46m
INTERESTING. Been watching this one for a a bit myself๐
tom joy@tom47 ยท 24m
Any plan to buy this stock anytime soon ?
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