Keel Infrastructure FAILS to secure a lease and reports an operating LOSS of $141 million dollars!
Автор: Stephen Zeiner
Загружено: 2026-08-10
Просмотров: 3012
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My dear friends and fellow Keel Infrastructure shareholders. I'm going to have to dampen your enthusiasm by reminding you that a lease is not a trophy for a press release - it's a long-term commitment of infrastructure, credit, and trust. Our company is not going to cap the upside of a generational asset in order to deliver a headline. Our challenge is not finding customer demand, but choosing among it.
Wait, what?! This ideological position may be dooming the company to analytical paralysis and an inability to score a deal that delivers a headline, but also delivers long-term REVENUE! :-) With upwards of $800+ million in liquidity, Keel can successfully continue losing money for the foreseeable future. But at what point does the difficult but necessary discussion arise wherein the decision is made to cap the upside of a generational asset - not so much to generate a headline - but to generate revenue and profits!
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