Aug. 4 at 4:22 PM
$CEPL I stupidly missed out on
$BE ’s historic rise even though I knew it was inevitable. Not making the same mistake with CEPL. Currently priced at ~2x sales, even a minor DC power deal can cause this to rerate dramatically. Not to mention that when they ran their supply chain and production testing for potential DC deals, they did it for 100MW. An additional 100MW at their expected
$3.5M/MW for DCs would quadruple their annual revenue… even a deal much smaller than their test run (25-50MW) would be substantial…