Aug. 27 at 9:17 PM
$DMGGF Here are my takeaways from the conference call Q & A:
1. Commercial Terms of the agreement are agreed to (Bullish)
2. Tenant is actively participating in engineering (Bullish)
3. 75 MW of Power plus existing electrical infrastructure (Bullish)
4. Capex is likely to cost
$500-600M (Bearish)
5. More work remaining on definitive agreement (Bearish)
6. Delivery date likely to push past December 31, 2026 (Bearish)
7. Financing of Capex likely to include some kind of dilution (Bearish)