Oct. 2 at 9:06 AM
$DUOT the recent IPO of
$FRMI is a VERY bullish valuation marker for DUOT, specifically their stake in APR Energy/Pampa Texas data center. If Fermi is worth ~
$19.0bn with 11GW in Amarillo, the Pampa DC project with 2GW should be worth ~
$3.5bn. Assuming the Pampa DC is developed via APR, with DUOT owning 5% of APR, DUOT’s 5% stake in the project is worth ~
$175 mm. That would be worth the entire fully diluted market cap of DUOT currently.
