Why ignore the rest of the capex?
Total capex to date is over 3.5B
So here are my "back of the envelope" calcs.
It looks like they are deploying about $20M in capital to put in 1MW of capacity.
This 1MW in capacity leads to circa $4M in revenue per year (net of power pass through)
That translates into $2M in EBITDA (it was less than 50% last qtr, but let's be generous)
Now out of your $2M, u need to fund/finance the $20M you spent.
Even at 5%, that's $1M of your $2M gone, just in interest.
Then we have the small issue of replacing all of the fit out every 20 years, and the building, what ever 50?
So a depreciation charge of 6-700K is probably real, leaving you with maybe 350k a year.
That means under 2% return per year on your $20M before tax...
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