A few notes about recent comments, especially about naming names:
remember that KPO initially did not name the other party to the proposal. It was the ASX query that prompted KPO to name the party.
on the other hand, Crusoe is unlisted. the requirements to name names and any other disclosure rules are much less onerous.
KPO is basically a micro cap. Crusoe recently raised about 600,000,000 US slave credits and probably has a valuation in the billions of US slave credits. Any KPO deal is significant while a non-binding proposal for 170MW or some other MW is not so significant for Crusoe. the accounting concept is materiality.
also, KPO subsidiary KDP operates solely in Canada. Crusoe operates either mainly or solely in the US. Crusoe might reasonably choose not to disclose a proposed Canada deal at the opening stages.
KPO Price at posting:
0.7¢ Sentiment: Buy Disclosure: Held
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