One part that I found interesting in the quarterly was this part:
With ever increasing interest and investment in the data centre sector, particularly in North America and specifically Alberta, the Company is witnessing a surge of interest in KDP’s power projects from data centre companies as well as gas producers interested in tolling their gas through KDP’s projects.
Even though, as per the quarterly, we have a non-binding MOU with Crusoe, we are still getting interest from OTHER data centre operators. Perhaps there are sites, such as Myers, where we might end up building multiple power-CCS projects to supply power to multiple co-located or nearby data centres. Or one or more of these other data centre operators might be interested in buying the Gilby and/or Clairmont projects from us to power their own data centres.
Myers (when it was Ellis) was slated for four power-CCS projects as per the teaser sheet and Gilby was slated for two plus Alsike for one.
KPO Price at posting:
0.9¢ Sentiment: Buy Disclosure: Held
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