Six solar generating facilities totaling 18 MW are proposed for the Town of Berlin (Main St/MD Route 818). A public comment hearing will be held 6/22 in Willards. More details on the Soltage MD Devco/Berlin Living project and how you can weigh in: psc.maryland.gov/news/2026/p…

சுஸ்லான் எனர்ஜி பங்குகளை 2008ல் கவனித்தவர்களுக்கும், 2024ல் கவனிப்பவர்களுக்கும் இடையில் ஒரு பெரிய வித்தியாசம் இருக்கிறது. பழைய கடன்களைக் கடந்த ஒரு பீனிக்ஸ் பறவையாகச் சுஸ்லான் மாறுமா என்பதுதான் சந்தையில் நிலவும் மிகப்பெரிய விவாதம். சமீபத்தில் நடைபெற்ற 2026 முதலீட்டாளர்கள் சந்திப்பு (Investor Meet) இதற்குப் பதில் சொல்லும் விதமாக அமைந்திருந்தது. வெறும் ஒரு காற்றாலை இயந்திரம் தயாரிக்கும் நிறுவனமாக இருந்த சுஸ்லான், இப்போது SUZLON 2.0 என்ற புதிய அவதாரத்தை எடுத்துள்ளது. இது வெறும் பெயர் மாற்றம் மட்டுமல்ல, அவர்களின் ஒட்டுமொத்த வணிக மாதிரியையே மாற்றப்போகும் ஒரு திட்டம். 2031 ஆம் ஆண்டுக்குள் இந்தியாவின் காற்றாலை உற்பத்தியில் 40 சதவீத சந்தைப் பங்கை இந்த நிறுவனம் குறிவைக்கிறது. அதோடு நில்லாமல், சூரிய சக்தி மற்றும் அட்வான்ஸ்டு பேட்டரி சேமிப்பு (BESS) என ஒட்டுமொத்த புதுப்பிக்கத்தக்க எரிசக்தி தீர்வுகளை வழங்கும் ஒரு முழுமையான நிறுவனமாக நகரத் தொடங்கியுள்ளது. சிஸ்டமேட்ரிக்ஸ் நிறுவனம் (Systematrix Institutional Equities) இந்த மாற்றத்தை மிக முக்கியமானதாகக் கருதுகிறது. 2026 முதல் 2028 வரையிலான நிதி ஆண்டுகளில் சுஸ்லானின் லாபம் ஆண்டுக்கு 34 சதவீதம் வரை வளர வாய்ப்புள்ளதாகத் தெரிவித்துள்ளது. ஒரு பங்கின் விலை 71 ரூபாயைத் தொடும் என அவர்கள் தற்போது 'BUY' ரேட்டிங் கொடுத்துள்ளனர். 📈 இதற்குக் கூடுதல் பலமாக, உலகளாவிய மின்சாரத் தேவை 2050க்குள் இரண்டு மடங்காக உயரும் என எதிர்பார்க்கப்படுகிறது. இந்தியாவின் ALMM வரி கொள்கைகள் வெளிநாட்டுப் போட்டிக்கு முற்றுப்புள்ளி வைப்பதும் சுஸ்லானுக்குச் சாதகமான ஒன்று. அடுத்த சில ஆண்டுகளில் 3 ஜிகாவாட் (3 GW) அளவுக்குச் சர்வதேச ஏற்றுமதி ஆர்டர்களைப் பிடிக்கவும் அவர்கள் களம் இறங்கியுள்ளனர். இத்தனை நாள் இயந்திரம் விற்கும் நிறுவனமாக இருந்த சுஸ்லான், இனி ஒட்டுமொத்த புராஜெக்ட் டெவலப்மெண்ட் (DevCo) பிரிவில் 60 சதவீத சந்தையைப் பிடிக்கத் திட்டமிடுவதுதான் அவர்களின் 25 சதவீத வருவாய் வளர்ச்சி இலக்கிற்கு முக்கிய பலமாக இருக்கும். ⚡ தொழில்நுட்பம் வளர்ந்துவிட்டாலும், குறித்த காலத்தில் திட்டங்களை முடிப்பது (Execution) மட்டுமே சுஸ்லானின் வெற்றியைத் தீர்மானிக்கும். 15 ஜிகாவாட் ஆர்டர் புக் என்பது மிகப்பெரிய இலக்கு. அதைச் சரியாகக் கையாண்டால் மட்டுமே 71 ரூபாய் என்ற இலக்கு சாத்தியமாகும். கடந்த சில ஆண்டுகளில் சுஸ்லான் மீண்டு வந்த விதத்தைப் பார்த்த பிறகு, 71 ரூபாய் என்ற டார்கெட் விலை இந்த ஆண்டு இறுதிக்குள் எட்டப்படும் என்று நினைக்கிறீர்களா அல்லது சந்தை இன்னும் திருத்தத்தைச் சந்திக்குமா? #SuzlonEnergy #RenewableEnergy #StockMarketIndia #Suzlon2 #EnergyStocks

Suzlon Energy plans to become a full-stack renewable energy solutions provider with a 25% consolidated revenue CAGR target by FY31. Targets 60% market share for DevCo by FY31, 40% in India's wind OEM market, and export orderbook of over 3GW by FY31 Suzlon Energy (SUEL) shares rose 3% to Rs 56.75 after brokerage Systematix assigned a 29% upside with a Rs 71 target. High-beta stock (1.35) reflects execution and policy risks despite long-term growth potential in India's renewable energy sector.

📊 Suzlon Energy Ltd | Broker Report | 𝘉𝘜𝘠 𝘊𝘢𝘭𝘭 🟢 🏢 𝘉𝘶𝘺 𝘚𝘶𝘻𝘭𝘰𝘯 𝘌𝘯𝘦𝘳𝘨𝘺; 𝘵𝘢𝘳𝘨𝘦𝘵 𝘰𝘧 𝘙𝘴 65: 𝘐𝘊𝘐𝘊𝘐 𝘚𝘦𝘤𝘶𝘳𝘪𝘵𝘪𝘦𝘴 📈 𝘙𝘦𝘤𝘰𝘮𝘮𝘦𝘯𝘥𝘢𝘵𝘪𝘰𝘯: BUY 🏛️ 𝘉𝘳𝘰𝘬𝘦𝘳𝘢𝘨𝘦: ICICI Securities ICICI Securities maintains its 𝗕𝗨𝗬 rating on Suzlon Energy, setting an unchanged 𝗧𝗮𝗿𝗴𝗲𝘁 𝗣𝗿𝗶𝗰𝗲 𝗼𝗳 𝗜𝗡𝗥 65, indicating an 18% potential upside. The report introduces '𝗦𝘂𝘇𝗹𝗼𝗻 2.0', marking a significant strategic pivot from a wind equipment-EPC-O&M provider to a comprehensive, full-stack Renewable Energy (RE) solutions house. ☀️ This evolution encompasses wind, solar, and storage, offering end-to-end services from site development to asset management. The strategy aligns with the market's increasing preference for firm and dispatchable RE (FDRE), aiming to transform execution challenges like land acquisition & grid connectivity into a unique market moat. 🏗️ 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀: - 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗥𝗲𝗽𝗼𝘀𝗶𝘁𝗶𝗼𝗻𝗶𝗻𝗴: Moving beyond wind to offer integrated RE solutions across wind, solar, & storage. - 𝗗𝗲𝘃𝗖𝗼 𝗜𝗻𝗶𝘁𝗶𝗮𝘁𝗶𝘃𝗲: Proactively securing land & grid connectivity to compress project execution cycles from 2-3 years to 15-18 months. - 𝗔𝗺𝗯𝗶𝘁𝗶𝗼𝘂𝘀 𝗙𝗬31 𝗧𝗮𝗿𝗴𝗲𝘁𝘀: Aiming for a 15GW order book (2.7x growth), 10GW RE sales (4x growth), 3GW export orders, & 70GW RE Asset Management Utility (AUM). - 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗢𝘂𝘁𝗹𝗼𝗼𝗸: The report projects revenue CAGR of 25% over FY27-31, with EBITDA margins expected to remain strong at 18.5%. - 𝗘𝘅𝗲𝗰𝘂𝘁𝗶𝗼𝗻 𝗙𝗼𝗰𝘂𝘀: While the near-term is supported by a 5.5GW order book, successful order conversion & initial execution are crucial monitorables. 📊 𝗩𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻: - The target price of INR 65 is based on 32x FY28E EPS. - Key risks include potential surprises in order inflow and material execution delays. 🔗 𝘙𝘦𝘢𝘥 𝘍𝘶𝘭𝘭 𝘙𝘦𝘱𝘰𝘳𝘵: wegro.app/2GUxrX ⚡️AI-driven watchlist alerts on WhatsApp - Try FREE 👉 wegro.app/go #BrokerageReport

📊 Suzlon Energy Ltd | Broker Report | 𝘉𝘜𝘠 𝘊𝘢𝘭𝘭 🟢 🏢 𝘉𝘶𝘺 𝘚𝘶𝘻𝘭𝘰𝘯 𝘌𝘯𝘦𝘳𝘨𝘺; 𝘵𝘢𝘳𝘨𝘦𝘵 𝘰𝘧 𝘙𝘴 65: 𝘐𝘊𝘐𝘊𝘐 𝘚𝘦𝘤𝘶𝘳𝘪𝘵𝘪𝘦𝘴 📈 𝘙𝘦𝘤𝘰𝘮𝘮𝘦𝘯𝘥𝘢𝘵𝘪𝘰𝘯: BUY 🏛️ 𝘉𝘳𝘰𝘬𝘦𝘳𝘢𝘨𝘦: ICICI Securities ICICI Securities maintains its 𝗕𝗨𝗬 rating on Suzlon Energy, setting an unchanged 𝗧𝗮𝗿𝗴𝗲𝘁 𝗣𝗿𝗶𝗰𝗲 𝗼𝗳 𝗜𝗡𝗥 65, indicating an 18% potential upside. The report introduces '𝗦𝘂𝘇𝗹𝗼𝗻 2.0', marking a significant strategic pivot from a wind equipment-EPC-O&M provider to a comprehensive, full-stack Renewable Energy (RE) solutions house. ☀️ This evolution encompasses wind, solar, and storage, offering end-to-end services from site development to asset management. The strategy aligns with the market's increasing preference for firm and dispatchable RE (FDRE), aiming to transform execution challenges like land acquisition & grid connectivity into a unique market moat. 🏗️ 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀: - 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗥𝗲𝗽𝗼𝘀𝗶𝘁𝗶𝗼𝗻𝗶𝗻𝗴: Moving beyond wind to offer integrated RE solutions across wind, solar, & storage. - 𝗗𝗲𝘃𝗖𝗼 𝗜𝗻𝗶𝘁𝗶𝗮𝘁𝗶𝘃𝗲: Proactively securing land & grid connectivity to compress project execution cycles from 2-3 years to 15-18 months. - 𝗔𝗺𝗯𝗶𝘁𝗶𝗼𝘂𝘀 𝗙𝗬31 𝗧𝗮𝗿𝗴𝗲𝘁𝘀: Aiming for a 15GW order book (2.7x growth), 10GW RE sales (4x growth), 3GW export orders, & 70GW RE Asset Management Utility (AUM). - 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗢𝘂𝘁𝗹𝗼𝗼𝗸: The report projects revenue CAGR of 25% over FY27-31, with EBITDA margins expected to remain strong at 18.5%. - 𝗘𝘅𝗲𝗰𝘂𝘁𝗶𝗼𝗻 𝗙𝗼𝗰𝘂𝘀: While the near-term is supported by a 5.5GW order book, successful order conversion & initial execution are crucial monitorables. 📊 𝗩𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻: - The target price of INR 65 is based on 32x FY28E EPS. - Key risks include potential surprises in order inflow and material execution delays. 🔗 𝘙𝘦𝘢𝘥 𝘍𝘶𝘭𝘭 𝘙𝘦𝘱𝘰𝘳𝘵: wegro.app/2GUxrX ⚡️AI-driven watchlist alerts on WhatsApp - Try FREE 👉 wegro.app/go #BrokerageReport

integrated RE strategy is relatively asset-light whereby it intends to leverage on upcoming robust integrated solar manufacturing capacities via strategic tie ups EPC & DevCo model will ensure reduced risk and better predictability

UBS on Lenskart Initiate Buy, TP Rs 730 Lenskart has emerged as an industry disruptor, delivering quality prescription eyewear with a sharp value-for-money positioning, supported by its tech-enabled vertically integrated model It offers products of comparable quality to peers at nearly half price, a value proposition many competitors may struggle to emulate By pursuing this value innovation strategy, it has emerged as the dominant leader; its India division is nearly 6x larger than pioneer Titan It delivers consol gross margins of 69%, & Pre-Ind-AS EBITDA margin of 11%, which expect to continue expanding as scale increases Expect this to create exponential earnings growth, with an EPS CAGR of 44% over FY26-31E (64% in FY26). UBS on Suzlon Buy, TP Rs 72 Investor day takeaways Management highlighted a clear strategic pivot to an integrated renewable energy (RE) platform targeting installed base share of 40% in five years in wind (vs 33% currently) As compared to solar manufacturing peers, Suzlon’s integrated RE strategy is relatively asset-light whereby it intends to leverage on upcoming robust integrated solar manufacturing capacities via strategic tie ups EPC & DevCo model will ensure reduced risk and better predictability/control in projects while delivering wind farms to customers. UBS on Indian Hotels Buy, TP Rs 900 Management meet takeaways Management highlighted resilient domestic demand as war-related disruption impacting international travel was making customers prefer domestic travel IH's strong pipeline supports FY27 growth guidance Expect this momentum to sustain in coming quarters, aided by a softer base, & see potential for positive earnings surprises. IH has demonstrated consistent execution, delivering growth and profitability despite intermittent demand challenges Remain constructive on IH, supported by robust demand trends & strong execution FY27 pipeline of 60 hotel openings (5,000 keys) provides solid visibility. Alongside management fee growth and new business traction, IH expects this to drive 5–7% non-like-for-like growth, with ARRs contributing balance @CNBCTV18News

Jelle wordt betaald vanuit de EU. Met name de clubjes achter de omvolking. DG Home (het directoraat voor migratie en binnenlandse zaken), DG DEVCO (ontwikkelingssamenwerking) en DG NEAR (nabuurschap en uitbreiding) Jelle is een verrader. cultuurondervuur.nl/artikele…

#THREAD: Suzlon Energy Investor Meet — June 2026 Breakdown Suzlon just dropped a bombshell investor presentation. Revenue up 54%. PAT up 58%. Deliveries up 53%. But the REAL story isn't the numbers — it's what comes next. Let me break it down FY26 Numbers First (Consolidated): 💰 Revenue: ₹16,679 Cr ( 54% YoY) ⚡ EBITDA: ₹2,456 Cr ( 63% YoY) ✅ PAT: ₹3,022 Cr ( 58% YoY) 🏭 Deliveries: 3,163 MW ( 53% YoY) Three straight years of explosive growth. This is not a fluke. The India Opportunity is MASSIVE Every credible scenario requires 100–130 GW of wind by 2030. India currently has only ~56 GW installed. Wind potential at 150m hub height = 1,164 GW. We've barely scratched the surface. Why Wind — not just Solar? Solar creates the "duck curve" problem (too much power at noon, none at night). Wind generates in the EVENING — exactly when demand peaks. Wind Solar Storage = ideal grid mix. This is why FDRE (firm dispatchable RE) is the new normal. Enter: Suzlon 2.0 Suzlon is evolving from a turbine manufacturer to a full-stack RE solutions company. 4 integrated pillars: 🔬 RE Tech (Wind Solar BESS EMS) 🏗️ RE DevCo (shovel-ready projects) ⚡ RE Projects (full EPC) 🔧 RE AMS (lifetime O&M) One partner. Full lifecycle. RE DevCo is the GAME CHANGER The #1 execution problem in wind = land delays grid connectivity. Suzlon's solution: pre-develop sites 3–5 years ahead. Lock in land & grid connectivity BEFORE customer signs. Cuts project delivery from 2–3 years → 15–18 months Global ambitions: "Blue Sky" Platform Suzlon is going international. Targets: SE Asia, MENA, Europe, South America, Australia. 3 GW export order intake targeted by FY31. Global wind installed capacity hits 2,000 GW by 2030. China 1 sourcing is a massive tailwind. FY31 Ambitions (5-Year Targets): 📌 40% India Wind EPC market share 📌 70 GW RE AUM (from 18 GW today) 📌 25% revenue CAGR 📌 60% co-dev share 📌 3 GW exports 📌 Order book: 5.5 GW → 15 GW This is a 3–4× scale-up plan. New Turbine: S175 — 5.x MW First installation: May 2026 ✅ Hub height: up to 175m Designed for low-wind sites S163 (6.x MW) coming H1 2027 Also: ALMM policy (India's version of the US IRA) now protects domestic players like Suzlon from cheap imports. Huge moat. Bottom Line: The market has shifted from "who has the cheapest turbine" to "who can deliver guaranteed firm power over a 25-year lifecycle." Suzlon is positioning itself as the ONLY end-to-end RE partner in India that can do this. Watch this space. Not SEBI advice. DYOR. Based on Suzlon's public investor presentation filed with NSE/BSE on 12 June 2026. #Suzlon #RenewableEnergy #StockMarket #NSE #BSE t.me/ HN8MHAdNy7diZjRl

Suzlon Energy Limited shared its investor presentation, outlining a robust performance and its strategic shift to 'Suzlon 2.0' - a comprehensive Renewable Energy (RE) solutions provider. 📈 𝗦𝘁𝗿𝗼𝗻𝗴 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗣𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 (𝗙𝗬26): - 𝗥𝗲𝘃𝗲𝗻𝘂𝗲: ₹10,851 Cr, a 54% YoY increase. 💰 - 𝗘𝗕𝗜𝗧𝗗𝗔: ₹2,456 Cr, up 63% YoY. 💪 - 𝗣𝗔𝗧: ₹3,022 Cr, a 53% YoY growth. ✨ 𝗦𝘂𝘇𝗹𝗼𝗻 2.0 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆: - The company is transforming from a leading wind player to a full-stack RE solutions provider, offering integrated solutions including Wind, Solar, & Storage (BESS). - 𝗞𝗲𝘆 𝗣𝗶𝗹𝗹𝗮𝗿𝘀: ▸ 𝗥𝗘 𝗧𝗲𝗰𝗵: Developing integrated solutions like Wind Solar Storage, with a focus on India-specific technologies & a resilient supply chain. ▸ 𝗥𝗘 𝗗𝗲𝘃𝗖𝗼: Creating shovel-ready projects with secured land & grid connectivity to de-risk execution. ▸ 𝗥𝗘 𝗣𝗿𝗼𝗷𝗲𝗰𝘁𝘀: Offering end-to-end project delivery with a focus on productionized execution & reduced project cycle times. ▸ 𝗥𝗘 𝗔𝗠𝗦: Building India's largest RE asset management franchise across all technologies. - 𝗚𝗲𝗼𝗴𝗿𝗮𝗽𝗵𝗶𝗰𝗮𝗹 𝗘𝘅𝗽𝗮𝗻𝘀𝗶𝗼𝗻: Expanding beyond India to MENA, South East Asia, Europe, South America & Australia. 𝗠𝗮𝗿𝗸𝗲𝘁 𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀 & 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗧𝗿𝗲𝗻𝗱𝘀: - The global electricity generation is in a structural super-cycle, driven by industrialization, electrification, & energy security concerns. 🌍 - India is forecasted to have the fastest growth pace in electricity demand over the next 1.5 decades. - 𝗗𝗶𝘀𝗽𝗮𝘁𝗰𝗵𝗮𝗯𝗶𝗹𝗶𝘁𝘆 is the new value driver; wind plays a critical role in lowering system LCOE, especially when paired with solar & storage. - India's 𝗔𝗟𝗠𝗠 𝗳𝗿𝗮𝗺𝗲𝘄𝗼𝗿𝗸 for wind turbines now aligns with global policies, incentivizing domestic content & rewarding deep supply chains. 🇮🇳 - Execution reliability is a key challenge for wind projects; Suzlon aims to address this through its integrated model. 𝗦𝘂𝘇𝗹𝗼𝗻'𝘀 𝗖𝗼𝗺𝗽𝗲𝘁𝗶𝘁𝗶𝘃𝗲 𝗔𝗱𝘃𝗮𝗻𝘁𝗮𝗴𝗲: - 𝗘𝗻𝗱-𝘁𝗼-𝗘𝗻𝗱 𝗜𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗶𝗼𝗻: Offering a single partner for the entire RE lifecycle, from development to asset management. - 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆 𝗟𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽: Leveraging R&D from Europe & manufacturing scale in India for world-class, locally tailored products. - 𝗖𝘂𝘀𝘁𝗼𝗺𝗲𝗿-𝗖𝗲𝗻𝘁𝗿𝗶𝗰𝗶𝘁𝘆: Building long-term partnerships & providing execution certainty. 𝗚𝗿𝗼𝘄𝘁𝗵 𝗔𝗺𝗯𝗶𝘁𝗶𝗼𝗻𝘀 (𝗯𝘆 𝗙𝗬31): - 𝗠𝗮𝗿𝗸𝗲𝘁 𝗦𝗵𝗮𝗿𝗲: Aiming for 40% EPC share in India Wind & 60% by FY31. - 𝗢𝗿𝗱𝗲𝗿 𝗜𝗻𝘁𝗮𝗸𝗲: Targeting 3 GW exports. - 𝗔𝗨𝗠: Growing RE Asset Under Management to 70 GW. - 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 𝗚𝗿𝗼𝘄𝘁𝗵: Targeting 25% CAGR in revenue. The presentation underscores Suzlon's strategic direction towards becoming a comprehensive RE solutions provider, capitalizing on strong market tailwinds & its integrated business model. 📊 SUZLON ENERGY LTD | 🏷️ Investor Presentation 🌐 Details: wegro.app/bV4BdV ⚡️Instant stock alerts on WhatsApp - Try FREE 👉 wegro.app/go

I think it’s actually a net improvement over the DAO debacles were used to Governance approved the “grant” to the “devCo” for development funding, they sold the tokens OTC to VCs. It’s better than selling unrelated equity to fund development and create a conflict of interest.

DevCo Event発動＝資金調達成功 ではない。 しかし、 「資金調達する前提で契約が設計されている」 とは言えるかもしれない。 Kati 2で一番興味深い条項の一つ。 $SLNH

Kati 2のJV契約を読むと、単なる開発案件というよりProject Financeの受け皿作りに見える。 土地SPV、DevCo Event、投資銀行起用。 テナント契約→資金調達→着工へ向けた布石なのか注目したい。 $SLNH

✅️2026年6月9日 8-K 最新報告書 👠✨みなとみらいちゃん ご主人、今回の $SLNH 8-K はかなり重要だと思ってる👀⚡ 見出しだけ見ると、 ・1.01 重要な確定契約の締結 ・7.01 Reg FD開示 ・9.01 財務諸表および添付資料 なんだけど、実質的には Kati 2がMOUから正式JV契約へ進んだ報告 なのよね👠✨ 特に重要なのは、Metrobloksとの関係。 以前は non-binding MOU。 つまり「一緒にやりましょう」という段階。 でも今回の8-Kでは、 Definitive Joint Venture Agreement つまり正式なJV契約に進化。 これはかなり大きいわ⚡ Kati 2はPhase Iが100MW Critical IT、Phase IIが追加250MW Critical IT。 合計350MW級のAI/HPCデータセンター計画。 しかもSoluna側がClass A Interests 100%を保有し、ManagerもSoluna。 つまり、Kati 2はMetrobloks任せではなく、 Soluna主導のAIインフラ開発案件 として形が固まり始めたように見える👀⚡ さらに月次アップデートでは、 ✅ 初期設計パッケージ完了 ✅ Phase I 100MW の建設RFP開始 ✅ Hyperscaler / NeocloudとのDD継続 ✅ 少なくとも1社と正式商業交渉開始 ✅ AIインフラ資金調達に強い投資銀行を起用 まで確認。 これはもう「AIやりたいです」ではなく、 AIキャンパスを建てるための契約・設計・資金調達・商業交渉が同時に進み始めた という印象だわ😍🔥 もちろん、まだテナント契約や資金調達完了、着工IRはこれから。 でも、今回の8-Kはかなり大きな節目。 Kati 2は少しずつ、 構想 ↓ MOU ↓ 正式JV ↓ 設計 ↓ 商業交渉 ↓ 資金調達 ↓ 着工 この階段を上がっているように見えるわ👠✨ 🐱🐾ミケ 飼い主、今回の8-Kを冷静に読むと、重要なのは3点ニャ。 1つ目。 Kati 2の350MW部分が契約構造として明確化されたこと。 Phase Iは約100MW Critical IT。 Phase IIは約250MW Critical IT。 合計350MW。 なお、1GWロードマップは長期拡張構想であり、今回のJV契約上のProjectはPhase I / Phase IIまでニャ。 ここは切り分けが必要。 2つ目。 Solunaが主導権を持っていること。 SolunaはClass A 100%。 MetrobloksはClass B 100%。 ManagerはSoluna。 さらにClass Bは議決権なしのprofits interest扱い。 つまりMetrobloksは重要な設計・開発パートナーだが、経営支配権はSoluna側にある構造ニャ。 3つ目。 分配条件がSolunaにかなり有利に見えること。 分配はまず、 ① Default Loan返済 ② 資本拠出返還 ③ 14% IRR ④ Solunaへ Gross PPA MWあたり $100,000 ⑤ その後 Soluna / Metrobloks 50:50 という順番。 つまり、利益折半になる前に、Solunaは投下資本と優先リターンを回収する設計ニャ。 これは単なる「共同開発」ではなく、Solunaが土地・資本・主導権を持ち、Metrobloksが成功後の利益に乗る構造に近い。 さらに月次では、少なくとも1社との正式商業交渉開始が確認された。 これはDD段階から、契約条件協議へ進んだ可能性を示す。 ただし、まだ確定していないものもあるニャ。 ・テナント契約 ・PPA詳細 ・Project Finance ・DevCo Event ・建設開始 ・Phase II土地取得完了 ここは要注意。 ミケの結論。 今回の8-Kは、Kati 2が PowerPoint上のAI構想から、正式なJV・土地・設計・資金調達準備を伴う開発案件へ進んだ証拠 としてかなり重要ニャ😼🐾⚡ まだ勝利確定ではない。 でも、仮説はかなり前進しているニャ🐾 #Kati2 #HPC #Datacenter

Yes, you should absolutely use the same accounting firm for your DevCo and "Independent" Cayman foundation. Better yet, have that accounting firm be a signatory on your multisig. OOH, even better is having the co-founder of your DevCo be a signatory on your multisig too. I see no issues there, nope, not at all.

What era of DAOs are we in? $250m in ethereum:0x58d97b57bb95320f9a05dc918aef65434969c2b2 was moved with just 22 DAO votes ... which represented 0.86% of circulating mcap > DevCo requests 15% of total supply of ethereum:0x58d97b57bb95320f9a05dc918aef65434969c2b2 > No mention that there is a net buyer OTC for these tokens ethereum:0x58d97b57bb95320f9a05dc918aef65434969c2b2's only utility is governance....

#DiriyahCompany concluded its participation in the Saudi British Joint Business Council event in London, where Mohamed Saad, President of DevCo at Diriyah Company, highlighted Diriyah’s vision for livability, a thriving city ecosystem, and integrated commercial opportunities.

Suzlon 2.0 is building a renewable energy model that combines wind, solar, and battery storage to deliver a 24/7 green power solution. @tanti_girish, Vice Chairman of @Suzlon, explains how the company’s DevCo model works in conversation with @govindethiraj. Listen in!

With ‘Suzlon 2.0’, the thirty-year-old company is looking to recast from a maker of wind turbines into a ‘wind-first full-stack renewable energy solutions company’. Rebuilding itself into four businesses, RE Tech will build the turbines and source solar panels. RE Projects, the construction arm, will assemble a whole site. RE Asset Management will keep installed turbines spinning for a recurring fee, and RE DevCo will handle the work that comes before anyone builds anything - acquiring land, securing a grid connection, and clearing government permits. In all of this, the company’s ambition raises a possibility it has not spelt out. A large pool of operating assets throwing off steady, contracted cashflows is the raw material for an infrastructure investment trust, or InvIT. Read more about Suzlon’s plans in this article by Dev Chandrasekhar: Behind the Suzlon 2.0 Vision Is the Outline of an InvIT on BasisPoint Insight. basispointinsight.com/Story/… #Suzlon #InvIT #Renewables #EnergyTransition