Keel Infrastructure (KEEL) Q2 FY26 earnings call

Keel Infrastructure is executing its strategic pivot from Bitcoin mining to HPC and AI data center development, leveraging its secured power assets. The company is advancing permitting and commercial negotiations for its key sites, aiming for 2027 energization dates, while maintaining a strong liquidity position to fund its transition and future growth. Management emphasizes patience in lease signing to optimize long-term value.