SLNH

As we mentiond a week ago we piled into SLNH and its already up 16% today and up 108% this month alone.

 This is nothing. 

It has 350 MW under development in Project Kati 2 with behind-the-meter renewable power and ERCOT grid access.  

This is a JV with Metrobloks. 

 So, assuming $1.5 million/year per MW from a single-tenant, they can generate $525 million revenue from this site alone.  Even if we assume 50/50 revenue share,  SLNH  will generate $262.5 million revenue from this site.  

Its whole market cap is $200 million.  If they can pull this off.

SLNH can easily make a 5x from here.

Decent return since our entry

LONG!