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Keel Infrastructure's Shares Plummet 10% Amid Revenue Decline and Transition Costs

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Keel Infrastructure's shares plummeted by about 10% on Monday after its quarterly results revealed a significant decline in revenue and an operating loss of $141 million. The company attributed the revenue drop to a lower average Bitcoin price and the shutdown of its bitcoin mining operations at Moses Lake, Washington in April.

The shutdown marked the beginning of Keel's pivot towards high-performance computing (HPC) infrastructure, with the decommissioning of all US Bitcoin mining operations. As part of this transition, Keel has secured a 96 MW power capacity transfer agreement with Hydro-Sherbrooke for a consolidated data center campus in Quebec.

The company reported a net loss of $65 million for the quarter ended June 30, compared to $5.5 million a year earlier. Revenue fell by 50% to $30.4 million from $60.9 million, while adjusted earnings before interest, taxes, depreciation and amortization swung to a $23.7 million loss from a $6.6 million profit.

Total liquidity reached $819 million following a $458 million convertible note offering and the sale of $75 million in Bitcoin.

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