0
- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
Posted on 8/27/26 at 3:50 pm to igoringa
quote:
earnings in terms of quarter revenue and eps will be horrific but no one should be investing off that - enough idiots do though.
Key metrics - do they bump up 4 billion year end ARR, any deal or update on sweetwater, and any 27 guidance
IREN beat earnings fwiw
Posted on 8/27/26 at 3:59 pm to horndog
Looking forward to reading igoringa's comments.
Seems pretty solid
Seems pretty solid
This post was edited on 8/27/26 at 4:00 pm
Posted on 8/27/26 at 9:04 pm to helllo_heisman002
This has always been my reason for never looking IREN’s way
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 8/27/26 at 9:42 pm to bayoubengals88
quote:
Looking forward to reading igoringa's comments.
Just catching up now as was traveling.
Starting with least important first but the mechanics of the release I thought had hit a low last Q, but this one was worse. They need to stop the video approach and just do the slides - so many awkard technical pauses etc.... it distracts from what is important.
On to what is important - if you are a long term investor in Iren, you should be satisfied. $20 Million a MW on latest deals with 2 year payback on GPU - I mean that is a dream. Current negotiations suggest next wave is $25 million an MW.
The market does not like $25-30 billion in capex but if you want to have in process multiple GW of development - of course that will be needed. The level of prepayment and debt in hand makes it very manageable without major dilution.
Those wanting 'deal' announcements of investment grade credit will not get it. They have successfully transition to being able to fund non investment grade which drives much higher $ per MW. A lot of execution needed ahead ofcourse.
As a one sentence summary - 2027 ARR is likely to be $15 billion so it is trading at 1X forward ARR - investors can decide if that is reasonable - I know my answer lol
Posted on 8/28/26 at 10:21 am to igoringa
Dude is catching hell.
Perception matters.
Perception matters.
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 8/28/26 at 10:22 am to bayoubengals88
Posted on 8/28/26 at 3:51 pm to bayoubengals88
LOL Completely agree on the call and agree with perception in the short term. I am not as worried long term. Results is what I worry about long term and $15 billion ARR in 2027
Posted on 8/30/26 at 9:30 am to helllo_heisman002
If you believe in funding flywheel over the next several months and material dilution is no longer needed, the stock should be well above $70, which is the price NVDA has warrants to purchase at.
This is NFA
This is NFA
Posted on 8/30/26 at 5:26 pm to helllo_heisman002
IREN is displaying the 5 day florida shaped engulfing pattern. Im all in. Take all my money!
Posted on 8/30/26 at 8:40 pm to horndog
Huh
Posted on 9/1/26 at 7:41 am to horndog
Yeah, I tried to squint and couldn't see Florida. Not sure what he's talking aboot
Page 2 of 2
Popular
Back to top
Follow TigerDroppings for LSU Football News