James Chanos
@RealJimChanos
参加 August 2024
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And how much capital will $IREN have to invest to bring in that $13B of Adjusted EBITDA in 2030…?!
Bernstein models $IREN scaling to ~5.8 GW longer term with cloud revenue reaching ~$17B and adjusted EBITDA ~$13B by 2030.
Interesting that they assume Childress stays flat at 750 MW so almost all of that upside comes from proving Sweetwater design can be repeated across Oklahoma, Australia and Europe.
Thats where the opportunity gets really large if IREN can execute with three-year contract pricing already up 125% even as the note also models ~$65B of incremental CapEx before the full revenue ramp.
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