Fireside Chat Highlights Recent Execution and Improving Outlook
We recently hosted Soluna Holdings new CEO John Belizaire for a fireside chat, which included a discussion of the recent milestones reached at multiple projects, cash flow contributions from the growing project portfolio, and the development pipeline that has more than doubled in the past three months. This report contains a transcript of the fireside chat from July 25, 2023, which can be accessed here. Momentum building after hitting key milestones. Belizaire highlighted some of the recent accomplishments, including new hosting contracts at Project Sophie and Project Dorothy, a second investor partnership at Project Dorothy, and the win at Project Kati. He did acknowledge the challenges the company endured in 2H22 and early 2023 but pointed to the changes the company has made to focus on execution and also to his three-pronged strategy of a focus on capital returns and cash flow, project execution, and measured growth as the pipeline expands. Every 25 MW of capacity can drive $6-7 million in annual EBITDA contribution. Belizaire highlighted the contribution potential from the company’s portfolio of projects, noting that each 25 MW (100% owned) can contribute $6-7 million in annual EBITDA to the holding company. Soluna’s projects that are operating today can contribute more than $10 million in annual EBITDA, with the potential for a significant boost from the next 50 MW at Project Dorothy 2 and then 166 MW potential at Project Kati...
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