Disseminated on behalf of SolarBank Corporation (NASDAQ: SUUN) Two days ago I showed you how solar hit escape velocity. Today I need to tell you about the company that's doing something with that solar power that nobody saw coming. They're converting 100% of their net cash flows from a solar farm on an old garbage dump... directly into Bitcoin. Not mining it. Not trading it. Just turning sunshine on a landfill into digital gold. When I first read their announcement, I thought it was a joke. Then I saw who was buying in: Goldman Sachs quietly acquired 5.4% of this sub $2 small-cap last month. Before that, Honeywell threw in $41 million for projects. A $100 million facility with CIM Group was announced. When sharks this big circle a company this small, something massive is happening. The company is SolarBank Corporation (NASDAQ: SUUN) — and they're not some wild startup. They've been building solar projects for over a decade, with 100+ MW already completed construction and a 1-Gigawatt pipeline in development. They have real partnerships with real companies. But what they announced last week breaks every rule of corporate finance. Once operational, they're taking every dollar of profit from their Geddes Solar Project—built on a closed landfill—and intending to convert it directly into Bitcoin through Coinbase Prime. While everyone else holds cash that loses 8% annually to inflation, they're accumulating an asset that's averaged 150% annual returns over the past decade (despite massive volatility, and note past performance isn’t indicative of future results). Here's what's coming over the next 2 days: - Tomorrow: "Streaming for Profit" How battery costs crashing below $100/MWh just turned solar into a 24/7 money printer. I'll show you why their Ontario contracts paying $1,221/MW-day for 22 YEARS are just the beginning. This is solar's "Netflix moment"— and early movers are positioning now.
- Day After: "The Power Bank of America" The full breakdown of SolarBank's "invisible currency" strategy—how they're moving up the solar value chain to capture premium prices. Is the strategy risky? Absolutely.
Bitcoin could crash 80% tomorrow. Solar projects can fail. Financing and permits are required for projects. Government incentives can change. But that's why the risk/reward is so compelling. SolarBank’s Bitcoin treasury strategy piece is already live: Fair warning: Each piece of this story builds on the last. By the time you see the full picture, you'll understand why institutional money is moving. Regards, Marin Katusa and the KR Special Situations Team P.S. SolarBank trades under $2 right now. But with Goldman Sachs on board and a strategy this bold, that valuation could change fast. We invite you to review our research with your due diligence. |
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