A Note to New Readers: Welcome. What you are about to read is my original narrative for IREN, first published in September 2024.Read more
The Game-Changing Executive Order: A $11.4B Company's Perfect Storm Sometimes the stars align in ways that even the most astute investors couldn't predict. For IREN Limited (NASDAQ: IREN), currently valued at $11.4 billion with shares trading around $42 , the Trump Administration's July 23rd Executive Order on data centre permitting represents exactly that kind of celestial convergence.Read more
Pour calculer la valeur intrinsèque d'IREN dans un scénario conservateur, on peut utiliser une méthode de valorisation telle que les flux de trésorerie actualisés (DCF). Voici un aperçu basé sur les données disponibles : Points clés : Prix actuel de l'action : 7,15 $US.Read more
Key Takeaways Vertical integration and strategic partnerships strengthen IREN's growth in AI cloud and data center markets, supporting higher margins and future competitiveness. Flexible business model and efficient financing provide resilience, enabling shifts to higher-margin sectors and sustaining earnings amid industry changes.Read more
Key Takeaways Unique supply capabilities, energy-efficient infrastructure, and vertically integrated renewable power make IREN a top ESG partner, enabling premium pricing and superior margins. Asset-light expansion, innovative financing, and a diversified client base support rapid, low-risk growth and sustained, industry-leading profitability.Read more
Key Takeaways Heavy reliance on Bitcoin mining and supply chain vulnerabilities expose IREN to volatile revenues, regulatory risks, and potential project delays. Intensifying competition, rapid tech evolution, and stricter regulations threaten future margins, making revenue and profitability increasingly difficult to sustain.Read more
IREN Limited operates in the vertically integrated data center business in Australia and Canada. The company owns and operates computing hardware, as well as electrical infrastructure and data centers. It also mines Bitcoin, a scarce digital asset that is created and transmitted through the operation of a peer-to-peer network of computers running the Bitcoin software. The company was formerly known as Iris Energy Limited and changed its name to IREN Limited in November 2024. The company was incorporated in 2018 and is based in Sydney, Australia.
