Releases 2024 Earnings Power Illustration
Soluna Holdings, Inc. (“Soluna” or the “Company”), (NASDAQ:
SLNH), a developer of green data centers for intensive computing
applications including Bitcoin mining and AI, announced an open
letter to shareholders from Soluna Holdings CEO, John
Belizaire.
A longer version of the letter as well as the 2024 earnings
power presentation can be found on Soluna’s website.
Open Letter to Shareholders from John Belizaire, CEO of
Soluna Holdings, Inc.
Dear Shareholders,
As we close another year at Soluna, I am pleased to reflect on
our significant progress and set forth our vision for 2024. Our
mission to make renewable energy the primary power source, using
computing as a catalyst, remains unchanged. With the drastic rise
in the need for AI computing, it is more attainable now than ever
before.
What Happened Last Year
In 2023, we diligently executed our four-pronged strategy,
focusing on energizing our projects, optimizing cash flow,
expanding our flagship operations, and growing our project
pipeline. Here are the key milestones we achieved:
Energize Project Dorothy: We transitioned Project Dorothy
from construction to full operations, energizing 50 MW across
Project Dorothy 1A and 1B. Our partnership with Navitas to
establish a proprietary Bitcoin mining operation proved fruitful,
and we successfully sold an 85% membership interest in Project
Dorothy 1A to Spring Lane Capital (SLC). This venture has raised
capital and filled Project Dorothy 1A with 25 MW of strategic
hosting partners.
Cash Flow and Process Optimization: Shifting our focus
from proprietary Bitcoin mining to hosting, we secured 50 MW of
hosting contracts across Project Dorothy and Project Sophie. We
replaced underperforming deals with more profitable contracts and
implemented a new ERP system to enhance efficiency and scalability.
Our operating cash position grew from $1.2 million to $6.4 million
by year-end.
Expand Flagship: We are moving forward with the
development of the next 48 MW of our Project Dorothy data center,
Project Dorothy 2, which cleared the ERCOT modeling process early
in the first quarter of 2024. This makes the project
shovel-ready.
Grow Pipeline: We signed a term sheet for a new 166 MW
data center, Project Kati, integrated with a 300 MW wind farm. We
advanced the project in the ERCOT planning process, setting a solid
foundation for future growth.
Distinctive
Our reputation as a leading curtailment solutions provider
continues to grow, with our brand now synonymous with
innovative renewable computing solutions. Our unique
behind-the-meter structure not only draws power directly from power
plants or grids but also offers demand response services,
optimizing costs for Bitcoin mining and future applications in AI
and other high-performance computing (HPC) areas.
We are fundamentally an infrastructure company, owning
and operating state-of-the-art data centers. Our facilities,
powered by our MaestroOS™, efficiently manage various operational
parameters to maximize profitability and sustainability.
We deliver a strong return on invested capital. Our
behind-the-meter projects are structured to use capital
efficiently, generate strong cash flows and return all invested
capital in 2-years or less.
Renewable energy power producers, grid operators and
computing partners choose Soluna because of our four pillars of
expertise: Project Development, Energy Markets, Computing
Technology, and Project Finance.
Looking Ahead to 2024
Our goals for the coming year are both ambitious and
strategic:
Grow: We aim to double our assets under management to 150
MW by the end of 2024, focusing on constructing and energizing 48
MW of Project Dorothy 2 and breaking ground on Project Kati.
Finance: We plan to continue raising funds to support our
growth initiatives, particularly in our AI business, which is a
perfect fit for Soluna’s renewable computing data center model.
Optimize: Our objective is to optimize operational
excellence and EBITDA across all data centers while maintaining
high customer satisfaction.
Launch AI: We have 2 MW of our Project Dorothy 2 site
slated for our Helix Pilot, focused on next-generation data centers
for AI. We will partner with industry leaders to bring this online
and create a repeatable blueprint for our new AI business.
As we step into 2024, our commitment to innovation and
sustainability remains stronger than ever. We look forward to
harnessing our strategic advantages to drive growth, maximize
shareholder value, and contribute to a cleaner, more efficient
energy future, leading the wave in renewable computing.
Thank you for your continued support and belief in Soluna.
Warm regards,
John Belizaire
CEO, Soluna Holdings, Inc.
Safe Harbor Statement
This announcement contains forward-looking statements. These
statements are made under the “safe harbor” provisions of the U.S.
Private Securities Litigation Reform Act of 1995. These
forward-looking statements can be identified by terminology such as
“will,” “expects,” “anticipates,” “future,” “intends,” “plans,”
“believes,” “estimates,” “confident” and similar statements. Soluna
Holdings, Inc. may also make written or oral forward-looking
statements in its periodic reports to the U.S. Securities and
Exchange Commission, in its annual report to shareholders, in press
releases and other written materials and in oral statements made by
its officers, directors or employees to third parties. Statements
that are not historical facts, including but not limited to
statements about Soluna’s beliefs and expectations, are
forward-looking statements. Forward-looking statements involve
inherent risks and uncertainties, further information regarding
which is included in the Company’s filings with the Securities and
Exchange Commission. All information provided in this press release
is as of the date of the press release, and Soluna Holdings, Inc.
undertakes no duty to update such information, except as required
under applicable law.
About Soluna Holdings, Inc (SLNH)
Soluna is on a mission to make renewable energy a global
superpower using computing as a catalyst. The company designs,
develops, and operates digital infrastructure that transforms
surplus renewable energy into global computing resources. Soluna’s
pioneering data centers are strategically co-located with wind,
solar, or hydroelectric power plants to support high-performance
computing applications including Bitcoin Mining, Generative AI, and
other compute-intensive applications. Soluna’s proprietary software
MaestroOS(™) helps energize a greener grid while delivering
cost-effective and sustainable computing solutions, and superior
returns. To learn more visit solunacomputing.com. Follow us on X
(formerly Twitter) at @SolunaHoldings.
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version on businesswire.com: https://www.businesswire.com/news/home/20240523243123/en/
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