New Era Energy & Digital Earnings Call Transcripts
Fiscal Year 2026
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TCDC project de-risked with permits and land secured, and a seasoned team assembled. Liquidity remains strong with $84.8M cash and $270M undrawn credit, supporting phase one and two development. Behind-the-meter power strategy and regulatory alignment drive tenant interest and project momentum.
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TCDC project advances with a cleaner capital structure, strong liquidity, and accelerated execution, targeting Phase I construction by end of Q2 and first power by late 2027. Local support and strategic partnerships position the business for scalable growth.
Fiscal Year 2025
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Transitioned to AI infrastructure development with a focus on gigawatt-scale, behind-the-meter data centers. TCDC flagship project advances with modular construction, strong partnerships, and commercial talks with a leading hyperscaler, targeting COD in Q3 2027.