Research revision history
Published versions are immutable. Source dates and review dates remain separate. Follow updates with Atom.
| Revision | Published | Reason and evidence |
|---|---|---|
| 11 | 2026-09-29T01:30:14.412695+00:00 | September 28 review: recorded the September 24 Barber Lake lease amendment (phased delivery Q4 2026 through Q1 2027, rent from Q4 2026) and the binding ten-year follow-on tenant commitment as checkpoints, with a limitation that the amended schedule, the $5.2B contracted figure and the cost-sharing threshold are not yet in the cells. No forecast cell changed. JSON | CSV | What changed | Forecast versus results |
| 10 | 2026-09-26T11:15:39.249743+00:00 | Added conditional funding/restricted-cash roll-forwards, scheduled principal and dated ownership claims. Corrected the $172.5M convertible label to its 2030 maturity. Existing operating forecasts stay unchanged; parent cash, contingent warrant settlements and future financing remain qualified. JSON | CSV | What changed | Forecast versus results |
| 9 | 2026-09-25T11:15:44.338248+00:00 | Added conditional funding/restricted-cash roll-forwards, scheduled principal and dated ownership claims. Corrected the $172.5M convertible label to its 2030 maturity. Existing operating forecasts stay unchanged; parent cash, contingent warrant settlements and future financing remain qualified. JSON | CSV | What changed | Forecast versus results |
| 8 | 2026-09-24T11:15:50.520399+00:00 | Added conditional funding/restricted-cash roll-forwards, scheduled principal and dated ownership claims. Corrected the $172.5M convertible label to its 2030 maturity. Existing operating forecasts stay unchanged; parent cash, contingent warrant settlements and future financing remain qualified. JSON | CSV | What changed | Forecast versus results |
| 7 | 2026-09-23T11:15:39.373419+00:00 | Added conditional funding/restricted-cash roll-forwards, scheduled principal and dated ownership claims. Corrected the $172.5M convertible label to its 2030 maturity. Existing operating forecasts stay unchanged; parent cash, contingent warrant settlements and future financing remain qualified. JSON | CSV | What changed | Forecast versus results |
| 6 | 2026-09-22T11:15:42.740365+00:00 | Added conditional funding/restricted-cash roll-forwards, scheduled principal and dated ownership claims. Corrected the $172.5M convertible label to its 2030 maturity. Existing operating forecasts stay unchanged; parent cash, contingent warrant settlements and future financing remain qualified. JSON | CSV | What changed | Forecast versus results |
| 5 | 2026-09-20T18:07:01.601953+00:00 | Added conditional funding/restricted-cash roll-forwards, scheduled principal and dated ownership claims. Corrected the $172.5M convertible label to its 2030 maturity. Existing operating forecasts stay unchanged; parent cash, contingent warrant settlements and future financing remain qualified. JSON | CSV | What changed | Forecast versus results |
| 4 | 2026-09-20T14:57:49.478524+00:00 | September 20 pre-promotion review adds the September 3 gas-lateral plan, September 14 joint water commitment, and September 15 company grid-classification disclosure with regulatory conditions. Existing reported accounts, contracted NOI schedule and scenario numbers are unchanged; no new earnings or accepted capacity was disclosed in the sources reviewed. Numerical forecasts do not treat conditional power or unleased pipeline as rent. JSON | CSV | What changed | Forecast versus results |
| 3 | 2026-09-19T17:52:04.637567+00:00 | First sourced review and operating scenarios as of September 19, 2026. Uses August results and contract/coupon disclosures. Pipeline options remain outside modeled revenue. JSON | CSV | What changed | Forecast versus results |
| 2 | 2026-09-19T00:37:25.106809+00:00 | No authored change reason recorded. JSON | CSV | What changed | Forecast versus results |
| 1 | 2026-09-18T17:15:12.653589+00:00 | No authored change reason recorded. JSON | CSV | Forecast versus results |