Saw that IREN is gearing up for a pretty significant expansion - they're planning to boost their processing capacity by 50%. Interesting timing with the whole mining sector heating up lately. The way they're going about it is through an at-the-market offering, which is a smart move for staying flexible with capital raises. What caught my attention is how they're structuring this around processing efficiency - we're talking about converting operational timeframes from 50000 hours down to days in some of their key processes. That's the kind of optimization that actually matters when you're running at scale. Curious to see how this plays out for their margins once the expansion goes live. Anyone else tracking what the major mining ops are doing with their capex right now?

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