Document Library — Obrovac Data Center | 100 MW

Velebit Data Center d.o.o. — All Source Documents

C:\Users\moshe\OneDrive\Desktop\SAM DATA CENTERS\Obrovac_Data_Center\  •  2 Excel models  •  5 PDFs  •  1 DOCX

feasibility-section-100MW.docx — IC Feasibility Memo Obrovac_DataCenter_Model.xlsx — Capital Raise v1 (33%/MedOne) Obrovac_DataCenter_Model (1).xlsx — Capital Raise v2 (10%/BOO) Obrovac-Data-Center.pdf Obrovac-Data-Center (1).pdf Obrovac-Data-Center -Presentation.pdf Obrovac_DataCenter_Teaser (2).pdf Obrovac_DataCenter_Teaser (3).pdf
Document 1 of 3 — DOCX — IC Feasibility Memo

Hyperscale Data Center — ~100 MW
Feasibility Section: Cost Benchmarking, Comparables & Capital Plan

feasibility-section-100MW.docx  •  Obrovac_Data_Center\  •  Investment Committee use

IC Summary

MetricValue
Programme scale~100 MW IT (critical) load; ~120–130 MW grid draw at PUE 1.2–1.3
Facility CAPEX (excl. IT)€1.25–1.3b total — ~€12.5–13.0m / MW
IT/compute hardware€13–37m+ / MW for AI deployments — potentially €1.3–3.7b+; EXCLUDED
Blackstone/Digital Realty JV~€13.0m / MW unit cost (all-in, premium FLAP-D + NoVA; ~USD 7.0b / 500 MW)
JLL 2026 outlook~€10.5m / MW (construction, blended — scope/land treatment to confirm)
Closest-scale comparablesApple Viborg & Data4 Warsaw (~100 MW class); Sines for the grid-led thesis
Critical pathHOPS grid connection (multi-year); main transformers / HV switchgear (60–130+ wks)
Key gating itemsHOPS firm capacity + energisation date; UPU (zoning) adoption status
FX referenceUSD 1.00 ≈ EUR 0.93 (EUR/USD ≈ 1.08); confirm and date before circulation
Estimate statusMemo-stage, order-of-magnitude. QS estimate required pre-IC. Smaller scale → upper end of ranges.

1. Basis & Scope of Estimate

Reporting currency is EUR. Costs cover facility capital cost only — land, shell & core, power, cooling, life-safety, network and soft costs. IT/compute hardware (servers, GPUs, storage, switching) is excluded and, for an AI-oriented deployment, will exceed the facility cost by a wide margin (€13–37m+/MW, i.e. €1.3–3.7b+ for this programme).

Scale note: At ~100 MW the project is roughly one-fifth the Blackstone JV. Reduced procurement leverage and the spreading of fixed/first-of-site costs over fewer MW tend to push the realistic outcome toward the upper end of ranges.

PUE overhead: Allow PUE ~1.2–1.3. A 100 MW IT facility draws ~120–130 MW at the grid. Size the HOPS connection on the gross figure, not the IT figure.

2. Benchmark Validation

Blackstone / Digital Realty JV (Dec 2023) — ~€13.0m/MW: Consistent with public record. ~80% Blackstone / ~20% Digital Realty across Frankfurt, Paris and Northern Virginia; ~USD 7.0b at full build-out, ~500 MW. Used as unit-cost benchmark, not a scale comparable.

JLL 2026 Global DC Outlook — ~€10.5m/MW (up 6% YoY): Level is plausible (industry range ~€9–11m/MW). Verify figure, +6% and scope against source. Likely a different scope from the €13.0m/MW (see reconciliation).

Turner & Townsend 2025–2026: Recognised source for global data-centre construction cost benchmarking. Cite the published edition (note its base currency before converting).

Reconciling €13.0m/MW vs €10.5m/MW: The two unit costs are not in conflict — they measure different scopes. Blackstone (≈€13.0m/MW) = total project investment, premium FLAP-D + NoVA markets. JLL (≈€10.5m/MW) = construction cost blended across regions, often excluding land and grid/substation works. For a Croatian site, land and labour below FLAP-D help, but at 100 MW the scale premium partly offsets that — the €12.5–13.0m/MW band used here is reasonable.

3. Comparable Hyperscale Developments

Project / OperatorLocationCapacityInvestmentStatusRelevance
Apple Data CentreViborg, Denmark~100 MW class~€921mOperationalClosest absolute-scale peer
Data4 / EdgeConneXWarsaw, Poland~100–300 MW€1b+ phasedBuilding out (CEE)Closest CEE market peer
Vantage Data CentersFrankfurt / Berlin100s MW campus€1b+ per campusBuilding outEuropean scale benchmark
Microsoft “GR for Growth”Athens, Greece100s MWMulti-billionExpandingSouthern Europe comparable
Start Campus “SINES DC”Sines, PortugalUp to ~1.2 GW~€3.5–8.5b phasedUnder constructionGrid-led brownfield thesis
YTL / NVIDIA AI DC ParkJohor, MalaysiaUp to ~500 MW~€4.0bAnnounced 2023–24AI density unit-cost benchmark
Switch Citadel CampusTahoe Reno, NVUp to ~650 MWMulti-billionMulti-year buildLarge-scale US benchmark
AWS New CarlisleIndiana, USA100s MW~€10.2bAnnounced 2024Hyperscale cloud benchmark
Meta Richland ParishLouisiana, USATarget ~2 GW~€9.3bAnnounced Dec 2024Mega-campus scale
Stargate (OpenAI/Oracle/SoftBank)Abilene, TX~1.2 GW+ (site 1)Part of ~€460b programAnnounced Jan 2025AI-era scale landmark
Obrovac (this project)Croatia (CEE)100 MW IT€1.24–1.30bMemo-stage

Most instructive on strategy: Start Campus at Sines (Portugal) — brownfield, ex-power-plant site repurposed at scale, where the thesis rests on inherited grid connection and subsea-cable landings. Same grid-and-zoning critical path as the Eurodragon / HOPS / UPU material.

4. Indicative Capital Cost Breakdown

ComponentEUR m/MW (range)Total EUR m (100 MW)ShareSub-scope
A. Land & site0.70–1.10~907%Acquisition (Croatia basis, below FLAP-D) + site prep, civil, earthworks, access
B. Building shell & core1.20–1.65~14011%Structure, envelope, roofing, white-space build-out
C. Electrical systems4.20–5.20~47037%Grid/HV substation (HOPS) €110m; MV/LV distribution €105m; UPS €75m; Gensets €90m; PDUs €55m; BESS €33m
D. Mechanical / cooling2.30–3.60~29023%Chiller plant €110m; AHUs €60m; Liquid cooling (CDUs) €85m; Pumps & piping €37m
E. Fire, life-safety & security0.23–0.42~323%VESDA / gas / mist suppression €19m; physical security €14m
F. Network & low-voltage0.28–0.46~373%Structured cabling, fibre, meet-me rooms, DCIM/BMS
G. Soft costs0.75–1.20~978%Design, engineering, owner’s PM, permits (incl. UPU) €74m; commissioning €23m
H. Contingency (~7–8%)0.85–1.00~937%Feasibility allowance
TOTAL (excl. IT/compute)~12.5–13.0~1,240–1,300100%IT/compute (€13–37m+/MW) excluded; for AI deployments exceeds facility cost

5. Critical-Path & Long-Lead Items

60–130+ wks
Main Power Transformers / HV Switchgear
Critical path; order at FID. Global shortage has lengthened lead times materially.
CRITICAL PATH
50–80 wks
Standby Generators (Large Frame)
Engine + enclosure + switchgear package; secure slots early.
HIGH PRIORITY
30–60 wks
UPS Systems & Switchgear
Couple to electrical design freeze to avoid re-specification.
DESIGN DEPENDENCY
30–60 wks
Chillers / Cooling Plant
Liquid-cooling CDUs may run longer for AI density.
DESIGN DEPENDENCY
Multi-year
HOPS Grid Connection (Croatian TSO)
Often the binding schedule constraint. Depends on substation/line availability. Size on ~120–130 MW gross draw.
BINDING CONSTRAINT
varies
GPUs / AI Accelerators (IT scope)
Excluded from facility CAPEX; supply allocation is the real constraint for AI builds.
TENANT / OPERATOR SCOPE

6. Croatia-Specific Considerations

HOPS grid connection is the likely binding constraint. Confirm whether quoted capacity (MW) and energisation date are firm/contracted or indicative, and whether reinforcement (new substation/line) is required. Size on ~120–130 MW gross draw.

UPU (zoning) status: Verify the urban development plan is adopted and in force for the parcel, or model time-to-adoption into the programme. ~200,000 m² already voted as dedicated industrial land.

Land basis: Should sit below FLAP-D markets, partly offsetting the smaller-scale unit premium.

Water & cooling: Confirm make-up water rights/availability if using evaporative cooling, or budget for water-efficient / liquid-cooling designs.

Croatia investment incentives: 100% CIT reduction for up to 10 years for investments over €3M with 15+ jobs.

Power price: Drives opex, not capex — model separately; consider PPA / on-site generation / BESS for resilience and grid services.

Caveats: All costs are indicative, order-of-magnitude, memo-stage — not a substitute for a QS/cost-consultant estimate. EUR figures converted at assumed USD/EUR rate (USD 1.00 ≈ EUR 0.93). 2026-dated benchmarks (JLL, T&T) should be confirmed against primary sources.
Document 2 of 3 — XLSX, 4 Sheets — Capital Raise Model v1

Obrovac Data Center — Ready-to-Build SPV Model
Version: €5M for 33% (MedOne as BOO partner)

Obrovac_DataCenter_Model.xlsx  •  4 sheets: Assumptions, Use of Funds, Cap Table & Waterfall, Notes & Risks

Sheet: Assumptions

Capital raise€5,000,000
Investor equity in ProjectCo33.0%
FX referenceEUR/USD 1.080
IT capacity (Base)100 MW
IT capacity (Large)250 MW
Land area (100 MW)100,000 m²
Land price€9.0/m²
HOPS grid connection€20,000/MW
RETT3.0%
UPU / spatial plan€150,000
EOTRP & connection studies€250,000
Land option + deposit€100,000
Eurodragon retainer€10,000/month
Retainer total (15 months)€150,000
Legal & advisory€200,000
Contingency10.0%
MedOne equity in ProjectCo50.0%
Ready-to-build value€150,000/MW
Eurodragon success fee3% on €5M base

Sheet: Use of Funds — Base 100 MW

Land acquisition€900,000
Real-estate transfer tax (3%)€27,000
HOPS grid connection€2,000,000
EOTRP & connection studies€250,000
UPU / spatial plan€150,000
Land option + deposit (refundable)€100,000
SPV setup + share capital€5,500
Eurodragon retainer (Phase 1)€40,000
Eurodragon retainer (Phase 2)€110,000
Legal & advisory (Phase 1)€80,000
Legal & advisory (Phase 2)€120,000
Subtotal (before contingency)€3,782,500
Contingency (10%)€378,250
TOTAL FUNDING NEED€4,160,750
Capital raised€5,000,000
Surplus vs raise€839,250
Capital at risk before HOPS go/no-go (T1): 11.4% of total — €475,500

Tranching Structure

T1 — €475k
Grid study, option, setup
T2 — €3,685k — Released only after positive HOPS connection offer
Land purchase, HOPS fee, UPU, Phase 2 retainer & legal

Key: Recommended sequence — obtain HOPS connection feasibility/offer BEFORE binding land purchase. This differs from the counterparty’s default order and protects T2 capital.

Sheet: Cap Table & Waterfall

HolderAt RoundPost-MedOne Dilution
Founder (Euro Estate Strategy)67.0%33.5%
Investor (€5M)33.0%16.5%
MedOne (BOO partner)50.0%
Total100.0%100.0%

If MedOne takes OpCo equity or a ground lease instead, ProjectCo is not diluted. Model both with counsel.

Valuation & Waterfall

Capital raise€5,000,000
Investor equity33.0%
Post-money valuation€15,151,515
Pre-money valuation€10,151,515
Ready-to-build value (100 MW)€15,000,000
Founder value at round€10,050,000
Investor value at round€4,950,000
Eurodragon success fee€150,000
Document 3 of 3 — XLSX, 4 Sheets — Capital Raise Model v2

Obrovac Data Center — Ready-to-Build SPV Model
Version: €5M for 10% (BOO partner 80%)

Obrovac_DataCenter_Model (1).xlsx  •  Same structure; different investor stake and BOO partner terms

Key Differences vs v1

Investor equity10.0% (was 33%)
Post-money valuation€50,000,000 (was €15.15M)
Pre-money valuation€45,000,000 (was €10.15M)
BOO partner equity80.0%
Developer equity10.0%
Use of fundsIdentical to v1
Total funding need€4,160,750 (same)
Capital raise€5,000,000 (same)

Cap Table (v2 / BOO)

HolderStake %Value at Post-Money
BOO partner (Build-Own-Operate)80.0%€40,000,000
Developer (Euro Estate Strategy)10.0%€5,000,000
Investor (€5M)10.0%€5,000,000
Total100.0%€50,000,000

Investor buys in at the round price: €5M for 10% = post-money value of a 10% stake. Operating upside (post-build, with anchor tenant) is additional and depends on the lease or offtake; not modeled here.

Key Risks & Items to Confirm (Both Versions)

Tax Risk
RETT 3% is confirmed, but construction land from a VAT-registered seller can carry 25% VAT (usually recoverable). Confirm the treatment before budgeting.
HOPS Connection
~€2M for 100 MW is indicative and excludes studies. Grid allocation can be the binding constraint. Size connection on 120–130 MW gross draw.
Eurodragon Success Fee
Base is undefined in the letter. Define base and cap in writing before signing the €10k/month retainer. Fee could be 3% of €5M = €150k or on a larger base.
BOO / MedOne Terms
Build and finance terms are not yet defined. Dilution shown is illustrative. Convert verbal interest into a term sheet before commitment.
Disintermediation
Sign non-circumvention and confidentiality agreements with each party before introductions. Keep control of one node (ideally the land-holding SPV).
Notable Context
Pantheon AI, Topusko: €50B total / 1 GW, announced April 2026 at the Three Seas Summit. Initial ~€12B. Confirms Croatia is in the AI data center conversation.

Sources (Model Notes)

Eurodragon Trade d.o.o. offer Nr. 13/26, Zagreb 03.07.2026 — land, UPU, tender, HOPS steps and costs.

Croatia RETT 3% and 25% VAT on construction land — Croatian Real Estate Transfer Tax guidance, 2026.

Croatia investment incentives: 100% CIT reduction for up to 10 years for investments over €3M with 15+ jobs.

MedOne: largest data-center operator in Israel; Berkshire Partners and the van Rooyen Group acquired 49% in July 2022; roadmap above 250 MW.

Pantheon AI, Topusko: €50B total / 1 GW, announced April 2026 at the Three Seas Summit. Initial investment ~€12B.

Document 4 — XLSX, 7 Sheets — Full Project Finance Model (Built)

Obrovac_Financial_Model.xlsx
Downstream: Full Construction + Operations + Debt Schedule

C:\Users\moshe\100 mv data center\Obrovac_Financial_Model.xlsx  •  7 sheets with live Excel formulas  •  Models the Stage 2 build & operate phase
Context: The two capital raise models above fund Stage 1 (Ready-to-Build). This model picks up at Stage 2 — after the BOO/MedOne partner has committed and construction financing is arranged. It shows what the full €1.26B project looks like once built and in operation.

Sheet 1: Inputs (Blue Cells)

Construction CAPEX€1,200m
Soft costs (5%)€60m
Total project cost€1,260m
Debt (€900m @ 3%, 15yr)75%
Equity25% / €300m
Revenue / MW€1.4m/MW/yr
Total contracted revenue€140m/yr
O&M (non-power, 10%)€14m/yr
EBITDA€126m/yr
Annual debt service€75.4m/yr
CF to equity€50.6m/yr
Investor stake51%
Exit cap rate8%
Terminal value (EBITDA/cap)€1,575m

Returns Summary

Yield on cost10.0%
DSCR1.67x
Cash-on-cash14.1%
Equity IRR (levered)19.1%
Project IRR (unlevered)10.7%
Investor IRR (51%)10.8%
7 Sheets: Inputs | Sources & Uses | Operating Economics | Debt Schedule | Cash Flow | Sensitivity | Benchmarks

All cells use real Excel formulas (PMT, IRR, cross-sheet references). Sensitivity grids pre-computed across Revenue/MW × exit cap rate axes.
All figures are indicative and memo-stage. Sources: feasibility-section-100MW.docx; Obrovac_DataCenter_Model.xlsx; Obrovac_DataCenter_Model (1).xlsx; Eurodragon Trade d.o.o. offer Nr. 13/26, Zagreb 03.07.2026.