The amount of money CEO steals in bright daylight is striking.
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$Marathon Digital(MARA.US$ the real reason for the good performance of Mara seems to be it's absorbing short term capital from Microstrategy (2x overpriced, compared to its BTC holdings). This also potentially explains -40% recent drop.
Something like a change of the tide happening.
Something like a change of the tide happening.
All analysts expect 2-3x value increase for $Intuitive Machines(LUNR.US$
I must have missed out on the information that the last mission indentified Dollarium deposits on the moon. 😂
I must have missed out on the information that the last mission indentified Dollarium deposits on the moon. 😂
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$Marathon Digital(MARA.US$ just wonder how the reaction is going to be when the 1Q revenue estimates will be updated to 280m and wallstreet learns how to fair value assets held on balance sheet.
$Marathon Digital(MARA.US$
Just did a simple calculation based on publicly avaliable information (amount of BTC mined each month reported in investors relations and BTC market price), and IMO, the revenue will slightly exceed the expectations.
BTC mined / BTC price / Revenue
Oct 1,184 / 28k
Nov 1,151 / 35k
Dec 1,853 / 41k
Total of 150m vs 145m (slightly over 3% beat).
EPS
This one is tricky accounting thing.
Digital assets held on Balance Sheet
Oct ~13k BTC
Nov ~14k BTC
D...
Just did a simple calculation based on publicly avaliable information (amount of BTC mined each month reported in investors relations and BTC market price), and IMO, the revenue will slightly exceed the expectations.
BTC mined / BTC price / Revenue
Oct 1,184 / 28k
Nov 1,151 / 35k
Dec 1,853 / 41k
Total of 150m vs 145m (slightly over 3% beat).
EPS
This one is tricky accounting thing.
Digital assets held on Balance Sheet
Oct ~13k BTC
Nov ~14k BTC
D...
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