投资策略 - 投资者应该将资金分配给高风险股票，以实现百万美元的市场收益[1] - 蓝筹股提供稳定回报和资本保护，但真正的财富创造来自成长股[1] - 有一些便士股代表着具有良好基本面和吸引人业务模式的公司，它们有可能在长期内取得巨大成功[3] 比特币投资 - Cathie Wood认为比特币价格可能在2030年达到150万美元，这意味着超过20倍的回报[4] - Bitfarms是一家被低估的比特币矿工，具有多倍回报的潜力[4] - Bitfarms拥有11.8亿美元的强大流动性储备，零负债资产负债表，财务灵活性高[6] 大麻行业投资 - Tilray是一家大麻公司，股价曾在拜登当选总统后迅速飙升，目前股价为1.6美元[8] - Tilray在2023年专注于多元化，成为美国第五大精酿啤酒生产商，预计在未来几个季度加速大麻业务增长[10] 印度旅游业投资 - Yatra Online是印度在线旅游公司，印度经济增长持续，旅游业有望迎来健康增长[12] - Yatra在2024年第三季度报告显示，营收和调整后的EBITDA同比增长23%和24%[15]

财务数据和关键指标变化 - 第四季度总收入为4600万美元,较第三季度增长34%,较上年同期增长71% [55] - 第四季度毛利润为2300万美元,占矿业收入的52%,较第三季度的38%有所提升 [56][57] - 第四季度运营亏损为1300万美元,包括2200万美元的非现金折旧费用,较第三季度的1900万美元有所改善 [59] - 第四季度净亏损为5700万美元,每股基本和摊薄亏损0.19美元,较第三季度的1700万美元或每股0.06美元有所增加 [59] - 第四季度每比特币生产成本为16,200美元,较第三季度的16,900美元下降约4% [62][63] - 第四季度调整后EBITDA为1400万美元,较第三季度的900万美元大幅增加,每比特币现金盈利能力从5,400美元提升至11,200美元 [67] 各条业务线数据和关键指标变化 - 第四季度公司共挖出1,236个比特币,较第三季度的1,172个增加5% [55][56] - 公司算力在第四季度增加6.5%,但由于网络难度上升19%而有所抵消 [56] 各个市场数据和关键指标变化 - 阿根廷市场的电价合同从11月开始降至0.021美元/千瓦时,使得该市场的直接生产成本降至每比特币7,700美元以下 [62][63][64] - 加拿大市场由于新增的15%增值税,使得公司的平均电价从0.037美元/千瓦时上升至0.042美元/千瓦时,直接生产成本也相应上升 [64][65] 公司战略和发展方向及行业竞争 - 公司正在积极推进转型升级计划,包括在加拿大和巴拉圭部署6.3万台新型T21矿机,预计到2024年底将使算力提升至21EH/s,能效提升34%至23瓦/TH [21][22][35] - 公司正在巴拉圭建设两个新矿场,预计到2024年中期将达到12EH/s的算力目标,并有望在年底前达到17EH/s [33][34][35] - 公司正在积极评估美国市场的潜在收购兼并机会,以实现地域多元化 [116][117][118] - 公司认为,在比特币价格创新高、ETF资金大量流入的背景下,2024年将是公司发展的关键年份 [13][14][15] 管理层对经营环境和未来前景的评论 - 管理层认为,当前行业正面临多重利好因素,包括监管和宏观环境改善、比特币ETF获批、即将到来的减半事件等,预计2024年将是公司发展的关键年份 [13][14][15] - 管理层表示,公司正在积极推进转型升级计划,通过部署新型高效矿机和开发新矿场,将在2024年大幅提升算力和能效,为应对减半后的市场环境做好准备 [21][22][35] - 管理层认为,公司在电力成本、能效和地域多元化等方面的优势,将使其在减半后的市场竞争中处于有利地位 [38][39][80] 问答环节重要的提问和回答 问题1 **Bill Papanastasiou 提问** 询问公司在拉美地区的人工成本情况以及未来薪酬费用的预测 [86] **Jeffrey Lucas 回答** 公司在拉美地区的人工成本相比北美大幅较低,第四季度薪酬费用中包括2.1百万美元的2023年业绩奖金,未来薪酬费用预计将稳定在3.1百万美元左右 [88][89] 问题2 **Kevin Dede 提问** 询问公司在阿根廷的业务拓展计划以及对当地政府政策变化的看法 [99] **Geoff Morphy 回答** 公司认为阿根廷市场仍具有较大吸引力,尤其是在电价方面,但在政府发生重大变化后公司暂时放慢了在当地的投资步伐,正在密切关注当地政策走向 [100] 问题3 **Fedor Shabalin 提问** 询问公司未来是否会考虑通过资本市场融资支持业务扩张和并购 [123] **Jeffrey Lucas 回答** 公司目前流动性充足,但仍在考虑未来可能的融资计划,任何融资都会以为股东创造价值为前提 [125][126]

Bitfarms Ltd. (BITF) is slated to report its fourth-quarter 2023 results on Mar 7, before the bell.The company’s earnings surprise history has not been impressive. Earnings lagged the Zacks Consensus Estimate in two of the trailing four quarters and surpassed twice, delivering a negative earnings surprise of 23.5%, on average.Q4 ExpectationsWe believe that expansion moves at Baie-Comeau and in Paraguay, along with continuous efforts to reduce operating costs, have positively impacted the company’s results ...

- 12 Bitmain T21 miners installed and testing above specifications - - Executing towards targets of 12 EH/s and 25 w/TH by end of Q2 2024 and 21 EH/s by end of 2024 - TORONTO, Ontario and BROSSARD, Québec, March 01, 2024 (GLOBE NEWSWIRE) -- Bitfarms Ltd. (NASDAQ:TSX), a global vertically integrated Bitcoin mining company, provides a February monthly production report as well as an update on its fleet upgrade. Fleet Upgrade Review Geoff Morphy, President and Chief Executive Officer of Bitfarms, said, "As a c ...

Bitfarms Ltd. (BITF) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Shares of this company have returned +35.6% over the past month versus the Zacks S&P 500 composite's +3.9% change. The Zacks Technology Services industry, to which Bitfarms Ltd. belongs, has gained 16.4% over this period. Now the key question is: Where could the stock be headed in the near term?Wh ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Let's take a look at what these Wall Street heavyweights have to say about Bitfarms Ltd. (BITF) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Bitfarms Ltd. currently has an averag ...

Several off-the-radar stocks experienced decent gains last week. This came as U.S. indices hit new record highs after Nvidia (NASDAQ:NVDA) posted upbeat earnings. However, following the powerful boasting of stocks, a minor correction can be expected. Nevertheless, that does not explicitly preclude the possibility of further gain in certain off-the-radar stocks. On another positive note, analysts keep pointing to the artificial intelligence (AI) boom showing no signs of slowing down. It may even soon widen i ...

Bitfarms Ltd. (BITF) ended the recent trading session at $3.19, demonstrating a +1.27% swing from the preceding day's closing price. The stock fell short of the S&P 500, which registered a gain of 2.11% for the day. Elsewhere, the Dow saw an upswing of 1.18%, while the tech-heavy Nasdaq appreciated by 2.96%.Heading into today, shares of the company had gained 55.94% over the past month, outpacing the Business Services sector's gain of 5.03% and the S&P 500's gain of 3.08% in that time.The investment communi ...

Blockchain stocks stand on the cusp of a revolutionary leap, leading the digital era forward.Beyond Bitcoin’s (BTC-USD) 94% surge in the last six months, blockchain is reshaping industries with unparalleled transparency and efficiency. With its market value expected to soar from $4.8 billion in 2022 to $2.3 trillion by 2032, blockchain presents a compelling investment opportunity.Moreover, blockchain’s potential to boost the global GDP by more than $2 trillion by 2030 underscores its economic significance. ...

There are some hidden-gem penny stocks for investors to tap into amid the broader indices, such as the S&P 500 and the Nasdaq moving higher. What goes on in the macro environment can sway the companies’ valuations, which could lead to substantial gains for investors.The three hidden-gem penny stocks I’ve outlined in this article are all strong buys, considering their fundamentals and prospects for further capital appreciation for investors. But as always, it’s important to remember that penny stocks are hig ...