- Expands and Rebalances Bitfarms Energy Portfolio to Approximately 50% in the U.S. by YE 2025, Consistent with Strategic Plan - - Provides Clear Path to 950 MW Active Power Capacity - - Adds 4.0 EH/s to Bitfarms' Hashrate with Expansion Capacity of Potentially Over 10 EH/s with Fleet Refresh - - Vertically Integrates into Power Generation with 165 MW of Nameplate Generated Power Capacity - - Adds 142 MW of PJM Import Capacity with Long Term Expansion Potential up to 790 MW- - Conference Call at 8:30 AM ET ...

文章核心观点 - 区块链股票是加密货币投资者需要考虑的重要资产,可以提供对加密货币市场的流动性敞口 [1] - 但这些公司的表现很大程度上取决于比特币价格的走势,如果比特币价格大幅下跌,这些公司也可能遭受重大损失 [2] Bitfarms - Bitfarms 6月份开采了189枚比特币,较5月份的156枚有所增长 [4] - 但公司也在6月份出售了134枚比特币,以支持其持续运营,这可能意味着公司需要动用自身的比特币储备来支付资本支出 [5] - 尽管Bitfarms的基本面相对较强,但如果比特币价格大幅下跌,这家公司可能会在错误的时间出售比特币,导致估值进一步压缩 [6][7] Hut 8 - Hut 8 Mining 股价在7月中旬曾飙升至每股21美元以上,但随后下跌近一半至每股11美元左右 [9] - 尽管Hut 8 在比特币价格上涨环境下具有较大增长潜力,但其当前股价已经达到了15倍销售额的水平,意味着市场对其前景过于乐观,如果比特币价格大幅下跌,股价可能会进一步下跌 [10] - 公司向人工智能领域的多元化也可能带来更大的波动性 [11] Hive - Hive Blockchain 在最近的比特币减半后表现出较高的开采效率,并开始向高性能计算(HPC)市场多元化 [13] - 但公司仍在大量投资核心基础设施,如果比特币价格再次下行,这些投资可能会在错误的时机进行 [14] - 公司最近宣布购买500台Bitmain S21 Pro Antminers,将其总算力提升至5.6 EH/s,但考虑到公司目前亏损,这种反应可能并不合理 [15][16]

-CEO Ben Gagnon Appointed to the Board; Lead Director Brian Howlett appointed Independent Chairman- -Co-Founder and Chairman Nicolas Bonta to Step Down- -Seasoned Operating Executive Liam Wilson to Join as Chief Operating Officer- This news release constitutes a "designated news release" for the purposes of the Company's prospectus supplement dated March 8, 2024, to its short form base shelf prospectus dated November 10, 2023. TORONTO, Ontario and BROSSARD, Québec, Aug. 13, 2024 (GLOBE NEWSWIRE) -- Bitfarms ...

财务数据和关键指标变化 - 第二季度收入为4200万美元,较上一季度下降16%,但同比增长17%,主要是由于4月份比特币减半导致区块奖励减少 [65] - 第二季度采矿收入为4000万美元,上一季度为4900万美元 [65] - 第二季度毛采矿利润为2100万美元,占采矿收入的51%,上一季度为3100万美元,占64% [65] - 第二季度营业亏损为2400万美元,与上一季度基本持平,主要是由于加速折旧费用增加 [68-69] - 第二季度净亏损为2700万美元,每股亏损0.07美元,上一季度为600万美元亏损,每股亏损0.02美元 [70-71] 各条业务线数据和关键指标变化 - 第二季度公司平均电价为每千瓦时4.3美分,较上季度的4.1美分有所上升,主要是由于阿根廷电价上涨和加拿大电价上涨 [72-73] - 第二季度每吨哈希算力的电力成本从3.6美分下降到3.0美分,下降17% [73-74] - 第二季度每比特币直接采矿成本为30,600美元,总现金成本为47,300美元,收入为65,800美元,现金利润为18,500美元 [73-74] 各个市场数据和关键指标变化 - 公司正在大幅增加在美国的业务占比,目前在美国的装机容量只有20MW,未来将大幅提升 [136] - 公司正在关注PJM电力市场,认为该市场具有诸多优势,包括电力削减计划、需求响应计划以及电力交易机会 [136-137] 公司战略和发展方向及行业竞争 - 公司正在重组内部团队,以更好地支持加速增长 [23-25] - 公司将继续多元化发展,除比特币挖矿外,还将拓展高性能计算(HPC)和人工智能(AI)等业务 [28-29][43-49] - 公司将大幅增加在美国的业务占比,未来将在PJM电力市场寻求更多机会 [136-137] - 公司将继续追求创新的采购模式,如与矿机制造商达成有利的期权协议 [31-32] 管理层对经营环境和未来前景的评论 - 管理层认为公司在建设和运营电力基础设施方面具有行业领先优势 [17][64] - 管理层对公司未来增长前景充满信心,认为公司代表了投资者获得比特币上行机会的最佳选择 [22][82-84] - 管理层认为当前比特币价格和算力价格下跌是暂时的,未来有望大幅反弹 [88-92] 其他重要信息 - 公司已终止战略替代方案审查,决定独立推进公司发展计划 [150-151] - 公司在2024年底前将实现21 EH/s算力和21 w/TH能效目标,2025年及以后还有更大的增长空间 [62][82] - 公司目前拥有1,016个比特币,并持有333个合成HODL比特币 [79] 问答环节重要的提问和回答 问题1 **Mike Colonnese 提问** 询问公司对当前比特币算力价格走势的看法,以及是否会加快推进非挖矿业务 [88-92][94-98] **Ben Gagnon 回答** 公司认为当前算力价格下跌是暂时的,未来有望大幅反弹。公司将继续专注于比特币挖矿,但也在评估HPC/AI等业务机会,计划在2025年底或2026年初进行整合,以获得更多收入来源 [88-98] 问题2 **Martin Toner 提问** 询问公司在宾夕法尼亚州沙龙项目是否有足够的建设能力和材料供应,以按时完成HPC/AI部署 [129-133] **Ben Gagnon 回答** 公司目前还没有为HPC/AI部署采购必要的设备,会在确定最终计划后再进行采购。公司有足够的时间和供应商关系来确保在12-16个月内完成HPC/AI基础设施的建设 [129-133] 问题3 **Joe Flynn 提问** 询问公司结束战略替代方案审查的原因 [150-151] **Ben Gagnon 回答** 经过审慎评估,公司董事会一致认为,独立推进公司发展计划是目前最佳的增值机会,将为股东创造最大价值。公司仍然对任何可能带来价值的机会保持开放态度 [150-151]

Bitfarms Ltd. (BITF) came out with a quarterly loss of $0.07 per share versus the Zacks Consensus Estimate of a loss of $0.11. This compares to loss of $0.07 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 36.36%. A quarter ago, it was expected that this company would post a loss of $0.03 per share when it actually produced a loss of $0.02, delivering a surprise of 33.33%. Over the last four quarters, the company has surpasse ...

Bitfarms (BITF) is scheduled to release its second-quarter 2024 results on Aug 8, before market open. BITF's earnings surprise history has not been impressive. Earnings lagged the Zacks Consensus Estimate in three of the trailing four quarters and surpassed once, delivering a negative earnings surprise of 47.5%, on average. Q2 Expectations The Zacks Consensus Estimate for the company's revenues is pegged at $44.6 million, indicating a 25.7% increase from the year-ago quarter's actual. Growth in the top line ...

TORONTO, Ontario and BROSSARD, Québec, Aug. 01, 2024 (GLOBE NEWSWIRE) -- Bitfarms Ltd. (NASDAQ/TSX: BITF), a global vertically integrated Bitcoin mining data center company, will report its second quarter 2024 financial results on Thursday, August 8th, before the market opens. Management will host a conference call on the same day at 8:00 am EST. All Q2 2024 materials will be available before the call and can be accessed on the 'Financial Results' section of the Bitfarms investor site. Participants may join ...

TORONTO, Ontario and BROSSARD, Québec, Aug. 01, 2024 (GLOBE NEWSWIRE) -- Bitfarms Ltd. (NASDAQ/TSX: BITF), a global vertically integrated Bitcoin mining data center company, will report its second quarter 2024 financial results on Thursday, August 8th, before the market opens. Management will host a conference call on the same day at 8:00 am EST. All Q2 2024 materials will be available before the call and can be accessed on the 'Financial Results' section of the Bitfarms investor site. Participants may join ...

- Earned 253 BTC in July 2024 & Increased HODL to 1,016 BTC - - Increased Operational Hashrate to 11.1 EH/s - This news release constitutes a "designated news release" for the purposes of the Company's prospectus supplement dated March 8, 2024, to its short form base shelf prospectus dated November 10, 2023. TORONTO, Ontario and BROSSARD, Québec, Aug. 01, 2024 (GLOBE NEWSWIRE) -- Bitfarms Ltd. (NASDAQ/TSX: BITF), a global vertically integrated Bitcoin mining data center company, provides its monthly product ...

Investors should also take note of any recent adjustments to analyst estimates for Bitfarms Ltd. These recent revisions tend to reflect the evolving nature of short-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the company's business performance and profit potential. To follow BITF in the coming trading sessions, be sure to utilize Zacks.com. Shares of the company have depreciated by 4.85% over the course of the past month, underperforming the Business Servi ...