文章核心观点 - 2024年比特币挖矿奖励减半后,不同加密货币相关公司的股价表现差异较大 [1] - 这些公司的业务模式和市场定位不同,导致了不同的市场反应 [2] 公司总结 CleanSpark - 公司在2024年上半年收购了13个新的矿场,在美国各地扩张 [3] - 公司在2月和5月的财报中超出了华尔街的预期,实现了自由现金流和调整后每股收益的盈利 [4] - 公司资产负债表健康,拥有充足的现金储备和比特币持仓,有望度过这轮减产周期 [4] Marathon - 公司也经历了与CleanSpark相同的减产,并进行了自身的产能扩张 [5] - 公司除了比特币矿业,还有少量的Kaspa加密货币矿业,有一定的业务多元化 [5] - 公司在国际市场也有一些尝试,但整体现金消耗大于产生,资产负债表相对较弱 [6] Riot Platforms - 公司的比特币矿业产能相对较小,目标产能也低于Marathon和CleanSpark [7] - 公司通过提供电网服务获得能源抵免,但正在进行一项并购,引发了投资者的不确定性 [7] MicroStrategy - 公司不从事比特币矿业,而是专注于持有和购买比特币 [8] - 公司通过各种方式不断增加比特币持仓,这种策略在比特币价格上涨时能放大收益 [9] 行业总结 - 比特币减产周期会导致矿业公司利润下降,但也会推动比特币价格上涨 [10] - 这种周期性模式是比特币设计的一部分,有利于淘汰弱势矿业公司 [10] - 机构投资者通过比特币ETF的流入,也将支持这一周期的价格上涨 [10]

CleanSpark (CLSK) shares have declined 13.3% in the past month. The Bitcoin miner has been suffering from the inherent volatility in the Bitcoin price, which is more than 21% off its record high of above $73,750 set in March. Despite the recent decline, CLSK shares have returned 35.6% year to date, outperforming its closest mining peers, Riot Platforms (RIOT) and Marathon Digital (MARA) . RIOT has dropped 39.58%, whereas MARA fell 17.05% over the same timeframe. YTD Performance Facility Expansion Aids Clean ...

文章核心观点 - 公司CleanSpark(CLSK)最新交易日收盘价为14.96美元,较前一交易日下跌1.45%,低于标普500指数0.88%的跌幅 [1] - 过去一个月公司股价下跌12%,低于金融板块4.28%的跌幅和标普500指数5.11%的涨幅 [2] - 公司即将发布财报,预计每股收益为0.04美元,同比增长133.33%;预计收入为1.1404亿美元,同比增长150.53% [3] - 公司全年每股收益和收入预计分别为0.52美元和4.0146亿美元,同比分别增长140.31%和148.72% [4] - 分析师对公司业绩预期有所上调,反映了对公司业务表现和盈利潜力的信心 [5][6] 行业分析 - 公司所属金融-综合服务行业目前在250多个行业中排名前41% [9][10] - 该行业平均市盈率为11.31倍,而公司当前市盈率为29.19倍,处于较高水平 [8]

文章核心观点 - CleanSpark是一家专注于可再生能源微网技术的公司,近年来转型进入比特币挖矿业务,并通过自身的微网技术提高了比特币挖矿的能源效率[5][6][7] - 与同行业的Riot和Marathon相比,CleanSpark采用可再生能源进行比特币挖矿,在电价上升、比特币减半等不利因素下仍保持了较快的增长[7][8] - CleanSpark通过不断扩张矿场和提升算力,在过去两年实现了收入和利润的快速增长,未来几年仍有望保持高速增长[9][10][11][12] - 尽管CleanSpark的估值相对同行更为合理,但其未来能否实现"百万富翁级"收益仍取决于比特币价格的走势[13][14][15] 公司发展历程 - CleanSpark最初是一家专注于可再生能源微网技术的公司,于2016年通过并购而形成现有业务[5][6] - 2021年,CleanSpark收购了比特币矿场ATL Data Centers,并利用自身的微网技术提升了矿场的能源效率,转型成为一家主要从事比特币挖矿的公司[7] - 此后CleanSpark通过一系列收购不断扩大矿场规模和算力,在过去两年实现了业务的快速增长[10][11] 公司经营情况 - 2021-2023财年,CleanSpark的收入实现了85%的复合年增长率,调整后EBITDA也转为正值,但净亏损仍在扩大[9] - 公司快速扩张矿场和算力是导致净亏损扩大的主要原因,但也带动了公司的产出大幅提升,2023财年预计产出将达6,903个比特币[10] - 截至2022年6月,CleanSpark的算力已超过20EH/s,正在迅速赶超行业巨头Riot和Marathon[11] - 分析师预计2024财年CleanSpark的收入将增长152%至4.24亿美元,调整后EBITDA将增长近12倍至2.92亿美元[12] 行业竞争格局 - 与Riot和Marathon等主要竞争对手相比,CleanSpark采用可再生能源进行比特币挖矿,在电价上升等不利因素下仍保持了较快增长[7][8] - CleanSpark利用自身的微网技术,在扩张矿场的同时保持了较高的成本效率,这为其未来的竞争优势奠定了基础[11] - 尽管CleanSpark的估值相对同行更为合理,但其未来能否实现"百万富翁级"收益仍取决于比特币价格的走势[13][14][15]

CLSK stock has delivered a year-to-date (YTD) return of over 45%. Despite trading at a premium valuation of 9.2 times sales, analysts remain bullish, projecting a 65% upside with a 12-month median target of $26.50. Next in today's list of blockchain stocks is the iShares Blockchain and Tech ETF (NYSEARCA:IBLC). Launched in April 2022, IBLC tracks the NYSE FactSet Global Blockchain Technologies Index, primarily investing in firms advancing blockchain and crypto technologies worldwide. Source: David Cardinez ...

About CleanSpark Company mined 445 bitcoin; Exceeds 20 EH/s, doubling operating hashrate since December The Company achieved and exceeded its mid-year target of 20 EH/s in operational hashrate, a result of its previously announced acquisition of five new bitcoin mining sites in Georgia. The 60 MW of infrastructure from these sites include interruptible-load designated power purchase agreements (PPAs) with load balancing capabilities, a unique benefit for utility providers and the power grid. June Bitcoin Mi ...

With the crypto space evolving rapidly, the spotlight is on buying the best blockchain stocks to broaden your investment portfolio. Additionally, opting for blockchain stocks over direct crypto investments helps sidestep the risks of owning cryptos directly. That said, here are three blockchain stocks for early investors, offering significant exposure to this burgeoning space. These stocks are standout opportunities for those looking to tap into the potential of blockchain technology while maintaining a str ...

Under the terms of the merger agreement, GRIID stockholders will receive shares of CleanSpark common stock based upon an exchange ratio equal to the quotient obtained by dividing the aggregate merger consideration by the total number of shares of GRIID common stock issued and outstanding as of the closing date of the merger. The aggregate merger consideration is equal to the quotient obtained by dividing (x) the sum of (i) $155,000,000 minus (ii) the amount of GRIID's outstanding liabilities as of the closi ...

LAS VEGAS, June 27, 2024 /PRNewswire/ -- CleanSpark Inc. (Nasdaq: CLSK) ("CleanSpark") and GRIID Infrastructure Inc. (Nasdaq: GRDI) ("GRIID") announced today that they have entered into a definitive merger agreement pursuant to which CleanSpark will acquire all the issued and outstanding common stock of GRIID in an all-stock transaction. The total enterprise value, including payment and assumption of debt, of the transaction is $155 million. Concurrent with the signing of the merger agreement, the companies ...

Wall Street is coming around on the technology. This year, the SEC approved spot Bitcoin and Ethereum ETFs trading in the United States. But, if you're still on the fence, here are three top blockchain stocks to buy now that we think can change your mind. The blockchain is a transparent and accurate digital ledger that is self-sustaining and does not require human intervention. This means that any transaction that takes place on the blockchain will be recorded and kept forever. Due to its decentralized stru ...