Акции майнера Bitfarms выросли на 22% после публикации отчета за II квартал

investing.ruPublished on 2024-08-09Last updated on 2024-08-09

GetBlock Magazine - Что произошло? Акции канадского майнера Bitfarms (BITF), который столкнулся с попыткой поглощения американским конкурентом Riot, резко выросли в цене после публикации финансового отчета за II квартал. Так, Bitfarms сообщила о чистом убытке в размере 27 млн долларов или $0,07 на базовую и разводненную акцию, что гораздо ниже прогнозируемого аналитиками MarketWatch результата в $0,11 убытка на акцию. Таким образом, результат сопоставим с убытком на 6 млн долларов год назад.

Материал The Block

Что еще известно? Для сравнения, Riot, находящаяся на пятом месте по капитализации среди майнеров с показателем 2,5 млрд долларов, по итогам II квартала впервые с 2022 года зафиксировала убыток, он составил 84,4 млн.

Выручка Bitfarms снизилась на 16% в сравнении с I кварталом и составила 42 млн долларов. Основной причиной стал халвинг в сети биткоина, который происходит раз в четыре года и вдвое уменьшает награду за добычу блоков. Четвертый халвинг состоялся 19 апреля и урезал награду до 3,125 BTC.

Также компания сообщила об операционном убытке на 24 млн долларов (столько же, сколько и за аналогичный период прошлого года), который включал ускоренную амортизацию старых установок для добычи актива на сумму 46 млн долларов.

В отчетном периоде Bitfarms добыла 614 биткоинов при средней прямой себестоимости производства в $30 600 за монету. Год назад показатель составлял $18 400. В течение квартала средний ежедневный объем добычи добычи составил 6,7 BTC. С I по II квартал хешрейт компании возрос с 6,5 до 11,1 EH/s.

Бен Ганьон, занявший пост гендиректора Bitfarms в прошлом месяце, отметил, что компания продолжила расширять и диверсифицировать бизнес, заключая соглашения о новых площадках. Новый центр обработки данных в Шароне, штат Пенсильвания, представляет собой первый шаг Bitfarms по развитию в регионе под управлением энергетической компании PJM Interconnection, который является наиболее привлекательным энергетическим рынком в США.

По словам Ганьона, это позволит Bitfarms достичь хешрейта в 35 EH/s в 2025 году, что на 67% превышает ее целевой показатель на конец года (21 EH/s).

Bitfarms привлекла $136 млн чистой выручки во втором квартале и $240 млн — до 7 августа в рамках программы размещения дополнительных акций.

Кроме того, в июле майнер добавил в свою казну 111 BTC, доведя общее количество монет до 1016 BTC.

Акции компании торгуются на Nasdaq по $2,31, за сутки прибавив 22%. Bitfarms находится на 11-м месте по капитализации в списке майнинговых компаний с показателем 1,03 млрд долларов.

Ранее Bitfarms в попытке противостоять поглощению со стороны Riot объявила о выпуске новых акций по сниженной цене для существующих акционеров по методу «ядовитой таблетки» с целью снизить долю конкурента. Однако после жалобы Riot суд Онтарио приказал Bitfarms свернуть данную инициативу.

В отличие от Bitfarms, более крупные майнеры, включая Riot, по итогам II квартала сообщили о значительных убытках. Так, Core Scientific, занимающая четвертое место по капитализации среди майнеров с показателем 2,56 млрд долларов, сообщила об убытках в размере 805 млн. Ведущий майнер Marathon Digital с капитализацией 5,05 млрд долларов отчитался об убытках на 199,7 млн.

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