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Bullboard - Stock Discussion Forum Bitfarms Ltd T.BITF

Alternate Symbol(s):  BITF

Bitfarms Ltd. is a Canada-based global vertically integrated bitcoin mining company. The Company develops, owns, and operates vertically integrated mining farms with in-house management and Company-owned electrical engineering, installation service, and multiple onsite technical repair centers. The Company’s proprietary data analytics system delivers operational performance and uptime. The... see more

TSX:BITF - Post Discussion

Bitfarms Ltd > BITFARMS Q1 2021 REPORT
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Post by HarfanddesNeiges on May 26, 2021 6:40pm

BITFARMS Q1 2021 REPORT

FYI. GLTA

Bitfarms Reports Q1 2021 Financial Results Toronto, Ontario and Brossard, Qubec (May 26, 2021) - Bitfarms Ltd. (“Bitfarms”, or the “Company”) (TSXV: BITF/OTC: BFARF) today announced its financial results for the first quarter ended March 31, 2021. All financial references are denominated in US dollars, unless otherwise noted. Q1 2021 Key Events • In January and February 2021, the Company closed 3 private placements with US institutional investors for combined gross proceeds of CAD$80 million. The net proceeds provided the Company the financial leverage to expedite its infrastructure expansion plans, make deposits for miners and provide working capital flexibility; • On March 2nd, 2021, the Company placed its biggest order of mining rigs in its history; 48,000 best in class miners with MicroBT. Deliveries are anticipated to start in January 2022. When all miners are received and installed by the end of 2022, the Company anticipates its hash rate to reach 8 EH/s; • On March 24th, Bitfarms’ installed hashrate hit 1.2 EH/s, in line with expectations for the end of the quarter Q1 2021 Financial Results and Operational Highlights • Revenues of $28.4 million, gross profit of $19.3 million (68% gross margin), operating income of $16.4 million (58% operating margin), and net loss of $7.6 million; • Gross mining profit1 of $22.3 million (80% gross mining margin1 ); • Adjusted EBITDA1 of $19.7 million (69% adjusted EBITDA margin1 ); • Negative EBITDA1 of $3.0 million (-11% EBITDA margin1 ), due mainly to non-recurring, non-cash financial expenses; • Mined 598 Bitcoins with an average cost of approximately $8,400 per Bitcoin2 , and retained 548 Bitcoin worth approximately $32.4 million as of March 31, 2021; • 4,500 miners were received and installed during the quarter adding approximately 369 PH/s “As anticipated, increases in our hash rate and Bitcoin price significantly, and positively, impacted most of our Q1 2021 key financial metrics. Operationally, we added 4,500 miners, thus reaching 1.2 EH/s in computing power as of the end of the first quarter 2021. Financially, equity raises totalling CAD$80 million provided us the leverage to begin our infrastructure buildout for an additional 80MW of power in Quebec, fully repay our Dominion Capital loan, implement a BTC retention program and place orders for 48,000 miners anticipated for delivery starting in 2022.Since the end of the first quarter, we have continued to add to our BTC inventory which now stands at approximately 1,000 Bitcoin, valued at approximately $40 million,” commented Mauro Ferrara, Interim Chief FinancialOfficer and Corporate Secretary. Emiliano Grodzki, Chief Executive Officer of Bitfarms added, “In addition to reporting an outstanding operational and financial first quarter, we are proud to have been approved for listing on the Nasdaq Global Market tier and await final clearance to begin trading. Having its shares trading on the Nasdaq will provide Bitfarms exposure to new capital markets and a broader investing community. As well, on May 20th, we closed our fourth private placement, this time for a sum of CAD$75 million, thus providing us with additional liquidity to continue marching towards our 3 EH/s target for the end of 2021, and our 8 EH/s target by the end of 2022. With our expansion plans firmly in place and in motion for the year, we are very excited about our future prospects.” Financial Results for the Quarter ended March 31, 2021 In Q1 2021, the Corporation generated revenues of $28.4 million, up $19.2 million, or 209%, compared to the same period in 2020, driven by organic growth, as we increased our average hash rate by approximately 39%, and a significant increase in Bitcoin price. The average Bitcoin price for the quarter stood at approximately $45,000 compared to approximately $8,300 for the same period in 2020. Q1 2021 gross mining profit and gross mining margin stood at $22.3 million and 80%, respectively, compared to $4.1 million and 47% in Q1 2020. The increase in both metrics was mainly attributable to the same factors as the increase in revenues. Our average cost of production per Bitcoin stood at approximately $8,400 for the quarter, driven by our operating efficiencies and competitive hydro electricity rates. For the quarter, adjusted EBITDA and adjusted EBITDA margin stood at $19.7 million and 69%, respectively, compared to $2.8 million and 30% in Q1 2020. The increases in adjusted EBITDA and adjusted EBITDA margin were mainly attributable to the same factors as for the increases in gross mining profit and gross mining margin. The Company’s Q1 2021 EBITDA was negative $3.0 million, resulting in an EBITDA margin of negative 11% compared to an EBITDA of $1.8 million and EBITDA margin of 20% in Q1 2020. The EBITDA metric in Q1 2021 was negatively impacted by the non-cash nature of both warrants related expenses, and debt retirement embedded derivative related expenses, totaling approximately $22.8 million for the quarter. Looking at our cashflows, the January and February private placement equity raises with US institutional investors totaling CAD$80 million allowed us to institute several transformative changes to our Company. With the funds raised, we retired all our Dominion Capital outstanding debt, we started executing on our infrastructure plans at a number of locations, both in Quebec and in South America, we put into motion a Bitcoin retention program, and we placed orders for 48,000 miners for delivery starting in 2022. The Company ended the quarter with approximately $53.0 million in cash and total liquidity, defined as cash and bitcoin holdings, of approximately $85.5 million.
Comment by LetsRoll10 on May 26, 2021 6:54pm
Decent EBITDA, great growth plan and a positive Q1.   Large firms will be good, little guys may sell some as everyone wants a grand slam.  Overall positive report with an exciting achievable growth plan.  Meeting and exceeding targets.  Need Nasdaq for this thing to roll and get the exposure, they are also green miners look out for them..  GLTA
Comment by AlphaJ on May 26, 2021 7:06pm
They more then triple their intrinsic value. Assets now at 164 million compared to 50 million previous quarter, that's crazy growth. The main reason for the loss was on warrants. It's not terrible bc it's not a constant expense right off. It's now accounted for and will not reoccur. The bueaty is 3x growth in 3 months!!! And a 80% gross margin is amazing. And that margin or revenue ...more  
Comment by RagingBull3 on May 26, 2021 7:40pm
Can you give more info on the warrants?   What are they?
Comment by AlphaJ on May 26, 2021 8:38pm
Warrants are options to buy stocks at a certain price. Basically a way to raise or spend cash without taking on debt. The could be paying vendors through warrants. For example, give them 100k shares for 48k miners. I think I got this right. Feel free to correct me if I'm wrong
Comment by RagingBull3 on May 26, 2021 8:46pm
Can you explain to me how the Warrents produce such a huge loss??  
Comment by AlphaJ on May 26, 2021 8:50pm
well for example, if you have you have to spend $10 million in construction fees in Argentina and $13million for 48k BTC new miners. And you don't have cash or debt. The money for those assets have to come from somewhere. So, You would issue warrants to cover the costs.
Comment by RagingBull3 on May 26, 2021 8:55pm
Can you show what actually happened in this quarter. Still fuzzy on your example, but if you can show what actually happened I think it would help.
Comment by AlphaJ on May 26, 2021 9:02pm
bitf hodl 548 Bitcoin wortg about $30 million usd. They could sell all their Bitcoin and buy miners and buildings and even profit 7 million usd. Or they can issue company shares to buy miners and buildings and hold as much Bitcoin as possible. The beauty is. The cost to mine that $30 million in Bitcoin is accounted in their expenses. Now it's 30 million usd in pure unrealized profit that can ...more  
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