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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 > Is BITF Undervalued Compared To It's Peers?
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Post by BrITeChOIceswiN on Nov 02, 2021 10:23pm

Is BITF Undervalued Compared To It's Peers?

MARA hodles 7435 Bitcoin : BITF hodles 35% of that 
MARA mined 417 Bitcoin in October : 18% more than BITF
MARA's Bitcoin value is 7% of it's market cap
MARA' valuation is ~500% higher than BITF
MARA's current hash rate : 2.7 EX/s

HUT hodles ~5000 Bitcoin : BITF hodles 52% of that
HUT mined 264 Bitcoin in September : 14% less than BITF in September 
HUT's Bitcoin value is 12% of it's market cap 
HUT's valuation is ~ 140% higher than BITF
HUT's current hash rate : ~1.4 EX/s

RIOT hodles ~4000 Bitcoin : BITF hodles 64% of that
RIOT mined 406 Bitcoin in September : 25% more than BITF 
RIOT's Bitcoin value is 8% of it's market cap 
RIOT's valuation is ~ 190% higher than BITF
RIOT's current hash rate = 2.6 EX/s

BITF hodles 2646 Bitcoin
BITF mined 343 Bitcoin in October
BITF's Bitcoin value is 15% of it's market cap 
BITF's market cap is 1.06 billion USD
BITF's current hash rate : 1.8 EX/s

There's definitely a BITF valuation discrepancy, but it's hard to measure since the 
numbers for each miner are changing every month.  However it seems that HUT is going to lag the other 3 miners in terms of increasing hash rate during the next 3 months - fortunately they hodle ~5000 Bitcoin.  At the same time though it seems RIOT will pass HUT's BTC holdings by next year's 2nd quarter.  BITF could pull that feat off by the next year's 3rd or 4th quarter.  Currently it seems that BITF is at least 30% undervalued and will be a whole lot more by next year's 1st quarter if they continue to execute as well as they have.  I'm guessing it's a good time to buy some BITF.

All the best
Comment by B4UInvest on Nov 03, 2021 7:08am
Yes, Bitfarms is way undervalued, and it's because of the $500 million ATM hanging over their heads,  retail shareholders who hold 70% of the company feel they are being screwed under threat of massive dilution, the company has been very quiet on the ATM program, if they don't address it come Q3 earnings, they could be setting  up the perfect conditions where a company like Mara ...more  
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