Public Miner Analysis
Articles and analysis of Bitcoin mining stocks.
Analyzing the Merger Between Hut 8 and US Bitcoin
One of the most significant deals in the history of bitcoin mining is taking place as we speak. Hut 8 and US Bitcoin announced they will merge, creating a North American bitcoin mining giant. The new company will go under the name Hut 8 and will be the largest public
Do the public miners spend too much on administration?
Public bitcoin mining companies have historically spent a higher share of their revenues on administration than firms from comparable sectors. These administrative spending habits have raised concerns from investors experienced in similar but more mature industries like gold mining, tech, or oil and gas. Like these investors, I struggle with
2022: The Toughest Year Ever for Public Bitcoin Miners
In 2022, more bitcoin mining stocks traded on public markets than ever since public mining companies began cropping up in 2017. For some, it was their first full trading year - and it could also be their last. This article analyzes performances, news, and trends regarding public miners in 2022.
Highlights from CleanSpark's Annual Report
CleanSpark just revealed the state of its finances and operations in its latest annual report. How is it going with this fast-moving bitcoin miner? Find out in this article.
Highlights from Hive's Q3 Report
Hive Blockchain just lost its cash cow as Ethereum transitioned to proof-of-stake. This article analyzes the company's financial strength and discusses how impacted it was by "the merge".
Comparing the Valuations of Bitcoin Mining Stocks
Bitcoin mining stocks have been in free fall for the past year, leading to depressed valuations that could give some opportunities to risk-tolerant value investors. This article analyzes the valuations of public miners to find out who could be the most undervalued.