The best time to buy MARA

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The best time to buy MARA

MyrnaNorth
05-08

$Marathon Digital Holdings Inc(MARA)$

Given:

1. BTC closed the last quarter (March) at $71,333.65

2. Shares outstanding at the eoq = 268,000,000.

Assumption:

1. They spend one half of what they mine on costs.

MARA’s HODL was at 15,174 at the end of last quarter (December). With BTC up from $44,000 last quarter (December) $27,000, the increase attributable to just the HODL would be $409,698,000.

Total earnings/share just for the HODL = $1.53.

Mining:

Jan. 1084

Feb. 833

March. 894

Total Q1 mining results = 2,811 coins. They sell half to pay for costs. So, they have 1,405 coins left at a net of $50,000/coin. That’s $70M for other costs.

Total earnings/share for mined and kept coins (1405) = $0.26.

Total earnings/share for Q1 = $1.79.

TTM average:

Q1: $1.79

Q4: $0.66

Q3: $0.35

Q2: ($0.13)

TTM earnings/share = $2.67. Average NASDAQ multiple = 20. SP = $53.40.

Comments/corrections?

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nizzmo
·05-08
I think your analysis on MARA's earnings and HODL calculations are interesting.
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Shares outstanding at the eoq = 268,000,000.</p><h3 id=\"id_93790620\">Assumption:</h3><p>1. They spend one half of what they mine on costs.</p><p>MARA’s HODL was at 15,174 at the end of last quarter (December). With BTC up from $44,000 last quarter (December) $27,000, the increase attributable to just the HODL would be $409,698,000.</p><p>Total earnings/share just for the HODL = $1.53.</p><h3 id=\"id_2762371913\">Mining:</h3><p>Jan. 1084</p><p>Feb. 833</p><p>March. 894</p><p>Total Q1 mining results = 2,811 coins. They sell half to pay for costs. So, they have 1,405 coins left at a net of $50,000/coin. That’s $70M for other costs.</p><p>Total earnings/share for mined and kept coins (1405) = $0.26.</p><h3 id=\"id_4136953893\">Total earnings/share for Q1 = $1.79.</h3><h3 id=\"id_4055435372\">TTM average:</h3><p>Q1: $1.79</p><p>Q4: $0.66</p><p>Q3: $0.35</p><p>Q2: ($0.13)</p><p>TTM earnings/share = $2.67. Average NASDAQ multiple = 20. SP = $53.40.</p><p>Comments/corrections?</p></body></html>","htmlText":"<html><head></head><body><p> <a data-mention-id=\"MARA\" class=\"teditor-mention\" data-mention-name=\"Marathon Digital Holdings Inc\" href=\"https://ttm.financial/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a> <v-v data-views=\"1\"></v-v></p><h3 id=\"id_3205341545\">Given:</h3><p>1. BTC closed the last quarter (March) at $71,333.65       </p><p>2. Shares outstanding at the eoq = 268,000,000.</p><h3 id=\"id_93790620\">Assumption:</h3><p>1. They spend one half of what they mine on costs.</p><p>MARA’s HODL was at 15,174 at the end of last quarter (December). With BTC up from $44,000 last quarter (December) $27,000, the increase attributable to just the HODL would be $409,698,000.</p><p>Total earnings/share just for the HODL = $1.53.</p><h3 id=\"id_2762371913\">Mining:</h3><p>Jan. 1084</p><p>Feb. 833</p><p>March. 894</p><p>Total Q1 mining results = 2,811 coins. They sell half to pay for costs. So, they have 1,405 coins left at a net of $50,000/coin. That’s $70M for other costs.</p><p>Total earnings/share for mined and kept coins (1405) = $0.26.</p><h3 id=\"id_4136953893\">Total earnings/share for Q1 = $1.79.</h3><h3 id=\"id_4055435372\">TTM average:</h3><p>Q1: $1.79</p><p>Q4: $0.66</p><p>Q3: $0.35</p><p>Q2: ($0.13)</p><p>TTM earnings/share = $2.67. Average NASDAQ multiple = 20. SP = $53.40.</p><p>Comments/corrections?</p></body></html>","text":"$Marathon Digital Holdings Inc(MARA)$ Given: 1. BTC closed the last quarter (March) at $71,333.65 2. Shares outstanding at the eoq = 268,000,000. Assumption: 1. They spend one half of what they mine on costs. MARA’s HODL was at 15,174 at the end of last quarter (December). With BTC up from $44,000 last quarter (December) $27,000, the increase attributable to just the HODL would be $409,698,000. Total earnings/share just for the HODL = $1.53. Mining: Jan. 1084 Feb. 833 March. 894 Total Q1 mining results = 2,811 coins. They sell half to pay for costs. So, they have 1,405 coins left at a net of $50,000/coin. That’s $70M for other costs. Total earnings/share for mined and kept coins (1405) = $0.26. Total earnings/share for Q1 = $1.79. TTM average: Q1: $1.79 Q4: $0.66 Q3: $0.35 Q2: ($0.13) TTM earnings/share = $2.67. Average NASDAQ multiple = 20. SP = $53.40. 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