Added to YB: 2025-10-30
Pitch date: 2025-10-28
CMSG [bullish]
Consensus Mining & Seigniorage Corporation
-5.25%
current return
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Company Info
Consensus Mining & Seigniorage Corporation, a cryptocurrency mining company, engages in the mining of digital assets.
Show full summary:
CAC MID & SMALL GR - $CMSG.NX
CMSG.NX: Bitcoin miner trades at discount to cash+BTC holdings ($94M mkt cap vs $101M book value: $60M cash, 340 BTC, $4M PPE). Sustainable 18% quarterly ROCE via scrypt mining LTC+DOGE, sells DOGE for BTC purchases. BTC/share up 2.5x since 2022 IPO. Negative EV despite exceptional ROICs.
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