Added to YB: 2026-01-16
Pitch date: 2026-01-15
CMSG [bullish]
Consensus Mining & Seigniorage Corporation
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Company Info
Consensus Mining & Seigniorage Corporation, a cryptocurrency mining company, engages in the mining of digital assets.
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Consensus Mining & Seigniorage - $CMSG
CMSG: Bitcoin miner trading at $33/share ($74M market cap) with $60M cash + ~345 BTC (~$34M) = negative $20M EV despite 80% ROTC, cash flow positive, growing BTC/share. Trading 25% discount to book vs deserved premium as BTC approaches $100K. Explosive upside potential.
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