LMFA Is Quietly Setting Up for a Major Repricing — Nobody Is Seeing This Yet
LMFA trades below its Bitcoin treasury value ($2.70 per share in BTC vs. $1.10 stock price), is accelerating production (7.5 BTC in October, +27% month-over-month), and has aggressively shrunk its float by 24% through buybacks. With new hashrate capacity coming online in December, the market has yet to price in the disconnect between the company's operational improvements and its valuation.