Added to YB: 2026-10-08
Pitch date: 2026-10-06
CMSG [bullish]
Consensus Mining & Seigniorage Corporation
+0.34%
current return
Author Info
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Company Info
Consensus Mining & Seigniorage Corporation, a cryptocurrency mining company, engages in the mining of digital assets.
Market Cap
N/A
Pitch Price
$29.30
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
N/A
EV/Sales
N/A
Sector
Software
Category
value
On Consensus Mining’s ($CMSG) Self-Funded Bitcoin Accumulation
CMSG: Consensus is a self-funded Bitcoin miner trading at a 27% discount to NAV: its ~$64m market cap compares with ~$59m of cash, ~$31m of digital assets and no debt. BTC holdings have risen from ~114 to ~354 since 2021 without materially reducing liquidity, while a $5m buyback and strategic review could narrow the discount. A Horizon-related transaction is plausible but depends on support from 29% shareholder Christopher Capps.
Read full article (9 min)