Bitcoin Mining Stock's 'Strong Organic Growth' Make It A 'Must-Own,' Says Bullish Analyst
Bitcoin Mining Stock's 'Strong Organic Growth' Make It A 'Must-Own,' Says Bullish Analyst
Shares of CleanSpark Inc (NASDAQ:CLSK) climbed last week as Bitcoin (CRYPTO: BTC) prices rose, following the Federal Reserve's first interest rate cut in four years.
继美联储四年来首次降息之后，由于比特币（加密货币：BTC）价格上涨，CleanSpark Inc（纳斯达克股票代码：CLSK）的股价上涨。
The company has grown faster than its peers over the past couple of years to become the second-largest public miner by deployed capacity, according to HC Wainwright.
HC Wainwright表示，在过去几年中，该公司的增长速度快于同行，已成为按部署产能计算的第二大公共矿业公司。
Analyst Mike Colonnese reiterated a Buy rating and price target of $27.
分析师迈克·科隆尼斯重申了买入评级和27美元的目标股价。
The CleanSpark Thesis: A call with management showcased why the company is a "must-own mining stock" heading into the next stage of Bitcoin's price cycle, Colonnese said in a note.
CleanSpark论文：科隆尼斯在一份报告中说，与管理层的电话会议展示了为什么该公司是进入比特币价格周期下一阶段的 “必持矿业股”。
Check out other analyst stock ratings.
查看其他分析师股票评级。
The analyst mentioned the main takeaways from the call:
分析师提到了电话会议的主要收获：
- CleanSpark continues to be on track to hit its hash rate guidance of 37 EH/s by yearend.
- The company's 2025 guidance of 50 EH/s could prove to be conservative.
- Management is focusing on Bitcoin mining while many of its peers are diversifying into HPC/AI.
- "CleanSpark's strategy of acquiring attractively priced, private turnkey BTC mining assets paired with strong organic growth has enabled the company to deliver nearly 160% growth in deployed capacity to date in 2024."
- CleanSpark继续有望在年底之前达到37EH/s的哈希率预期。
- 该公司2025年设定的50EH/s的预期可能是保守的。
- 管理层专注于比特币挖矿，而许多同行正在向HPC/AI多元化发展。
- “CleanSpark收购价格诱人的私人交钥匙比特币采矿资产的战略，加上强劲的有机增长，使该公司在2024年迄今实现了近160％的部署产能增长。”
"Management sees several near-term positive catalysts for BTC and the mining sector starting in 4Q24, including the upcoming election in November (regardless of who wins) and expects BTC to reach $185k this cycle, which would represent a ~3x increase from current levels," he further wrote.
他进一步写道：“管理层认为，从24年第四季度开始，比特币和采矿业的短期内将出现一些积极的催化剂，包括即将于11月举行的选举（无论谁获胜），并预计比特币将在本周期达到18.5万美元，这将比目前的水平增长约3倍。”
CLSK Price Action: Shares of CleanSpark were flat at $9.62 at the time of publication on Wednesday.
cLSK价格走势：周三发布时，CleanSpark的股价持平至9.62美元。
Read More: CleanSpark Acquires New Bitcoin Mining Sites: What's Going On With The Mining Stock Tuesday?
阅读更多：CleanSpark收购新的比特币采矿网站：周二矿业股票怎么了？
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通过 Midjourney 使用人工智能创建的图像。