Analysts are optimistic about purchasing Bitcoin for a $ 84 billion capital plan for the strategy of the strategy.
Bitcoin Treasury Company is a new “42/42 plan” to accelerate the world’s largest cryptocurrency purchase, and the Bitcoin Treasury Company doubles the “21/21 plan” and the Ticker MSTR is making a higher trading on Friday.
The strategy reported the financial results in the first quarter of the afternoon of Thursday, and the import and profit estimates were missing due to the unstened loss of Bitcoin.
The strategy has released a 42/42 plan to raise a total of $ 84 billion (or about $ 4.2 billion each) through general stocks and fixed imported import tools by 2027 to provide funds for future Bitcoin purchases at the earnings meeting. The company’s capital tracking target includes $ 42 billion for the initial plan that started in October, with about $ 15 billion.
Benchmark analysts, led by Mark Palmer, said, “The number of companies that want to replicate the strategy’s bitcoin acquisition strategy continues to grow rapidly.” “MSTR yesterday reminded me how the degree of the first activation and how the ability to accelerate the accumulation of bitcoin continued to increase as the platform expanded.”
The strategy remains a distant leader, but there are currently over 70 companies with some Bitcoin strategies. The company owns more than 550,000 BTC and is currently about $ 5.2 billion.
Bernstein analysts led by Gautam Chhugani said, “We continue to like MSTR because we continue to use a large -scale swimming pool that cannot access Bitcoin/Spot ETF.”
The strategy reported a net loss of $ 4.2 billion or $ 16.49 per share due to the FASB rules. In the future, Bitcoin’s transportation value matches the market value and can report the evaluation of Bitcoin’s price as a profit of the net income.
Palmer emphasized that yesterday’s management during the import telephone period will distort the actual value of Bitcoin, which shows improvement due to the influence of previous rules due to the new accounting rules.
The chairman of Michael Saylor said that the long -term leverage ratio will aim for the long -term leverage ratio of 20%to 30%through the issuance of fixed income securities.
“The strategy remains within the allowable level of leverage,” he said. “Liquid $ 54 billion Bitcoin BOK Contrast (no recursive to yield) and on -tap fund ATM access ensure appropriate liquidity to meet market conditions. The annual cash interest cost of strategy is $ 180 million in cash coupons.”
Earlier this year, the strategy began with Strk and Strf Perpetual Preferred stocks, and Saylor said it will continue to develop and issue new financial products to raise capital on Thursday. According to Palmer, this new tool will provide a properties designed to attract new investors based on geography, risk rotation profiles and other investment goals.
The benchmark has repeated the “buy” rating and $ 650 price target in the MSTR. Berstein has maintained a “performance” grade and a $ 600 goal.
According to the Block’s MSTR price data, the stock of the strategy was traded at $ 394.48, up 3.3% in the publishing time.
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