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agree- think its going to be a good week for TWOH and CGAC-- hope BLFR joins the party!
Thx for the update, money is clear on the 18tIh hopefully can still grab it at a low price, we’ll see. Let’s go Twoh, Blfr let’s have a good week, $$$
CGAC had a late day update on Friday-- put CGAC near the top of the list- right up with TWOH
🚨 $CGAC is powering up 🚨
— Logan William Rice (@artdigitalcorp) June 13, 2025
We secured private, non-dilutive capital to complete the George West buildout for NASDAQ: BTBT.
🚛 Containers funded 🏗 Buildout covered
🧱 No dilution⚡ All scale
Purchased $2.4M Giga Energy: transformers + containers
🔗 https://t.co/wAIG0DI2vQ
good news- thanks
BLFR- Nick was nice enough to get back to me and said it should be out very soon, hopefully it is, $$$
TWOH is recovering well-- the rest of the stocks are flat- no action
Went to my bank to transfer money and because it hasn’t been in my account for at least five days they wouldn’t do it so no more shares for me me. I have a bunch anyway but it would have been a nice pick up, hope your day is going better than mine
hope you got twoh! its up 77%
TWOH may spike at the open--- do not chase the PPS.
SMART- it will move TWOH
Might get more Twoh with my Cgac money, tough call.
TWOH PPS will likely double quickly
Nice post TY, explains alot
YEAH-- TWOH especially-- peeps got scared the PR- I posted the actual reason on the board.- many thought we were going into the food business.
Getmoreshares, what’s your take on Twoh, they getting out weak hands
Don’t blame ya, you need a break every once and awhile.
CGAC-- bid at .0003-- today was a crappy stock day. Stopped looking and walked away from the computer.
Put out a text to Nick about Blfr, figure he will get back to me before Rene, will keep you posted. Twoh took a little dip, not worried, got stuck working and didn’t have time to pick up Cgac, should have it by noon tomorrow.
don't know what trader it was-- thought it was CJ- she said no.15m seller
Wish I had 15 million shares, that would have been sweet, oh well some day soon, also thx for keeping me up to date on stuff, think you’re going to make it easy for me to retire later this year and do this full time, lol
I needed a place to combine a post-- CGAC
Still watching for BLFR updates- check a couple times a day
TWOH had a 15m seller- took it down(likely one trader)
I let them borrow 100 million, lol. I read your post, pretty interesting, picking up my shares tomorrow finally. Twoh getting ready for the next boom! What’s up with Blfr, tic tock tic tock patience right. Cgac does look good, can’t believe the price, hopefully stays until my money clears tomorrow afternoon, thx again for the heads up, good days ahead $$$
Okay guys. Nobody’s asking the big question here: where the hell are these guys getting the money from?
Seriously. Think about it.
They’re buying hundreds of thousands of dollars in transformers. These sites cost MILLION's to build out... in HARD ASSETS and labor. They’re continuing to acquire and develop new sites. They’re putting down fat power deposits, building infrastructure, expanding at a pace most OTCs can’t even fake.
That’s not free.
That’s not retail money.
That’s not dilution.
So where’s it coming from?
You dig through the filings and sure, there’s some debt stacking up. But it’s productive debt. It’s tied to revenue-generating infrastructure and growth. And revenue is already ramping. They just posted 170%+ percent revenue growth in Q1. My guess? Q2 is going to blow people’s minds. What 500% for a year by Q4? Yeah that deserves to be a .000 stock lol.
And here’s what most of you are missing:
They’re not raising through dilution.
They’re not dumping shares.
They’re building, not begging.
My take? They’re using some type of deal. They’re likely forming site-specific entities, bringing in capital at the project level, and retaining equity without impacting the core share structure. That’s smart capital. That’s how real infrastructure gets built without torching the float.
They’re probably offering partners or clients a piece of each buildout. You think George West is getting developed with no money upfront? Come on. It’s either customer capital, asset-backed lending, or both. And guess what — that’s non-dilutive to shareholders.
If they were issuing stock, we’d see it in the filings.
We’re not seeing it.
So stop pretending this is just another pink sheet play.
This is the opposite of that.
They’re playing long-term. They don’t care about the share price right now because they’re focused on execution. That’s what separates real companies from trader bait. And I respect the hell out of that.
Go back and watch Brian Snyder’s interviews from a while ago. The guy is way ahead of the curve. Now he’s out here quietly building a digital energy company while the rest of OTC is still arguing over tickers with no product.
Meanwhile, this stock is trading at a market cap that’s a tenth the value of just one of their site builds. That’s not undervalued. That’s straight-up mispriced.
I’m sitting happy on a bunch of sub .006's now and trying to scoop whatever else I can. BTC at 110k might consider moving some more over. Also, damn what a process to even gets funds into OTC to buy. Definitely a first for me. Maybe A.R.T. can sell some shares direct for bitcoin and avoid this conversion FIAT nonsense.
I’m holding this to at least 2 to 3 cents, maybe trim 10% percent to return my basis, but the rest? I’m locking that up. - Good luck getting shares when it runs. I’ve read the financials. I’ve read the filings. I think I know what they’re doing. No idea why more people aren’t doubling down at these levels, but that’s fine with me.
Right now, I like where I’m sitting. I like my basis. I like the setup. Who cares if the stock doesn't move until Q2 filings, scoop up what you can, this shit is gonna be hot. And I like that nobody’s talking about this the way they should be.
Rock and roll boys I'm ready for this ride, are you?
Assets On Hand
From what I can gather, the company has multiple sites in various stages of development:
McAllen Site (10MW)
Fully developed and operational. Based on current market rates of $400K–$500K per MW for operational bitcoin sites, this alone could be worth
$5 million.
George West Site (13MW)
Construction has started, and transformers have been delivered on-site as of the latest update. Once deployed, this site could be valued around
$6.5 million.
Hillmont Site (8MW operational, 16MW expansion planned)
8MW currently running = $4 million in value
16MW planned expansion = $8 million
📍 Total physical asset value: ~$23.5 million across 47MW of infrastructure.
S21 Profitability Basics
To understand the revenue side, let’s look at miner performance:
An Antminer S21 produces around $336/month in gross revenue at current BTC price and network difficulty (NiceHash calculator)
Power usage: ~3.5kW
Power cost at $0.04/kWh = $100/month per unit
That leaves ~$236/month in net revenue per miner
Revenue Split Model (BTBT Agreement)
According to this announcement from MinerMag:
https://www.theminermag.com/news/2025-03-19/bit-digital-bitcoin-miner
CGAC and Bit Digital (BTBT) are in a 35% revenue share agreement:
BTBT supplies the miners
CGAC hosts them at their site and covers infrastructure
CGAC receives 35% of net revenue after power costs
This model means CGAC can scale revenue without needing to own the hardware themselves.
Revenue Potential
Let’s break this down with basic estimates:
George West (13MW – in deployment)
*Estimated capacity: ~3,500 S21s
*Gross monthly revenue: 3,500 x $336 = ~$1.2 million
I'm going to make a guess here on power costs but lets assume 4c per kW/h, it would be nice to know these numbers. It could be lower than this but I couldn't find anything in the financials that reflects this.
Power cost: 13,000kW x 720 hrs x $0.04 = ~$374,000/month
Net mining revenue: ~$826,000/month
CGAC 35% share: ~$289,000/month
Let’s assume this site is running Antminer T21s
Each T21 generates about $336.35/month in gross revenue (NiceHash profitability)
*Power draw: ~5kW per unit
*Power cost at $0.04/kWh = 5kW x 720 hours x $0.04 = $144/month per unit
*Net revenue per unit = ~$192/month
*Assuming ~2,000 T21s (fits into 10MW range):
Gross monthly revenue: ~$672,700
Power cost: ~2,000 x $144 = $288,000/month
Net revenue: ~$384,700/month
CGAC’s 35% share = ~$134,645/month
🟢 Estimated monthly profit for CGAC: ~$130K–$140K
Hillmont Site (8MW live)
https://www.cbs42.com/business/press-releases/ein-presswire/779765223/a-r-t-digital-holdings-secures-24mw-hillmont-bitcoin-mining-facility-for-expanded-operations/
🟢 Estimated monthly profit: $60K–$80K
Total Earnings Potential
Once all 47MW are online, using the same 35% rev share model:
Estimated Monthly Profit: ~$814,000
Annual Profit: ~$9.8 million
Annual Revenue (gross, including power): ~$26 million
(Assuming $0.04/kWh power cost)
Valuation Thoughts
When this company completes these development projects, and looks like they can do it fast!!
https://www.artdigitalcorp.com/post/art-digital-holdings-completes-build-out-and-achieves-full-operations-at-mcallen-texas-facility
Public bitcoin miners are often valued around 8x revenue.
If this company hits $26M in annual revenue, that suggests a:
➡️ Potential valuation: ~$200 million
Which is wild considering how under-the-radar it still is.
HOT DAMN!!!!!!!!!!!!!!!!!!!!!!!!
Nice day, when I saw that I was like, daaaammmmbbbb !!!, $$$
TWOH- new highs today- .0098 -- up 112% in the last 5 trading days!
Yeah, carjocky is all over Twoh board, she rules that board, lol. At the worst I will grab some Cgac by Tuesday, waiting on a costumers check, she said it was in the mail, lol. Couple of friends got in Twoh in the low 0050’s, figured share the wealth right, didn’t tell then what I got it at but they’re excited, have a good weekend and thx again. $$$
if you have some free cash- you may want to pick up some CGAC--.0004-- I just added a sticky- worth the time to read.
TWOH-- new highs! .0078
lots of excited posters on that board-- especially carjocky
Hell yeah , nice surprise when I got home and checked $$$
TWOH--- BOOM!!!!!!!!!!!!!!!!!!!!!!
I’m having a good day and you’re having a better one, lol $$$
TWOH- hell yeah!
If Blfr didn’t slow me up I’d be right with ya, you definitely have made some great picks, keep going
DMNIF did well too! I am in LARGE CGAC.
Pretty nice day for Twoh, but Cgac, really nice from .0003 to .0002 then up to .00045 someone made some coin, I have 30 k in Blfr I’d like back so I can invest elsewhere, hoping for a bounce somewhere, good job with your pics, keep it going
CGAC- major vol !!!!!!!!!!!!!!!!! immediately after the PR (X post)
same thing with ZHUD-- silence-- TWOH board is on fire!!!!
I think you’re going to have a winner there, on another note can’t believe haven’t heard anything from Blfr, at least Nick would text me back
dmnif-- added on the dip- missed 8's- got 9's
I’m with ya on that sentiment, just wish Blfr would file something, patients right
TWOH-- next 2 weeks should be GOOD
Good call on Dmnif, 100% is nice, looking ing forward to Twoh climb. You got that just in the Nick of time, you could be on a roll brother, let’s keep it going. $$$
DMNIF-- moving up-- 100% gain from my last buy-- may take some gains
TWOH- looking good! Check for todays info
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