Marathon Digital Holdings Inc (MARA)

[Marasprint]

Yes pretty much. Any guidance is a total guess. But I understand the point. And everyone here is spot on. There is a small universe of investors and we are making it smaller but I also agree that it would be better to build a bit more of a revenue base before giving guidance. Its a double edge sword for the company with where they are now and that is what is so difficult

Maybe we need to add back that $100m over 3-5 years into the presentation. Even though we know it is very low I think the market would take that well at this point with where the stock is. Nothing wrong with keeping a low expectation in there then beating it, maybe it was a mistake to take it out of the presentation

If you bought this company for the exceptional management team and insider support and connections (Spangenberg) that you believe has the ability to make MARA the best of breed in the space with steady albeit lumpy growth and the potential to work its way up to an ACTG type portfolio and market cap even paying dividends down the road then nothing has changed here. We are still on that track more so than ever. While I hate this lower starting point for all the good news that I see coming soon, I do know that if it truly is good and translates to revenues that the Market Cap will eventually catch up and reflect that. If not there are other options to get back value like special CASH dividends etc.

As for acquisitions I think MARA wants to separate itself from the VRNG's, VHC's and DSS's of the market not associate with them. It is the reputation and performance of those companies also that makes people very wary of a stock like MARA