LM FUNDING AMERICA, INC. — Form 8-K
Filed July 8, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 78/100
What the filing says
As of June 30, 2026, LM Funding held 318.3 BTC valued at $18.6M ($0.72/share) based on a Bitcoin price of ~$58,600; the company mined 8.7 BTC in June 2026 (down from 9.8 BTC in May due to higher temperatures reducing efficiency) and sold 13.1 BTC in June (down from 21.1 BTC in May). The Bitcoin treasury value increased to $20.4M ($0.79/share) by July 7, 2026 as Bitcoin price rose to $64,000. The company also generated ~$30,000 in curtailment and energy-sales revenue in June, with Q2 2026 total energy-sales revenue forecasted at ~$117,000.
Why this rating
Bitcoin holdings ($18.6M) exceed company market cap ($14.7M) by 26%; treasury represents 126% of market value, suggesting significant embedded asset value. June production decline is concerning operationally, but Bitcoin price appreciation and energy revenue demonstrate diversified revenue streams offsetting core mining volatility.
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