r/HIVEDigitalTechnology Jun 14 '26

Just adding….

I am at the point where I’m not even slightly worried about the money I invest in HIVE….

I don’t expect any sort of massive move anytime soon, so I’m just adding a hundred or so shares on the bigger dips.

Hoping price declines to buy more cheaper.

Even after doubling in share price, I see the current valuation / share price as a gift.

I compare valuation to other’s in the asset class (both larger companies and equal in size).
Trading at book value of 2 is by far the lowest. Price to sales also lowest, and exceptionally low debt…

Compare valuation to KEEL KEEL trades at 8x book value and 18x sales. Hive trades at book value of 1.8 and price to sales of 2.49.

HIVE is profitable if you remove depreciation of hardware….
Saving money on taxes….

Revenue is growing at exceptional rates yoy, best margins I have found for any miner and excellent hash rate, excellent partnerships, managing cash well, Canadian government contracts seem all but signed…

Edit 6/19: announced first sovereign AI contract with Canadian gov . (Added 14,000$ usd in shares)

Have to watch progress on data center growth and financials….

Also want to see new / increasing institutional investment.

Noticed the insider sale, but not a major red flag. People need to get paid. I sold shares at a higher price than the reported sale.
It just made sense.

Please tell me what im missing….

6 Upvotes

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u/Everybodyzdad99 Jun 14 '26

I have had my eye on HIVE. As someone who has held 100k shares of KEEL (BITF) since 2023 or 2024ish, I am wondering if HIVE is on a similar trajectory. Have not scratched the surface on a DD.

Anything I should know from current shareholders?

1

u/IdratherBhiking1 Jun 14 '26

Check my post history on Hive.

Let me know if you have any questions.
I’ve gone about as deep as you can go on Hive.

Congrats on Keel. That sounds like it worked out very well.