This analysis assumes the case for long ETH has already been made. This company holds ETH a lot of it.
I am long on discounted ETH. Hope the above assists in doing your own research.
- First find out how much Ethereum they hold
- Review their debt and expenses
- FInd the total number of shares to divide up the total Ethereum holdings
- With having ETH per share value calculate the adjusted price of those ETH vs market ETH
- With the discount of those ETH and adjusted value per share of actual ETH factor your discounted cost
- Then calculated future revenue vs expenses with the ETH that is and will be staked as per their public statements.
I am long on discounted ETH. Hope the above assists in doing your own research.