ARK Investigates American Stock AGPU Again: Company Severely Undervalued, Q2 Financial Report Reveals Four Positive Catalysts

BlockBeats News, August 18th, Liquid Capital (formerly LD Capital) founder Richard Yi published an article stating that AGPU released four key signals in the Q2 financial report:

First, the prepayment ratio for each contract is 20% to 40%, with prepayments of $317 million received in August, reflecting customer credibility and delivery capability;

Second, the contract has strong profitability, with an expected EBITDA profit margin of 62% to 76%, higher than CRWV's 59% and NBIS's 50%;

Third, the company is transitioning to a mining center owner, cooperating with DUOS to build a data center and holding a 49% stake, not only providing computing power in the future, but also directly owning facility and power assets, which is expected to improve long-term costs and bargaining power;

Fourth, short-term financing mainly relies on customer prepayments and bonds, covering the basic construction funds, reducing reliance on stock financing and shareholder dilution pressure.

Yi believes that although AGPU's stock price has risen significantly since the previous research report was released, the current stock price is still severely undervalued compared to the expected multi-billion dollar order contract. The main reason is the time mismatch between order signing, computing power delivery, and financial report confirmation.

On July 27th, Yi published an article analyzing the computing power company AGPU, stating that it is "about to announce a new $1.5 billion contract, bringing the total contract value to over $3 billion, with the possibility of reaching a total contract value of over $10 billion this year. The key is that AGPU's financing method is not through equity ATMs, ensuring the interests of investors. These contracts will soon be reflected in the upcoming financial reports."