Keel Infrastructure Corp. Q3 FY2022 Earnings Call
· Earnings call transcript and AI-powered summary
- Bitcoin Production: Mined 1,515 BTC in Q3 2022, a 21% increase compared to 1,257 BTC in Q2 2022. October production added another 487 BTC.
- Hasrate Growth: Increased hashrate to 4.4 EH/s at end of Q3 2022, up 17% from Q2. Year-to-date, hashrate had doubled from beginning of 2022.
- Revenue: $33 million in Q3 2022, down from $42 million in Q2 2022 (reflecting a 35% drop in average Bitcoin price offsetting higher production).
- Adjusted EBITDA: $10.3 million (31% margin), down from $18.7 million (45% margin) in Q2 2022 due to lower Bitcoin prices.
- Direct Cost per BTC Mined: $9,400 in Q3, down from $9,900 in Q2. Excluding a VAT accrual, cost would have been $8,300.
- Total Cash Cost per BTC: $14,300 in Q3, down from $17,000 in Q2, due to lower mining and G&A costs.
- Net Loss: $85 million in Q3 (or $0.40 per share), down from $142 million in Q2. Includes a $70M impairment related to Argentina expansion due to unfavorable FX conversion under IFRS.
- Liquidity: $76 million at quarter end ($36M cash + 2,064 BTC valued at $40M).
- Mining Efficiency: 115.7 BTC per average EH/s in October — at the top of industry performance. Energy efficiency improved to 40 joules per terahash in Q3 (a 12% YoY improvement).
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