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BitMine’s (NYSE: BMNR) stock jumped 400% after acquiring 154 BTC. LMFA (NASDAQ: LMFA) already holds more—and trades at half its intrinsic value. LM Funding America (NASDAQ: LMFA) is quickly emerging as one of the most undervalued Bitcoin mining equities—especially when viewed alongside BitMine Immersion Technologies (NYSE American: BMNR), whose stock surged over 400% in June 2025 after acquiring 154.167 BTC through a $16.3 million offering. As of May 31, 2025, LMFA already holds 155 BTC, slightly more than BitMine. Its holdings are valued at $16.2 million, or $3.16 per share—nearly double LMFA’s current share price of $1.76. Unlike BitMine, LMFA did not raise dilutive capital to accumulate this position, making its balance sheet cleaner and upside more attractive. The market’s strong reaction to BitMine highlights investor enthusiasm for Bitcoin-focused balance sheets. Yet LMFA—despite holding more BTC and operating an active mining infrastructure—continues to trade at a deep discount. This disconnect suggests a clear mispricing: LMFA offers exposure to the same core asset with greater operational leverage, but far less recognition—creating an asymmetric opportunity ahead of the 2026 Bitcoin bull cycle. Efficient Operations Backed by Strong Infrastructure LMFA’s operational strength adds another layer to the investment thesis. Since implementing LuxOS firmware in early 2025, the company improved its mining efficiency by 10–15%, lowering energy costs and boosting output without expensive hardware upgrades. LMFA’s 15 MW Oklahoma facility, acquired in late 2024, now contributes ~0.48 EH/s of its ~0.61 EH/s total capacity. Though the company mined 8.1 BTC in February, monthly output has moderated to an average of ~6.5 BTC, due to strategic machine relocations. Still, LMFA is on pace to mine ~78 BTC by year-end 2025, bringing its total Bitcoin holdings to approximately 233 BTC. Valuation Outlook: 2026 Could Be Transformational If Bitcoin reaches the widely anticipated $120,000 mark in 2026, LMFA’s projected 233 BTC would be worth $27.96 million—equivalent to $5.45 per share based on the company’s 5.13 million shares outstanding. That’s more than 3x its current share price, based solely onBitcoin holdings—excluding mining infrastructure, efficiency gains, and strategic positioning. This asymmetric setup presents a compelling value opportunity. Why the Market May Reprice LMFA Like It Did BitMine The BitMine comparison is crucial. Despite starting from a smaller operational base and acquiring its BTC only recently, BitMine’s bold move to match LMFA’s holdings drove a dramatic market reaction. Investors rewarded BitMine not just for the BTC, but for signaling commitment and upside leverage. LMFA already has that leverage—the BTC is already on the balance sheet, and the company is mining more monthly. It simply hasn’t received the rerating… yet. Catalysts Ahead Rate cuts expected in 2026 could ignite another crypto bull run. Institutional Bitcoin adoption is surging through ETFs, hedge fund exposure, and clearer regulations. LMFA stands to benefit disproportionately from these macro tailwinds due to its low-cost BTC accumulation model.   About LM Funding America Inc.   LM Funding America, Inc. operates as a cryptocurrency mining and specialty finance company. It operates through two segments, Specialty Finance and Bitcoin Mining Operations. The company also engages in Bitcoin mining operations; and provides funding to nonprofit community associations. LM Funding America, Inc. was founded in 2008 and is based in Tampa, Florida. About Landon CapitalLandon Capital Inc. is a media company that wholly owns subsidiaries Landon Capital Management LLC and Landon Capital News. Landon Capital News distributes economic, and political news in over 176 countries. Landon Capital News provides an in depth and simplistic look at financial, economic, and political news, as it is happening. We also provide our viewers with in-depth analysis on various companies and political news that directly correlate to economics. We bridge the gap of information between the investor and the markets, sectors and industries that they invest. For more information, please visit https://landoncapital.net Safe Harbor StatementThis release does not constitute an offer to sell or a solicitation of offers to buy any securities of any entity. Landon Capital received no direct compensation related to this release, although Landon Capital does hold a position in the company covered above. This release contains certain forward-looking statements based on current expectations, forecasts and assumptions that involve risks and uncertainties. Forward-looking statements in this release are based on information available to us as of the date hereof. Actual results may differ materially from those stated or implied in.

VCI Global (NASDAQ: VCIG) — Southeast Asia’s Rising Powerhouse at the Crossroads of Capital and Innovation In an era defined by digital acceleration and capital market liberalization across Southeast Asia, VCI Global Limited (NASDAQ: VCIG) is rapidly emerging as a transformative force. Since its Nasdaq debut in April 2023, VCIG has evolved from a regional consultancy into a high-growth, multi-vertical platform — seamlessly integrating capital market advisory with advanced AI, fintech, and cybersecurity innovations. With consistent double-digit growth, strategic execution, and a bold roadmap into 2025, the company is redefining what it means to be a modern, future-ready financial and technology firm in the ASEAN region and beyond. Outstanding FY2024 Results Reflect Operational Strength and Scalability VCI Global’s FY2024 performance exceeded expectations, driven by well-diversified revenue streams and operational leverage: Total Revenue: $27.8 million (up 41% YoY from $19.8M in FY2023) Gross Profit: $22.9 million (39% YoY growth, ~82% gross margin) Net Income: $7.6 million (up from $7.2M in FY2023) EBITDA: $8.3 million (30% EBITDA margin) Operating Income: $7.7 million This marks two consecutive years of robust growth, following a 145% revenue surge from FY2022 to FY2023 — a testament to the scalability of VCIG’s hybrid advisory + technology model. Growth Engines: Capital Markets, AI Technology, and Fintech Synergies Capital Market Advisory: VCIG’s IPO advisory division remains the cornerstone of its revenue base, contributing $14.8 million in FY2024. The firm played a pivotal role in the successful Nasdaq listings of YY Group Holding Limited (YYGH) and Founder Group Limited (FGL). The upcoming Q3 2025 IPO spin-off of V Capital Consulting Group (VCCG) is expected to unlock further shareholder value and cement VCI’s leadership as a mid-cap IPO gateway in Southeast Asia. Technology Solutions: The Technology segment surged 155% YoY, reaching $11.4 million in revenue, driven by proprietary AI platforms and encrypted digital human systems used in marketing, automation, and SaaS applications. VCI’s tech business now delivers gross margins exceeding 79%, illustrating its potential as a long-term profit engine. Fintech and Embedded Finance: VCI’s fintech arm also gained traction, with interest income rising 194% YoY to $1.2 million, thanks to growing client adoption of digital lending and embedded finance tools — particularly relevant as ASEAN economies expand access to fintech infrastructure. Strategic Expansion: Regional Footprint and Capital Strength VCI Global has aggressively expanded its presence with new offices in Singapore and Hong Kong, enabling stronger ties with regulators and mid-market enterprises targeting cross-border listings. On the capital front: Cash reserves soared to $8.1 million (up 702% YoY) Operating cash flow hit $22.3 million Raised $35 million via equity issuance to fund future growth The firm has also made strategic investments in FGL, Reveillon Group Limited, and Marvis Inc., ensuring exposure to new verticals and synergies. 2025: Executing a Visionary Platform Strategy VCI Global is entering a transformative phase with several key initiatives for FY2025: IPO of V Capital Consulting Group (VCCG) to strengthen IPO dominance Scaling Cybersecurity-as-a-Service (CSaaS) via V Gallant Sdn Bhd Commercializing encrypted AI + GPU-as-a-Service infrastructure Launching solar energy projects, aligning with ASEAN’s green digital agenda Projections for FY2025: Revenue: $39.2 million (up 41% YoY) Net Profit: $9.9 million (up 30%) EBITDA: $12.7 million Gross Margin: Estimated 81% Favorable Macro Tailwinds Amplify Growth Potential With the U.S. Federal Reserve signaling rate cuts into 2025–2026, cross-border capital flows are poised to accelerate — directly benefiting VCIG’s IPO and fintech activities. Simultaneously, rapid GDP growth, digitalization, and capital market reforms across Southeast Asia create a perfect storm for VCIG’s hybrid model to thrive. Conclusion VCI Global is not just scaling — it’s shaping the future of capital and technology in Southeast Asia. By bridging traditional financial services with disruptive innovation, the company is creating a high-margin, multi-engine growth model with long-term resilience. With a strong capital base, proven execution across IPOs and AI, and a clear strategic vision, VCIG is on track to become one of the most consequential mid-cap companies in the region. For investors seeking high-growth exposure to Southeast Asia’s digital and financial transformation, VCI Global is one to watch.  

Undervalued, Citi Research expects Kroger Co (NYSE:KR). to post slightly better-than-expected first-quarter results Citi Research expects Kroger Co (NYSE:KR). to post slightly better-than-expected first-quarter results, with estimated earnings per share of $1.47 compared to the FactSet consensus of $1.45. Comparable sales are projected to increase 2.5%, narrowly ahead of the 2.4% consensus. Total sales for the quarter are forecast at $45.2 billion, flat year over year, versus a -1.4% decline in the prior quarter. Gross profit is estimated at $10.29 billion with a 22.7% margin. Selling, general and administrative expenses are expected to rise 1.4% to $8.80 billion. Operating income is projected at $1.49 billion, maintaining a 3.3% margin. Foot traffic rose slightly in the first quarter to +0.1%, up from -0.1% in the fourth quarter, according to Citi’s traffic tracker. For the second quarter to date, traffic is tracking at +0.6%. Citi’s credit card data shows a -1.0% year-over-year decline in spending in the food retail category during the first quarter, slightly worse than the -0.9% drop in the previous period. Spending in the category is down -2.6% quarter-to-date in the second quarter, indicating a slowdown. Citi maintains its full-year fiscal 2025 EPS estimate at $4.86, above the consensus forecast of $4.74. The brokerage’s full-year comp sales estimate remains at +2.8%, compared to consensus at +2.6%. Kroger is expected to reaffirm its fiscal 2025 guidance for comparable sales growth between 2.0% and 3.0% and EPS guidance in the $4.60–4.80 range. Despite modest strength in core metrics, Citi analysts noted competitive risks. Retailers such as Walmart (NYSE: WMT) and dollar stores continue to gain market share among higher-income consumers. Analysts said they will watch closely for any signs Kroger is losing share as shoppers shift toward perceived value. Kroger previously indicated a strategic shift toward offering more upfront value, reducing reliance on couponing and promotional tactics.