LM Funding America Inc. (NASDAQ: LMFA) Instituted a $1.5 Million Share Repurchase Program reduce dilution and increase asset value per share
LM Funding America, Inc. (NASDAQ: LMFA) announced that its Board of Directors has authorized a share repurchase program to buy up to $1.5 million of the Company’s outstanding common stock. The authorization represents approximately 15% of LM Funding’s currently outstanding shares following its recently announced private repurchase of shares and warrants on October 30, 2025. Following that transaction, LM Funding has approximately 11,833,973 shares outstanding as of October 31, 2025.
A Treasury Strategy Built for Bitcoin’s Next Cycle
LM Funding America (LMFA) is pursuing a balanced “mine and hold” strategy — a hybrid model that amplifies exposure to Bitcoin’s long-term upside through both production and accumulation. Unlike MicroStrategy, which serves purely as a Bitcoin holding vehicle, or large-scale miners such as Marathon Digital Holdings (which held ~49,951 BTC as of September 30, 2025), Riot Platforms (holding ~19,000 BTC at the same time), and Bitfarms or CleanSpark, which maintain larger but more actively traded treasuries, LMFA adopts a conviction-based accumulation model tailored to its smaller but vertically integrated structure.
In August 2025, LMFA made a bold move — purchasing 164 BTC, bringing its total holdings to 311.2 BTC. As of September 30, 2025, after selective Bitcoin sales to finance the $4.3 million Mississippi acquisition and meet working capital needs, the company’s treasury stood at 304.5 BTC, valued at approximately $34.7 million, or $2.24 per share. With Bitcoin trading near $114,000 at quarter-end — and rising to $125,000 by early October — LMFA’s holdings expanded to a market value of $38.1 million, underscoring the leverage inherent in its dual exposure to Bitcoin’s price.
This hybrid strategy creates a “double exposure” effect: LMFA earns new Bitcoin through mining while retaining a core reserve that compounds in value as BTC appreciates. Though its treasury scale remains modest relative to industry giants, the model aligns tightly with LMFA’s vertically integrated operations — fully owned mining sites in Oklahoma and Mississippi that offer low-cost, flexible power access and improved margins.
Equally important, LMFA’s treasury is not a passive stash. The company uses its BTC holdings as a strategic reserve, providing optionality for collateral-backed expansion, working capital flexibility, or future yield generation through potential lending and hedging programs. In essence, every mined and held Bitcoin strengthens LMFA’s balance sheet while preserving exposure to Bitcoin’s long-term upside.
As CEO Bruce Rodgers stated in the October 2025 operational update, “We remain diligent with our treasury strategy as we build long-term shareholder value.” That focus on sustainable accumulation — backed by operational discipline and low-cost infrastructure — positions LMFA to participate meaningfully in the next phase of Bitcoin’s cycle, leveraging both its machines and its treasury as twin engines of compounding growth.
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