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Bimini Capital Management (BMNM) investor relations material
Bimini Capital Management Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary1 Aug, 2025
Executive summary
Net income for the six months ended June 30, 2025, was $0.6 million, or $0.06 per share, reversing a prior year loss; Q2 net income was $43,000, or $0.00 per share.
Advisory services revenue rose 21% year-over-year to $7.4 million for the six months, driven by higher management fees and Orchid's capital raise.
MBS segment posted a $1.3 million loss in Q2 2025, offset by $1.9 million in advisory earnings.
Market volatility in Q2 2025 was driven by reciprocal tariffs and legislative changes, impacting MBS spreads and hedging.
Book value per share improved to $0.74 as of June 30, 2025.
Financial highlights
Total revenues for the six months ended June 30, 2025, were $11.1 million, up from $9.2 million year-over-year.
Net interest income rose 78% year-over-year for the six months, but declined 7% sequentially due to asset sales.
Expenses for Q2 2025 were $2.8 million, up 1% year-over-year; six-month expenses were $5.7 million, stable year-over-year.
Average yield on MBS was 5.54% in Q2 2025, with an average interest rate spread of 1.15%.
MBS portfolio at fair value was $107.6 million as of June 30, 2025.
Outlook and guidance
Management expects favorable RMBS conditions if interest rate volatility remains low and no new tariffs emerge.
The One Big Beautiful Bill Act, signed July 4, 2025, is anticipated to stimulate the economy but may increase fiscal deficits and treasury yields.
Federal Reserve is expected to support the economy with rate cuts if needed.
Company is evaluating the Act's tax impact for Q3 2025 financials.
Focus remains on liquidity and risk management amid ongoing volatility.
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Next Bimini Capital Management earnings date
Q3 202531 Oct, 2025
Next Bimini Capital Management earnings date
Q3 202531 Oct, 2025
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Frequently asked questions
Bimini Capital Management Inc. is a finance company that primarily invests in residential mortgage-backed securities (MBS). The company's investment strategy focuses on acquiring and managing a portfolio of mortgage-related assets, particularly agency MBS, which are guaranteed by government-sponsored entities. Bimini Capital seeks to generate income through the interest and payments associated with its MBS holdings. Additionally, the company manages its subsidiary, Orchid Island Capital, which operates as a real estate investment trust (REIT). The company is headquartered in Vero Beach, Florida, and its shares are listed on the OTC Markets.
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