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Topic: ActiveMining Overview and Speculation Thread - page 86. (Read 168030 times)

full member
Activity: 490
Merit: 101
FRX: Ferocious Alpha
Let's talk share value estimates. Give your projected value, time frame it is achieved within, and some reasoning behind your speculation (if you have any...)

GO!

I see it in this light:

After the wall goes down, a small bump in price over the course of that week then it flattens out.  Avalon prototype information and pics released, a small price surge with skepticism, just on the news.  NRE is announced as finished and eASIC begins production, another price surge.  Avalon's brought online, now everyone starts to take notice that the model has been coming to fruition, even the whiners who have been bashing see they made a mistake, another price surge but more aggressively.

Exact numbers?  Who knows, but look to these other securities who receive their miners, BFL singles, Avalon's, etc. and how their share price inflates. 

What about percentages? What was ASICMiner's IPO? At what hashrate increase/news did it move aggressively? It seems like we can get some rough numbers based on AM performance and pricing since ActiveMiner is following the same general model. Does anyone have those figures or know where I can dig them up?

This might help:  http://web.archive.org/web/20130305000147/https://bitcointalk.org/index.php?topic=99497.0

As to the rise in their share price, I am not sure how it followed news, increase in hashing power, miner production and sales.  I do know that on May 18th it was at 1.9, which is where I bought in. 

FYI, original post has some updated information in it and links.  A lot of bashing going on in the ASICMINER spec thread, any news is good news I guess.  However, maybe some of those folks who are clueless over there, ie. thinking the wall is someone getting out or the chenbro images are "stolen," should look there. 

Chenbro is the chassis people, it will be modified, there is no dvd rom, the wall is the IPO for funding the NRE, the merge and contract rewrite was a restructuring done in collaboration with the community and more heavily invested shareholders... get out from under your rock
hero member
Activity: 532
Merit: 500
https://karatcoin.co
Let's talk share value estimates. Give your projected value, time frame it is achieved within, and some reasoning behind your speculation (if you have any...)

GO!

I see it in this light:

After the wall goes down, a small bump in price over the course of that week then it flattens out.  Avalon prototype information and pics released, a small price surge with skepticism, just on the news.  NRE is announced as finished and eASIC begins production, another price surge.  Avalon's brought online, now everyone starts to take notice that the model has been coming to fruition, even the whiners who have been bashing see they made a mistake, another price surge but more aggressively.

Exact numbers?  Who knows, but look to these other securities who receive their miners, BFL singles, Avalon's, etc. and how their share price inflates. 

What about percentages? What was ASICMiner's IPO? At what hashrate increase/news did it move aggressively? It seems like we can get some rough numbers based on AM performance and pricing since ActiveMiner is following the same general model. Does anyone have those figures or know where I can dig them up?
full member
Activity: 490
Merit: 101
FRX: Ferocious Alpha
BitFunder Wall:

Where once there were over 600k shares before the .0025 wall, there are now 224,158.


om nom nom nom om nom
sr. member
Activity: 294
Merit: 250
BitFunder Wall:

Where once there were over 600k shares before the .0025 wall, there are now 224,158.
full member
Activity: 490
Merit: 101
FRX: Ferocious Alpha
Let's talk share value estimates. Give your projected value, time frame it is achieved within, and some reasoning behind your speculation (if you have any...)

GO!

I see it in this light:

After the wall goes down, a small bump in price over the course of that week then it flattens out.  Avalon prototype information and pics released, a small price surge with skepticism, just on the news.  NRE is announced as finished and eASIC begins production, another price surge.  Avalon's brought online, now everyone starts to take notice that the model has been coming to fruition, even the whiners who have been bashing see they made a mistake, another price surge but more aggressively.

Exact numbers?  Who knows, but look to these other securities who receive their miners, BFL singles, Avalon's, etc. and how their share price inflates. 
Vbs
hero member
Activity: 504
Merit: 500
At the current rate, the wall will be gone in ~9 days! ~8.8 days! Grin Grin Grin
full member
Activity: 196
Merit: 100
Over 100k shares sold on btc-tc in the last 6 hours. Wall down to 1,445,604
hero member
Activity: 546
Merit: 500
He will have enough capital for the NRE from the preorders.
sr. member
Activity: 294
Merit: 250
We will be through the wall by the end of next week (given pictures of the Avalon prototype boards are released). After we are through the wall, I'm guessing that we'll see at least an 70% spike.
sr. member
Activity: 294
Merit: 250
We have sold more than 25% of the wall. It will only drop faster, the close we get.

Ken said he already received 2 orders for the Fast Hash miners today.

News AND pictures of the Avalon prototype next week.
full member
Activity: 238
Merit: 100
 <= .0025 for the next month
hero member
Activity: 532
Merit: 500
https://karatcoin.co
Let's talk share value estimates. Give your projected value, time frame it is achieved within, and some reasoning behind your speculation (if you have any...)

GO!
sr. member
Activity: 476
Merit: 250
based on what i saw - ken sold off on coins @65$. if he had waited a week more he'd have gotten 30% more $. these kind of things will eat away at his business unless he is able to maximize the time and amount he sells. that would probably help him a great deal to pace out his exchange orders (and not in a way to crash the market)

That was needed for an immediate payment of the Klondike boards I believe.

Sometime you can't wait, the engineers needed to be paid, the Klondike assembly needed to be paid, the deposit on the Klondike's needed to be paid, etc.
full member
Activity: 224
Merit: 100
based on what i saw - ken sold off on coins @65$. if he had waited a week more he'd have gotten 30% more $. these kind of things will eat away at his business unless he is able to maximize the time and amount he sells. that would probably help him a great deal to pace out his exchange orders (and not in a way to crash the market)

Lot's of people said we were heading to $20-$30, so $65 was the rational trade at the time.

 Yep i was waiting for 30-40~ to buy more BTC.
Vbs
hero member
Activity: 504
Merit: 500
based on what i saw - ken sold off on coins @65$. if he had waited a week more he'd have gotten 30% more $. these kind of things will eat away at his business unless he is able to maximize the time and amount he sells. that would probably help him a great deal to pace out his exchange orders (and not in a way to crash the market)

That was needed for an immediate payment of the Klondike boards I believe.
full member
Activity: 196
Merit: 100
based on what i saw - ken sold off on coins @65$. if he had waited a week more he'd have gotten 30% more $. these kind of things will eat away at his business unless he is able to maximize the time and amount he sells. that would probably help him a great deal to pace out his exchange orders (and not in a way to crash the market)

Lots of people said we were heading to $20-$30, so $65 was the rational trade at the time.

Edit: typo
hero member
Activity: 602
Merit: 500
based on what i saw - ken sold off on coins @65$. if he had waited a week more he'd have gotten 30% more $. these kind of things will eat away at his business unless he is able to maximize the time and amount he sells. that would probably help him a great deal to pace out his exchange orders (and not in a way to crash the market)
full member
Activity: 490
Merit: 101
FRX: Ferocious Alpha
Ok, how about this for some speculation.

A largish investor in ActM gets fed up waiting for the walls to fall so things can start trucking. He decides to buy up a couple million shares on BitFunder and btct.co to ensure ActM gets the capital it needs for the NRE. Now, this whale isn't stupid: facing an over concentration of his net worth in ActM, he decides to sell into the rising price over the next few weeks to recoup his BTC allowing him re-balance his portfolio. He makes a profit, ActM is happy, the shareholders are happy 'cos we're trading at > 0.0025.

 Cool

Pull the trigger man!!
full member
Activity: 196
Merit: 100
Ok, how about this for some speculation.

A largish investor in ActM gets fed up waiting for the walls to fall so things can start trucking. He decides to buy up a couple million shares on BitFunder and btct.co to ensure ActM gets the capital it needs for the NRE. Now, this whale isn't stupid: facing an over concentration of his net worth in ActM, he decides to sell into the rising price over the next few weeks to recoup his BTC allowing him re-balance his portfolio. He makes a profit, ActM is happy, the shareholders are happy 'cos we're trading at > 0.0025.

 Cool
Vbs
hero member
Activity: 504
Merit: 500
What does bASIC have right now & coming? That 6.377 THash/s is necessary for ActM just to keep pace with all the Avalon chips coming online. I'm very glad ActM acquired those 20k Avalon chips to bridge the months until ActM can get the Fast-Hash-one series online. Smart move!

Ken commented that the intent is to build 60+ Avalon clones with those, at 4 boards each (~90GH/s per machine). Depending on how things go, I'd say some can also be auctioned to gather the last bits of the NRE cost, if needed.
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