ActiveMining Overview and Speculation Thread - page 86.

kleeck

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https://karatcoin.co

Quote from: Streets 2.0 on July 17, 2013, 06:35:31 AM

Quote from: kleeck on July 16, 2013, 10:07:39 PM

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?

Streets 2.0

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FRX: Ferocious Alpha

Quote from: lewicki on July 17, 2013, 07:28:29 AM

BitFunder Wall:

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

om nom nom nom om nom

lewicki

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Activity: 294

Merit: 250

BitFunder Wall:

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

Streets 2.0

full member

Activity: 490

Merit: 101

FRX: Ferocious Alpha

Quote from: kleeck on July 16, 2013, 10:07:39 PM

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

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Merit: 500

At the current rate, the wall will be gone in ~~~9 days!~~ ~8.8 days! Grin

ArcticWolf

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Over 100k shares sold on btc-tc in the last 6 hours. Wall down to 1,445,604

stslimited

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He will have enough capital for the NRE from the preorders.

lewicki

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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.

lewicki

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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.

FloatesMcgoates

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<= .0025 for the next month

kleeck

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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!

kslaughter

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Activity: 476

Merit: 250

Quote from: Vbs on July 16, 2013, 01:39:39 PM

Quote from: superduh on July 16, 2013, 01:33:20 PM

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.

Plazma

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Quote from: lolstate on July 16, 2013, 01:35:20 PM

Quote from: superduh on July 16, 2013, 01:33:20 PM

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

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Quote from: superduh on July 16, 2013, 01:33:20 PM

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.

lolstate

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Quote from: superduh on July 16, 2013, 01:33:20 PM

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

superduh

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Activity: 602

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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)

Streets 2.0

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FRX: Ferocious Alpha

Quote from: lolstate on July 16, 2013, 01:24:41 PM

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!!

lolstate

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Activity: 196

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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

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Quote from: Exocyst on July 15, 2013, 06:56:12 PM

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.

Exocyst

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Science!

Quote from: Vbs on July 15, 2013, 06:26:24 PM

Quote from: damiano on July 15, 2013, 06:17:25 PM

Scooped up 5k, Can scoop up another 15k maybe, but that would involve me selling all my shares of basic :/

Is it worth it?

Even without talking about the 28nm chip in development, in about a month ActM is gonna have ~6.377 TH/s mining from all the gear arriving. Is it worth it? Grin

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!

Topic: ActiveMining Overview and Speculation Thread - page 86. (Read 168100 times)