ASICMINER Speculation Thread - page 10.

hdbuck

legendary

Activity: 1260

Merit: 1002

Quote from: sharky101 on October 20, 2014, 11:33:57 AM

Quote from: romerun on October 20, 2014, 11:03:44 AM

Yeah Im waiting for the day fc move to a decentralised exchange.

This pm / email to transfer to havelock is bs.

I would say Havelock is the one of the highest risks to the success of AM. AM is completely dependant on havelock to determine current market price. It's a very risky situation for us shareholders to to be in and a very powerful one for the admins of havelock.

Board members need to push for change. In the end moving to counterparty/alternative would reduce admin - shareholders could also sleep at night knowing their shares are cryptographically embedded into the blockchain.

1/ what would i need in case of havelock being shut down to reclaim (prove) the shares i have over there? is the adress where i sent the BTC enough?

2/ what are the options regarding decentralized exchange? i hear a lot about it here and there yet nothing concrete.
should it be some sort of layer on top of bitcoin? bitshares? colored coins maybe?

sharky101

member

Activity: 108

Merit: 10

Quote from: romerun on October 20, 2014, 11:03:44 AM

Yeah Im waiting for the day fc move to a decentralised exchange.

This pm / email to transfer to havelock is bs.

I would say Havelock is the one of the highest risks to the success of AM. AM is completely dependant on havelock to determine current market price. It's a very risky situation for us shareholders to to be in and a very powerful one for the admins of havelock.

Board members need to push for change. In the end moving to counterparty/alternative would reduce admin - shareholders could also sleep at night knowing their shares are cryptographically embedded into the blockchain.

romerun

legendary

Activity: 1078

Merit: 1002

Bitcoin is new, makes sense to hodl.

Yeah Im waiting for the day fc move to a decentralised exchange.

This pm / email to transfer to havelock is bs.

sharky101

member

Activity: 108

Merit: 10

Quote from: NotLambchop on October 20, 2014, 07:11:37 AM

Quote from: wasubii on October 20, 2014, 03:14:12 AM

Quote from: RoadStress on October 19, 2014, 07:07:51 AM

Quote from: Fordee on October 18, 2014, 08:07:54 PM

Well there seems to be some rumbling in our moon-rocket.. .09 is definitely no longer the bottom.

I would suggest with the Prisma in full shipping, anyone who was waiting to buy back in has simply lost their chance.

AM shareholder right?

I think you're the only one who follows this thread who is not a shareholder...

Nah, I drop by occasionally.
BTW, careful about keeping stuff on Havelock. It can't continue operating in the red indefinitely. The losses may or may not stem from the proprietor's not sweating the details, like the difference between the numerals 2 and 3. Not that numbers matter much in finance.

https://www.havelockinvestments.com/reportdownload.php?id=124

All the more reason to move to a bitcoin 2.0 system like counterparty. If you follow storj or swarm these all have assets on counterparty which can also be traded on the counterparty decentralised exchange (safety) or on centralised exchanges like poloniex.

I imagine friedcat hasn't made the move because of the admin required.

NotLambchop

sr. member

Activity: 378

Merit: 254

Quote from: wasubii on October 20, 2014, 03:14:12 AM

Quote from: RoadStress on October 19, 2014, 07:07:51 AM

Quote from: Fordee on October 18, 2014, 08:07:54 PM

Well there seems to be some rumbling in our moon-rocket.. .09 is definitely no longer the bottom.

I would suggest with the Prisma in full shipping, anyone who was waiting to buy back in has simply lost their chance.

AM shareholder right?

I think you're the only one who follows this thread who is not a shareholder...

Nah, I drop by occasionally.
BTW, careful about keeping stuff on Havelock. It can't continue operating in the red indefinitely. The losses may or may not stem from the proprietor's not sweating the details, like the difference between the numerals 2 and 3. Not that numbers matter much in finance.

https://www.havelockinvestments.com/reportdownload.php?id=124

wasubii

sr. member

Activity: 448

Merit: 250

Quote from: RoadStress on October 19, 2014, 07:07:51 AM

Quote from: Fordee on October 18, 2014, 08:07:54 PM

Well there seems to be some rumbling in our moon-rocket.. .09 is definitely no longer the bottom.

I would suggest with the Prisma in full shipping, anyone who was waiting to buy back in has simply lost their chance.

AM shareholder right?

I think you're the only one who follows this thread who is not a shareholder...

MilkyLep

hero member

Activity: 583

Merit: 500

Bitcoin for all & all for Bitcoin

In the grand scheme of fiat, 20 million is like a raindrop into the financials of Goldman Sachs right?! If that doesn't make you feel better .... then go invest in ALC??? Huh

arnuschky

hero member

Activity: 518

Merit: 502

Quote from: drasted on October 19, 2014, 06:51:45 AM

Quote from: hdbuck on October 19, 2014, 05:43:40 AM

wow 10k BTC market cap..

so is ALC overvalued or AM undervalued?! Grin

That doesn't take into account shares that aren't on havelock though.

If you take the total number of shares (400000) with Havelock price you'll end up at a market cap of 49680BTC.
(There are less shares than that, but I couldn't find the number right now)

RoadStress

legendary

Activity: 1904

Merit: 1007

Quote from: Fordee on October 18, 2014, 08:07:54 PM

Well there seems to be some rumbling in our moon-rocket.. .09 is definitely no longer the bottom.

I would suggest with the Prisma in full shipping, anyone who was waiting to buy back in has simply lost their chance.

AM shareholder right?

drasted

sr. member

Activity: 240

Merit: 250

Quote from: hdbuck on October 19, 2014, 05:43:40 AM

wow 10k BTC market cap..

so is ALC overvalued or AM undervalued?! Grin

That doesn't take into account shares that aren't on havelock though.

hdbuck

legendary

Activity: 1260

Merit: 1002

wow 10k BTC market cap..

so is ALC overvalued or AM undervalued?! Grin

Fordee

full member

Activity: 146

Merit: 100

Well there seems to be some rumbling in our moon-rocket.. .09 is definitely no longer the bottom.

I would suggest with the Prisma in full shipping, anyone who was waiting to buy back in has simply lost their chance.

jdany

hero member

Activity: 644

Merit: 500

Inspired

So, in 2013, a chip could fetch $130. (BTC=$65)
In 2014, A tube had 96 chips for $416 or $4.33 per chip (BTC =$400)

What more do we know?
Do we know how many Gen1 chips were produced?

Fordee

full member

Activity: 146

Merit: 100

Gen 3's development cost is higher than Gen1 just even due to the licencing of development libraries for smaller size (Gen 1 was 130nm?).. and the returns are exponentially less, due to current hash rate and other players in the market.

In other words for the parts of this equation that affect divs and profits, very very unclose.

Think of how many 'chips' powered a block eruptor usb device that sold for 2BTC compared to how many are in a prisma tube...and the relative div return becomes apparent.

Even for self.mining, AsicMiner also had develop costs.for Ethernet controllers, PCB design layout, and all the costs of components for manufacturing... i would argue that the cost of producing chips (minus the mask) are son of the smaller expenses involved.

*very bearish..down over 95% since gen1 highs, apparently 'Holding' isnt the right approach to increase BTC.. With the lack of.communication, divs may be around the corner...we just dont know anymore.

jdany

hero member

Activity: 644

Merit: 500

Inspired

I know it's tough to estimate the math - but how unclose is it?

bobboooiie

hero member

Activity: 656

Merit: 500

Quote from: jdany on October 18, 2014, 10:22:25 AM

Blades + Block Eruptors + 20% Mining = an average around 0.0175 Bitcoin per share. (dividend)

Gen 2 disrupted the product cycle. Gen 2 killed the 20%.

FC eluded to getting back to 20% mining.

I didn't know the numbers on hardware the last time around...
Are the production numbers of Gen 3 chips and margins in the same ballpark as Gen 1 was?

What do you think? not even close

jdany

hero member

Activity: 644

Merit: 500

Inspired

Blades + Block Eruptors + 20% Mining = an average around 0.0175 Bitcoin per share. (dividend)

Gen 2 disrupted the product cycle. Gen 2 killed the 20%.

FC eluded to getting back to 20% mining.

I didn't know the numbers on hardware the last time around...
Are the production numbers of Gen 3 chips and margins in the same ballpark as Gen 1 was?

Timetwister

legendary

Activity: 1199

Merit: 1047

Quote from: KarmaShark on October 13, 2014, 12:39:54 PM

Under IPO we go @ 0.09BTC/share. Will we see 0.01BTC/share before the turn around? Long, cold winter for AM part deux.

The price depends on the expectations of the market participants. As long as we don't have any news, the price should keep decreasing.

toffoo

sr. member

Activity: 408

Merit: 261

Quote from: ujka on October 16, 2014, 11:43:13 AM

And that receiving address, 1ERsz..., started mining at ghash on 24.09. with about 30btc/day.
Before that, that address was receiving funds from 1H7FpBV8huVmPvt5eRzszAkgnERH2FaWvq which was mining at btcguild up to 21.09. with about 30btc/day.

When did that 2ph miner at btcguild disapear from rankings page?

Does Ghash.io have any ranking page like BTCGuild? I can't find anything.

funkymunky

sr. member

Activity: 283

Merit: 250

I agree, plus I'm glad only a few people seem to recognise it Wink

Quote from: btcbot on October 18, 2014, 03:13:03 AM

Please.... keep 'em coming! Very interesting during this silent period.

Topic: ASICMINER Speculation Thread - page 10. (Read 808847 times)