ASICMINER Speculation Thread - page 147.

stripykitteh

legendary

Activity: 1176

Merit: 1001

CryptoTalk.Org - Get Paid for every Post!

Quote from: velacreations on August 20, 2013, 07:24:14 PM

Quote from: mechs on August 20, 2013, 07:16:30 PM

Even a good dividend won't keep this up with the network percentage dropping and all these competitors shipping in the fourth quarter of 2013. Last I checked, ASICMiner on;y 8% of total network hash: http://blockchain.info/pools

that's at 30 TH/s, and they were at 60 TH/s a week ago. So, either they lost half the farm, or we only know about half of their hash rate right now.

At 60 TH/s, they would be at ~13% of the network.

An update from FC could provide enough information for shareholders to rally behind AM against the "competitors" that hope to ship this quarter.

Here's a "competitor":

https://ghash.io/

Most of this has come online in the last couple of weeks. I think believing that AM doesn't have real competition is an idea that's a couple of months out of date.

freedomno1

legendary

Activity: 1834

Merit: 1094

Learning the troll avoidance button :)

Quote from: lophie on August 20, 2013, 06:55:17 PM

Quote from: freedomno1 on August 20, 2013, 06:43:55 PM

Trusts the escrows hunch Tongue

lol that is more like inside information than trusting a hunch Tongue

Perhaps it is John though
For the next few weeks this will be the trend
WWJD (John Do)

If we go by last months financials they had a lot of money in materials subdivide that into units how many units can they produce.
This comes down to scale in the end and who has the largest scale will control the most network
https://docs.google.com/spreadsheet/ccc?key=0Al1fvFT7Sd5bdEthNEpIWWxpcW90RFBQOFZ6aFlxT0E#gid=0

August-September: Deploy/sell all hashpower arriving in July and early August.
(Seems consistent with what we are seeing)

September-November: Deploy/sell the hashpower ordered at early July.
(Nearing the beginning of September not sure where we are at for this segment three months likely adding more power to their units)

November-December: Experimental products of 2nd-gen chips and modular large-scale deployment solutions.
(Theoretical Competitors arrive and deliver by this stage on large scales as well as AM promotion to true competition the ASIC efficiency battle begins )

Vycid

sr. member

Activity: 336

Merit: 250

♫ the AM bear who cares ♫

Quote from: velacreations on August 20, 2013, 07:24:14 PM

Quote from: mechs on August 20, 2013, 07:16:30 PM

Even a good dividend won't keep this up with the network percentage dropping and all these competitors shipping in the fourth quarter of 2013. Last I checked, ASICMiner on;y 8% of total network hash: http://blockchain.info/pools

that's at 30 TH/s, and they were at 60 TH/s a week ago. So, either they lost half the farm, or we only know about half of their hash rate right now.

At 60 TH/s, they would be at ~13% of the network.

An update from FC could provide enough information for shareholders to rally behind AM against the "competitors" that hope to ship this quarter.

Really? 'Competitors' is in quotes? You're certain not a SINGLE ONE poses a threat? Is AM a cult or a company?

BTW, it's not price fixing just because someone has realized it's long past time to liquidate their position. Manipulation is not the only reason someone would sell, sorry to break it to you. If he was trying to crash the market he'd be dumping all at once, not in digestible batches.

The sooner you recognize the trend, the less money you lose. Cut losses swiftly if you don't want to end up a bagholder.

This is your warning. It's "I told you so" from here on.

velacreations

sr. member

Activity: 476

Merit: 250

Quote from: mechs on August 20, 2013, 07:16:30 PM

Even a good dividend won't keep this up with the network percentage dropping and all these competitors shipping in the fourth quarter of 2013. Last I checked, ASICMiner on;y 8% of total network hash: http://blockchain.info/pools

Looking at that closer, the hash rate is going up!

It was 30 TH/s yesterday, 6%, today at 8%, 40 TH/s. Interesting...

superduh

hero member

Activity: 602

Merit: 500

TBH i want the price to be 2 so i can buy up some cheap shares -

velacreations

sr. member

Activity: 476

Merit: 250

Quote from: mechs on August 20, 2013, 07:16:30 PM

Even a good dividend won't keep this up with the network percentage dropping and all these competitors shipping in the fourth quarter of 2013. Last I checked, ASICMiner on;y 8% of total network hash: http://blockchain.info/pools

that's at 30 TH/s, and they were at 60 TH/s a week ago. So, either they lost half the farm, or we only know about half of their hash rate right now.

At 60 TH/s, they would be at ~13% of the network.

An update from FC could provide enough information for shareholders to rally behind AM against the "competitors" that hope to ship this quarter.

mechs

full member

Activity: 210

Merit: 100

Quote from: velacreations on August 20, 2013, 06:58:26 PM

Quote from: freedomno1 on August 20, 2013, 06:43:55 PM

Well I never got why the price has been dropping before dividends every week just makes for a nice buying opportunity I guess Eb3 might be the factor this week.

Time to speculate the dividends
Guesses around 0.02 again
JohnK said group buys were coming this week or next should become part of dividends then.
Trusts the escrows hunch Tongue

https://bitcointalksearch.org/topic/m.2934529
Some group buys finish this week as well I believe.
Mining seems to be low but factor in leasing and difficulty increasing and the impact it has gets tricky.

I think we may see .03. Group buys are still going on, but retailers have been selling the old blades and USBs.

No one knows what is going on with the mining, and I hope we get an update this week on that. There are lots of opportunities as far as profit potential, and I wouldn't rule anything out at this stage.

One thing is for certain, if the dividend fails to impress, the share price might slump as far as 3.2, and it will be a long climb back up to 4. I think we'll need 2 weeks of good dividends plus an good update from FC to break the downtrend. There's too much market manipulation and people going to Labcon to maintain a decent AM price right now.

I have been impressed that despite the trader that keeps filling buy orders down to 3.5, the demand creeps back towards 3.7 every day. That's a good sign, but it's still too weak to keep the price up until we get some good news and profits.

Even a good dividend won't keep this up with the network percentage dropping and all these competitors shipping in the fourth quarter of 2013. Last I checked, ASICMiner on;y 8% of total network hash: http://blockchain.info/pools

velacreations

sr. member

Activity: 476

Merit: 250

Quote from: freedomno1 on August 20, 2013, 06:43:55 PM

Well I never got why the price has been dropping before dividends every week just makes for a nice buying opportunity I guess Eb3 might be the factor this week.

Time to speculate the dividends
Guesses around 0.02 again
JohnK said group buys were coming this week or next should become part of dividends then.
Trusts the escrows hunch Tongue

https://bitcointalksearch.org/topic/m.2934529
Some group buys finish this week as well I believe.
Mining seems to be low but factor in leasing and difficulty increasing and the impact it has gets tricky.

I think we may see .03. Group buys are still going on, but retailers have been selling the old blades and USBs.

No one knows what is going on with the mining, and I hope we get an update this week on that. There are lots of opportunities as far as profit potential, and I wouldn't rule anything out at this stage.

One thing is for certain, if the dividend fails to impress, the share price might slump as far as 3.2, and it will be a long climb back up to 4. I think we'll need 2 weeks of good dividends plus an good update from FC to break the downtrend. There's too much market manipulation and people going to Labcon to maintain a decent AM price right now.

I have been impressed that despite the trader that keeps filling buy orders down to 3.5, the demand creeps back towards 3.7 every day. That's a good sign, but it's still too weak to keep the price up until we get some good news and profits.

lophie

hero member

Activity: 924

Merit: 1001

Unlimited Free Crypto

Quote from: freedomno1 on August 20, 2013, 06:43:55 PM

Trusts the escrows hunch Tongue

lol that is more like inside information than trusting a hunch Tongue

freedomno1

legendary

Activity: 1834

Merit: 1094

Learning the troll avoidance button :)

Well I never got why the price has been dropping before dividends every week just makes for a nice buying opportunity I guess Eb3 might be the factor this week.

Time to speculate the dividends
Guesses around 0.02 again
JohnK said group buys were coming this week or next should become part of dividends then.
Trusts the escrows hunch Tongue

https://bitcointalksearch.org/topic/m.2934529
Some group buys finish this week as well I believe.
Mining seems to be low but factor in leasing and difficulty increasing and the impact it has gets tricky.

velacreations

sr. member

Activity: 476

Merit: 250

Quote from: AMuppInTime on August 20, 2013, 06:24:44 PM

Unfortunately Bitcoins are by nature against price fixing... I'd suggest loading up on cheap shares instead.

I'm all in, already, but I wonder, what about bitcoin makes it against price fixing? I can certainly see price manipulation happen on the exchange on a daily basis, and I don't see anything about bitcoin naturally opposes that. Can you explain that point a bit?

velacreations

sr. member

Activity: 476

Merit: 250

Quote from: stripykitteh on August 20, 2013, 05:51:17 PM

Direct shares are indeed not very liquid.

at these prices, neither are PT shares.

AMuppInTime

donator

Activity: 290

Merit: 250

Quote from: velacreations on August 20, 2013, 04:41:02 PM

Quote from: freedomno1 on August 20, 2013, 03:40:46 PM

Recently it seems that the speculation thread is more organized than the AM thread Wink

Labcoin Thread Speculating AM value he-he
https://bitcointalk.org/index.php?topic=263445.2600

+1 I saw that. Pretty funny with VE telling them to sell all of their AM to buy Labcon.

That's called a "pump and dump" fellas.

In related news, Mr "fell every buy order" is at it again, just pushed the price to 3.46

Can we all agree to be mature and not follow the price down this time?

Unfortunately Bitcoins are by nature against price fixing... I'd suggest loading up on cheap shares instead.

stripykitteh

legendary

Activity: 1176

Merit: 1001

CryptoTalk.Org - Get Paid for every Post!

Quote from: lophie on August 20, 2013, 03:44:47 PM

Guys I want to move direct shares to btct.co, sent an email as well as a pm to FC. In your own experiences, How long would it take to expect a response?

I think he has recently been doing them once a week, on a weekend. So if you asked on Monday it might not be until Sunday.

Direct shares are indeed not very liquid.

velacreations

sr. member

Activity: 476

Merit: 250

Quote from: lophie on August 20, 2013, 03:44:47 PM

Guys I want to move direct shares to btct.co, sent an email as well as a pm to FC. In your own experiences, How long would it take to expect a response?

I think he typically deals with this stuff just once a week, and if I recall, my last share transfer happened right after dividends.

velacreations

sr. member

Activity: 476

Merit: 250

Quote from: freedomno1 on August 20, 2013, 03:40:46 PM

Recently it seems that the speculation thread is more organized than the AM thread Wink

Labcoin Thread Speculating AM value he-he
https://bitcointalk.org/index.php?topic=263445.2600

+1 I saw that. Pretty funny with VE telling them to sell all of their AM to buy Labcon.

That's called a "pump and dump" fellas.

In related news, Mr "fell every buy order" is at it again, just pushed the price to 3.46

Can we all agree to be mature and not follow the price down this time?

CMMPro

hero member

Activity: 588

Merit: 500

A week.

lophie

hero member

Activity: 924

Merit: 1001

Unlimited Free Crypto

Guys I want to move direct shares to btct.co, sent an email as well as a pm to FC. In your own experiences, How long would it take to expect a response?

freedomno1

legendary

Activity: 1834

Merit: 1094

Learning the troll avoidance button :)

Recently it seems that the speculation thread is more organized than the AM thread Wink

Labcoin Thread Speculating AM value he-he
https://bitcointalk.org/index.php?topic=263445.2600

AMuppInTime

donator

Activity: 290

Merit: 250

Quote

/it might be worthwhile to track HW many of those shares remain/ move and how that correlates to the sales on BTCTC...

that's a good idea. How do we do that?

Track divs paid to assumed addresses.

Topic: ASICMINER Speculation Thread - page 147. (Read 808905 times)