Author

Topic: ASICMINER Speculation Thread - page 249. (Read 808905 times)

legendary
Activity: 1611
Merit: 1001
June 21, 2013, 07:51:30 PM
full member
Activity: 121
Merit: 100
June 21, 2013, 05:37:01 PM
I think, it will jump down to 2.8-2.9 in 24 hours. Let's see Smiley

HAHA, so it hapend, call me an oracle  Smiley

One down 1001 more to go to Oracle of The Dragon ^_^
I'm up to 4-5 myself by my counting ha-ha lol you can look back and see my posts   Roll Eyes Huh Cool Wink

Interesting variances in AM last prices:

BTCT.CO ASICMINER-PT 3.30 (2.999899)
BTCT.CO: TAT.ASICMINER 0.03249 (3.24/share) (0.0298) (2.98/Share)
HAVELOCK: ASICM 0.0319 (3.19/share) (0.03099900) (3.0999/Share)
BF: G-ASICMINER-PT 3.1498 (3.14800000)
BF: TAT.ASICMINER 0.0307 (3.07/share) (0.03000000) (3/Share)

What's the "real" market price? Smiley

-helixone
Real value should be annual return on investment roughly about 25-30% as long as the return is with this range , the price will continued growth, only if dividend can't not support this return, then we will see a price drop to adjust.


My next prediction is for 1 btc if anyone's interested Cheesy anyway, it was a ride
legendary
Activity: 1834
Merit: 1094
Learning the troll avoidance button :)
June 21, 2013, 05:17:01 PM
I think, it will jump down to 2.8-2.9 in 24 hours. Let's see Smiley

HAHA, so it hapend, call me an oracle  Smiley

One down 1001 more to go to Oracle of The Dragon ^_^
I'm up to 4-5 myself by my counting ha-ha lol you can look back and see my posts   Roll Eyes Huh Cool Wink

Interesting variances in AM last prices:

BTCT.CO ASICMINER-PT 3.30 (2.999899)
BTCT.CO: TAT.ASICMINER 0.03249 (3.24/share) (0.0298) (2.98/Share)
HAVELOCK: ASICM 0.0319 (3.19/share) (0.03099900) (3.0999/Share)
BF: G-ASICMINER-PT 3.1498 (3.14800000)
BF: TAT.ASICMINER 0.0307 (3.07/share) (0.03000000) (3/Share)

What's the "real" market price? Smiley

-helixone
Real value should be annual return on investment roughly about 25-30% as long as the return is with this range , the price will continued growth, only if dividend can't not support this return, then we will see a price drop to adjust.

member
Activity: 117
Merit: 10
June 21, 2013, 05:00:08 PM
Happened because someone exercised options.. nothing else.  Click on the "history" tab on BTCT to see.
full member
Activity: 121
Merit: 100
June 21, 2013, 04:38:37 PM
I think, it will jump down to 2.8-2.9 in 24 hours. Let's see Smiley

HAHA, so it hapend, call me an oracle  Smiley
legendary
Activity: 1834
Merit: 1094
Learning the troll avoidance button :)
June 21, 2013, 04:07:11 PM
I think, it will jump down to 2.8-2.9 in 24 hours. Let's see Smiley
Yes, check out later. go for sleep now... tiring.

Yep good time to take a rest been an exciting night  Cheesy
sr. member
Activity: 378
Merit: 250
June 21, 2013, 03:41:55 PM
I think, it will jump down to 2.8-2.9 in 24 hours. Let's see Smiley
Yes, check out later. go for sleep now... tiring.
full member
Activity: 121
Merit: 100
June 21, 2013, 03:40:24 PM
I think, it will jump down to 2.8-2.9 in 24 hours. Let's see Smiley
sr. member
Activity: 378
Merit: 250
June 21, 2013, 03:25:12 PM
This is the speculation thread
I sold out so I'll wait till Wednesday and see how the market reacts to lower dividends this price seems to be going up but might scare a few weak hands when the dividend comes in low of course the week after  Cheesy
A great way to end a Friday
Wink I think those weak hands will slowly realize that AM is the best Assets  generate positive value so far.....Weak hands been seriously hurt by this Wednesday...they are bleeding and crying right now.
Honestly a whole lot of positive news was on the 2 week horizon for real (NOT BFL) and the market reacted to the lower dividend instead lol
So I'm chalking one down to market mentality lets see if it becomes 2
If not then I'll get back in sooner than later ha-ha
Just need to go back a few pages lol

Reference note page 11 to now Cheesy
https://bitcointalk.org/index.php?topic=235763.200
Smart guy ,I hope that will someone panic sell next week, I am going to get more BTC ready... Wink Wink
sr. member
Activity: 378
Merit: 250
June 21, 2013, 03:24:05 PM
Interesting variances in AM last prices:

BTCT.CO ASICMINER-PT 3.30
BTCT.CO: TAT.ASICMINER 0.03249 (3.24/share)
HAVELOCK: ASICM 0.0319 (3.19/share)
BF: G-ASICMINER-PT 3.1498
BF: TAT.ASICMINER 0.0307 (3.07/share)

What's the "real" market price? Smiley

-helixone
Real value should be annual return on investment roughly about 25-30% as long as the return is with this range , the price will continued growth, only if dividend can't not support this return, then we will see a price drop to adjust.

full member
Activity: 131
Merit: 100
June 21, 2013, 03:20:56 PM
Interesting variances in AM last prices:

BTCT.CO ASICMINER-PT 3.30
BTCT.CO: TAT.ASICMINER 0.03249 (3.24/share)
HAVELOCK: ASICM 0.0319 (3.19/share)
BF: G-ASICMINER-PT 3.1498
BF: TAT.ASICMINER 0.0307 (3.07/share)

What's the "real" market price? Smiley

-helixone
sr. member
Activity: 378
Merit: 250
June 21, 2013, 03:19:00 PM
As in crying that i did not buy more....
Cool...I am hold very steady....we should be near 3.5 by this week,because right now most weaker are sold out their shares ,the rest of us are true believer ,and 3.5 may be next trigger point to sell... 3 is passed ,most people are not interested to selling their shares below 3.5 from my opinion, there are not big sell orders in both exchange below 3.5 right now.
legendary
Activity: 1834
Merit: 1094
Learning the troll avoidance button :)
June 21, 2013, 02:40:54 PM
This is the speculation thread
I sold out so I'll wait till Wednesday and see how the market reacts to lower dividends this price seems to be going up but might scare a few weak hands when the dividend comes in low of course the week after  Cheesy
A great way to end a Friday
Wink I think those weak hands will slowly realize that AM is the best Assets  generate positive value so far.....Weak hands been seriously hurt by this Wednesday...they are bleeding and crying right now.
Honestly a whole lot of positive news was on the 2 week horizon for real (NOT BFL) and the market reacted to the lower dividend instead lol
So I'm chalking one down to market mentality lets see if it becomes 2
If not then I'll get back in sooner than later ha-ha
Just need to go back a few pages lol

Reference note page 11 to now Cheesy
https://bitcointalk.org/index.php?topic=235763.200
sr. member
Activity: 476
Merit: 250
The first is by definition not flawed.
June 21, 2013, 02:40:19 PM
As in crying that i did not buy more....
sr. member
Activity: 378
Merit: 250
June 21, 2013, 02:38:50 PM
This is the speculation thread
I sold out so I'll wait till Wednesday and see how the market reacts to lower dividends this price seems to be going up but might scare a few weak hands when the dividend comes in low of course the week after  Cheesy
A great way to end a Friday
Wink I think those weak hands will slowly realize that AM is the best Assets  generate positive value so far.....Weak hands been seriously hurt by this Wednesday...they are bleeding and crying right now.
legendary
Activity: 1834
Merit: 1094
Learning the troll avoidance button :)
June 21, 2013, 02:24:50 PM
This is the speculation thread
I sold out so I'll wait till Wednesday and see how the market reacts to lower dividends this price seems to be going up but might scare a few weak hands when the dividend comes in low of course the week after  Cheesy
A great way to end a Friday
sr. member
Activity: 302
Merit: 250
June 21, 2013, 02:05:33 PM
Prepare yourselves: I'm about to post on-topic!

Looking on btct.co, the typical dividend yield seems to be about 5%. Even Satoshidice, which I would have thought is one of the more reputable (!) outfits in BTC land, is yielding less.

Yet ASICMINER currently yields 33% p.a. at a weekly div of .02 and price of 3.2.

There can only be three explanations:

1. ASICMINER is inherently more risky than the other plays, and frie[n]dcat is a scammer

2. ASICMINER is massively undervalued (yield of 5% gives price of 20!?)

3. Other outfits are massively overvalued

Why is the market's risk appetite so much lower for ASICMINER? I have some sympathy for (3).

Obvious to you all no doubt. please enlighten me.


Great post - I believe it is a mix of #1 and #3

#1
ASICMINER is inherently risky (more so than sentiment here would lead to believe, I think) because we have such huge unknowns. Friedcat is very opaque, we have almost no specific information about what is actually going on with this company in terms of the next six-twelve months, aside from vague product launches and mining targets. We also do not know how easily both of these will be achieved in 6 months.

#3
For example, the amount of risk priced into an asset like Satoshidice is WAY TOO SMALL. 5% yield for an asset that has no legal bounds, counterparty risk all over the place (both in the underlying security and on the exchange side <3 burnside), tech risk(hackers) and low barrier to entry. Especially when you can grab stocks on the NYSE with near 5% div yields after tax.

#2 is less relevant - I still believe ASICMINER is undervalued on a long term scale, but it commands ATLEAST a 20% yield with how risky the venture is at the moment. There are unknown competitors coming to the market, we don't know where things will shake out. Keep in mind, if friedcat started to see an end coming, he ~could~ just up and leave. We all trust (risk) he wants to continue and maintain a reputation going into the future.
member
Activity: 63
Merit: 10
June 21, 2013, 01:59:52 PM
I'm prepared!  Cool Here we go:

1. friedcat has quite the reputation around here and he has paid out lots and lots of btc in dividends already. I do not see any evidence for him being a bigger scammer than anyone else Wink

2. I don't really think so. Seeing that investors in btc stocks / bonds etc all face the same kinds of risks (namely counter-party, exchange rate, market, regulatory and general operational risks) demanding significantly more than the "usual" 5% yield is totally understandable. I'm not sure how you think about it, but I would probably demand at least 20% yield on this asset class.

3. They are! Just look at basic mining as a example. Yesterday, they announced the arrival of a single 65gh/s miner, which had their share price skyrocket from 0.6 to 1.5 (as of now). Sure, they increased their hash rate from 2.1gh/s to 65gh/s, BUT that does not mean there is a 35 fold increase in dividends! Actually, dividends only increased by a factor of 4. Why is that, you ask? - because they also hold 100 Asicminer shares which currently generate the major portion of their dividends, so their increase in hash rate does not have a big influence at all.
full member
Activity: 160
Merit: 100
June 21, 2013, 01:47:49 PM
Prepare yourselves: I'm about to post on-topic!

Looking on btct.co, the typical dividend yield seems to be about 5%. Even Satoshidice, which I would have thought is one of the more reputable (!) outfits in BTC land, is yielding less.

Yet ASICMINER currently yields 33% p.a. at a weekly div of .02 and price of 3.2.

There can only be three explanations:

1. ASICMINER is inherently more risky than the other plays, and frie[n]dcat is a scammer

2. ASICMINER is massively undervalued (yield of 5% gives price of 20!?)

3. Other outfits are massively overvalued

Why is the market's risk appetite so much lower for ASICMINER? I have some sympathy for (3).

Obvious to you all no doubt. please enlighten me.
sr. member
Activity: 302
Merit: 250
June 21, 2013, 01:38:47 PM
His post was pretty positive..and everyone who panic sold because of hash drop is re-buying.

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