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Topic: ASICMINER Speculation Thread - page 36. (Read 808847 times)

hero member
Activity: 686
Merit: 500
A pumpkin mines 27 hours a night
May 16, 2014, 04:15:24 AM
Cannot understand why people are selling at such a price with chips right around the corner...

Me neither. But instead complaining, I'm happy I was able to grab a few more cheap shares untill the dividend payouts continue. It's already time to prepare (order popcorn) for the panic buys soon.

Personally, I am in to sell at peak prices when gen3 divs kick in hard. With current aweful aweful numbers at full deployment/selling of all chips, I will sell my shares for the minimum of 1 BTC each, That is doubling my capital in less than 3 months.

Mark my words.

- Lophie

Can't be sum up better, same plan here Smiley

I've got a feeling that a lot of people follow that exact plan. I don't know whether it's wise or not, but this might very well end up pretty badly.

So do you think the price will never get past 1?

I'm just saying we might be in for quite some backlash when long time holders withdraw (to an extent) from their positions. An they all seem to wait for 1 BTC.
sr. member
Activity: 376
Merit: 312
Can you say... nighty-night?
May 15, 2014, 10:10:32 PM
Cannot understand why people are selling at such a price with chips right around the corner...

Me neither. But instead complaining, I'm happy I was able to grab a few more cheap shares untill the dividend payouts continue. It's already time to prepare (order popcorn) for the panic buys soon.

Personally, I am in to sell at peak prices when gen3 divs kick in hard. With current aweful aweful numbers at full deployment/selling of all chips, I will sell my shares for the minimum of 1 BTC each, That is doubling my capital in less than 3 months.

Mark my words.

- Lophie

Can't be sum up better, same plan here Smiley

I've got a feeling that a lot of people follow that exact plan. I don't know whether it's wise or not, but this might very well end up pretty badly.

No risk no fun Smiley For people who aren't aware of the risk it may really end up pretty badly. I think, as long as people don't forget the risks and can handle the worst case, it's a wise move. Well, doesn't change the fact I'm very bullish.

My calculations and predictions are quite similar to what other people already posted here.
legendary
Activity: 1260
Merit: 1002
May 15, 2014, 07:29:21 PM
Pretty sure I read that all of the first batch was sold/spoken for. That was in April?

yup

Submitted Questions:
1) What is the status, size, and expected delivery of the next batch of chips? What about the one after that?
re 1) This month: 850k, next month: 3.35m (order size), June: 6.7m (order size), assuming each chip is 10G.

i fear divs might be offbeat tho. but who cares, as long as their coming.. once first divs from batch1 are payed, FC shall then make rain bitcoins upon us.. again! Grin

edit: oh and im not even talking about franchisees or solomining's.. Cheesy Cheesy
legendary
Activity: 2016
Merit: 1259
May 15, 2014, 07:23:50 PM
Pretty sure I read that all of the first batch was sold/spoken for. That was in April?
legendary
Activity: 1260
Merit: 1002
May 15, 2014, 07:20:16 PM
Any div predictions? I'm guessing ~0.015 btc/share

here are my calcs:



depending if the next due divs correspond only to batch1-april, we should get about 0,023 BTC.
but it can also take into account batch2-may, and we would then have >0,1 BTC for sure! Cheesy

You really think they sold 850k chips in april? Where are the divs for them?

You really think that they will sell more than 3 mil chips in May and then more than 6 mil in June? When are you expecting divs for those chips?

I'm just interpreting the figures that Jutarul has provided us with until now. Smiley

https://bitcointalksearch.org/topic/m.6329377

legendary
Activity: 1904
Merit: 1007
May 15, 2014, 07:17:53 PM
Any div predictions? I'm guessing ~0.015 btc/share

here are my calcs:



depending if the next due divs correspond only to batch1-april, we should get about 0,023 BTC.
but it can also take into account batch2-may, and we would then have >0,1 BTC for sure! Cheesy

You really think they sold 850k chips in april? Where are the divs for them?

You really think that they will sell more than 3 mil chips in May and then more than 6 mil in June? When are you expecting divs for those chips?
legendary
Activity: 1260
Merit: 1002
May 15, 2014, 06:33:24 PM
Any div predictions? I'm guessing ~0.015 btc/share

here are my calcs:



depending if the next due divs correspond only to batch1-april, we should get about 0,023 BTC.
but it can also take into account batch2-may, and we would then have >0,1 BTC for sure! Cheesy
legendary
Activity: 1260
Merit: 1002
May 15, 2014, 06:18:49 PM
crossposting..

yea, just sharing my .xls file with exact weekly prices from havelock and stamp.. needed to do it properly by myself, no offense JonnyBitc0in Wink

-> http://sharesend.com/grfu6ryf



so everybody has updated data Cheesy
hero member
Activity: 770
Merit: 509
May 15, 2014, 06:12:14 PM
Any div predictions? I'm guessing ~0.015 btc/share
legendary
Activity: 1806
Merit: 1090
Learning the troll avoidance button :)
May 15, 2014, 06:08:32 PM
Well considering how we have been waiting for a while now guess two weeks in the speculation thread and a lot longer in the main AM thread that said leaves this in the speculation thread which will probably start up again sooner than later
Waiting on that div Smiley

I made a graph of asicminer stock in USD prices. I'm mystified at the affect USD/BTC price has on asicminer stock. Certainly cheap shares at the moment.
Charts based on historical data from btct, havelock and bitcoinwisdom. Time not to scale, data is approximate. Related chart and raw data @ http://imgur.com/a/EW74v#0


Link to your data in a shared google doc, and post a bitcoin address... for tips!

I would really like to encourage more stuff like this, lots of data about AM is available if you dig it up, and make human sense of it.  I think it really ads value for new investors and old alike to see things like this and put stuff in perspective.
member
Activity: 120
Merit: 10
WINSTARS - We are changing the face of gambling
May 15, 2014, 06:07:19 PM
Cannot understand why people are selling at such a price with chips right around the corner...

Me neither. But instead complaining, I'm happy I was able to grab a few more cheap shares untill the dividend payouts continue. It's already time to prepare (order popcorn) for the panic buys soon.

Personally, I am in to sell at peak prices when gen3 divs kick in hard. With current aweful aweful numbers at full deployment/selling of all chips, I will sell my shares for the minimum of 1 BTC each, That is doubling my capital in less than 3 months.

Mark my words.

- Lophie

Can't be sum up better, same plan here Smiley

I've got a feeling that a lot of people follow that exact plan. I don't know whether it's wise or not, but this might very well end up pretty badly.

So do you think the price will never get past 1?
hero member
Activity: 686
Merit: 500
A pumpkin mines 27 hours a night
May 15, 2014, 06:03:22 PM
Cannot understand why people are selling at such a price with chips right around the corner...

Me neither. But instead complaining, I'm happy I was able to grab a few more cheap shares untill the dividend payouts continue. It's already time to prepare (order popcorn) for the panic buys soon.

Personally, I am in to sell at peak prices when gen3 divs kick in hard. With current aweful aweful numbers at full deployment/selling of all chips, I will sell my shares for the minimum of 1 BTC each, That is doubling my capital in less than 3 months.

Mark my words.

- Lophie

Can't be sum up better, same plan here Smiley

I've got a feeling that a lot of people follow that exact plan. I don't know whether it's wise or not, but this might very well end up pretty badly.
legendary
Activity: 2884
Merit: 1115
Leading Crypto Sports Betting & Casino Platform
May 01, 2014, 12:38:16 AM
Cannot understand why people are selling at such a price with chips right around the corner...

People who don't read the thread or I assume that even a few weeks is too long to wait for some  lol
sr. member
Activity: 376
Merit: 312
Can you say... nighty-night?
April 30, 2014, 08:08:50 PM
Cannot understand why people are selling at such a price with chips right around the corner...

Me neither. But instead complaining, I'm happy I was able to grab a few more cheap shares untill the dividend payouts continue. It's already time to prepare (order popcorn) for the panic buys soon.

Personally, I am in to sell at peak prices when gen3 divs kick in hard. With current aweful aweful numbers at full deployment/selling of all chips, I will sell my shares for the minimum of 1 BTC each, That is doubling my capital in less than 3 months.

Mark my words.

- Lophie

Can't be sum up better, same plan here Smiley
legendary
Activity: 817
Merit: 1000
April 30, 2014, 06:22:31 PM
Cannot understand why people are selling at such a price with chips right around the corner...
legendary
Activity: 2884
Merit: 1115
Leading Crypto Sports Betting & Casino Platform
April 27, 2014, 02:20:44 AM
Hopefully next week since Friedcat posted chips are arriving and he should be able to sell them pretty quickly afterwards.
full member
Activity: 221
Merit: 100
April 26, 2014, 07:42:06 AM
The last few weeks were no dividends. Because of the too small amounts from mining income.

Next diva will be when first gen3 chips are sold. Which happens hopefully next week.
hero member
Activity: 960
Merit: 502
April 26, 2014, 06:04:08 AM
did they stop paying divs? on hacelock it says the last div was payed 2014-03-30? that gave me 0.00013 for two shares.
legendary
Activity: 826
Merit: 1004
April 21, 2014, 07:36:12 PM
Estimates over in the other thread suggest 100 PH to be sold over next 3 months, profit of on average $0.5 / GH. That's $50 million USD, or 125 USD / share, so 0.25 BTC/share.

If that's paid out once per week over 3 months (12 weeks), then that's 0.021 BTC/share/week dividend, on average. That's around what they were paying when share price was at it's highest, and a factor of about 300 higher than the last paid dividend.

Of course, that makes several key assumptions:

1) That they really deliver 100 pH in the next 3 months
2) That profit really is as high per GH as assumed in the other thread
3) That all the profit is paid out as dividends rather than kept for re-investment into further projects

Reality will likely fall somewhat short.

Those 3 months include this month so it's basically the next 10 weeks. As for the profit, Friedcat stated that the cost per Gh was less than $0.2 on the wafer and that the cost to purchase chips would be $0.49 - $0.99 per Gh depending on the size of the order.

Does anyone know how much the packing per chip would cost?

Also, Jutarul said:

Quote
The dividend schedule will be aggressive, as AM will not require large sums of retained capital. The rationale is that AM doesn't need to invest large sums into infrastructure and that the majority of chip production costs will be covered by the business partners on a contract schedule.

hero member
Activity: 583
Merit: 500
Bitcoin for all & all for Bitcoin
April 21, 2014, 06:56:44 PM
Estimates over in the other thread suggest 100 PH to be sold over next 3 months, profit of on average $0.5 / GH. That's $50 million USD, or 125 USD / share, so 0.25 BTC/share.

If that's paid out once per week over 3 months (12 weeks), then that's 0.021 BTC/share/week dividend, on average. That's around what they were paying when share price was at it's highest, and a factor of about 300 higher than the last paid dividend.

Of course, that makes several key assumptions:

1) That they really deliver 100 pH in the next 3 months
2) That profit really is as high per GH as assumed in the other thread
3) That all the profit is paid out as dividends rather than kept for re-investment into further projects

Reality will likely fall somewhat short.

Well you certainly have quite the narrow point of view.
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