Topic: ASICMINER Speculation Thread - page 86. (Read 808905 times)
I'm going to be positive today and say .004
Div prediction?
Whew share price got just hammered today. Really hurts to see it.
Funny how it always seems to dive when BTC/USD price spikes. Not sure if that has been established to be coincidental or what, but seems to have some effect.
But geez, trading for a 1/7th of the price it once was not that long ago... sigh. Well so it goes I guess. I didn't want all that spare money anyways!
Funny how it always seems to dive when BTC/USD price spikes. Not sure if that has been established to be coincidental or what, but seems to have some effect.
But geez, trading for a 1/7th of the price it once was not that long ago... sigh. Well so it goes I guess. I didn't want all that spare money anyways!
Anyone has a link to latest (close to month old now) balance sheet and PL? It was published somewhere here...
Thank you.
Thank you.
As a disclaimer to everyone using the $1.50/GH figure,
That is the ABSOLUTE MINIMUM AM could have been paying per GH. I calculated that figure with the sole intention of establishing whether or not AM was indeed overvalued, and therefore I made conservative approximations.
To reiterate, $1.50 is the LEAST they could have paid, though I do believe it was a reasonable estimate. If you use that figure to try to establish whether AM is now undervalued, you do so at your own peril.
The reason for the uncertainty is that the cost of manufacturing blades and the cost of manufacturing USB miners were conflated in FC's financial statements. I basically assumed the cost of USB miners was negligible on a per-unit basis compared to the cost of the blades. Obviously that is a conservative approximation (though I do believe it is accurate to assume the USB miners were cheaper to produce than the blades) and will produce a low estimate of their costs per GH.
That is the ABSOLUTE MINIMUM AM could have been paying per GH. I calculated that figure with the sole intention of establishing whether or not AM was indeed overvalued, and therefore I made conservative approximations.
To reiterate, $1.50 is the LEAST they could have paid, though I do believe it was a reasonable estimate. If you use that figure to try to establish whether AM is now undervalued, you do so at your own peril.
The reason for the uncertainty is that the cost of manufacturing blades and the cost of manufacturing USB miners were conflated in FC's financial statements. I basically assumed the cost of USB miners was negligible on a per-unit basis compared to the cost of the blades. Obviously that is a conservative approximation (though I do believe it is accurate to assume the USB miners were cheaper to produce than the blades) and will produce a low estimate of their costs per GH.
Cleaning this up must cost something too... but probably not in china. Those idiots dump everything into a closest river.
This would be funny if it were not true
Interesting, 1.50 per Gh sounds like a really good deal.
If they made so awesome profits, why is AM stock still heading south?
If they made so awesome profits, why is AM stock still heading south?
Difficulty is at 2/PH was 1 PH last month, easy estimate is 4/PH by year end
Some tentative consensus we might get 10/PH by year end if everyone can deliver what they promise which means revenue is starting to get squeezed.
That said it explains why Friedcat is testing multiple designs
But that said back to speculation
Think that's the highest variance spike I've seen so far 90.33 TH
https://docs.google.com/spreadsheet/ccc?key=0AkPdXsQFT-vIdHRVUjQ5Ql9BQWR6OENLMkhyUktUblE#gid=7
Interesting, 1.50 per Gh sounds like a really good deal.
If they made so awesome profits, why is AM stock still heading south?
If they made so awesome profits, why is AM stock still heading south?
That's called "selling at market price" and there is absolutely nothing immoral about it.
As many as humanly possible! They were (are) selling for more than they could ever mine.
I think that's what they did/are doing. 
As many as humanly possible! They were (are) selling for more than they could ever mine.
You're saying the initial blades only cost $15 to manufacture? Surely ASICMiner would have made a lot more, given their selling price.
well, they did make 10's of thousands of btc. How much should they have made?You're saying the initial blades only cost $15 to manufacture? Surely ASICMiner would have made a lot more, given their selling price.
well, they did make 10's of thousands of btc. How much should they have made?
You're saying the initial blades only cost $15 to manufacture? Surely ASICMiner would have made a lot more, given their selling price.
You can't be serious
I am serious. That's what people were paying for them.Any ideas what was the total cost for those "blades"? 3 USD per Gh?
initial batches were estimated around $1.50/GH. I don't know about the latest batch.You can't be serious
I am serious. That's what people were paying for them.Any ideas what was the total cost for those "blades"? 3 USD per Gh?
initial batches were estimated around $1.50/GH. I don't know about the latest batch.Good to know, that they managed to get rid of all this stuff before it becomes useless.
blades are still worth several btc each, so not exactly "useless"If you order now and receive your boards in Nov... you have to pay less than 40 USD per board or you never make your money back.
Any ideas what was the total cost for those "blades"? 3 USD per Gh?
Have fun @ http://mining.thegenesisblock.com/
Good to know, that they managed to get rid of all this stuff before it becomes useless.
blades are still worth several btc each, so not exactly "useless" BTC Guild: http://www.btcguild.com/index.php?page=home
Quote
Block Erupter Price Cuts / Blades Sold Out
USB Block Erupters have recently experienced another price cut, now at 0.12 BTC (free shipping within US). ASICMINER is stopping the production of new units, so remaining inventory is limited. ASICMINER Blades have now completely sold out as well.
USB Block Erupters have recently experienced another price cut, now at 0.12 BTC (free shipping within US). ASICMINER is stopping the production of new units, so remaining inventory is limited. ASICMINER Blades have now completely sold out as well.
Oh, I see. Yes, they have stopped production of that generation, but are about to produce/release 500 TH of new product. It may not be blades, though.
Good to know, that they managed to get rid of all this stuff before it becomes useless.
Historical Difficulty Increase (October 13, 2013)
30 Day 118 %
60 Day 273 %
90 Day 624 %
Ouch...
Maybe they can sell their own rigs too? Take the coin now and concentrate on next chip?
If difficulty keeps going up as it is, they will have a data center full of worthless junk.
Cleaning this up must cost something too... but probably not in china. Those idiots dump everything into a closest river.
Historical Difficulty Increase (October 13, 2013)
30 Day 118 %
60 Day 273 %
90 Day 624 %
Ouch...
Maybe they can sell their own rigs too? Take the coin now and concentrate on next chip?
If difficulty keeps going up as it is, they will have a data center full of worthless junk.
Cleaning this up must cost something too... but probably not in china. Those idiots dump everything into a closest river.
From what I understand no more usb sticks will be produced after the last batch and the same will be for blades in a short time I think.
source?BTC Guild: http://www.btcguild.com/index.php?page=home
Quote
Block Erupter Price Cuts / Blades Sold Out
USB Block Erupters have recently experienced another price cut, now at 0.12 BTC (free shipping within US). ASICMINER is stopping the production of new units, so remaining inventory is limited. ASICMINER Blades have now completely sold out as well.
USB Block Erupters have recently experienced another price cut, now at 0.12 BTC (free shipping within US). ASICMINER is stopping the production of new units, so remaining inventory is limited. ASICMINER Blades have now completely sold out as well.
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