did some calculations:
lets take batch 2 without PSU but express shipping. that means 7039 USD. if you are not able to pick it up on your own and bring it across the border without paying VAT (illegal!) you have to pay the full amount to customs because bitmine will include an invoice showing the correct total. lets take 20% VAT for e.g. (lots of EU countries have more): 7039*1,2= 8447 USD -> PSU 250 USD = 8697 USD.
batch 2 will arrive early september if there are no further delays from avalon: diff. will be at least 60 mio.
calculation done with overclocked unit with 110 GH/s.
I'm sure the diff. will increase about 45 %/month (~15% each cycle) for the next few month.
http://btcinvest.net/bitcoin-mining-profit-calculator.php?diff=60000000&dcosts=8697&diff_mincrease=45&blpbtc=25&dhsmhs=110000&btcusd_mincrease=0&btcusd=90&dpowcon=1000&dleadtime=0&pcost=0.30&calcweeks=52&action=calc
reaching break even: NEVER
-> asked them for refund or discount offer to all batch 2/3 customers.