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TsuyokuNaritai
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September 01, 2013, 05:16:11 AM |
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Any opinions on the ever growing number of pass-through shares? What effect might it have on price? Are any just added to the ask walls by the PT operators, or is it all from shares owners transferring more shares in than out?
For example...
ASICMINER-PT btct shares outstanding:
27,979 @ 9 August
30,377 @ 1 September
G.ASICMINER-PT BitFunder shares issued:
13,525 @ 9 August
14,151 @ 1 September
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"Bitcoin: mining our own business since 2009" -- Pieter Wuille
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superduh
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September 01, 2013, 06:36:08 AM |
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AM needs to start cranking something out. bitfury's private pool seems to be the new "AM"
hopefully they get things going and communicate a bit more
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ok
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stripykitteh
Legendary
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Activity: 1176
Merit: 1001
CryptoTalk.Org - Get Paid for every Post!
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September 01, 2013, 11:23:17 AM |
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Any opinions on the ever growing number of pass-through shares? What effect might it have on price? Are any just added to the ask walls by the PT operators, or is it all from shares owners transferring more shares in than out?
For example...
ASICMINER-PT btct shares outstanding:
27,979 @ 9 August
30,377 @ 1 September
G.ASICMINER-PT BitFunder shares issued:
13,525 @ 9 August
14,151 @ 1 September
I expect it's because more investors with direct shares want out. I think Asicminer is a very good company, but overvalued at ~2.5 BTC at the moment. It looks like there are more people now who also hold this view. |
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Franktank
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September 01, 2013, 09:12:52 PM |
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Just did my second report here. |
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tinus42
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September 02, 2013, 07:29:02 AM |
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Thanks for this. Always appreciated!  |
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supert
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September 03, 2013, 09:25:19 AM |
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Very low volume on ASICMINER-PT recently. And very high volume on LABCOIN (in terms of number of shares). This might indicate a bubble in labcoin and an anti-bubble in AM.
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bobboooiie
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September 03, 2013, 11:24:48 AM |
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Very low volume on ASICMINER-PT recently. And very high volume on LABCOIN (in terms of number of shares). This might indicate a bubble in labcoin and an anti-bubble in AM.
What the fuck is anti-bubble  Are you sating the share price is going to implode ? |
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binaryFate
Legendary
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Activity: 1484
Merit: 1003
Still wild and free
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September 03, 2013, 11:33:26 AM |
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Very low volume on ASICMINER-PT recently. And very high volume on LABCOIN (in terms of number of shares). This might indicate a bubble in labcoin and an anti-bubble in AM.
What the fuck is anti-bubble Are you sating the share price is going to implode ? When you have a bubble it implies the price will abruply decrease soon. So "anti" is just the opposite. |
Monero's privacy and therefore fungibility are MUCH stronger than Bitcoin's. This makes Monero a better candidate to deserve the term "digital cash".
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binaryFate
Legendary
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Activity: 1484
Merit: 1003
Still wild and free
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September 03, 2013, 12:10:36 PM |
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AM is high under valued right now, you can safely assume Friedcat has a very good second generation chip coming (I'd guess it is 28nm considering the long wait to receive it).
It is really guess territory here, but what I find most likely is that AM will still do what has lead them to success: focus on something that is quick to design/build. So I would say 65 or 55, with a 3rd generation of 28 later. People tend to give too much importance to this aspect even if the electricity bill is really far from having any significant impact in the mining industry for the moment. If they deploy in October which is what is being suggested, I'd venture to say that they have until minimum of February to maintain a very good % of the total network and even after that they will hold onto quite a bit compared to other companies.
Did I miss something? FC never ever spoke about October for the next gen chips availability. November/December were clearly mentioned, and just for testing, in the official update. |
Monero's privacy and therefore fungibility are MUCH stronger than Bitcoin's. This makes Monero a better candidate to deserve the term "digital cash".
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JimiQ84
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September 03, 2013, 12:19:53 PM |
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AM is high under valued right now, you can safely assume Friedcat has a very good second generation chip coming (I'd guess it is 28nm considering the long wait to receive it).
It is really guess territory here, but what I find most likely is that AM will still do what has lead them to success: focus on something that is quick to design/build. So I would say 65 or 55, with a 3rd generation of 28 later. People tend to give too much importance to this aspect even if the electricity bill is really far from having any significant impact in the mining industry for the moment. If they deploy in October which is what is being suggested, I'd venture to say that they have until minimum of February to maintain a very good % of the total network and even after that they will hold onto quite a bit compared to other companies.
Did I miss something? FC never ever spoke about October for the next gen chips availability. November/December were clearly mentioned, and just for testing, in the official update. I'd rather have 65nm in january then 28nm in april :-) So I hope FC will do atmost 55nm 2gen. And you're right, it's planned on november/december for testing, so maybe january for deployment. We know, AM has 0,5MW power, so efficiency like BFL (5 J/GH) will bring us to 100TH/s. |
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David Chen
Member
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Activity: 91
Merit: 10
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September 03, 2013, 01:09:35 PM |
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FC said he will deploy expotentially in September and Qctober. But why FC is still not deploying?
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reputation is everything.
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supert
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September 03, 2013, 01:11:00 PM |
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FC said he will deploy expotentially in September and Qctober. But why FC is still not deploying?
Because it is only the third day in that two-month period. |
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Aedius
Newbie
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Activity: 57
Merit: 0
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September 03, 2013, 01:12:09 PM |
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FC said he will deploy expotentially in September and Qctober. But why FC is still not deploying?
I saw some very large spikes in the ASICMINER hash rate over the past couple days, seems to me that he may be testing units. It's only Sept. 3rd... |
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David Chen
Member
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Activity: 91
Merit: 10
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September 03, 2013, 01:13:22 PM |
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Source(s)?
Given that they are still selling a lot of hardware I don't see any intention to deploy until Gen2.
"There hasn't been a huge hardware dividend payoff: is it because of reduced margins, or delays? Because we are collecting funds to get ready for the exponentially increased devices to be assembled in September and October." https://bitcointalk.org/index.php?topic=99497.msg2984489#msg2984489 |
reputation is everything.
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101111
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September 03, 2013, 02:47:47 PM |
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Source(s)?
Given that they are still selling a lot of hardware I don't see any intention to deploy until Gen2.
"There hasn't been a huge hardware dividend payoff: is it because of reduced margins, or delays? Because we are collecting funds to get ready for the exponentially increased devices to be assembled in September and October." https://bitcointalk.org/index.php?topic=99497.msg2984489#msg2984489Hopefully another small div this week, shake a few more weak hands out, then make sure you're fully loaded for F-Day. |
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Pale Phoenix
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September 03, 2013, 04:15:40 PM |
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Electricity also matters because you often have power limits, and it means either multiple locations or expensive upgrades.
I imagine that's what he meant by space. |
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Chalkbot
Legendary
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Activity: 896
Merit: 1001
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September 03, 2013, 04:49:01 PM |
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It is really guess territory here, but what I find most likely is that AM will still do what has lead them to success: focus on something that is quick to design/build. So I would say 65 or 55, with a 3rd generation of 28 later. People tend to give too much importance to this aspect even if the electricity bill is really far from having any significant impact in the mining industry for the moment.
This is pretty much exactly what I was thinking. Friedcat was pretty happy with how the last round of the ASIC battle went, using this strategy. I don't see any compelling reason to change it now, especially when everyone else is racing for 28nm. |
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keeron
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September 04, 2013, 12:31:31 AM |
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Dividend predication anyone Even with the low end, this is still exciting times for us who are still with the AM shares ;-) Looking at couple of the major group buy holders as well as mining rate, I suspect we'll be at about 0.010 - 0.012 per share. We are a little less in terms of last weeks mining revenue, and sales wise with the prices being dropped (both USB erupters and blades), that number is also a little less. I am hoping for some surprise inclusions from both (mining revenue) Gen2/testing hardware and rental income. Though this is very unlikely if they are using the funds for research and development for future hardware. |
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David Chen
Member
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Activity: 91
Merit: 10
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September 04, 2013, 02:50:23 AM |
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Dividend predication anyone Even with the low end, this is still exciting times for us who are still with the AM shares ;-) Looking at couple of the major group buy holders as well as mining rate, I suspect we'll be at about 0.010 - 0.012 per share. We are a little less in terms of last weeks mining revenue, and sales wise with the prices being dropped (both USB erupters and blades), that number is also a little less. I am hoping for some surprise inclusions from both (mining revenue) Gen2/testing hardware and rental income. Though this is very unlikely if they are using the funds for research and development for future hardware. I am hoping ,someday, the dividend will include three parts: mining revenue\sales\franchising mining income. That will be excited! |
reputation is everything.
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chriswilmer
Legendary
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Activity: 1008
Merit: 1000
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September 04, 2013, 03:38:23 AM |
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I'd be happy with 0.01 per share. If that's as low as it ever got, that would still be an amazing return for 2-3 BTC/share and solid for 4-5 BTC/share (when comparing to traditional investment opportunities). If it goes lower than 0.01... well, that would cause investor distress without some kind of calming message from Friedcat and co.
Why does Vycid post here 10x per day? Has someone hired him to post negative messages about AM all day as a full-time job? Fairly well written comments, even if negative and unceasing.
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