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ionstorm
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May 12, 2013, 02:47:38 AM |
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hey guys, totally new to buying shares, anyways, I bought some passthru shares on havelock, was wondering where I can find decent charts/graphs on this stock and was also wondering your thoughts on anticipated share prices in the future and dividends. I'd like to put more money in this stock but I feel a little lost not having proper realtime data. How smart would it be to go all-in on this stock? And can you correlate each 100/100 passthrough shares into a hash rate? I saw somewhere that someone calculated each stock having a specific hash rate that increases when asicminer acquires more. Im unsure wether to hold btc or put them all in on shares. Please advise,
thanks
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ionstorm
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May 12, 2013, 02:50:53 AM |
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I think the Erupter Blades are probably fairly priced (they sell well enough) but at 50BTC they're beyond the reach of most people.
I think the slower-than-expected growth in the network hash rate has forced AM to adjust their strategy slightly. They have more stock than they need and they can get very good prices for it; so I expect more auctions (not constant, but at a steady rate) until the competition actually shows up.
They may need to adjust the price slowly downwards over time but at current prices (2500BTC per auction) a few of these will line the coffers nicely to fund any strategy they deem necessary.
i would not mind a 10 btc price for about 3GH/S. IF i buy 5 sticks i get half that hash. I want to upgrade from the gpu farm but at a price that makes sense. I second this, I'll buy these all day if they were cheaper, would love to see 6-10gh/s for 10btc, for less than 3btc bfl has the jalapeno. Seriously asicminer has a chance here to put BFL out of business |
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John (John K.)
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May 12, 2013, 02:52:46 AM |
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I think the Erupter Blades are probably fairly priced (they sell well enough) but at 50BTC they're beyond the reach of most people.
I think the slower-than-expected growth in the network hash rate has forced AM to adjust their strategy slightly. They have more stock than they need and they can get very good prices for it; so I expect more auctions (not constant, but at a steady rate) until the competition actually shows up.
They may need to adjust the price slowly downwards over time but at current prices (2500BTC per auction) a few of these will line the coffers nicely to fund any strategy they deem necessary.
i would not mind a 10 btc price for about 3GH/S. IF i buy 5 sticks i get half that hash. I want to upgrade from the gpu farm but at a price that makes sense. I second this, I'll buy these all day if they were cheaper, would love to see 6-10gh/s for 10btc, for less than 3btc bfl has the jalapeno. Seriously asicminer has a chance here to put BFL out of business Nah, friedcat is having problems selling to the demand at 49.99 BTC each for the 10~ GH blades now.  No sense selling them lower for the decreased profit. |
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jgarzik
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May 12, 2013, 02:55:19 AM |
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Nah, friedcat is having problems selling to the demand at 49.99 BTC each for the 10~ GH blades now. No sense selling them lower for the decreased profit. Yep. Huge demand means a seller's market. Heard similar comments during Avalon's batch #3 discussion, where the price was dramatically higher than previously batches -- it nonetheless sold out. |
Jeff Garzik, Bloq CEO, former bitcoin core dev team; opinions are my own.
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ionstorm
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May 12, 2013, 02:57:06 AM |
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I think the Erupter Blades are probably fairly priced (they sell well enough) but at 50BTC they're beyond the reach of most people.
I think the slower-than-expected growth in the network hash rate has forced AM to adjust their strategy slightly. They have more stock than they need and they can get very good prices for it; so I expect more auctions (not constant, but at a steady rate) until the competition actually shows up.
They may need to adjust the price slowly downwards over time but at current prices (2500BTC per auction) a few of these will line the coffers nicely to fund any strategy they deem necessary.
i would not mind a 10 btc price for about 3GH/S. IF i buy 5 sticks i get half that hash. I want to upgrade from the gpu farm but at a price that makes sense. I second this, I'll buy these all day if they were cheaper, would love to see 6-10gh/s for 10btc, for less than 3btc bfl has the jalapeno. Seriously asicminer has a chance here to put BFL out of business Nah, friedcat is having problems selling to the demand at 49.99 BTC each for the 10~ GH blades now. No sense selling them lower for the decreased profit. I respect this statement, maybe plan on something you can sell in mass that is more affordable to the average Joe eventually only if the costs to produce them are dirt cheap, asics will get much cheaper 3 Mo from now |
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philipma1957
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May 12, 2013, 03:23:07 AM |
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I think the Erupter Blades are probably fairly priced (they sell well enough) but at 50BTC they're beyond the reach of most people.
I think the slower-than-expected growth in the network hash rate has forced AM to adjust their strategy slightly. They have more stock than they need and they can get very good prices for it; so I expect more auctions (not constant, but at a steady rate) until the competition actually shows up.
They may need to adjust the price slowly downwards over time but at current prices (2500BTC per auction) a few of these will line the coffers nicely to fund any strategy they deem necessary.
i would not mind a 10 btc price for about 3GH/S. IF i buy 5 sticks i get half that hash. I want to upgrade from the gpu farm but at a price that makes sense. I second this, I'll buy these all day if they were cheaper, would love to see 6-10gh/s for 10btc, for less than 3btc bfl has the jalapeno. Seriously asicminer has a chance here to put BFL out of business Nah, friedcat is having problems selling to the demand at 49.99 BTC each for the 10~ GH blades now. No sense selling them lower for the decreased profit. I respect this statement, maybe plan on something you can sell in mass that is more affordable to the average Joe eventually only if the costs to produce them are dirt cheap, asics will get much cheaper 3 Mo from now I am pinning my hopes on this. My gpus hash 10Gh/s at a 40 usd a day profit. even if it dwindles to 10 a day in the next 3 months. I am better off waiting for a better asic deal. |
Altair Technology - Your One-Stop Shop for Bitcoin Mining Solutions 🔧 Hardware, Parts & Accessories | 💡 Mining Farm Consulting 🌐 altairtech.io - Based in Missouri, USA 🇺🇸
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stripykitteh
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May 12, 2013, 03:46:41 AM |
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I think it's dangerous to spend too much time worrying about trying to eliminate the competition. The competition will always be there, anyone with some VC can start an ASIC company tomorrow. I think AM are best served by focusing on what they do well and leveraging their competitive advantages: - proven IC design capability
- low cost of manufacture
- rapid deployment
- operational excellence
- low cost of operation
- guaranteed delivery
Trying to destroy BFL would divert AM from leveraging those advantages. BFL are primarily a marketing company trying to be an engineering company. AM are *the* outstanding engineering company in ASICs. I think if they stick to their knitting the likes of BFL will implode trying to keep up. |
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arklan
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May 12, 2013, 04:07:47 AM |
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nice. is that dividend projection accurate? looks it. i'm just surprised. .014 next week predicted, and it's saturday. |
i don't post much, but this space for rent.
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novusordo
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May 12, 2013, 04:11:10 AM |
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nice. is that dividend projection accurate? looks it. i'm just surprised. .014 next week predicted, and it's saturday. It simply takes 90% of the mined coins for the previous 7 days and divides it by the number of shares. 90% is an estimate, and it doesn't include any equipment auctions or sales. |
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arklan
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May 12, 2013, 04:11:58 AM |
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nice. is that dividend projection accurate? looks it. i'm just surprised. .014 next week predicted, and it's saturday. It simply takes 90% of the mined coins for the previous 7 days and divides it by the number of shares. 90% is an estimate, and it doesn't include any equipment auctions or sales. very interesting. |
i don't post much, but this space for rent.
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stripykitteh
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May 12, 2013, 04:17:51 AM |
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nice. is that dividend projection accurate? looks it. i'm just surprised. .014 next week predicted, and it's saturday. It was close last week (within 3%, though there was a systematic error in the calculation that has now been fixed). The ramping up of the hash rate is having an affect on mining earnings. We'll have to wait and see what Friedcat decides to do with the equipment sales. I have been grappling with a model to work out what fair value is for the shares, but it's still kicking around in my head. One interesting thing about valuing securities in BTC is that there's no discounting of future earnings due to inflation back to today to worry about. But you still need some uncertainty factor in the value of future earnings. There's still so many imponderables that I haven't got much further with it, and it's not my field of expertise anyway. |
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gmouse
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May 12, 2013, 05:36:39 AM |
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nice. is that dividend projection accurate? looks it. i'm just surprised. .014 next week predicted, and it's saturday. It was close last week (within 3%, though there was a systematic error in the calculation that has now been fixed). The ramping up of the hash rate is having an affect on mining earnings. We'll have to wait and see what Friedcat decides to do with the equipment sales. I have been grappling with a model to work out what fair value is for the shares, but it's still kicking around in my head. One interesting thing about valuing securities in BTC is that there's no discounting of future earnings due to inflation back to today to worry about. But you still need some uncertainty factor in the value of future earnings. There's still so many imponderables that I haven't got much further with it, and it's not my field of expertise anyway. Something close to 0.02 per share next week is certainly possible with the recent hardware sales. |
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bitsalame
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Preaching the gospel of Satoshi
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May 12, 2013, 06:12:23 AM |
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nice. is that dividend projection accurate? looks it. i'm just surprised. .014 next week predicted, and it's saturday. It was close last week (within 3%, though there was a systematic error in the calculation that has now been fixed). The ramping up of the hash rate is having an affect on mining earnings. We'll have to wait and see what Friedcat decides to do with the equipment sales. I have been grappling with a model to work out what fair value is for the shares, but it's still kicking around in my head. One interesting thing about valuing securities in BTC is that there's no discounting of future earnings due to inflation back to today to worry about. But you still need some uncertainty factor in the value of future earnings. There's still so many imponderables that I haven't got much further with it, and it's not my field of expertise anyway. Just a pet peeve here: It is either "having an effect on mining" or "affecting mining". |
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stripykitteh
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May 12, 2013, 08:00:23 AM |
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Just a pet peeve here:
It is either "having an effect on mining" or "affecting mining".
Your quiet wright.  |
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JimiQ84
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May 12, 2013, 08:06:03 AM |
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Just a pet peeve here:
It is either "having an effect on mining" or "affecting mining".
Your quiet wright. Grammar nazi inside me just died a little  |
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SmiGueL
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May 12, 2013, 04:02:43 PM
Last edit: May 12, 2013, 04:16:52 PM by SmiGueL |
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The 3rd auction has ended The 50 available blades were sold in less than 2 hours  130 blades 'pending' (It depends on Friedcat if the blades will be sold, and/or if the price will BTC49.99 then)
@ reply below:indeedineededausername |
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ineededausername
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May 12, 2013, 04:11:14 PM |
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The 3rd auction has ended The 50 available blades were sold in less than 2 hours 130 blades 'pending' (It depends on Friedcat if the blades will be sold, and/or if the price will BTC49.99 then)
Looks to me like we oughta raise the price to 60 BTC |
(BFL)^2 < 0
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SebastianJu
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May 12, 2013, 04:27:06 PM |
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The 3rd auction has ended The 50 available blades were sold in less than 2 hours 130 blades 'pending' (It depends on Friedcat if the blades will be sold, and/or if the price will BTC49.99 then)
Looks to me like we oughta raise the price to 60 BTC Or raise the quantity to more units... its not easy to find out the best performing price... |
Please ALWAYS contact me through bitcointalk pm before sending someone coins.
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superduh
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May 12, 2013, 04:53:31 PM |
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The 3rd auction has ended The 50 available blades were sold in less than 2 hours 130 blades 'pending' (It depends on Friedcat if the blades will be sold, and/or if the price will BTC49.99 then)
Looks to me like we oughta raise the price to 60 BTC Or raise the quantity to more units... its not easy to find out the best performing price... better to raise the price and NOT the quantity!! do you not know economics 101? so far AM is the only one hence has monopoly power .. so yes he should sell it at a price that market will bear not give it away for cheap |
ok
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