Keeping the Questions on the Current Page to simplify it first thing people see
1) On the Balance Sheet, approximately how many chips does the current Inventory (Products + Materials) represent?
2) How many months of inventory do you estimate that represents?
3) On the Cash Flow there was significant expenses for gen3 production (~6mil USD). Does that represent the bulk of gen3 expenses, or are the expenses for gen3 going to continue (additional wafer batches ordered, etc.)?
4) When will dividends start, and how frequently will they occur?
5) What is the status of gen 3.1 (shipping to customers, I think?)? How much does it help with energy usage -- do we have final chip performance numbers yet?
6) What is the progress on gen4?
7) What is the status of self mining? What is the rollout schedule for the data centers?
8 ) What is the status of franchising partners? When can we expect to see income from them?
9) Can you please clarify this sentence from 21st April : "The dividend schedule will be aggressive, as AM will not require large sums of retained capital." < is this still actual, or meanwhile something changed?
10) What is the average selling price of AM gen3 chips (price per Gh/s)?
11) Can we please get weekly, bi-weekly or monthly updates about progress, plans, sales etc. for preventing FUD in this thread?
* What is that ~4M CNY in financial report/expenses at exchange?
* Can you please care more about your shareholders ?
12) What is the cash flow ratio between the amount of Chips Fabricated and the percentage of the batch that is dedicated to cost.
* What is the Break Even Point of this batch of Chips?
13) What is the estimated conversion time from chip sales to dividends?
14) Will the funds from future Gen 3 chips be used to fund Gen 4 chips or distributed as a dividend, and what relative percentage of income will be used for Gen 4?
15) Previously our Asicminer farm was mining bitcoins and distributing a weekly dividend, will Asicminer update its present hash rate in the mining farm to account for current difficulty changes and to procure a secondary supply of Bitcoins to adapt for rapid changes in Bitcoin prices?
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Finally read through it and interpreted the data
Now I want to know the cash flow ratio which is the amount of Chips Fabricated and the % of it that is cost
From 0.49-0.99/GH is the range to sell how much of that is profit for the shareholders.
Either way all the money went back into Wafer production and FC exchanged 4 K BTC to fund this batch but did not state the average exchange rate at the time of conversion, which might have been above the present exchange rate.
So selling 10% of the network hashrate and having another 20PH worth of hardware to sell along with loads of assets = worthless?
So the money from the sales got reinvested into more wavers? All of them?
Yes that is what it looks like.
Another way to look at it is AM bought 28PH worth of wafers, sold 8PH to cover production costs, and is now left with 20PH.
Based on sales that might mean B/E or Break Even was reached and the rest of the batch is profit so that is another way to calculate it without needing to consider percentages.
Would mean its selling around 71.5% profit to cost
8/28 = 28.5% Cost of Production
Munches popcorn quietly (I guess I will slurp the Slurpee ^^)
