troc
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September 03, 2014, 11:47:23 PM |
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As I'm sure you are aware, that thread does not provide an accurate or reasonable recent valuation of AM. At least it is the right place to speculate, estimate or opine on such valuation
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stompysteve
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September 03, 2014, 11:51:53 PM |
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As I'm sure you are aware, that thread does not provide an accurate or reasonable recent valuation of AM. At least it is the right place to speculate, estimate or opine on such valuation That's what I was getting at, if you asked over there you wouldn't get a real answer either
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jjdub7
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September 04, 2014, 03:10:54 AM |
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It's pretty crazy how many people don't seem to understand this difference and think that the share price represents the value of AM. It's even more mind boggling considering that the majority of shares are not even available on exchanges.
So what is the value of AM? Got an estimate? More than CFIG, regardless of the current market caps. That I can say with >95% confidence.
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jjdub7
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September 04, 2014, 11:03:43 AM |
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Is friedcat trading BTC in the fiat markets? Not necessarily with AM's funds, but maybe his own personal money? It would explain why he's been mute on addressing his forward guidance on dividends (RE: August). His trading would have an impact on the markets and which depending on the timing, could have a heavy effect on AM's profitability this quarter.
Edit - and also, since he holds a large stake and he already has projections for scheduling divs, he's essentially entitled to take his share of the profit distribution early...
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stompysteve
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September 04, 2014, 12:23:23 PM |
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Is friedcat trading BTC in the fiat markets? Not necessarily with AM's funds, but maybe his own personal money? It would explain why he's been mute on addressing his forward guidance on dividends (RE: August). His trading would have an impact on the markets and which depending on the timing, could have a heavy effect on AM's profitability this quarter.
Edit - and also, since he holds a large stake and he already has projections for scheduling divs, he's essentially entitled to take his share of the profit distribution early...
![Huh](https://bitcointalk.org/Smileys/default/huh.gif)
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NotLambchop
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September 04, 2014, 01:11:41 PM |
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^If I understand him correctly, jjdub7 is suggesting that, on top of managing AM, Friedcat is also taking care of our Bitcoin--by keeping as much of it out of your hands (and, consequently, off the market) as he can.
Not being invested in AM, I applaud that (if true).
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ensurance982
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September 04, 2014, 03:17:01 PM |
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Ha, really, FC effectively holding the BTC hostage so we can't cash them out prematurely really is a stretch ![Cheesy](https://bitcointalk.org/Smileys/default/cheesy.gif) It's a joke of course, still a funny thought! People who are weak anyways, are going to sell their shares and lose even more ![Cheesy](https://bitcointalk.org/Smileys/default/cheesy.gif)
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Chris_Sabian
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September 04, 2014, 03:34:07 PM |
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Either you believe in FC and AM or you don't. That's it.
Don't waste everyone's time by speculating on what is/can/will happening.
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xhomerx10
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September 04, 2014, 03:56:09 PM |
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Ha, really, FC effectively holding the BTC hostage so we can't cash them out prematurely really is a stretch ![Cheesy](https://bitcointalk.org/Smileys/default/cheesy.gif) It's a joke of course, still a funny thought! People who are weak anyways, are going to sell their shares and lose even more ![Cheesy](https://bitcointalk.org/Smileys/default/cheesy.gif) For the sake of all that is profane! Investing is not about strength or balls or masculinity!! Many weak and yes even weak-minded people have invested profitably and many of the world's strongest and brightest have lost more than you can fathom in markets. GIVE IT A REST!
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webbrowser
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September 04, 2014, 04:20:02 PM |
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Due to the effectiveness of this campaign, we will add 20 slots for Hero Member.The pay is 0.1BTC per month. PM me if you want to join in the campaign.
1. Paging aahzmundus & Mabsark. 2. Go forth and spread the good word. 3. I guess it's good news that the campaign is very effective? Though I don't know how that's measured.
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aahzmundus
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September 04, 2014, 05:56:30 PM |
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Due to the effectiveness of this campaign, we will add 20 slots for Hero Member.The pay is 0.1BTC per month. PM me if you want to join in the campaign.
1. Paging aahzmundus & Mabsark. 2. Go forth and spread the good word. 3. I guess it's good news that the campaign is very effective? Though I don't know how that's measured. It is probably just a way to quell my legitimate complaint... either way I am happy and responded to a PM I got. Thank you for the notice! At least we can see AM is active and doing things, that is a positive sign.
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ensurance982
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![](https://bitcointalk.org/Themes/custom1/images/post/xx.gif) |
September 04, 2014, 08:50:18 PM |
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Ha, really, FC effectively holding the BTC hostage so we can't cash them out prematurely really is a stretch ![Cheesy](https://bitcointalk.org/Smileys/default/cheesy.gif) It's a joke of course, still a funny thought! People who are weak anyways, are going to sell their shares and lose even more ![Cheesy](https://bitcointalk.org/Smileys/default/cheesy.gif) For the sake of all that is profane! Investing is not about strength or balls or masculinity!! Many weak and yes even weak-minded people have invested profitably and many of the world's strongest and brightest have lost more than you can fathom in markets. GIVE IT A REST! No, but about perseverance. People who are called 'weak hands' are more likely to panic and sell their shares due to price fluctuations or Fear, Uncertainty and Doubt! While people who made up their minds will ride those waves and wait for good times. Sometimes one has to ignore the rumours.
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jdany
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September 04, 2014, 09:09:44 PM |
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I don't think I am going to do much of anything until any kind of div gets paid. Selling would be stupid. Buying more might tie up BTC for more than I am willing to wait.
Patience.
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arnuschky
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September 04, 2014, 09:32:01 PM |
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Patience.
Bought AM cheap last November I think. Gen3 was on the horizon and everybody told me "patience", big things to come. Now I can see the 1-year anniversary of my investment coming - and I tell myself "patience". I wonder if this investment is ever going to be anything but a lesson in patience... The most annoying thing is that it just occupies so much mind-space.
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ensurance982
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September 04, 2014, 09:47:31 PM |
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I don't think I am going to do much of anything until any kind of div gets paid. Selling would be stupid. Buying more might tie up BTC for more than I am willing to wait.
Patience.
Yeah... You effectively have to decide how much exposure you're willing to have. Hedge against the risks involved with this asset and apart from that maybe just don't look at the share price if things get too dire ![Smiley](https://bitcointalk.org/Smileys/default/smiley.gif)
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Bonam
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September 04, 2014, 09:54:36 PM |
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For the believers in "patience" here, those saying that AM will eventually deliver a profit, honest question:
What is your criteria for when you will no longer believe this? What evidence would make you cut your losses and run? A length of time that passes with no news or no dividend? A certain point in the share price? The failure of gen 4 to materialize in 2015? Or is it a matter of eternal unquestioning belief unless friedcat comes out and says that he is calling it quits?
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ensurance982
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September 04, 2014, 09:57:29 PM |
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For the believers in "patience" here, those saying that AM will eventually deliver a profit, honest question:
What is your criteria for when you will no longer believe this? What evidence would make you cut your losses and run? A length of time that passes with no news or no dividend? A certain point in the share price? The failure of gen 4 to materialize in 2015? Or is it a matter of eternal unquestioning belief unless friedcat comes out and says that he is calling it quits?
I guess when gen 4 appears to have failed completely and friedcat can't give us any hopes or plans on how to turn the wagon around anymore. How long a stretch of silence would be acceptable is difficult to say, but maybe he'd even be honest enough to tell us that things have gone awry.
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MilkyLep
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September 04, 2014, 10:20:41 PM |
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Brief Answers to Shareholder Questions6) What is the progress on gen4?
It is 28nm and has two major improvements: the first one is to fix the design errors we had with 40nm (which made our silicon data two times worse than simulated data). We believe that 0.35W/G at rated speed of 400MHz would be achievable in 40nm if no mistakes were made before. The second one is the technology improvement from 40nm to 28nm in terms of density, speed and power. We are on the stage of evaluating the final design choices by running the physical design flow on different settings. 20) What are the future plans and visions of Asicminer?
There will be at least two generations ahead. If future Bitcoin market cap allows there can be more. As we are keeping the chip design capability to grow with state-of-the-art technology as well as good channels with fabrication we can be flexible in terms of business mode be it chip-based or device-based. Its almost as if everyone forgot about these answers during the panicked shitstorm over waiting on a few hundred satoshis. But I guess theyre just words after all right.
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jimmothy
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September 04, 2014, 10:21:15 PM |
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For the believers in "patience" here, those saying that AM will eventually deliver a profit, honest question:
What is your criteria for when you will no longer believe this? What evidence would make you cut your losses and run? A length of time that passes with no news or no dividend? A certain point in the share price? The failure of gen 4 to materialize in 2015? Or is it a matter of eternal unquestioning belief unless friedcat comes out and says that he is calling it quits?
There are plenty of reasons I'd no longer believe in AM but those reasons don't include an extended silence or a massive dumping on havelock. A complete failure of gen4 would be the end of AM (IMO) so I would definitely dump my shares, but a hugely successful gen4 could also mean a return to 1btc/shares.
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RoadStress
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September 05, 2014, 01:12:20 AM |
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...but a hugely successful gen4 could also mean a return to 1btc/shares.
More than the all-time ~0.60btc/share from the good days of mining when people were spending money recklessly? How did you got the 1btc/share number? How much revenue is needed in $ or BTC for that big big dividends?
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