@maxxTFSA@bd_chad Needs plenty of 'colour' (as the analysts like to say) on financing going forward. Mortgage financing, mentioned in November, has not come to fruition. Why?
Criminal to dilute at these levels imo. Needs to be a very convincing argument from Sam to change my mind on that $BTBT
@Jacobfowell42@Tsuff101 Yes looks an exciting project. 1GW potential for the Alberta site.
There is more innovation in $BTDR than the rest of the miners put together.
$BTDR Q1 Earnings
Expecting 2025 to be a pivotal year
Producing their own machines - can scale more efficiently than other btc miners
Rapid acceleration to 40 EH by Oct, now A1 Seal Miner is in mass production - 'could be well above 40 EH by Q4'
1/2
$BTDR haven't used ATM since Feb
Filing patents for the A1 Seal Miner 5 J/TH
Migrating a portion of manufacturing to US
Ethiopia = long term plan to monetise old machines
HPC- development partners 1st - not thinking about hyper scalers = patient, going about it the right way
@biomedtrackr Alaska starts in around 60 days I believe, so agree with your timeline.
Inclusion to Russell 2000 happening next month, not sure if institutions front ran this alittle tho, last month?
I took 'revs as big as yearly in q1' as 24 revs, not 23. So did expect higher
@SRVAVAvino Why tap ATM when they are cashed up? Would be a crazy move, during a day of weakness.
Don't like the look of that big red candle on double the average volume. Both $UAMY and $PPTA. A braver person than me is buying into that today.
@biomedtrackr Market is dumb - China looking to buy Antimony, def not sell!
But $UAMY was priced for perfection and results were meh...flat growth Q on Q for stock running 14x in 1 yr is going to pull back. I think it might come all the way to low 2's without any news. Alaska feedstock is key
$BTDR
Why is $BTDR price action different to $MARA $CLSK $IREN $BTBT this past couple of weeks...???
My guess...the Seal Miner is a winner and word is getting around.
Also insiders own 50% and Tether owns more than 25% - no shares available...
@8888TLD My spidey senses has always told me too much retail noise around $IREN. $CIFR will do better out of HPC my guess. But my bet is $BTDR because of their hardware, which will attract a high multiple and could develop in other directions outside of btc mining
@8888TLD My view is the HPC opportunity is now. So that favours companies who have sites ready ASAP. And single deals will provide proof of concept and execution, leading to more deals. I think $BTDR or $CIFR are next to get a deal, so they'd be my 1 and 2.