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Not sure it’s helpful to imagine ‘better than expected’ results without any evidence. It just feeds more FUD when it isn’t. More likely, performance will be ‘as expected’ because the market has most of the info necessary to form expectation, which is then factored into price expectation.

I doubt it, closer to the 165 probably.

These aren’t just sheds, they’re huge, and there’s the power and immersion infrastructure, as well as the machines. £200-300m per 100MW doesn’t seem out of the question (x8 = £1.6bn+)?

The first 100MW building on site is mapped out on the arial shots, with room for probably seven similar buildings, which provides complete flexibility to scale up either in increments or on mass, depending on circumstances and choice of financing lever. By the time we’re staking/leveraging our hodl at BTC=£1m in the next bull cycle it’s really not going to be a problem.

this is a bit of an imaginary Pop, ARB has been closely tracking BTC movements for a couple of weeks now. It's neither peaked or 'plummeted' any more than BTC during that time really. For example, since it started tracking BTC again around 14 October, BTC has gone up 9.8% and ARB has gone up 11.3%. Sure, the SP level is at a disappointingly low level but it's just not true that it's performing worse than BTC at the moment.

I think times have moved on since the earlier loan facility, in terms of building a relationship with Galaxy for BTC backed loan facilities, initially at higher and now at lower rates based on increased hodl. There may also be potential to stake hodl in various ways, which might return more in fees/interest than the nominal fiat interest on any such loan.

I think it was made very clear in Tuesday’s presentation that the team were under significant constraint during the period, presumably on legal advice, and were extremely relieved to be out of it.

As I said, all the filing documentation history is on the SEC website, from February/March, but you won’t find any narrative detail in it until May and July. The text is then amended versions all the way through to the September prospectus. It’s all there.

"Offloaded half my ARB holding earlier this afternoon and took a position in HUT8."

Hope you managed that after their price drop today. Do you think HUT looks overbought at the moment?

"Just putting my balls on the line and stating my entry in advance before it pumps and not after."

sure but it pumped after yesterday's news (before you bought) are there some more developments to come before second half of next year?

earliest draft is the DRS/A version https://sec.report/Document/0001104659-21-088863/

but you won't find a March dated document, you'll find the F1 forms in original and amended versions

On the SEC website https://sec.report/Ticker/arbk

The CCNC interest is based on them placing a $65m order for 10,000 AGMH KOI mining machines (100 TH/S) for delivery in second half of next year (with option on another 10,000 after that). Worth noting that ARB will have more than double this number newly installed and running before CCNC see their delivery.

"Yet, all of his communication channels are silent..."

You mean apart from the hour-long live investor presentation and Q&A session, Twitter account re-activation, and new video on YouTube (all on day one)

as for the 'Sell at your peril' nonsense, if you want to sell then fine, no problem, make good choices for own strategy and timescale, don't make a meal of it

sure but size of business is largely irrelevant to % investment return, the only thing that matters on any day is future growth in SP. Whatever the pros and cons, ARB clearly has the greatest unrealised SP potential for the next year for someone buying today (which is why all the analysts have it marked as strong buy or over-weight, and why FinnCap raised their target to 270p). But it might not be tomorrow and if that's your timeframe then BITF looks more like it's in the fast lane this week. HUT has done great recently but it's starting to look a bit over-bought at this point. Personally, not sure I'd put money in RIOT right now but DYOR, just an opinion.

selling BTC at/post peak is a better option than selling on accumulation pre-peak would have been (so I wouldn't take past decision as prediction). As he said, there are 'three levers' and they've pulled two of them...

However, staking the hodl in some way also has significant opportunity, through lightening node or in other ways if compatible with maintaining loan collateral potential etc. Frankly, they are very well financed for a growth company and have a lot more choices than some others.

It isn't, that's supplier confidential information.

"Hold long and strong my friend"

Agree the constant pessimism is a bit grinding but I don't think it helps to tell people when to hold or sell. Everyone has their own strategy and timescale. Clearly Pop isn't happy holding this share and if it betters his life to get out and come back later when he gets the news he wants then fair enough. There's no moral virtue in holding a share for the sake of it, either you invest your trust in a return on your personal timescale (days, weeks, months, quarters, years) or you sell. Whatever works.

There was loads on machines - current order now being installed and online during Q4, the 20,000 for Texas, relationship with Bitmain and Epic, and the change of strategy options in response to the glut of second hand machines (adaptable for immersion) and alt coin mining rigs. I thought the new options showed adaptability to market opportunity and were spot on in terms of maximising the new facility at the right time and price. The mining efficiency data is extraordinary, way above competition and presents a significant edge in winning the bear market, which will be the real testing time for miners.