RE: ARGO earnings date31 Mar 2022 17:20
@Hexam - Main hope was they got the Building built and ready in the timeframes they gave as God only knows how much lower sentiment would have gone if they didnt, Thankfully it seems on track (You are never sure though until they are plugged in and running)
As for the Rigs unlike Chaebol (Obviously i look for the positives where as he will look for the negatives) Due to where we stand on the Company/Where we make money/Long/Short etc, Id be pretty miffed if we were not miming with a number of Intel Chips - late Summer, Id Hope and this is only my opinion they are/have been testing etc with Epic and PH and again only my opinion but they would be mad not to to have some sort of testing facility set up at Helios for some of there BODS on site going forwards.
Id also imagine we will be entering the second hand market via Luxor for some second hand rigs especially if they perform well with Immersion,
As for TH projections i leave that for others as they are far more technical than me but as an investor thats sat through a year of downwards pressure to get to this point id be amazed if Intels chips dont work or they cannot get a supply :-)
Sorry alot of ifs buts and maybes but until there is some clarity its all ive got ! Its also probably why a lot of money is sat on the sidelines waiting for some answers to these questions - Then again if the answers are as positive as i think they might be they will be paying a far higher price - But pay your money take your chances !