Member Info for Just_the_facts

Morning RC and thanks.
I think there are a lot of relative new and genuine investors who are understandably nervous given recent declines but don't yet seem to recognise the true long term potential here when you look over the general comments.
Once you get your head around it, it's like a moment of clarity :).............Was for me anyway.
Have a great day mate.
ATB

I think any of the more recent investors in ARB with nervous hands at the moment should be encouraged by this post, a LTH with a high share volume and low average not selling yet??? ask yourself why???
Look forward people.
keep the patience Splatted and well done mate.

Hi WolfofWarks

'However ARB will always be underpinned by whatever is happening the particular market value is of crypto at the time so fundamentals don’t hold as much weight. Like commodities the value of the company is always going to be reliant on the crypto valuation at any given time.'

I find valuing ARB is far simpler than most other stocks because the BoD provide so much regular updates on performance, so i fashioned a really handy spreadsheet that i can input all relevant information in and it spits me out a share price, I use the same for projections based on future potential BTC values, HODL and PE ratio. I also believe that BTC is greater than any other commodity available and that its appreciating value short term and long term will far outstrip anything outside of crypto.
the 'weight' this holds for ARB will be in value of HODL, for example, mining work carried out in November 2020 resulted in 115 BTC at an average value at that time of $17,500 and created a monthly profit of £850,000. jump forward to today and that work from November has produced an additional $3.7m profit potential based on BTC at $50k.
As time progresses, each months profits potentially compound into more, if like me, you believe that BTC/crypto will remain as an appreciating asset over time then this journey only gets better.
Plus we will have all of what Texas 200Mw has to offer and whatever route PW has in store for that, but regardless i feel it will be substantially profitable and diversified.

whether you have one share or a million in a company, you are entitled to your view and opinion regardless.
if we all thought the same then ARB price would either be on the moon or worth nothing, so for me good debate in either direction doesn't hurt.
@Xenor, even though our views on ARB differ i none the less appreciate your post as a genuine investor.
thanks and good luck .

Hi Xenor
with regard to consolidation and how low the price can go, i don't know and suspect nobody does but that's the whole point, that different people will have different views and calculations. when these differing views start to consolidate on mass is when sentiment changes direction.
Based on the turmoil this week and the lows from Thursday, i had ARB pegged at a forward looking PE of 5 (based on April results), on the same basis i had MARA at 5 and Riot at 7. The technicals all point to oversold and the miners gained ground on Friday so maybe the bottom is in but who can say for sure.
to be invested in ARB though, if you want to have any reassurance of the potential then you also have to understand BTC and crypto in general, in terms of the whole reason for its existence, crypto/blockchain is changing the global economy and it is only in its infancy stages imho, and as a result of this it obviously has its haters. It is hugely volatile and not for the faint hearted, so if your are used to blue chip stocks with regular dividends and yields of 5, 6, 7% then this is probably not for you.
To understand what MAY happen in this bull run, then take a real close look at the previous main 2 from 2017 and 2013, because if this one follows suit then the high could circa £300k or above and the subsequent drop off to $75k levels, granted that this run might be somewhat less intensive than previous due to current size and mcap of BTC, but again, who knows??
For me personally, i spend a lot of time working on the company fundamentals of projected growth and that is the basis of my investment, i also fundamentally believe in the growth of BTC and crypto so obviously my view is positive for both.
at the moment, ARB is mostly reliant on BTC mining and whilst it would seem that this will remain a significant part of the operation, we can see that diversification is also happening with what the operational use of Texas might be which i am sure will be revealed in the not to distant future.
At the end of the day, you have to decide on your investments in your considered view and make your choices based on that alone, for me I'm in ARB for along time to come, i don't loose sleep over the daily price because what i invested doesn't impact on my daily life and is an accepted risk / reward scenario for which i decided the reward potential far outweighed the risk.
whatever direction you take with this investment i hope it has no regrets for you.
So good luck whichever way you choose, and if you decide to stay invested then strap in cos this ride hasn't even started yet imo :)
ATB

Xenor
whilst i appreciate your concern and position, you need to fill your glass up as its always half empty.
you bought in immediately after a FOMO spike in price and we are still consolidating in price along with the rest of the mining fraternity.
In recent weeks we have suffered low liquidity and as such creates a day traders dream scenario.
with everything that is forecast in the pipeline, it will no doubt be exciting with increased volatility and liquidity still to come but the fundamentals are very very strong and positive sentiment will return especially off the back of the green initiative focus at the moment.
focus on the fundamentals for revenue and profit, stop looking at the day to day fluctuations in price and look further forward based on all the information and direction that is out there to view.
if your plan was to hold this for a year or two before taking profits then look at potential revenue and profits that far ahead based on what we know already, it's phenomenal.
GL and ATB

Dan640
by end of May we will HODL circa 1,100 BTC, we currently mine circa 160 BTC per month, from July our hash rate increases to 1685PH which will result in circa 240BTC mined per month. In H1 2022 we have the Texas 200Mw facility coming on line.
you need to view overall potential future revenue and profit and apply PE ratio to determine what you think is value for share price.
GL and DYOR

BreaconCarreg
good article, it is this kind of information that tends to get brushed under the carpet in main stream media when the ultimate agenda is just to bash bitcoin by the legions that just don't understand it.
thanks

the environmental impact and energy usage debate of bitcoin mining is a fair point, but it is unfair to just debate it in isolation to all other main stream applications of comparable infra-structure. Bitcoin is constantly in the headlines for its so called environmental impact but its about 1/3 of the total power consumption of mining gold yet there are no headlines about that.
everyone jumps on the green wagon for Tesla / battery vehicles but again, the energy usage in mining and producing Lithium ion are also staggering.
add to all that the global data centre usage for main applications, facebook, google etc, all of them consuming huge amounts of energy!!
Bitcoin and crypto is becoming mainstream and essential as a global financial infra-structure and needs to be compared with unbiased judgement when it comes to its environmental impact.
as far as i am concerned ARB is at the forefront of that debate and is answering the questions that are being asked!!!

you must be raking it in today Zorro at 50p a post.
you may save up enough to buy some ARB soon.

well said Cameron, completely agree.
for me personally, i am quite relieved that BTC is tumbling as i feel that (from a technical viewpoint) that it needs to hit down to $43k to invoke the next big run up above previous ATH as its been travelling sideways for some time now.
for me now, this is just a waiting game, i have set up my position and nothing has changed for me to alter that as it was always a long time frame.
just gonna pack my deck chair now as on the way to Delacey island for a mojito :)
GLA

Saby / Zorro or whatever there efin name is, is just a de-ramper with an agenda and most likely paid for it.
Absolutely nothing of useful substance in any of the tripe they spout on this board.
Hard to do I know, but just ignore them guys.

Xenor
before you decide what is the best decision for your situation, please have a look back over the previous BTC bull run charts and the after periods, both 2013 and 2017 had very similar characteristics.
in May 2017 BTC was circa $2K which then extended up to over $19k in December 2017 at the peak of the bull, even though the crash afterwards was severe it dropped to a lowest value of $3k for the period in between until the start of this bull run.
My point is that the crash that followed, the low was still 50% higher than the price in May 17 at the early point of the Bull run, and it showed the same characteristics on the previous run.
so the crash expected later in 21 or early 22 if follows previous then the lows could potentially still be higher than the current price. So even in a crash ARB would still remain hugely profitable.
wish you all the best whatever path your investment takes.
thanks

Put me down for 20th please RC

Not a one, I’ve added more though as the fundamentals continue to improve.
I’m a long term holder in since IPO and will continue to be for a good time to come

Paulio11
I get it, your in the red on paper and it’s frustrating as hell, but don’t be hanging on for Nasdaq, that will happen when it happens and depending on the timing it could be good or bad on a short term basis but will pay off in the longer term for sure.
I would imagine you invested here by choice and for specific reasons and the fundamentals are only ever improving.
Just over 12 months ago my investment in ARB was 80% down, yet here I am still holding 100% of my shares, because I look forward not down.
Best of luck my friend

this is entire market sentiment and nothing specific to ARB as a company, don't know what you expect him to do ??
his job is to manage the company and turn growth and profit.................which is exactly what he is doing.

its unfortunate on days like this that the research and fundamentals that investors look at when buying in seem to get thrown out the window and they take the lemmings view of the share price changes.
take your OWN view based on your OWN risk appetite and personal situation, don't just follow the crowd without justifying your position.

Calamari
As far as has been announced we will have 1.685 Eh by end of Q2 this year.
It has yet to be disclosed what the full usage of Texas will be but we know they will be diversifying, whatever they decide to use the 200mw for will be notified in due course but so far the BoD have produced phenomenal results and I am not expecting any less from Texas when we have the full picture.

Calamari
Both riot and Mara have announced large investments for BTC mining over the coming periods
By Q12022 Mara will have 10Eh or circa 300mw
By Q42022 Riot will have 7.7Eh or circa 250mw
By Q12022 ARB will have Texas on 200mw with diversified usage which is still to be clarified specifically plus the existing 50mw by end of Q2 2021.
I would say we are fairly even on intended growth yet they still have 3x Mcap.