Member Info for Just_the_facts

Orders for institutions are being filled, liquidity levels are low, sentiment is low across entire mining sector, shares are moving from retail into institutional at a rate that keeps price stagnant.
A catalyst is needed but until that happens we will sit around this area.
We have all seen how quickly this can run up on positive sentiment and it is far greater than the downturn we have put up with over last 10 weeks.

the market is always forward thinking, so look ahead to potential just 1 year from now.
we know that Texas will be diversified from just BTC mining and that the BoD are looking at best ROI for this facility so true scope is still to be advised, but for illustration of potential and based on BTC mining only (numbers rounded for easy reading)
200mw plus existing 50mw would give approx 8,000Ph, this would result in 1,000 mined BTC per month. In 12 months from now we would have a HODL in the region of 3,200 BTC.
even with BTC at $50k that would give a potential annual profit of £450m, that would put the current share price at a forward PE ratio of just over 1 !!! work that out for potential increased BTC values of $100k or more and it becomes staggering.
sentiment for the entire mining fraternity is low, chip shortages, fear of crypto volatility, de-centralised regulation etc etc. when clarity on these becomes less sceptical, sentiment will follow.
it is easy to become complacent when we chat in this space as we communicate with similar minded others regarding crypto and mining but remember that 99% of the population have almost zero knowledge about it but look how much this is changing as it becomes more mainstream, remember how far the whole crypto sector has come in the last 12 months.
When the scales of confidence in crypto/blockchain tip to positive there will be a far more wide angle of investors entering.
think of potential when this happens and PE ratios are 15, 20, 25 and so on.
At the moment i view ARB as a bottle of coke with the lid off, sentiment is the Mentos mint hanging above waiting to be dropped in.
I just don't see any negative news as far as ARB is concerned, just huge potential!!
If you are a LTH or even recently invested and in the red, i urge you to look at the forward potential away from the day to day noise that occurs.
GLA and DYOR.

RC
Well said
Hit nail on the head for me.
I have very long term views for where this will potentially go, so much so that I won’t post any longer term projections I have on this BB as I feel the majority would just accuse of ridiculous ramping, but I am happy with my calculations and just waiting patiently for the markets to catch up.
I am just sitting on my hands, no rush for me.
Thanks and GLA

S&T
Thanks for reply, BTC has a huge intrinsic asset value, just not in a traditional materialistic form as say precious minerals.
Any information I post on here is based on my own fundamental research as to the validity of ARB and its potential,
As you are no doubt aware there is massive global institutional adoption of Bitcoin currently in progress in many forms.
I have no intention of sucking anyone into this and as always it’s imperative that everyone does there own research and be comfortable with what they invest, so yes my own outlook for both BTC and ARB is bullish but not out to convince you either way, that’s your decision.
If your invested as you say then surely you have carried out DD in which case I am surprised at the nature of your response??
Thanks and ATB

The Pluto announcement today was for plutosphere which will be their own YouTube channel

Surfandturf
Out of interest what does your own research suggest??
Can you elaborate on your bearish view please

Blubay
the $10,000 is just a relative baseline and an easy multiplier to get to current or forecast BTC value, the PE ratio of 1 is not relative to the BTC price but the share price.
example
HODL of 764 at $10,000 = $7.6m
monthly net mining of 136 at $10,000 x 12 months = $16.3m
total = $24m or £17.4m divide by No. of shares in issue of 382m
this gives a baseline of 5p (rounded number) per share and an effective PE ratio of 1 based on BTC $10,000
so to work out for current BTC price is x5.5 and then multiply by a PE ratio, for current share price this is approx 7.
i find this helps to work out previous high and low PE ratios and to forecast future potential share price.
hope this helps.

I'm sure a lot of us have various methods for trying to asses the ARB share price against BTC in order to provide an indication of how good our investment could be.
I always strip it back to the basic fundamentals so that i can get a basic multiplier for any BTC value and any PE ratio, i can change the fundamental values based on monthly updates and then also apply forecasts based on the future planned growth.
Based on end of March results for a HODL of 764 and a net monthly revenue of 139 BTC (forecasted for 12 month) with a BTC value of $10,000 (basis for multiplier) and a PE ratio of 1 gives me a baseline value per share of 5p.
so at current standing of £1.90 tells me that PE ratio is about 7. I can then take a calculated view of share price for when sentiment becomes positive and potential PE ratios could range upwards.
forecasting for future growth and share price potential is why i am invested here and why i will remain invested here, in my own opinion i see the downside risk compared to the upside potential as being hugely out weighted.
GLA and DYOR.

kinda feels like the BTC price is in a bit of no mans land on the charts at the moment, I think the end of this week's options expiry will determine the near term direction. there is a lot of talk of $56k being the burn point for both long and short options so it may be held here for the next couple of days.
to the upside it if retakes $60K then feel momentum would carry this to new ATH into the $70-80k region.
to the downside i feel a retrace to $43k may be required to incite the next bull rise.
just my thoughts though based on charts.

Hi Parkez
and welcome, at some point or other everyone on this board new nothing about bitcoin, blockchain or ARB, it is all about research and self education.
a good starting point would be to read the bitcoin white paper as this will outline the basic concept for you.
go back and read the ARB RNS so you become aquatinted with the operation.
Blonity provides regular and brilliant updates on all the major miners (links are normally posted on this board for new broadcasts)
George at Cryptosrus gives daily and well informed updates on BTC and other crypto, well worth a watch.
lots of other good general Blockchain basic principles information out there, just google it .
good luck with your investment.

everyone should review their investments and stay on top of the fundamentals to enable them the best view of the market. ARB fundamentals are incredibly strong with only ever progressively strong news, even the recent dilution was all positive in my opinion for the long term but just had a short term effect on sentiment.
All of the mining fraternity have taken a hit on momentum and positive sentiment, and we all know that sentiment is like a pendulum, it swings from positive to negative and back again.
just based on end of March results and current BTC price we are sitting on a PE ratio of about 8, for the exact same fundamentals and an increase in sentiment to give a PE ratio of 20 would put this share price at £5.
the fundamentals are only growing in strength month by month for the foreseeable as is the anticipated BTC value.
if your ARB investment is sitting in a SIPP then i would presume you are not requiring a quick return, and your investment is more than likely to come back to you with interest based on all the current expectations.
ARB has a significant and possibly majority share holding by retail investors at the moment and there is significant interest currently from the II's, once they decide to pick up the ball and run with it sentiment will swing to positive.
will you be one of the investors they are going to steal from??

Anybody watch it?
Very good promotion in the plot line tonight for Bitcoin providing excellent returns on investment.
And Raymond Reddington knows who Satoshi is :)

I feel that the fundamentals in SGI could turn slightly positive in the future but fear that a further share price decline is expected before that happens.
I have set a target buy in price for this for 1 million shares and and will be posting the cash to my broker tomorrow, going to be efficient and use a 2nd class stamp as don’t think they will need to function the trade imminently.
Now where did I put that ten quid ???

Delacey
I fully agree, Pearls original posts on ARB were quite humoured and blatant cross ramps presuming everyone in ARB was speculative and care free with there investments with a potential cash cow that could be diverted into SGI.
Then realising we are actually a well informed bunch of serious investors ahead of the market, they decided to troll instead.
Quite sad really.
Someone just posted to sell a Penny Black and would they exchange for Bitcoin LMFAO
ATB mate

The SGI BB is quality
All the posts from Argonauts ripping Pearls a new one

Tough one that RC???
Give us another clue, lol

very good interview and provision of information.
biggest takeaway for me was regarding how much interest they have received from institutions and big players who have not yet invested in crypto or the miners. She was expecting this to achieve lift off soon as at the moment the mining space seems barely recognised by the big investors.
hopefully amazing times to come.
GLA

Delacey
that would be poetic justice then :)

who's got the 'AR60 HOD' plate, you should take both cars and do a drive by at SGI HQ :)

Herdie
PMSL, i can well imagine Pearls would be in meltdown.
might just post that on the SGI board :)