Listen to our latest Investing Matters Podcast episode 'Uncovering opportunities with investment trusts' with The AIC's Richard Stone here.
......both Canadian miners are capitalized @$350m......dwarfed by American cousins Riot and Marathon @$2B+.....I strongly believe a smaller more nimble miner will strike a deal with QBT first.....Bitfarms....this may explain why Bitcoin mining in Paraguay..... was singled out for a special mention in QBT latest corporate video......then quickly followed within days by this huge $86m 36k Bitmain mining machine order.....Reading between the lines....theres a confidence about this order..... one only gets with efficacy......Conclusion news will soon follow from QBT hot on the heels of this deal.....good luck to all LTH....Reg
AHS.....New Argo Ceo announced today.....When transformational is mentioned in RNS.....Its important to flesh out what this could mean to QBT.....Yes I agree a deal with US mining giant Riot would be more preferable....lol Reg
Addison.....I am aware of Argo debt.....£50m .....Argo.....are ripe target for deal..... because they need something like QBT software to do anything transformational......indeed 30% is the maximum threshold before a full take over.....of course Argo debt would need to be restructured.....leaving QBT with no liability.....Reg
Addison.....IMO ARB.....could be an ideal catalyst.....British based.....with Nasdaq listing......We could do exclusive territory licensing with them.....in exchange for 30% equity in their business....At a stroke......we would gain efficacy.....mine Bitcoin.....and achieve revenues....Reg
Question;.....ARB....what will they need to do..... to be tranformational.....Answer.....may give QBT upto 30% equity in themselves.....for exclusive UK QBT software license.....QBT have said they have narrowed down potential partners to 10.....I will take a guess at four.....ARB UK.....RIOT USA.....Bitfarms Canada.....Block in chip design......This is what the smike signals so far tell me....Reg
......yes another smoke signal.....ARB a Blockchain miner(QBT would like to do mining).....now headed by Digital Merchant banker(deal maker).....with Nasdaq listing(worlds biggest capital market)......Capitalized @ £45m(could this be our merger partner).....Arb Ceo saying tranformational (means M&A).....Smoke signals indicating potential deal with Bitfarms Bitcion mining in Paraguay.....Block chip and quantum computing......Good luck to all LTH Reg
Bob....your not one of Gerry Andersons Super Marination creations.....Brains or Joe 90.....No you cant be.....because you have no strings.....I no.....your a glove muppet.....Toasty with a knitted character on each toe......lol Reg
No smoke without fire as they say.....Leak.....possibly early mining machine testing is garnering favorable results.....IMO QBT will go ballistic on first deal.....QBT IP.....could be worth Billions......Good luck to all LTH Reg
I predict....mining and chip partner deal announcements within two weeks.....Shortly thereafter announcements on, data center server locations installation/testing to revenue Q1 2024......Miners rig testing commenced from 30/10/23.....Therefore.....expect deal news one month from then......IMO the larger mining players with larger Capex requirements.....have it all to lose....This is why I believe.....the smaller more nimble players such as Canadian Bitfarms.....may announce a deal first.....Added more today....Best of luck to all LTH.....Reg