RE: Valuation by Hexam so no ramping involved17 Feb 2024 12:33
M22C “ I'm coming to the conclusion that there are no signers so that the researchers of Big miners are trying to emulate Qbt's results as they are aware it is possible“
That’s not my conclusion at all. In fact I feel the opposite is happening . That’s the beauty of investing everyone has different views . GLA
RE: Valuation by Hexam so no ramping involved17 Feb 2024 10:20
We also know FG is targeting rig manufacturers. If Qbt develops their own chips as per their strategy then this is a game changer . If the deal is with a well known manufacturer this could go to around 50p + . So we will see what FG does
RE: Valuation by Hexam so no ramping involved17 Feb 2024 10:16
Jambone - Hexam’s valuation of 20p per share is very realistic., although with BTC so high it will probably exceed that with a deal as the valuation will still only be around £220m or so which is very low . Just my opinion
RE: Valuation by Hexam so no ramping involved16 Feb 2024 14:16
Yes Jambone there is a lot of news due here on many fronts. I deal with a miner is great, but a deal with a manufacturer is game changing on another level
RE: Valuation by Hexam so no ramping involved16 Feb 2024 14:09
Personally I feel this could be the share of 2024 if a deal is struck with a large North American miner.Qbt is a once in a life time stock . It is completely unique and outperforms the big boys in a multi billion dollar industry . JMO
I have been looking at Hexam’s valuation of 20p per share on a deal, I actually believe it will surpass this depending on the nature of the deal and who the deal is with. The upside here is crazy 😜
RE: Valuation by Hexam so no ramping involved16 Feb 2024 09:56
The ETF success and the halving rapidly approaching will send BTC to $100k or thereabouts. The regulation of BTC was a game changer and secured the future of crypto.
RE: Valuation by Hexam so no ramping involved16 Feb 2024 09:40
Brew- fair point well made. I believe Qbt have confirmed real time testing was taking place before going to miners.
Agreed, an update on the SaaS infrastructure would be awesome, although it would also indicate a deal has been struck which may not be something the other party would want at this stage . All depends on terms of NDA aswell and contractual terms aswell.
RE: Valuation by Hexam so no ramping involved16 Feb 2024 09:36
Jambone - agreed the protection of the IP on Qbt’s unique world class product ( no one else in the world has achieved what method B can deliver I believe) has been a tricky situation for them .
RE: Valuation by Hexam so no ramping involved16 Feb 2024 09:27
“So you think carrying out live testing which is what the miners want to see is risky? “
What a silly statement, you have to demonstrate the benefits of the product in a live environment. How you can possibly expect a miner to agree without a demo . It’s the same with any business