That is not true.  More information for you is also more information for competitors.

To summarize what is known:
1. AM may have upwards of 200TH/s on order, although this is not confirmed.  They also have agreements in place such that they could order substantially more.
2. AM has in their possession 62 TH/s of AM 10GH/s blades ready to deploy, minus what has been sold so far(0.6TH/s).
3. 13 TH/s is deployed, with 2 more TH/s estimated to be deployed tonight(by tomorrow morning for those of us in America).
4. Of the remaining 48 TH/s, at least 50% will be deployed for AM hashing.  Some undetermined percentage of the remainder will be sold.
5. The company has a philosophy of around 50% reinvestment in the company, and 50% dividend payouts, which means AM likely has a lot more future ahead of it.
6. The order(?) or production of the USB miners has begun, and AM has reserved substantial funds to pay for it and integrated circuits as needed for deployment.

That is what is known.  I daresay you should be able to use that to evaluate AM's value yourself.  Worst case, you can use prices from the most recent auctions to evaluate AM's true value, and estimate for yourself the future value based on the above & Friedcat's statements.