Well, the issue is that with the quickly rising hash-rates, it's going to become less and less valuable. While it may be 10% this month, next month it could be 3%, then 0.1%, etc.
I'm mostly trying to figure out if I should jump in on this now or just keep the BTC (based on number crunching I don't see the dividends paying off based on the current stock prices). I could be wrong, of course.
I feel that this is the biggest issue that people don't realize about VM. The dividend will get smaller, but the price of the bond will also fluctuate based on the expected dividend!
So many people here are calculating ROI as if the price could never drop below the IPO price...