I claimed they're worth .75 to 1.5. That happens to still be correct. It has paid ~0.29 in the past three months, or roughly speaking 20% of what I claimed they were worth at most (1.5). This is what we're discussing.

With some basic present-value discounting and some very generous risk assumptions (what happens if some government raids ASICMINER DC and confiscates all gear, sometime between now and December? What happens if the entire wafer has a useful lifetime of 1000 hours under load, and no single chip makes it past that? What happens if a plane accidentally crashes into the building, or there's a shooting and the place becomes a crime scene, or etc?) it would seem the current value per share is somewhere in between 0.03 and 0.07 BTC or so. The lower bound is soft, in the sense that it may be much lower that that, but the upper bound is hard, in the sense that even if nothing bad happens, with MPBOR firmly in the 5 to 10% range .07 BTC now mean .1 BTC in December. So on purely financial terms 0.07 cannot be exceeded.

It would seem to me that all those users who haven't managed to sell out on the bubble started last month are SOL by now.

S.DICE IPOd at 3x and has been trading over 5x for months, making the dividends gains pale in comparison to stock appreciation gains (even as S.DICE has actually paid 64,396 BTC in dividends in the past 8 months).

AM sort-of brokenly IPOd at .65, under my previous lower bound estimate (*) and has about 0 chances of ever significantly appreciating in price to compensate. A sad showing, but such is life.