Where are they going to house 500TH? How many blades is that?
I'm pretty sure they wont be hashing with most of those, and they will be sold with a lot smaller mark up then before. After all, they are 130nm, and not many people will be that interested to buy unless it is very cheap GH/$.
those blades will likely add 50K-100K btc in revenue over the next 2 months (even at significantly reduced margins).
Also, isn't the share price only about 30% of what it was a couple of months back?
they're still a long ways from IPO price, and they've paid that back several times in dividends.
Anyway, they match quite well to the dividend/share price ratio I was talking about a few pages back. Their last dividend makes the current price a fair value. That's why there is a lot of support at current prices.
Labcon has a long way to drop to hit fair share value.
I like how you're trying to deflect, but it doesn't really change the fact that LC is headed to 1/10th IPO price.