Excluding the most optimistic shipping date from the range of possible outcomes is not a delay.

Anyone familiar with BTC ASICs knows better, expects the unexpected, and accounts for Hofstadter's Law.

HashFast customers now have more certainty and a firmer shipping date based on the updated, more accurate schedule.

OTOH, ACTM customers (all five of them) and investors (both of them) still know little to nothing about

1. Klondike status

2. FH chip specs (die size, dies per wafers per batch, etc).

3. FH chip schedule (batch size, timing, etc)

4. PR agent hire (promised last month)

5. balance sheet (promised last month)

6. Batcave status (lease signed?  $/sq ft?  $/kWhr?)


We know one share of IceDrill is worth 12MH/sec in mid-Nov.

We don't know how many MH/sec a share of ACTM represents, nor when it will be online.

You can redeem 120,000 shares of IceDrill for a 1.2TH Sierra with mid-Nov delivery.

You can't redeem 120,000 shares of ACTM for any amount of ASIC, with or without mid-Nov delivery.