I believe you have to have a strong 'hold' position on BTC to be getting into miners -- not just now, but even earlier this month (or any time I guess). I'd be a little surprised to see a discount. Maybe if BTC is still stagnant in late January/February, but to discount now is probably premature. It's unlikely they need to drive a whole lot more new sales for batch 1 at this point, though who knows.