1) What is the status, size, and expected delivery of the next batch of chips? What about the one after that?
re 1) This month: 850k, next month: 3.35m (order size), June: 6.7m (order size), assuming each chip is 10G.
Still don't understand the financial report, in the cash flow sheet, the chip sales income is around $4.5m, divided by $0.35/G, means the sales in May was 12.85PH, it's quite below 33.5PH. AM I wrong about this?
The chip sales income is most likely income from the April batch, maybe some May - we don't know. This gives us about 10 PH/s for April. The majority of the May batch is supposed to be in the inventory, which is probably priced in production costs.
Thanks, so the materials refer to wafers, assuming its cost is $0.15/G. Products refer to chips assuming its cost is $0.2/G. Therefore, we have around 48PH in hand, and will generate revenues as 16.8m($0.35/G). There are still 50PH is waiting to be produced. Minus the cost 10m, the remaining profit is around 6.8m, in current btc rate, per share dividends for this batch is 0.0257btc. The last 50PH will generate 15m($0.3/G), let's assume AM will retain half of them and cease Gen3 production, the dividends for the last batch is 0.0284btc. TOTAL 0.0541. Unfortunately, we are in a btc bull market, that may be the biggest risk.