Given that the container, immersion cooling, etc. are all based on existing technology within allied-control, and that two sites with low electricity costs and no legal problems have already been identified, why would it take so long (3-6m) to deploy containers? Surely the deployment time can be shortened and have less variance?
DataTank Mining is NOT allied control, right? Or is it the same?
Based on the forecast in pg 15 of the prospectus, deployment in 3 months would mean that DTMA will not reach ROI. 6m would be worse of course. Has anyone done figures that are more promising?
Along that reasoning, a deployment in 3-6 months had better not use AM BE200 chips else it will not ROI. Hopefully there will be a better chip by then. Spongebobtech? AM BE300 (4th gen)?
When a better chip becomes available after DTMA starts operations, what is the procedure for swapping to the new chip and how would it be funded?
How would DataTank Mining's interests be aligned with shareholders'? As far as I can tell, once the container has been sold, DTM just makes a tiny cut of electricity bills, so your only incentive is to keep the container operating?