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Re: SgtJBone post# 2872

Friday, 02/02/2018 4:07:35 PM

Friday, February 02, 2018 4:07:35 PM

Post# of 6557
Exactly. The differentiator is the hardware connection to Bitmain via the power supplies. So, unlike other companies in the mining space, their connection to the crypto world is multifaceted.

And I think that the exposure to the other technologies they have is not without value, if only due to the fact that they can build out more easily in their existing facilities due to their longstanding presence as owner of facilities that are military grade in terms of access to such things as a fat pipe to the broadband world.

Being in the supply chain in this set of ways differentiates them from any other player in the crypto world at this time.... well, any other low price stock in the space, that is.

And lets not forget the hydro dam. Not an irrelevant differentiator because the other players with size who have electricity cost advantages are in places like Iceland & Sweden. The hydro dam may not be big, but its a definite plus to have it.
I hear that Washington State has rural hydro electricity & that Oracle & Microsoft have large server farms in the rural areas of that state, so other US crypto-mining players who locate there may have advantages too, but the dam in New York is unique and it is not a negative for DPW.
IW

"Just my opinions, folks. Do your own due diligence & make your own decisions. DO NOT... I repeat... DO NOT make any investment decisions on my comments. They are my opinions. That's all they are... OPINIONS."