Applied Blockchain Inc (APLD)

[KingsKnight]

Stick With It..
If you swapped TCRI for APLD back in Dec, you got a good barter ratio. I guess somewhere around 2-5 shares of TCRI for every share of APLD. A good swap, considering the state both are in currently.
I think APLD has a great future, a rocky present as a stock, but a great future as a company. You have to really admire the haste by which they have developed here. It certainly helps that BitMain/Antpool & all the rest of the Chinese behemoths are looking for new hosting/data centers all over the world & are playing rainmaker to so many data center infrastructure projects right now. The US is taking on a ton of these projects & APLD really did a fantastic job is getting their site/s up & running. This is a growing space, so many states are vying to get these projects.
I would certainly not advise selling TCRI at the moment there is too much upside potentially on the present market cap/share structure. Currently it's only a ~100M entity. APLD is sitting above ~500M. APLD ofcourse has had share issuance past above the initial shell structure & I suspect TCRI will as well. There's an interesting upside should the right parameters play out on TCRI. If they[Phoenix] bring their mining/hosting business into TCRI, the spike on the price could get that $100M cap to 10x+.
Here at APLD, while I would say it's good to have a position. I'm still a bit leery of a possible R/S for this NAS listing sometime upcoming.
https://www.nasdaq.com/articles/the-impact-of-reverse-splits-on-low-priced-stocks-2021-10-28

I guess to answer your question, while I would have an position in APLD, I would not trade the immediate prospects of TCRI to come back to APLD. I don't think APLD will return the same percentage gain as TCRI will over the next say 3 months. If/when APLD nears NAS listing then really it's a crapshoot as to how receptive NAS will be to them in terms of price move. Revisit the swap thought when TCRI makes it's true move upon 8K release. Your swap ratio then may again be that 2-5, this time the other way around!! JMHO
*for full disclosure, I am on both APLD/TCRI, and am the iBox manager for both boards*

sonny22 Sunday, 02/06/22 10:17:40 AM
Re: KingsKnight post# 2070
I sold APLD back in Dec. and bought TCRI, I've thought about taking some profits from TCRI and buying back into APLD. You know a lot more about APLD than I do, I just wanted to know if you think APLD has a good future.