Principal @ Leverson; Angel to later stage investments in environmental, tech and societal enterprises; Active equities. Personal views, not financial advice.
Melbourne, Victoria
Joined January 2013
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$ZIP Fraud event. Market will expect more information to confirm if systems are now in place.
Has been underperforming US peers since last reporting - expect some degree priced in.
$NXT - TP revisions overnight
Money should be flowing to less risky names such as $MP1 (Held) that are on far lower multiples and debt ratios
$NXT ~40% drop in EBITDA FY27..
I reiterate - DC type planning in countries like AU is going to be an issue until the Govt recognises the need to maintain sovereign capability that is in line with our Privacy laws which require data to remain on-shore.
Building DCs in Asia are a no-brainer instead
$NXT ~40% drop in EBITDA FY27..
I reiterate - DC type planning in countries like AU is going to be an issue until the Govt recognises the need to maintain sovereign capability that is in line with our Privacy laws which require data to remain on-shore.
Building DCs in Asia are a no-brainer instead
Datacentres/Neoclouds - planning regulations and power supply delays will be the decider on who wins..
Talk about European DCs and Local vs Asia are laughable when considering planning issues with governments..
For all the Firmus $hitcanning - their strategy to move away from CDC/Infratil model into Asia was arguably a wise one
Tesla Roadster demo was show.
This in-depth is far far more interesting. Forget flight. Seeing some of the detail in lights and ground / thrust effect is very interesting. The 1MW rear drive twin motors - cool
For the mere mortal, it is all a bit irrelevant- bit like how the GT3 doesn’t need any more power.
Obviously some huge practical hurdles - the compressed nitrogen taking 6 hours to fill etc.
New Tesla Roadster: SpaceX Thrusters, 0.6sec 0-60mph & 330mph! | 4K youtu.be/JdkIOhFmbKI?si=iiMN… via @YouTube
Accurate
Mission S vs Tesla Roadster comments are going to be hilarious:
@Tesla fanboys:
- So fast, it flies - see that turbo-air
- That back to the future sound - oh my
- FSD+++ Why be in the car - I can just put on VR Goggles
- Oh I can buy 4 Roadsters for the price of that Porsche
- Oh I just wet my pants
@Porsche fanboys:
- Hear that engine oil flow - tick tick
- My Flat 8 would pancake that Roadster
- FSD+++ Perhaps learn to drive?!
Probably works for the generation onwards who have never actually "driven" a car!
Packaging SpaceX into a car - cool (until the compressed gas runs out). However, 0 focus on actually driving a car - hard pass.
Each to their own though
Honestly how stupid is this car...?
Thrusters would be illegal to use
No understanding of what a driver's car is - nothing to do with numbers
