govro12

I've seen things you people wouldn't believe... Attack ships on fire off the shoulder of Orion... I watched C-beams glitter in the dark near the Tannhäuser Gate

[govro12 @govro12]

Small Cap Teikoku Corporation has 40% market share in the mission critical canned sealless pump market and is trading at a 9% shareholder yields with 5% LT organic sales growth and expanding margin.

[govro12 @govro12]

@japan_cap There might be one - likely SRZ-1200 built by 2035 imo maybe another one in the works by 2040 those 5 are highly speculative

[govro12 @govro12]

@SutjeSH I really like your thinking ! The last accelerated sketch - like from jan2000 to March2000

[govro12 @govro12]

@alukach this is mission critical application so the cheaper product from china is less a a concern. You dont want to save a few % for the pump that is used to fuel a rocket in liquid hydrogen

[govro12 @govro12]

Small Cap Teikoku Corporation has 40% market share in the mission critical canned sealless pump market and is trading at a 9% shareholder yields with 5% LT organic sales growth and expanding margin.

[govro12 @govro12]

@capitalatrisk23 @memyselfandi006 Dogs should have maximum allocation RIP Laika!

[govro12 @govro12]

@MirzayevEmil Not cointreau i hope

[govro12 @govro12]

Based on Laurent Perrier robust result... $LPE EPS 8.45 up 5%. That post is the only one that turn okay.
Was wrong on $CUERVO $RI Spirits is still caught into quicksand. Sorry about that.
https://t.co/iD3oIOxZ75

[govro12 @govro12]

@SutjeSH @memyselfandi006 might wait for the release for the first lockup period for a significant drop - 20% or 400B selling liquidity to see a major drop after first release - not sure the market can take 400B at 100x sales

[govro12 @govro12]

@capitalatrisk23 @memyselfandi006 nice! we can get rocketlab at 100x sales as well as a bonus right now..

[govro12 @govro12]

https://t.co/YaDvehows7

[govro12 @govro12]

I think buying Visa and shorting SpaceX and Rocketlab will be a hell of a trade

[govro12 @govro12]

@memyselfandi006 The IKB Deutsche Industriebank & Deutsche Bank bought a lot of the subprime bonds during GFC - calling old friends

[govro12 @govro12]

@memyselfandi006 honestly the staggered lockup period is ultra aggressive... ie. can sell 20% of shares as soon as SpaceX release April-June results.. assuming an IPO end of June that could be 1 month later depending when they release... versus typical 180days.

[govro12 @govro12]

@vanckzhu GS has a lot of long short hedge funds suffering lol

[govro12 @govro12]

@ragingbullcap There is a TAM issue - Once they complete their rollout. As you said a few years from now.

[govro12 @govro12]

@ragingbullcap Customer concentration is always a risk. It is not a show-stopper, one of my biggest position is aeroedge with only one customer SAfran - but this is a risk and the day they get P&W or RR will be a great day - the same if $DBO gets Regal, AMC or another top5.

[govro12 @govro12]

@USAmbCanada Your fired!