Nick Davis

[Nick Davis @NickDavisNZ]

Co-governance in three waters service delivery isn't novel. In fact, it's delivered world-leading, innovative wastewater treatment to the benefit of Hastings ratepayers, and arguably could have prevented the Havelock North drinking water tragedy 1/

[Nick Davis @NickDavisNZ]

@EShoreSpaceflt @JacobKeeton20 Great updates thank you

[Nick Davis @NickDavisNZ]

@BrettKrieger12 @SpaceInvestor_D @MarketWatch That's cool. Congrats @BrettKrieger12 @SpaceInvestor_D and @JacobKeeton20

[Nick Davis @NickDavisNZ]

@ChairmansLedger @rk8215 I agree, great write up on $AMPG. One thing not covered, and which I have mused about, is whether the company is a target for acquisition by others. This is another route to fast returns. Any thoughts on potential for this / buyer interest? @chinoalemano @rk8215 @ChairmansLedger

[Nick Davis @NickDavisNZ]

@SBADJ1 @KallMeKurtis Maybe they're right. As well as exp returns, decisions come down to risk, opportunity cost and time horizon. For me, $RKLB had grown to ~55% of my portfolio, other stocks offer high potential with > margin of safety, and market will likely offer chance to buy $RKLB cheaply again

[Nick Davis @NickDavisNZ]

@OptionTheorist @KallMeKurtis Comments don't need to be nasty in DMs though do they?

[Nick Davis @NickDavisNZ]

@itschrisray Thanks Chris - will take a look

[Nick Davis @NickDavisNZ]

@mason__capital $PAX is cheap at current price

[Nick Davis @NickDavisNZ]

@bennybigbull https://t.co/uLkL3Otle1

[Nick Davis @NickDavisNZ]

@stilltakingnaps @SciGuySpace Or Rocket Lab $RKLB

[Nick Davis @NickDavisNZ]

$RKLB is taking a breather today, after being up 11% in the last 5 days, 89% in the last mth.

Having bought under $4 and increasing position over the last 2 years, I've had a great run.

I've now reduced my position by 30%. Still love the company but need to manage exposure.

[Nick Davis @NickDavisNZ]

@MusicalChairs14 Around 2/3 of non-financial corporations "liabilities" is equity though right? Equity holders also expect a return on their investment of course, but this is consistent with low domestic returns on capital rather than high indebtedness of the corporate sector.

[Nick Davis @NickDavisNZ]

@GounderRishan @RealMattMoney @neo_nile @Peter_J_Beck @RocketLab 100% is expected loads not worst case.

[Nick Davis @NickDavisNZ]

@RealMattMoney @neo_nile @Peter_J_Beck @RocketLab Failing at 125% is a bit skinny for my liking and, as per the official post, not planned. If RKLB is targeting an Ultimate Safety Factor of ~ 1.4, then failure at 1.25 represents a significant shortfall in structural integrity. Question is: manufacturing defect; or design flaw?

[Nick Davis @NickDavisNZ]

@kilroy_jay @Aggie_CIO "Diminished credibility" is in the eye of the beholder. There have been some questionable steps for sure, but investing is for the long term, not quarter by quarter.

[Nick Davis @NickDavisNZ]

@Muzznzer @EShoreSpaceflt @Peter_J_Beck @spacepat_o @ToasterNZ Thank you @Muzznzer et al. I feel a strong sense of gratitude for all that you do. It really helps us feel in touch with the journey. Something magical is being built here by SPB and team.

[Nick Davis @NickDavisNZ]

@daveginvesting @KawzInvests Just a little bit