Top Tweets for #OPVS
#OPVs /IPOs
De obligada lectura. 🤓📝
Tan fácil de entender.....
#DIGI se la pega.
Pero en general, es lo que sucede con las IPOs u OPVs. ¿Por qué?
Imagina que quieres sacar a bolsa tu empresa. Esto es básicamente vender una parte de tu negocio al público en general. ¿Qué precio le pondrías?
El más alto que puedas.
Pues eso mismo hacen los dueños de las empresas que salen a bolsa. Y por eso mismo, en general, invertir en salidas a bolsa es tan mala idea.
A no ser, por supuesto, que el vendedor sea el Estado. Como en el caso de #Aena . Si el que vende es el Estado, los que se están intentando hacer ricos van por otro lado.
Estoy viendo bastante ruido con las posibles #OPVs de @SpaceX , @OpenAI y @AnthropicAI , y me parece raro venderlo como algo terrible para el mercado. Por market cap podrían ser de las más grandes de la historia.
La clave técnica está en la microestructura de la colocación, es muy probable que arranquen con free float bajo y lo hagan por tramos, con varios lanzamientos. Si la primera no fija bien el pricing y sale bajista, el precedente te enfría el apetito por riesgo para las siguientes colocaciones (OpenAI/Anthropic). Además, al principio ni siquiera van a mover índices de forma directa, tardan semanas en entrar en S&P/Nasdaq. Con ese setup, lo lógico es que las primeras rondas se intenten cerrar con demanda fuerte para generar tracción y que los primeros asignados puedan capturar upside… otra historia es lo que pase después.
The Indian Coast Guard today signed a deal with L&T Precision Engineering & Systems for the procurement of six Rail-Less Helo Traversing Systems (RLHTS) for indigenously built Next-Generation Offshore Patrol Vessels (#OPVs).
+ P-15Bs also incorporates the Rail-less Helicopter traverse system just like ur Kamortta class corvettes ...
the system operates in conjunction with a deck-lock grid to provide safe helicopter operations from initial recovery through on-deck handling evolutions
In line with GoI #AatmanirbharBharat, initiative @IndiaCoastGuard today inked a deal with L&T Precision Engineering & Systems at #CGHQ, #NewDelhi for procurement of six (06) Rail-Less Helo Traversing Systems #RLHTS for indigenously built Next-Generation #OPVs. The agreement was signed by the Principal Director (Air Acquisition), #CGHQ and Vice President, L&T, in the presence of Deputy Director General (Aviation). The #RLHTS aims at enhancing safe helicopter operations by ensuring reliability and flexibility in maritime environments, marking a significant stride towards defence self-reliance.
#MakeInIndia #DefenceIndigenisation
🇵🇭⚓📊🧭🪖
Philippines’ naval gap & budget rebalance
⚠️ #Offshore combat force far below plan:
#Frigates 6 → 2, #Corvettes 12 → 3, #OPVs 18 → 6, #Missile boats 42 → 9
🚫 Attack #submarines: planned 3, actual 0
🧭 #Capability shortfall is structural, not marginal: The gap reflects delayed procurement, funding constraints, and shifting priorities, not just timing.
💰 #Defense #budget still land-heavy:
🪖 #Land #forces dominate (≈50–56% of budget, 2021–25)
✈️ #Air forces rising steadily (15% → ~21%)
⚓ #Naval forces gaining share, but still under 20% by 2025*
🔄 Strategic pivot underway, but incomplete: Budget shares signal greater maritime awareness, yet asset outcomes show limited force realization.
🌊 Bottom line: The #Philippines recognizes the maritime challenge, but naval power lags strateg, the gap between plans, budgets, and hardware remains wide.
Sources: Philippine Department of National Defense; Philippine Congressional Policy and Budget Research Department
@iiss by Justin Baquisal
Cardama asegura que no existe incumplimiento del contrato de los OPV para la Armada uruguaya. El astillero gallego no dará su brazo a torcer.
#armadadeuruguay #opv #opvs #cardama
https://t.co/OhBuDu7hnM
Los OPV-87 de Cardama para la Armada Uruguaya avanzan a buen ritmo.
#opvs #armadadeuruguay
https://t.co/96cjLoIUEq
Primer corte de chapa del programa OPV para la Armada Uruguaya en Cardama.
#armadadeuruguay #opv #opvs #cardama
https://t.co/gMllQoL1Q2
Join us for two exciting PhD-Postdoc Series talks! 🚀
🔹 Mar 12 – Robin Basu on upscaling #OPVs: from lab cells to large-area modules.
🔹 Mar 26 – Fanny Baumann on strain in halide #perovskites & stability under stress.
🔗 More info: https://t.co/iaLrpTDAwB
🇹🇷
Next #Hisar-class #OPVs Receive VLS and a New Superstructure
@DESANSHIPYARD has begun building the third Hisar-class Offshore Patrol Vessel (OPV) for the #TurkishNavy in a new configuration with #VLS and superstructure design. @DearsanShipyard
https://t.co/C4SOLTG9sj
🇹🇷@DearsanShipyard a Recurring Player in the Turkish Navy’s Buildup
Dearsan will build two new generation #MCM ships and four #Hisar-class #OPVs for the Turkish Navy, making a significant return after Tuzla-class patrol boats.
https://t.co/WveQ2bv557
Part of @JChemPhys Special Collection: Molecular Dynamics—60 Years after Rahman: a multiscale approach dissecting the #noncovalent interactions in conjugated #polymer blends for stable/efficient #OPVs @dr_rkhatua @iitgn @ChemistryIitgn @serbonline https://t.co/39EvdxOzqC
#FrenchNavy 's news #OffshorePatrolVessels #OPVs to feature #antidrone detection system
https://t.co/BOn3p5jtbH
@Le_Figaro @TF1Info @F3Regions @lesoir @lalibrebe @RTBFinfo @rtlinfo @vrtnws @lemondefr @LCI @Le_NouvelObs @France24_en @lecho @sudinfo_be
#Uruguay approves #CardamaShipyard to build two #OPVs for #Navy first #vessel expected in 18 months
https://t.co/6GDUWIWGZt
@Le_Figaro @TF1Info @F3Regions @lesoir @lalibrebe @RTBFinfo @rtlinfo @vrtnws @lemondefr @LCI @Le_NouvelObs @France24_en @lecho @sudinfo_be
Uruguay: elecciones, geopolítica y OPV. El caso Cardama.
#armadadeuruguay #opv #opvs
https://t.co/llYsNkG7Wq
Excited to share our latest paper just published in #AEM @AdvSciNews! 📄✨ We delve into #performance #stability tradeoff in #organic #solarcells with #2PACz #SAMs. Check it out https://t.co/54mq8AZOSt @KAUST_OMEGALab @KaustResearch @KAUST_PSE #OPVs
Thread with major takeaways👇
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