NPV10 @npv10.bsky.social · 8hof course this is the way but also like with everything ai, idk how you build intuition for financials/numbers without spending at least some substantial time in your 20s plowing through this stuff 000
NPV10 @npv10.bsky.social · 20hWill have to explain to the youth that “spreading financials” used to be a thing. 100
NPV10 @npv10.bsky.social · 08/10/2026We do have credit cards that are very much portable anywhere you go 100
NPV10 @npv10.bsky.social · 04/10/2026The irony is that geopol risk is sort of the main reason either of those are ever commercially viable enough to invest in new prod ie. you need trump 2.0 chaos to sustain it (which in turn is not sustainable…) 111
NPV10 @npv10.bsky.social · 03/10/2026Haven’t looked at numbers but Japanese firms likely own more geothermal generation in Indonesia than is in place in all of their country at home. 120
NPV10 @npv10.bsky.social · 02/10/2026The CPA most certainly uses (or should use) AI themselves to manage the same workflows on their end. 010
NPV10 @npv10.bsky.social · 01/10/2026Tbf, financially this might be one of his rare successful efforts in the last 18 years 020
NPV10 @npv10.bsky.social · 01/10/2026Of course upstream o&g (my first love, rip) had the right approach: capm is fake just use 10% 060
NPV10 @npv10.bsky.social · 01/10/2026Or every ongoing M&A process… how much stupid value and synergies you have to come up with now to fudge away that extra 1% in RFR in just a few months but George says it’s “actually not bad news”!!! 120
NPV10 @npv10.bsky.social · 01/10/2026I keep going back to this and it just feels like a really callous dismissal of lived experiences of people like myself: having to manage quarterly pe marks to counter the rise in wacc... you know how annoying it is to change a biz plan in october?? 1313
NPV10 @npv10.bsky.social · 01/10/2026bc vs louisiana coast line does make a difference lol... probably minimizes environmental impacts and also if its high cost locale to build then assembling everything at a yard in sk or china actually makes sense too! 010
NPV10 @npv10.bsky.social · 01/10/2026moz gas is offshore and the industry would have much rather it all been liquified offshore (see the ENI FLNG project there) but host gov'ts hate flng and unless absolutely necessary for tech/commercial reasons they would much rather have it onshore (jobs, sovereignty, etc)... 120
NPV10 @npv10.bsky.social · 01/10/2026Mozambique managed to pull it off (eventually) so I think investors are willing to put up with more insurgency risk than is wise lol... I do remember putting together kitimat pitch decks in like 2010 110
NPV10 @npv10.bsky.social · 01/10/2026This is why I just don’t see bullish LNG growth as being credible. It’s underpinned by countries creating massive strategic energy dependence on a producer with clear and demonstrated domestic conflict over supply 1272
NPV10 @npv10.bsky.social · 01/10/2026I think it’s a little bit like saying WTI at $90 is fair valued based on long term real price trends, energy consumption as share of gdp etc… absolutely true alas people get worked up not at theory and pricing models but their “lived experiences” (I know… ) 020
NPV10 @npv10.bsky.social · 30/09/2026(less pleasant of course is that all of this is rooted in LKYs eugenics beliefs hence the focus on educated population for the social development unit) 020
NPV10 @npv10.bsky.social · 30/09/2026good write up on this (and the long-standing efforts for government to play cupid lol)straitstimes.comGovTech launches dating pilot to match public officersFirstDate is designed to matchmake public officers aged 21 to 35. Read more at straitstimes.com. 140
NPV10 @npv10.bsky.social · 30/09/2026Singapore has forever now tried to play matchmaker to fix its family formation malaise. It’s funny they are going into this just as we seem to be decidedly past peak dating apps (or so my single friends tell me) 130
NPV10 @npv10.bsky.social · 30/09/2026you're saying CMU wouldn't otherwise have a "Miami campus" on top of their goals? 160
Reposted by NPV10whyambee.bsky.social @whyambee.bsky.social · 30/09/2026fun fact: last week, NSF suddenly cancelled a solicitation shorturl.at/lrCcY, with the deadline just two weeks out why, you (and all who spent untold hours writing the proposals) might ask? well, the title of the program was MFAI (no, Mathematical Foundations) Russian imperial bureaucracy, level 982whitehouse.govFact Sheet: President Donald J. Trump Inaugurates The Era of Super IntelligenceUSHERING IN SUPER INTELLIGENCE: Today, President Donald J. Trump signed an Executive Order to replace the term “Artificial Intelligence” (“AI”) with 113
NPV10 @npv10.bsky.social · 29/09/2026just really big numbers incurred by orgs and people with an absence (a bit of a precondition to building this thing) of related risk management discipline 120
NPV10 @npv10.bsky.social · 29/09/2026cap structure gets cleaned up at IPO and any dilution is offset by the blockbuster IPO mark-up. the 0.5tn in real world spend commitments are prob still the key ❗here 120
NPV10 @npv10.bsky.social · 29/09/2026dont really know the details so at risk of saying something half baked, I'm in camp "financing costs to date don't matter if you get to IPO at 2tn" 130
NPV10 @npv10.bsky.social · 29/09/2026when your equity is worth 2tn, burning a few dozen bn in dilution is not material tho? 130
NPV10 @npv10.bsky.social · 29/09/2026Dual class stock for mega tech IPOs is the default these days but it really highlights the deficiencies of the PBC structure and sort of invalidates the entire concept if this is the endgame for its most high profile use case 030
NPV10 @npv10.bsky.social · 28/09/2026Jokes aside, the way things are going the industry will go towards stealth DCs in more socially tolerated industrial sites like slaughterhouses or chemical plants. 120
NPV10 @npv10.bsky.social · 27/09/2026You’d think that integrated providers like Kaiser would have significant advantage going into all of this alas I haven’t seen them significantly more competitive in the DMV at least 100
NPV10 @npv10.bsky.social · 26/09/2026Sergey and Larry have voting shares not like alphabets governance is anything to write home about. And Sergey still tolerates Musk after he slept with his (now ex) wife so not sure why anyone’s surprised about the fact pattern here 000
NPV10 @npv10.bsky.social · 26/09/2026The hallucinations change the output every time he runs it lol 110
NPV10 @npv10.bsky.social · 24/09/2026It’s sort of the inverse of the “I declare bankruptcy*” Michael Scott meme. It’s meant to contest a situation that otherwise would have all sort of material consequences and clock ticking while you go work on some outcome you prefer (*default ≠ bankruptcy of course) 050
NPV10 @npv10.bsky.social · 24/09/2026Love it when mega deals get done based on “let’s add 50 bps for structuring complexity over underlying credit”. What could go wrong 040
NPV10 @npv10.bsky.social · 24/09/2026For all the flaws of a drawn out traditional project finance process, you sort of avoid sloppy docs that have your developer claim FM for permits lol 130
NPV10 @npv10.bsky.social · 23/09/2026Very kind of Wright to introduce the admins latest (unintended) decarb policy while he’s in NYC for Climate Week 060
NPV10 @npv10.bsky.social · 23/09/2026Dear KKR, we’d like to extend 3 years of Experian Insider Trading Protection at no additional cost to you! 050
NPV10 @npv10.bsky.social · 22/09/2026I feel like a figurative rather than literal export ban is more likely? Like an EO proclaiming all diesel to be sold to American patriots in swing states first but not actual ban? 110
NPV10 @npv10.bsky.social · 22/09/2026Bsky can sometimes be really hostile and heartless to those with generous RSU vesting schedules 120
NPV10 @npv10.bsky.social · 22/09/2026Conceptually I think post IPO secondary sales into market are really similar to secondaries sold into an IPO. If the exiting investors could sell into the IPO they would, alas market prefers to see a primary issuance story. 000
NPV10 @npv10.bsky.social · 22/09/2026Just think of that as the same group of investors / flow who would also be doing the take private part (various PE investors and their associated funding). One is the exit the other the initial investment for them. 000
NPV10 @npv10.bsky.social · 22/09/2026It’s somewhere in the middle, not like mcap is a flow either - the volume of secondary sales that goes out the door in the first 6-12 months in addition to the primary issuance is probably a good way a good proxy for net cash inflows 100
NPV10 @npv10.bsky.social · 22/09/2026Feels like we will have our very own 1MDB… between this and the office of strategic capital not sure which one is more likely to produce indictments first 0144
NPV10 @npv10.bsky.social · 22/09/2026At least us refiners can catch up on some much needed maintenance I guess? 250
NPV10 @npv10.bsky.social · 21/09/2026Maybe scb ventures seeding all these crypto shitcos to finally get the money launderers to greener pastures elsewhere 000
NPV10 @npv10.bsky.social · 21/09/2026have a look at aggreko f1... asking for $15bn val after take private ~@3bn 5yrs ago; today zero EqV, Fixed Asset base of <3bn... 340
