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@jackgibbons.bsky.social

157 Followers  |  127 Following  |  138 Posts  |  Joined: 17.09.2023
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Posts by (@jackgibbons.bsky.social)

It’s all so lame

04.03.2026 04:15 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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Who would win

Shaheds vs AWS datacenters

03.03.2026 23:17 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Only reading about this now.

Amazing to have such a disaster. Billing system upgrades has been something the electricity companies here have been doing a bunch of

03.03.2026 21:48 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

The rumor is at least Maui will close with methanex, demand and supply will spiral down together. The demand goes, the price craters, fields close, price spikes.

It’s too small of a market to be sustainable

03.03.2026 21:22 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

Nz is so shit for open data. Hydro levels and flows are locked behind a massively expensive NZX / NIWA paywall.

And my latest niche gripe, BKBM auctions which is the basis for a heap of commercial lending, has a 24 hour release delay unless you pay.

03.03.2026 08:23 β€” πŸ‘ 6    πŸ” 1    πŸ’¬ 0    πŸ“Œ 0

We’re in the final stages of increasing diesel storage, but can’t help but wonder if it would have been better to increase it further. Maybe a swap for petrol storage.

01.03.2026 19:03 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

The comments from the principal here are actually pretty interesting.

Namely that Fendalton simply isn’t a place that families move to. I’d have some pretty strong theories as to why that is.

01.03.2026 17:06 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

As an aside, the fuel security study done by the government is a great read.

One good point is if you take covid as a baseline for minimum fuel use, we have in-country enough fuel to last 90 days(ish)

01.03.2026 02:30 β€” πŸ‘ 3    πŸ” 0    πŸ’¬ 2    πŸ“Œ 0

Park in AT buildings or other big orgs with free motorbike parking like the uni? there’s a few of them so some choice.

Only issue is typically security but you may be able to do something elaborate if you are in the same spot every day.

27.02.2026 18:37 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

People really looking for something to be mad about here right?

27.02.2026 04:08 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

β€œWell, running a kid over, could happen to anyone really”

27.02.2026 02:22 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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I’d also expect buy back rates to converge at the cost to build grid scale solar themselves. Which is considerably lower than what those rates are today.

26.02.2026 01:33 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0
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Yeah exactly, probably get some better TOU prices from around 10-4pm.

26.02.2026 01:32 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

And the other is the base case. Load shifting into solar production times means that a consumer could also load shift into cheap overnight rates and ought to consider that the base case.

25.02.2026 16:55 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0
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Forward projection is really hard which is why I was thinking of doing a historic comparison.

Two things to moderate expected future returns, all the generators and retailers (octopus here) think price participation of midday solar will fall due to its growth. Rooftop fixed mount especially prone.

25.02.2026 16:41 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0
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I expect you could have done better, but most wouldn’t.

25.02.2026 08:10 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

I really ought to do a historic solar install vs buying electricity shares returns comparison

25.02.2026 07:54 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 2    πŸ“Œ 0
Image with heading We want your feedback on 5 proposed changes to the riad rules. There are pictures of a bus, car, scooter and bikes.

Image with heading We want your feedback on 5 proposed changes to the riad rules. There are pictures of a bus, car, scooter and bikes.

At last! Proposals include...

β€’ allow children 12 years and under to ride bikes on footpaths
β€’ set a min passing gap for drivers passing other types of road users
β€’ allow e-scooters in cycle lanes
β€’ require drivers to give way to buses leaving bus stops

Closes 25 March

www.nzta.govt.nz/laneuse

24.02.2026 22:36 β€” πŸ‘ 30    πŸ” 17    πŸ’¬ 4    πŸ“Œ 0

100%

Additional context is that Genesis is kinda small so this a decent amount of investment for them too.
Ie 1/6th the market cap of meridian.

23.02.2026 21:52 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

I guess they could have not paid dividends for a while. But that’s just the same thing with extra steps.

23.02.2026 21:41 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

I know it’s just empty populism. But like what does he want here?

Genesis to not invest, downgrade risk, or for the governments shares to be diluted.

23.02.2026 21:37 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 2    πŸ“Œ 0
Preview
Watch: Giant transformer arrives for $135m Huntly grid battery project The 100MW battery will store enough power for about 60,000 homes for two hours.

It’s well progressed with most of the equipment in place on site now. www.nzherald.co.nz/business/com...

23.02.2026 21:25 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0
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'Madness': Auckland residents angry at parking scarcity in high-density suburbs A lack of car spaces has meant people are parking on yellow lines, footpaths and berms.

Off-street parking is fundamentally a free market transaction, not a responsibility of authorities. This is why Minimum Parking Requirements are unlikely to return, as no one submitted requests for their reinstatement in the Planning Bill.

23.02.2026 19:55 β€” πŸ‘ 5    πŸ” 1    πŸ’¬ 2    πŸ“Œ 1

Higher incomes being eaten by higher rents, and higher rents being priced into property values is extremely well documented. Same applies to commercial property and business incomes.

It’s definitely not as fast or as direct as PAYE though

22.02.2026 08:29 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

Again just a big fan of rates.

Growth is capitalised into property values, councils don’t directly gain but are more able to rate. The shortfalls of rating are exemptions (central govt), the rate setting process being intentionally hard, and visibility with rates being charged vs taken as paye

22.02.2026 08:05 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

Yeah and a huge chunk of that wealth is tied up in property which we wealth tax. Rates are just great, big fan lol

22.02.2026 07:54 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

Yeah on the whole I’d rather it was funded than not, and the no rates on central govt land is a fair crack.

But just seems whack to fund out of income and GST charged to some recent below median wage grad.

We have a wealth tax, rates! We can just let them be used to fund some local infrastructure

22.02.2026 07:50 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

The properties are still worth hundreds of thousands of dollars and people that own them are still wealthier than the average kiwi? At least wealthier than I am πŸ˜…

If people don’t want to pay the cost of maintaining (including the infrastructure) a home that’s ok and they can sell?

22.02.2026 07:43 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

It’s like THE poster child thing to fund with rates on property value. The benefits mostly accrue to those same property owners.

22.02.2026 07:31 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

They generally have debt headroom, capability like you mentioned. It’s generally very high bcr, with immediate ongoing cost savings for property owners so it washes out for them

22.02.2026 07:29 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0