Feed Community
GB
Giulia Bianchi
@giuliab · Feb 9

SpaceX wants to build a base on the Moon. And the market is already thinking about only one thing: When will the IPO come?

The CEO of Tesla and SpaceX said on his X account on Sunday that the company has shifted its focus to building a self-sustaining city on the Moon, arguing that it would take more than 20 years on Mars.

SpaceX is still private today, but its valuation on secondary markets already exceeds hundreds of billions of dollars. Starlink alone, according to not just my analyses but others’ as well, could be worth tens or even hundreds of billions of USD.

Would you buy SpaceX shares right at the IPO, even though it would likely be one of the largest listings in history?

VP
Viktor Petrov @__vikpp__ Feb 10

I've read a bit about it too, and the IPO will probably happen eventually, but it'll take some time.

GB
Giulia Bianchi @giuliab Feb 10

I saw somewhere that there's about an 89% chance it'll happen this year. You can even bet on it, but that's literally a gamble :)

AW
Ava White @avaw Feb 10

This could be very interesting, and I would definitely buy some shares after the IPO, because the demand would be extreme.

GB
Giulia Bianchi @giuliab Feb 10

Would you buy on the very first day? And if so, what size position relative to your portfolio? (percentage)

AS
Ananya Sharma @ananyas Feb 9

If we're talking investments—what kind of economic profit is that house on stilts on the Moon supposed to generate?😂

Frankly, Elon’s fairy tales already seem like fodder for horses to me, and I don’t eat hay😜

GB
Giulia Bianchi @giuliab Feb 10

That's a good question. I can't answer it right now. I just know I wouldn't buy the shares at the IPO immediately :)

N
Nando @fernandoruiz_gg Feb 9

This sector is interesting to me and I’d like to buy (but only a small position), but I avoid most IPOs — there are far too many uncertainties, so I see them more as speculation than real fundamentals. I do like Rocket Lab, which I think will end up in an oligopoly. How do you see it? Or how do you approach it? :)

N
Nando @fernandoruiz_gg Feb 9

Rocket Lab...