Dan Caplinger
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Appearances Over Time
Podcast Appearances
in this new space economy.
What it's trying to be, it's trying to be the cost-conscious provider of a lot of these services, satellite launches and things like that.
They are using modular manufacturing to try to keep costs down.
This is something that the Department of War has really liked to see, and it is gaining acceptance in the U.S.
with other providers as well.
The stock did lose half its value after its IPO, but it has started to bounce back.
It's regained almost all of that.
Artemis II's launch, they had a big day the day after that.
I do think the SpaceX IPO is going to initially pull away capital from investors who are interested in these space stocks.
But if it is helpful for space overall, York should benefit from it at some point eventually.
Dan, JMO couldn't make it, so I feel it's my responsibility to talk about McCormick, ticker MKC.
It was a big week for our favorite spice maker.
They delivered a top and bottom line quarterly beat, also announced a massive merger.
McCormick is going to combine with the food assets of Unilever in a deal valued at more than $40 billion.
Dan, finally, someone has the courage to combine Frank's Red Hot with mayonnaise.
We've all wanted it.
I don't know.
But look, the market didn't react well to this deal.
It's huge and failed combinations like Kraft Heinz spring to mind.