Jacqui Newman

speaker

350 appearances 7 recordings 1 series first heard May 2026 last heard 7 Sep

Jacqui Newman’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 7 in all, peaking in Jun 2026 with 4.

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Shared Lunch · The investor’s guide to the SpaceX IPO · 27 May 2026 podcast

And so...

The idea there is that they have got skin in the game and that they will hold on to this and that sort of any sort of forward looking statements or prospectus forecasts, they're sort of somewhat held to those because they've got that skin in the game and they can't sell down for a period of time.

little bit more nuanced in SpaceX.

So there is this concept of 180-day lockup for a number of key insiders.

But interestingly, they are contemplating some early release provisions.

And so what that means is that

Should certain performance hurdles be met in terms of the IPO price and where it moves, then, you know, stock might come out early, be released from the escrow early.

Also, as it relates to Elon Musk, he's locked up for 366 days, which is, you know, a bit longer than the standard in the US.

So, you know, those are interesting dynamics to be aware of.

Exactly.

I guess the thing, though, to be aware is around the timing of those escrow releases and when they come up, that there is the potential for a significant volume of stock to be released into the market.

And when that comes on, if they do sell, that can be a drag on the share price.

So it helps to sort of be aware of when those lockups are going to expire and

and the stock that might come out as a result of that.

Yeah, I think, yeah, I mean, from a percentage wise, it feels, you know, quite small, but probably what's more relevant here is just the sheer volume that that actually represents, right, at $75 billion.

That is a very significant volume of stock.

And

If we look at the largest IPO that's happened ever, it's Saudi Aramco, which was $26 billion.

So an IPO of $75 billion would eclipse that significantly.

So I think it's more around just the sheer volume of stock that's coming onto the market rather than the percentage of issued capital per se.

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