Jörn "Joe" Menninger
speaker
1,749 appearances
8 recordings
1 series
first heard May 2026
last heard 13 Aug
Jörn "Joe" Menninger’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 8 in all, peaking in Jun 2026 with 3.
Appearances
Second thing to watch, KDS IPO pricing expected mid of July.
The range is fifteen to eighteen billions in total.
Weight prices tells you how public market investors calibrate European defense risk.
Third thing to watch, BitPanda's IPO timeline.
The Mika deadline of june thirtieth has effectively passed at the time of publication, whether BitPanda files for Q three determines whether Frankfurt's tacklisting ambitions are a trend or simply an aspiration.
Let me close with a big picture here.
Three predictions on record.
One, stock reaches ten billion within 18 months.
Two, KDS prices above 15 billion and triggers at least one more European defense listing within a year.
3.
Giza Aerospace reaches orbit before December 31st.
Sometimes we're a bit a little bit critical, but keep in mind we always cheer on the startup founders.
We ourselves know how.
how hard the business can be.
In March we said procurement is the new product market fit.
In April we said DAC Capital has rotated from software to physical infrastructure.
In May we named the sovereign customer premium.
This month all three themes converge.
The capital infrastructure for European defence technology is complete.
Seed to growth to public markets.
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