Morgan Brennan
speaker
129 appearances
1 recordings
1 series
first heard Jun 2026
last heard 9 Jun
Morgan Brennan’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.
Appearances
The Master Investor Podcast with Wilfred Frost · Should You Buy Space X? | IPO Special · 9 Jun 2026
podcast
The space business is very much a pioneering business, and I think it also speaks to this idea of when Elon Musk says he's gonna set out and do something, he's not necessarily gonna do it in the crazy forecast that he puts forward, but he almost always does it.
And the space business within SpaceX, I think, is a good example of that because
Even right now, what they're designing with Starship, the next generation rocket, which unlocks the future overall for SpaceX and this like huge hefty valuation that they're asking for as they come public.
All of that has been said by everybody else to not be possible.
And yet they've done it and now they dominate the market.
And so it puts them in a key tentpole position to now be able to go out and carve out other pieces of the market.
Well, if the pleasure is all mine, it's wonderful to see you again and keep up all the great work.
Just huge congratulations to you and excited to talk about this major moment that, to be honest, I wasn't sure we were going to see in our lifetime.
Yeah, and we're talking about the largest IPO, initial public offering in the history of the world, literally.
And it's a space company that's doing it.
It's a space company that under the hood obviously has a variety of different multi-billion dollar, highly disruptive businesses that all come together to create, I think in the eyes of SpaceX, a company where the sum is greater than the value of the parts.
So in light of that, you're talking about a company that's also losing a lot of money here, but is growing rather quickly and is really sort of basing its, you know, basing its valuation, this nearly one point eight trillion dollar valuation, if everything sort of comes together correctly.
According to plan here, come Friday, $1.8 trillion valuation on a bet on the future, on the long-term future.
So 555 million shares priced at $135 a share.
That is not expected to change.
As of right now, according to some reports, two times oversubscribed.
And just a small float, so not a lot of shares being offered to market.
But what is being offered to market is expected to raise more than $75 billion.
$20 billion of that will go to paying down debt, and the rest is going to go to this massive spend.
on everything from their next-generation Starship rocket to AI compute infrastructure and, of course, data centers in space.
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