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Chapter 1: What is SpaceX's targeted valuation for its IPO?
So 2025 revenue was $18.7 billion, up 33% from the year before. However, it made a net loss of around $5 billion. Now, on an adjusted EBITDA basis, the company reported $6.6 billion in profit for the year, but that's not including stock-based compensation, depreciation costs on the Starlink satellites, and then most pertinently, AI CapEx. I mean, right off the bat, right off the bat,
That's bland for a company that's going to go between 1.75 and 2 trillion. Like 33% revenue growth?
Chapter 2: How has SpaceX's revenue and losses evolved recently?
Come on.
You can do better than that.
Welcome to Stock Club, the podcast where we find and discuss stocks that anyone can buy, many of which we believe will go on to grow your wealth. Mike, Investicon, 27th of August 2026, Dublin, Ireland, specifically the market bar for a day of tapas.
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And when they're gone, they're G-O-N-E. They're gone. You want to be at this.
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Chapter 3: What are the business divisions contributing to SpaceX's revenue?
You will make friends and make contacts and most of all, be one of the early attendees. That's something that we have a vision for that is bigger than I can articulate right now. So get onto investicon.ie and you will be treated favorably forevermore. And apart from anything, meet some wonderful people.
Mike, how are you this week? Struggling. Struggling with small business.
Chapter 4: What governance risks are associated with SpaceX's leadership?
We spent a few days in London. It was, what, 35 degrees every day? Yeah. Come back down to France and it's been 34 degrees both days. So I'm waiting for this weather to break. I'm dying.
So our American listeners are going, dang, that's cold. No, we mean Celsius, folks. That is extremely hot.
Chapter 5: What are the implications of a potential Tesla and SpaceX merger?
So what is it that's that close to 100? I think maybe it's in the 90s. Anyway, I think there's a formula. This is the most boring way to open a podcast in the world, but I've already said the formula to translate Fahrenheit to Celsius is every five degrees above 32. every nine degrees above 32 Fahrenheit is five degrees Celsius.
So 41 is five degrees, 50 is 10, and then add 18, there'll be 68 is 20, add 18 again to that. I'm terrible at doing maths on the phone.
This is a great podcast so far.
So 86 is 30. Is that correct?
Chapter 6: How does SpaceX's IPO timing affect investor decisions?
Join our measurement podcast. It's a spinoff, right folks? As you can see, we have something here. Did you know that gravity on Earth is 9.81 meters per second squared? We're going to do all the planets. So 35 degrees is 96 Fahrenheit. There you go. I'm impressed. I'm not going to tell you my brain hack.
I think I had 96, but you know, if I, if I spell out my brain hack, as soon as you said 35, I thought 96, do you know, I'm actually, no, I won't.
Chapter 7: What are the concerns regarding SpaceX's AI division, xAI?
I won't. I'll save it for the other podcast because it's completely nerd central.
No one wants to know how the sausage is made. What are we talking today?
Any big IPOs coming up? Last week, we spoke about Cerebras, which is a couple of weeks ago, which was the second biggest IPO of the year. I think we said it on the pod. But one promises to overshadow them all. And by them all, we mean every IPO to date, excluding Saudi Amco. Including?
Chapter 8: What are the predictions for SpaceX's future valuation post-IPO?
Oh, so we have the behemoth of all IPOs coming up, none other than everybody's favorite space company, SpaceX. So we thought we'd do a little bit of a podcast to shed some new angles on this company that we've all heard about. And the industry we've spoken about here on this podcast very many times. And it's eponymous founder who we have also spoken about very, very many times.
And there's so many things you can talk about from the industry to the company to the founder. We figured, well, let's just start with the brass tacks. And you and I divided up.
uh the the roles and responsibilities on this particular analysis where you mike are going to talk a little bit about the company that is being brought to market what they're saying and i'm going to talk a little bit about the founder elon musk like as if he needs any introduction and before we go there it's funny because i believe that some companies only illuminate
are become real in our minds when we see them. Like I was invested in Under Armour at least 10 years before I ever saw one of their products in real life. And probably the same for Lululemon. I invest in that so far. So probably 15 years before I even saw one of their garments in real life. Same for Deckers Outdoor, who were the and are the makers of Ugg boots. And I have the longest history of
of investing in companies before I ever experienced them. And Netflix is probably my biggest example where I was a shareholder for at least 15 years before I had a touch point with the product. It was just a word in black and white on my screen. And there's dozens more where I invested in something that I never really got to touch and feel. Now, they were all B2C, business to consumer.
So SpaceX does not and cannot fit the mold, but it's of such a scale and size.
Starlink has its customers, you know. You're living... you know, quite urban, suburban Dublin. So you're not really, you know, the target customer, but there are plenty of people in Ireland.
You're absolutely right. I have set up a commission to Starlink. And you know something, when I was thinking about what to say on the podcast, I didn't have a dotted line between the Starlink and this little diatribe. You're absolutely right. But the business is culturally omnipresent now. And whether it's
accessible or inaccessible to you, our listener through Starlink are literally just, you know, of it. Uh, it is something too ginormous to, to, I suppose, ignore for start. I mean, most of us, I think we'll never ride on a SpaceX rocket or deploy satellite or,
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