SpaceX investor's thread

[traxila]

So are you saying that if we ever actually make it off the planet and go somewhere else we won't dramatically change that destination like we did with our own planet? Then what? We go somewhere else still leaving a trail of destruction behind us?

And sure most of our planets are just rocks floating in space, but do you think we'll stop there or do you think we'll eventually find somewhere with some weird green slime that needs eradicating. Or maybe we'll leave it alone, but the mega-kudzo vine that we brought with us will enjoy eating it

Then what is life anyway? Did the European explorers consider the people in the New World (tm) were actual people? or did they just think there was gold to be taken and the locals got int he way of the plundering?

Shall I mention Africa?

ἄνθρωπος μέτρον​

Ánthrōpos métron.
“Man [is] the measure [of all things]”

 

[Cattledog]

Lots of updates out there, here's one.

Elon Musk's SpaceX Is Expecting a Huge Revenue Boost This Year - TheStreet

 

[Robertj]

Starlink adds another 500k subscribers , now 2m plus

https://x.com/starlink/status/1705695980325323023?s=61

 

[Cattledog]

From a few days ago...

Elon Musk's SpaceX will be worth half a trillion dollars by 2030, billionaire investor Ron Baron predicts

Ron Baron previously predicted that Tesla will be valued at $4 trillion within a decade, calling the EV maker's CEO Elon Musk a "brilliant guy."

finance.yahoo.com

 

[Buckminster]

https://twitter.com/x/status/1724789333541216441

 

[AudubonB]

What is false?
1: “…high speed”? (ie, we ain’t seen nothing yet)

2: “….$10bn in ‘24”? (ie, will hit only $9.94bn)

3: “…is discussing”? (ie, discussion has finished; it’s a done deal)

4. “…?…”)

So many choices….

 

[MP3Mike]

What is false?

He is probably referring to the title of the article. (It would be nice if he used a few more of the characters available to him to provide more details.)

 

[AudubonB]

<sigh…>

 

[JB47394]

It would be nice if he used a few more of the characters available to him to provide more details.

Does an article with a false premise deserve more than a single word to refute it?

 

[Nocturnal]

Does an article with a false premise deserve more than a single word to refute it?

Deserve? Maybe not, but fans and investors sure would love to know which part is false.

 

[Grendal]

Starlink is supposed to fund Starship and the plans for Starship. If Starlink is "spun off" into its own company via an IPO then how will it fund the big plans needed at SpaceX? I don't see an IPO as helping the LONG term plans. Colonizing Mars and needing and building a thousand or more Starships is just a huge vast sum of money. Probably along the lines of $10 trillion in my WAG.

 

[Nocturnal]

Starlink is supposed to fund Starship and the plans for Starship. If Starlink is "spun off" into its own company via an IPO then how will it fund the big plans needed at SpaceX? I don't see an IPO as helping the LONG term plans. Colonizing Mars and needing and building a thousand or more Starships is just a huge vast sum of money. Probably along the lines of $10 trillion in my WAG.

I wonder if it's possible to spin off Starlink in an IPO, but retain a majority ownership by SpaceX itself? That would retain ongoing profits and control, and provide a large influx of cash to the parent company and give early SpaceX investors some liquidity.

 

[traxila]

Starlink is supposed to fund Starship and the plans for Starship. If Starlink is "spun off" into its own company via an IPO then how will it fund the big plans needed at SpaceX? I don't see an IPO as helping the LONG term plans. Colonizing Mars and needing and building a thousand or more Starships is just a huge vast sum of money. Probably along the lines of $10 trillion in my WAG.

Only need to spin off 10% of subsidiary to raise big bucks. The remaining 90% can be held and used as cash flow, for example. Although that all depends on the current ownership structure.

Depends on how the timing of the funding is needed.

 

[EnzoXYZ]

Had a chance to invest in SpaceX 2 years back via first principle investors. Due to wife's restriction from work we couldn't at the end of the day. Very jealous of you all that got to invest in SpaceX!

 

[traxila]

Had a chance to invest in SpaceX 2 years back via first principle investors. Due to wife's restriction from work we couldn't at the end of the day. Very jealous of you all that got to invest in SpaceX!

Wife’s work wouldn’t let you buy SpaceX? What a bummer.

We should all be jealous of Google.

 

[Robertj]

Just been offered more shares in Spacex at $95 per share

 

[replicant]

Just been offered more shares in Spacex at $95 per share

How many shares does SpaceX have? Or what would be the valuation?

Also, do you have any (other) non-public info about the company before having the opportunity to participate? Or is there any roadshow deck for this fund raising somewhere?

 

[Robertj]

My understanding it is a $170b valuation , no more details

 

[Nocturnal]

My understanding it is a $170b valuation , no more details

I'm surprised it's not higher given the recent news of cash flow and starship progress.

 

[replicant]

I'm surprised it's not higher given the recent news of cash flow and starship progress.

What's the best business plan and investment case that have been published recently?

I liked Casey's blog but his last relevant post is from 2021.

I'd also like to hear ideas of other possible SpaceX Earth-based ventures – besides Starlink (well priced-in already, see $100B/y as forecasted by ARK), Earth-to-Earth transportation (incompatible with Tesla's mission) and orbit tourism. Like Tesla, with FSD, stationary storage and solar.