nickname223
06-19

The Space X valuation is ludicrous.  

If you use sum of the parts 

The launch business is worth 150 to 200 billion with a 7 - 12 x revenue multiple.  

The Starlink business is worth 400 to 500 billion with a15 to 20x revenue multiple - this is the actual crown Jewel.

I would assign 0 valuation or even a negative  valuation to the AI business currently.. loosing money hand over Fist.. 

To me overall valuation equates to about 500 to 600 billion. Which are already a very optimistic numbers.. 

Which will translate to maybe 40 to 50$ per share.. 

Spacex has a long way down to go to reach the true valuation. Hoe Nasdaq allowed it to be listed and how all the funds have to buy it is a crime. 

Kudos to S&P on standing their ground and not adding it to their index. 

SpaceX SPCX Drops 4.5% Below $150 — JPMorgan Calls Merger 'Rational,' Is $220 Credible?
SpaceX (SPCX) fell another 4.51%, breaching $150 as tech sold off on geopolitical headwinds. The bull-bear split is stark: JPMorgan called a potential Musk-led SpaceX-Tesla merger "strategically sound," and one forecast sees SPCX at $220 by year-end — while short-seller Jim Chanos mocked its valuation as bubble excess. With a $220 target squaring off against bubble warnings, do you trust the upside case, or stay cautious on a high-valuation name?
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Comments

  • X.T
    06-19
    X.T
    人间清醒,现在的价格都是10年后的价格了 😂
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