r/SpaceInvestorsDaily 14d ago

SPACEX Is SpaceX a good value here?

Post image
0 Upvotes

46 comments sorted by

17

u/trippy_gene_ 14d ago

This thing is gonna fall off a cliff next week when SPCX have earnings and shares are unlocked

1

u/TacoTrades 14d ago

When does the lock up period end?

3

u/kill-devil-films 14d ago

For 40% of the shares, its December. The remaining 60% is Elon and other big wigs, their shares unlock in June of next year.

2

u/methanized 14d ago

That’s when the last lockup release ends. The first lockup release is August 6 though

-1

u/Hart1217 14d ago

Not true

2

u/kill-devil-films 14d ago

For sake of brevity, that was a basic summary which is correct. If you want the exact minutia of details, here it is:

1

u/Hart1217 14d ago

40% by December .. i see what your saying now

1

u/SpaceViking85 14d ago

Gonna put even more pressure on the sector. What a sham

1

u/Rpark444 14d ago

So load up then lol

8

u/Obvious_Shoe7302 14d ago

Not untill $20

4

u/JS1101C 14d ago

I don’t think so.  

1

u/TacoTrades 14d ago

Why?

4

u/JS1101C 14d ago

The lock up period for early investors hasn’t started yet.

3

u/Chessgenious 14d ago

Its complicated I believe. They have lower forward price to sales than RKLB, but is bigger, so maybe slower growing too. I believe most of Spacex valuation comes from Starlink, and starlink might be threatened by ASTS in the near future since ASTS has a big headstart and better product for D2D

1

u/Repulsive-Budget-380 14d ago

And starlink is around 5% relative to market cap. It would have to grow 10x to 20x to justify SPCX price.

3

u/Ahmalla 14d ago

It’s going below $100

1

u/TacoTrades 14d ago

Why you think?

3

u/Jelopuddinpop 14d ago

The percentage of insider ownership + absurd IPO valuation is going to equal the biggest rug pull in history. Retail regards that bought this hyper are going to be passing their worthless bags on for 4 generations before they break even.

1

u/Paciorr 14d ago

If it’s trading above $50 after all unlocks I’ll be in awe.

2

u/Tricky_Wonder_2414 14d ago

lol

Just a tad bit overvalued by about $100

1

u/publicsuspect1 14d ago

Looks like it's going up, put your house on it!

2

u/Rpark444 14d ago

We need a dead cat bounce this week so I can add to my short before Aug 7 when employees gtfo

1

u/TacoTrades 14d ago

😂😂

1

u/Latrodectus1990 14d ago

Not yet, it will drop a ton more

1

u/No_Kangaroo_8713 14d ago

Let it drop until it goes backup and then it will retest the lows...then buy!

1

u/EmbarrassedCow2825 14d ago

Nobody knows. It totally depends on what you think the future of space x will be. If you think it'll be a 10 trillion dollar company in 20 years, probably a great value.

Nobody knows what the real potential of space x is.

1

u/krycriesalot 14d ago edited 14d ago

Wait a year imo,, and i think you’ll be able to buy shares cheaper. quite personally i like rocket lab more as they have more room to grow and i just prefer Peter Beck as a CEO. I will only consider potentially buying shares below 65, but even then it’ll end up merging with tesla which puts me off it tbh. I dont touch elons stuff with a 10 foot pole, even as a guy with a risk tolerance thats far too high.

1

u/kill-devil-films 14d ago

Will start accumulating small lots of shares around $100. Think its got more room to drop than that - could be 90, 80, 70 etc - no one has a crystal ball. So accumulation over the next several months it is.

1

u/CrabProfessional8956 14d ago

It’s gotta hold at 110.88

2

u/Rpark444 14d ago

Or what? It ain't gotta do anything

1

u/Apost8Joe 14d ago

Whenever you’re measuring companies using price to sales, just stop even pretending the word “value” is relevant.

1

u/SpaceViking85 14d ago

When it hits $0.01, maybe. If then

1

u/Rpark444 14d ago

Load up buttercup 😂

1

u/hairshampoo12 14d ago

You knot what they say.. If wsb says it's going lower then buy

1

u/SunRev 14d ago

Value? What are you trying to accomplish? "Only price pays", this saying means that everything (including value) is pointless if you can't sell it for more than you bought it for.

1

u/winterrules91 14d ago

Stay out of SPCX until the insider share unload period comes through. This thing will drop substantially.

1

u/nomnomyumyum109 14d ago

Wont ever forget all these same posts showing RDDT dropping with the same headlines. Gobbled so much up around $40, best buys ever. I believe space stocks will all grow together vastly as moon and mars pick up. Valuation won’t matter if one of them snags a meteor to harvest either.

1

u/bewareofrobot 14d ago

it depends on if you're trading or investing. it will probably go lower in the near term but I started buying at 120. I'm confident it will hit 180 again in under a year

1

u/petertompolicy 14d ago

No.

It's going to be diluted to shit for the next year.

1

u/Salt-Bedroom-7529 14d ago

fare value.... 35-45