The $14 Stock You’ll Wish You Bought before the SpaceX IPO
624 segments
Well, while everyone's obsessing over
the Space X's IPO at about $2 trillion
valuation, I'm going to give you four
already listed space stocks that could
deliver massive returns before SpaceX
even goes public. Because what you want
to ask yourself is this, by the time the
SpaceX IPO happens, are the best returns
already gone, or is there maybe more in
this? We got to cover that. My name is
Felix. I'm an ex-investment banker. And
in 2021, I bought Palanteer about $20ish
dollars a share and everyone else said
it was overvalued. And that position is
up, I don't know, 500% today or
something. And I'm not saying that to
show off. I'm saying that because I have
a system for how to identify asymmetric
opportunities, which means things that
if they go up, they could go up 5x, 10x,
right? And right now, the space economy
is setting up to be one of the biggest
wealth creation events of the next
decade. But you need to know where to
look and how to look. I'm not talking
about the obvious names like Rocket Lab
or AS or something like that. Everybody
already knows about them. So, we're
going to go deep on those four stocks.
We'll also touch upon whether it's a
good idea to buy the SpaceX IPX. And I'm
going to do something more for you. I've
actually put together a complete
breakdown of the SpaceX IPO um including
all the stocks that we're going to cover
in this here and you can download that
for free because there's a lot of
information in this video and I get that
you might drift off after 15 minutes. So
if you download that document and you're
somebody who can learn and read better
from from from reading then go to
felix.org/spaceex.
It's completely free. No credit card
required or anything like that. Um and
it'll show you
four space stocks or most investors have
never heard of sort of undiscovered
opportunities that could do really
really well if you know how to handle it
and if you know how to handle the risk
side of that and that's very very
important. But before we dive into those
four stocks we need to talk about and
there time stamps you can jump around if
you must. We need to talk about what's
really happening with SpaceX. So
everyone's really excited about the IPO.
It'll be huge. And I totally get it.
SpaceX is definitely the most important
space company in the world. Starship is
incredible. Starink is printing money.
Starink will be like being the internet
and mobile phone provider for the entire
freaking globe. So that could be a 10
trillion company, right? But what Wall
Street doesn't really want to know is
that when a company like SpaceX goes
public, the IPO is not designed to make
you money. It is designed to make the
early investors rich. Think about it.
SpaceX's been around for 20 years. The
private equity guys, and I know of some
of them, they're already in there.
They've made a 100x returns. A 100x
returns. So, they put a million dollars
into it. They're sitting at 100 million.
They put $10 million into it. They're
sitting at a billion dollars, but the
money is locked up because it's not
publicly trading stock. They can't
access the money. They just look rich,
but they I'm not really rich, right? So,
the IPO is the exit. I mean, I mean,
exit, that's exactly it. They're
selling. They're selling their shares to
you. That's what Wall Street calls exit
liquidity. That's what they call you and
me, the retail investors. And it's
exactly what's happening with companies
or like you know with Uber and Lyft and
Wei Work. They went public at massive
valuations. The insiders cashed out and
then retail investors bled for years.
And I'm not saying that SpaceX is a bad
investment. I actually think it's a very
exciting investment. But I let me show
you what happens. So if this is your
timeline, this is day zero. This is the
IP uh excuse my handwriting. I'm running
with a mouse. What happens is that six
months into this, when I use a text
here, six months into it, something
called the lockup period ends. And I've
been there. I've invested in private
equity and then it did an IPO and then
what did I want to do? I wanted to sell
because I'd been in this thing for a few
years and I wanted to lock in my gains.
So what happens at 6 months? So whether
the stock price you know whether it goes
up and there's nothing or whatever at
six months all the institutional money
you can sell and wants to sell they
sell. So you typically get a pretty big
dip. So
that is the biggest risk. It is that six
month theory because in the first six
months you're not allowed to sell. Again
I've been there. It's very very painful
because you watch the stock go up and
then go down. It's very frustrating
because you want to sell and then you
know you sell on the six-month mark. And
yeah, SpaceX fundamentals are pretty
strong, but it's listing at like a
trillion and a half or maybe$2 trillion
dollars. So even if they do everything
perfectly, you're looking at maybe a 2x
return over a period of time, which is
solid, but it isn't lifechanging unless
you have, you know, a lot of money to
invest. Now, the companies I'm going to
show you, these are already listed right
now. Well, so they've been through the
exit pain point and they're companies
that build the rockets, the space
stations, the hardware that will power
the space economy and most of them are
valued at a couple of billion dollars.
So if one of them becomes a dominant
player in their niche, this could
potentially 10x, 20x, maybe even more.
So that's the difference here with very
very large companies where the smart
money's already made all their money and
then smaller niche companies where the
opportunity is actually greater and
these guys don't compete with SpaceX.
They need SpaceX to they need SpaceX to
succeed because SpaceX lowers the launch
costs. It opens access to space. It
creates the foundation and the hype for
the entire economy. So SpaceX wins, all
the space companies win. So, let me show
you these four companies. I'm going to
walk you through them. I'm going to show
you the fundamentals. I'm going to show
you the stock charts. Even don't be
scared of stock charts. A lot of useful
information in there. But you're sitting
there thinking, I would really like to
have some 20 to 50x returns. I'm not
promising those. But you want to know
what drives a company to those returns?
Then I'm going to teach you that. I'm
not here because it would take me like
an hour and a half or two hours. But on
the weekend, like for the first time
ever and probably the first time ever
and the last time ever, I'm running a
free workshop on the weekend. It's
called how to find 10x return stocks or
10, you know, multi-baggers as people
call them. And I will literally break
down Wall Street's rules for how we find
them, how we identify them. And it's
pretty simple to learn. It's literally
something you can learn in like an hour
or two if you join me live. So, grab
yourself a free ticket. There is a link
down below. I think it's called 10x
returns.org. And all you need to do is
be on time, take some notes, and if
you're hoping for a replay, it isn't
going to happen. Um, I spend quite a few
hours working on that workshop already,
and I'll do some more as I'm flying
flying um for the next 12 hours uh after
this here. I'll work on that because I
want to make that really really valuable
for you. But so so up for it because
it'll be probably the last time we do
that. And just having one of these 10xs
can actually change your outcomes and
your life completely, which is which is
the cool thing. So, we're going to look
at four stocks there. I put them on the
screen already. I don't want to hold you
hostage. And let me walk you through one
by one. Red wire is sort of the picks
and shovels of the space. Kicker symbol
is RDW. And if you remember the
California Gold Rush, you're probably
not that old, but you never know. Um,
the people who make money were selling
the picks and the shovels and the jeans
to the miners. So red wire is that pix
and trouble play. What do they actually
do? Space infrastructure. What the heck
does that mean? Well, they build the
hardware and the systems that make
everything else in space possible. So
solar arrays, antennas, sensors, robotic
systems, and and in space manufacturing
technology. So if you think about it
this way, every satellite needs power.
Every spacecraft needs antennas. Every
space station needs structural
components. And Red Wire builds all
that. So they don't need to launch
rockets or land on the moon. that is
need space activity to increase because
everybody needs their hardware and their
solar arrays or in the international
space station right now that power the
entire station. Their 3D printing tone
technology has been operating in space.
So you can make stuff in space. Um they
make star trackers, sun sensors,
composite beams, all the kind of core
stuff that every spacecraft needs. So
why now? Well, we're entering a period
of massive space buildout. There's the
OTMUS program of NASA that needs
hardware for the lunar missions. The
Department of Defense is investing
billions in space capabilities.
Commercial companies are planning
private space stations to replace the
ISS. And these guys are going to supply
them all probably. So they've they've
got relationships with NASA, the
Department of Defense, commercial space
companies, and 60% of their money comes
from the government, which is pretty
good because it's usually pretty stable
business. Now, is it a good business?
Well, if we go into the Winston app
here, named after my golden retriever,
and first of all, you look at all these
companies here, and you'll see that
they've all got pretty poor scores,
right? We score companies about 100th.
Pretty terrible. Why is that so
terrible? Because it's very early. now
because I realized that this isn't very
useful if you're a growth investor or
10x investor. Um I'm literally me and my
team are building something like this
right now. So every growth stock will
have a little icon here that will say
growth and you can hover over that and
you'll see something like this because
for growth stocks really what you want
to look at is revenue growth. You want
to look at are they spending money on
R&D? You want to look at are the
insiders, the founders, the managers
holding or selling the shares. Very
important. And how much cash have they
got? So, we're going to put that
together for everybody. And if you think
that will be useful for to check against
all your growth stocks and ideas, then
there is a there's a free trial down
below to the to the Winston app. So, you
can check that out. And if you don't
like it, we just cancel it. No questions
asked. Uh, but I can tell you that RDW
has revenue that's growing. Um, pretty
good backlog of orders, but the real
catalyst will be companies like Axiom
and Blue Origin and Voyager and so on.
They're going to they're building
commercial space stations and Redwire is
likely a supplier to these guys and then
so power supplies, life support systems,
manufacturing equipment and so on. Um
the NASA Luna Gateway station also needs
infrastructure. Again, Red Wire is
competing for those contracts so they
can get those contracts. That could be a
really really big catalyst for these
guys. And if you look at the stock chart
here and this is what it looks like and
you might think, "Oh my god, it's down.
It was down like 46%." Well, the
beautiful thing with that is that going
up another 80% is also, you know,
entirely feasible. Uh, so why am I
looking at this right now? We're going
to look about this a little bit more on
the weekend. You see this recent high
and where we are right now, we're at the
same level. So, if you break out above
that, that's a very, very good thing.
And then you're probably going to go up
to $20ish dollars and then you're
probably going to hit your head on that,
bounce a little bit, and then the
question is, are you going to break out
of that again? in which case you might
go much much higher. But what I'm also
loving is that I can see institutional
money buying this. You can see it. We
can see it right there. It might be
hedge funds, whoever. Doesn't really
matter. But I can see it them buying it.
And therefore, that's something that I'm
looking at. I'm not telling you to buy
it. I'm not a registered financial
adviser. This is not, you know,
financial advice. This is just me
sharing my research with you. And do
please read the document that's that's
attached to this. But, you know, this is
a $2 billion company. This could become
a $20 billion company. It's quite
feasible, right? um could become a $200
billion company. It's entirely possible.
That would be, you know, a lot harder
for them to do. So, that's what we're
looking at. Um the the growth stock card
like this will be available uh hopefully
today or tomorrow. So, you guys can can
all check that out. But, let me talk
about stocks,
which is Voyager, ticker symbol V, is
kind of fascinating because they're
building what could be the replacement
for the International Space Station. So
they're defense and tech and space
company. They operate defense and
national security space solutions and
then Starlap space stations. So the
defense and national security stuff
builds missile defense interceptors,
kill vehicles, hypersonic missiles, um
radiation hardened communication
equipment and so on which is obviously
getting some real revenue right now.
Right. The space solutions part provides
in space propulsion systems,
infrastructure, all that kind of stuff.
So the plumbing uh of a space operation
and then there is the thing called spa
star and Voyager is literally building a
commercial space station called Starlab
in partnership with Airbus and it's
designed to provide continuous human
presence in sort of low earth orbit
after the ISS is decommissioned which is
planned for around 2030. So, why is that
happening? Because ISS was launched in
1998. It's pretty old. It's been in
space for 25 years. And and NASA said,
"We're going to take it down." But NASA
also doesn't want to lose access to
being in space. They want commercial
companies to step in and they want them
to rebuild the station or replace the
station. And NASA has awarded commercial
space station contracts. And Voyager
Starab is one of the leading contenders
in that. So when the ISS goes away,
someone's going to fill that void.
Voyager is positioning to be that
somebody. And what I really like about
these guys is not only is their revenue
growing, but because they have the
defense contracts, they're not burning
through cash, so they can afford to do
the space stuff because they've got cash
coming in from defense. Now, if you look
at the IPO here, sort of what I was
talking about with
with with SpaceX, and it might well
look, you know, go the other way, but
they listed in June, and by the time the
end of the year came about, um, you
know, the company went down some 70 odd
percent. SpaceX might well be different
because it is a very, very good
business. But that's what I'm saying.
Why do people sell out about 120 days
into this, trading days into this?
Because they know about the exit after 6
months. So people like kind of panic and
wait for that and then it recovers. So
often that gives you a nice entry point
that might be lower risk than if you buy
the IPO itself. Now if I look at the
actual chart here, I've got a high here,
right? That one. Got a high here. That
one. And guess where we are right now.
So we done it three times. I've done
bugger all since mid 2025 or even Yeah,
mid 2025. So if we break out of this
meaningfully on the back of the
excitement around SpaceX, there is a
very decent chance this stock could go
much much higher and we could actually
reclaim potentially its all-time highs
which in itself will be about 80% up. Um
and the business has gotten better since
it listed. Now, if you think that the
only launch company worth in investing
is SpaceX and maybe Rocket Lab, you
might be missing the one flying under
the radar, which is Firefly. Their
flagship product is something called the
Alpha Rocket, which is smart small
launch vehicle designed to be well to
bring small satellites up there. But
they're also developing something called
Equips, a medium lift launch vehicle
that's going to compete in the larger
payload market. it's going to compete
with with SpaceX. And they've already
been selected for NASA missions to
deliver payloads to the moon. And these
guys went public, if you go back in time
here, quite a long way in time, at about
$24. Right now, it's trading at about
43, but it's been some serious ups and
downs as you can clearly see. Um, and
what do I see? Well, I see it actually
breaking out. I see it moving on up, so
to speak. Each high is high is is is
higher than the previous. each low is
low higher than the previous uh and
there is some serious interest right now
in the entire space sector. might be
worth looking at. And why now I told you
we're going to put the the growth
metrics live, right? We've already
partially done that and you can see the
revenue growth there. It's really really
really accelerating. That's kind of what
we're looking at, right? Okay. They're
spending less on R&D
relative to revenue. Um that could be
that they've already done a lot of the
upfront spending because they've been
around for a while. They have $300
million cash on hand, which is pretty
decent. So that kind of sort of
qualifies them. And I should have
mentioned these guys have landed on the
moon. Seriously, they've actually landed
on the moon, which is pretty pretty
cool. So, they can definitely build
stuff that can land on the moon. And the
military, the US military wants the
ability to rapidly deploy satellites.
So, if there's a threat somewhere, they
want to say, I want a satellite up
there, you know, very, very quickly. And
that's the sort of thing that Firefly
does very, very well. Now, the next dog
is probably not one that you've heard
of. Um, it's probably not one that you'd
look at even. and it's called Orbit
International OBT. Let me just pull it
up here. And the numbers don't look
particularly great. It's it's a teeny
tiny company. Um $13 million market cap.
Um and therefore it sort of falls out of
the radar of what institutions are
looking at. Why it listed at $15 is
trading at four is total cash burn. But
what I like and we'll talk a lot about
that on Saturday if you want to learn
how to find potential 10 access. This is
something that we like. Again, I'm going
to explain that in a lot more detail on
Saturday. Essentially, this thing has
done bugger all since 2009.
Yeah, that's a long period of time to
underperform. Definitely no respective
form. But it's a because it is such a
tiny company and because Wall Street
can't really invest in it because it's
too small. It is the kind of asometric
opportunity that I potentially love. So,
what do they do? Well, they design and
manufacture missionritical electronic
components, power units for defense
contractors, government procurement, R&D
labs, all that stuff. And they have an
electronic group, they have a power
group. So they built these ultra rugged
human machine interface devices, sort of
keyboards, displays, control panels that
could survive battlefield conditions,
airborne conditions, space conditions.
And they used the military aircraft,
naval vessels, and so on. They make LCDs
that you can read in the sunlight, which
would be very cool. I can never read my
laptop in the sunlight. They also built
highly reliable power supplies. All the
kind of highly reliable, uninterrupted
stuff that the military would like,
particularly if they're going into
space. So the aerospace contractors, the
same contractors building satellites,
spacecraft, electronics, ground control
systems, space-based military platforms,
well this equipment that these guys
build goes into that. And we know the
department of war is increasingly
spending a ton of money on space-based
capabilities. So the demand for these
missionritical militarygrade
electronical components will grow. And
if you look at just the maths here, you
know, say they grow their revenue from
the tiny 25 million to 50 million.
That's 100% growth. It's the sort of
thing that could make a stock like this
on tiny volume. you know, just you just
need one hedge fund to buy it and the
thing could blow back up to, you know,
$25 or something like that, in which
case you would have made a lot of money.
Again, I'm not saying that you
definitely will. This is obviously a
highly speculative play, but it's the
sort of thing that makes traders money,
but only if you manage your risk right.
So, this is going to be a tiny position,
otherwise it's it's it's lunacy. So, if
you compare all of these, uh, and we
also talk about that on Saturday if you
want to learn like the full framework so
you can find these yourself. Um, RDW,
medium risk, medium reward. Voyager,
high risk, potentially high reward. Um,
the highest risk, of course, is the
smallest player. The lowest risk is RDW.
Doesn't mean there isn't risk in it, but
it just means there is less risk in it
than if you buy a micro stock. So, how
do you deal with this? Well, you got to
make a plan. You need to understand your
risk tolerance. You probably want to be
in maximum 5% of your portfolio or
something like that in space, unless you
have very strong views on it. You want
to understand you know what is the core
stock what's the growth stock watch for
some of the catalysts that I mentioned
some of the contracts coming out SpaceX
itself now SpaceX is also going to suck
up a lot of money think about it this
way we're you know the top of the market
massive rally these guys are going to
suck up so many billions of dollars are
people going to sell other things to buy
SpaceX that's a real possibility that
Wall Street's worried about so you
always want to have a an exit plan but
fundamentally the space economy is about
500 billion today. We expect it to be
close to 2 trillion by 2035 with some
pretty significant growth. Uh that might
give you a better better visual here. So
the winners are going to do very well
and I think the naysayers on SpaceX are
wrong. Yes, I think it could get a very
very bumpy ride whether it goes up or
down and nobody knows 6 months into it.
I know a lot of smart people are
selling. But
if you become the mobile phone operator
and the internet operator and the data
supplier to every business, every person
pretty much on the planet and also get a
ton of military contracts because you're
you got more satellites than everybody
else and therefore you have better data
than everybody else. that is potentially
the biggest company in the world and
therefore a valuation that is far beyond
what you know an Nvidia is or an Apple
is is actually possible. So if you've
got some value out of this get yourself
the free workbook the free research uh
at felix or space x and then really the
biggest investment you can make at any
time in life is in yourself and in your
skill level. Um, and that's why I'm
running this free workshop for you is
exercise. It's the first one we've ever
done. Last one I think we'll ever do.
And you will learn how to identify the
kind of stocks that have the potential
to 10x and it's going to be fun. Uh,
bring a piece of paper or a notebook or
something and if you got some value or
you know some people who might get value
out of the free training, forward it to
them. That would be the best thing you
could possibly do because then you are
spreading the joy of of of being a more
skilled investor. And I thank you for
watching. It is confirmed that Cuba has
stockpiled hundreds of attack drones
that can reach US soil. And while that
sounds terrifying, there is an
opportunity in this very strangely.
most.
Ask follow-up questions or revisit key timestamps.
Felix, an ex-investment banker, discusses why retail investors should approach a potential SpaceX IPO with caution due to the 'six-month lockup' risk where insiders sell their shares. Instead, he proposes four alternative, already-listed space stocks—Redwire (RDW), Voyager (VYGR), Firefly, and Orbit International (OBT)—that could offer higher growth potential by supporting the burgeoning space economy through infrastructure, defense, and hardware solutions. He emphasizes that the space sector is set for massive expansion and encourages investors to focus on self-education and building a rigorous investment framework.
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