SpaceX Debt Loading... : Investor Sentiment and Bull/Bear Views
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12:38
Jun 23
Jun 23
SpaceX debt raise is risky for investors
SpaceX is seeking $20 billion in investment-grade debt for the first time despite being unprofitable and burning cash. The move is unusual for a company this early in its lifespan, and the grandiose language used to attract equity investors is inappropriate for debt holders who will be paid at maturity over up to 30 years. This raises serious questions about the attractiveness of the debt offering.
MED
01:51
Jun 16
Jun 16
SpaceX debt is an investment-grade rising-star
SpaceX's debt has repriced from 10-12% coupons down to about 4.6% alongside a $20 billion refinancing. With a market cap around $1.77 trillion and only $20 billion in debt, plus over $80 billion in cash, the company has no net debt and clearly qualifies as investment grade. Its strong cash flow from rocket launches, Starlink and data centers makes it the biggest rising star in credit.
HIGH
06:39
Jun 12
Jun 12
SpaceX debt is solid investment grade.
SpaceX is clearly an investment grade credit with a $1.77T market cap against only $20B of debt and over $80B cash, resulting in zero net debt; strong cash flow generation makes the debt highly attractive and further debt issuance will be easily absorbed.
HIGH
About SpaceX Debt Investor Commentary
Across the available history and selected sources, Buzzberg tracks SpaceX Debt across 1 sources: 2 bullish vs 0 bearish calls from 2 authors. Historical directional balance: 67% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 3 total trade ideas tracked. Latest voices: Charlie Wells, Bruce Richards.