In the latest special edition of the podcast, we’re joined by George Ferguson IV, Senior Aerospace & Defence analyst at Bloomberg Intelligence. George talks us through the recent surge in interest among European investors for defence stocks, plus the upcoming SpaceX IPO.
We discuss the potential for SpaceX’s ‘lift’ or launch business, as well as the value inherent in the Starlink business. With much of the long-term value of the company pinned on xAI, we also discuss how reliable analysts’ forecasts are likely to be.
Finally, when it comes to the issue of automatic inclusion in the major US indices, George has a clear view. Tune in now for a fascinating discussion with one of the world’s leading aerospace experts.
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