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ROI-Red-hot SpaceX IPO may burn retail buyers: McGeever

The media frenzy around Elon Musk's SpaceX's public listing is soaring. This poses a serious threat to investors, especially retail investors.

In a large initial public offer, "mom-and-pop" investors receive no more than 10% of the shares, while the majority of the newly listed'shares' are held by?large institutions.

This is a good way to protect small investors, as a new launch could fail in the first few days of trading or become volatile in the following weeks and months. The biggest institutions have the ability to handle market volatility and are able to tolerate losses with a high threshold. Retail investors cannot expect to experience the same level of risk.

SpaceX's IPO is not typical, and it's not just the $1.75 trillion valuation. Retail investors will receive around 30% of $75 billion worth of shares. This leaves people more vulnerable to price volatility and volatility than normal.

RED FLAGS

There has never been a better time for individuals to participate in a major IPO.

Fidelity Investments, a brokerage firm, recently took an unusual step by lowering the eligibility requirement to participate in an IPO. The account balance was reduced from $500,000 down to only $2,000. Robinhood Markets clients, SoFi customers, and E*Trade customers are not required to have any money in their account, while Charles Schwab requires a minimum of $100,000.

Small investors could be lured in. Vanda Research, a retail flows tracker, notes that the usual increase in equity purchases after U.S. federal tax returns has been tepid. This could be because some investors want to raise?liquidity before the SpaceX IPO.

Retail investors should be wary of large tech IPOs.

Sam Grelck is an equity strategy analyst with Truist Advisory services. He has tracked 30 tech-related IPOs in the last 15 years. His findings indicate that a significant drawdown during SpaceX's initial year of trading seems highly probable.

Within 12 months after the first day of trading, shares in each of these 30 companies experienced a double-digit drop. Some of the drawdowns were as high as 90% and averaged 55%. Investors should be aware of the high volatility and potential for large drawdowns in new listings, he says.

His findings show, however, that even if the performance is uneven, returns are positive for the first three month following the IPO. The returns over the 6- and 12-month time horizons are usually negative.

The ride is always bumpy.

BOLD ASSUMSIONS

Will SpaceX's ride be smoother? The numbers that support the IPO seem to suggest otherwise. Goldman Sachs, one of the underwriters for the IPO, estimates that by 2030, total revenue will grow from $18.7bn to $474bn, and its AI segment's revenue will increase 100 times to $322bn from $3.2bn.

Anthony Saglimbene, Ameriprise's chief market strategist, says that this is a bold assumption.

Morgan Stanley analysts, who are also underwriters, have forecast that total revenue will reach $3.4 trillion in 2040.

SpaceX waived the requirement that employees wait for six months to sell their shares. Analysts warn that early investors and employees could monetize positions by selling shares to unsuspecting investors soon after the IPO.

A rush of sales from insiders in a company could be met by a wall?of individual buying. It?might not, which means that many retail investors may be left with big losses during a downturn while more sophisticated shareholders leave early.

At the top?

Many analysts warn that, on a larger scale, the hype surrounding the SpaceX initial public offering is a clear sign that "the market has reached its peak".

Of course, not everyone is in agreement. Noah Weisberger is the chief U.S. Equity Strategist at BCA Research. He notes that only 20% of mega-IPOs occur during market peaks.

The previous mega-IPO wave is nothing compared to what's coming up in the next few months. SpaceX will be launching a monster IPO, followed by AI darlings OpenAI & Anthropic whose offerings are expected to achieve $1?trillion in valuations.

Retail interest in other mega public listings is sure to skyrocket if SpaceX proves a success. If it fails, those who invested their?savings in the largest IPO ever will be searching for safety.

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(source: Reuters)