SpaceX’s 40% Rally Explained | Inside Apollo’s £5.7bn EasyJet Deal

<p>SpaceX shares have surged nearly 40% from their recent lows, despite fears that its unusual staggered lock-up structure would unleash a wave of selling. So what actually happened?</p><p><br></p><p>Anthony Cheung and Stephen Barnett break down how IPO lock-ups work, why SpaceX’s tiny public float matters and how retail buying, index funds and a potential short squeeze helped drive the rebound.</p><p><br></p><p>We also return to EasyJet following Apollo’s £5.7 billion takeover, unpacking the private equity financing behind the deal, before looking at Cambridge Aerospace — the two-year-old UK defence technology company now valued at more than $3 billion.</p><p><br></p><p>A packed episode covering IPOs, private equity, debt financing, defence technology and some of the biggest stories moving markets.</p><p><br></p><p>(00:00) What’s Coming Up</p><p>(04:21) Why SpaceX Stock Surged</p><p>(05:27) Staggered Lock-Ups Explained</p><p>(12:36) Why Investors Bought the Dip</p><p>(15:45) The SpaceX Short Squeeze</p><p>(17:24) The Elon factor</p><p>(21:10) The Success of Staggered Lock-Ups</p><p>(23:12) Can SpaceX Justify Its Valuation?</p><p>(24:55) Apollo’s £5.7bn EasyJet Deal</p><p>(29:21) How Private Equity Funds a Takeover</p><p>(36:37) Apollo’s Plan for EasyJet</p><p>(40:00) The UK’s $3bn Defence Startup</p><p>(44:53) Coming Next: Boeing Deep Dive</p>