SpaceX notes

Excited, organised and a bigger upside: the Q3 numbers, the merger committees, an honest sceptic check, and the one Dec 2028 call option I'm placing.

Starship reached orbit on its first attempt, deployed 26 Starlink V3 satellites and splashed down on target north of Hawaii. Plus Marcus House’s breakdown, the best photos, and a word on the FUD.

Late September 2026 — looking ahead to the next Starship flight and Starlink V3, with only a light touch on ship catch, reuse, refuel, and uncrewed Moon.

Weeks after SPCX listed — a few more buys, headline whiplash, and the same Everyday Astronaut fascination with the hardware.

SpaceX prices SPCX at $135; first trade 12 June 2026; day-one close around $160.95 — thin AU retail allocation, Starlink not spun out.

Ship heat shield work toward reliable orbit — and SpaceX IPO chatter that finally feels louder than rumour-mill static.

First Super Heavy reuse — a caught booster returns to flight, Falcon’s lesson rewritten in stainless.

Tower catches starting to look repeatable — plus the usual Starlink spin-off rumours, which remain rumours.

Flight 5’s Super Heavy catch — Mechazilla chopsticks, peak awe, reuse thesis at Starship scale.

Polaris Dawn pushes Crew Dragon into commercial EVA territory — Isaacman’s program opening doors Starman only hinted at.

Flight 4 delivers soft splash for Ship and booster — controlled enough that tower catch starts to feel real.

Flight 3 pushes into coast and re-entry — heat shield and attitude control become the story, not only ascent.

Flight 2 introduces hot staging and keeps more of the stack alive longer — iterate fast, survey hard.

Integrated Flight Test 1 — Super Heavy and Starship leave the pad, the pad protests, and iteration continues in public.

Jared Isaacman and an all-civilian Crew Dragon crew spend three days on orbit — inspiration as a feature, not a soft extra.

Boosters with real flight heritage, Starlink cadence, and the itch to own a slice of SpaceX the way Tesla is on the ASX path for retail.

Starship SN15 sticks the landing after SN8’s public belly-flop lessons — iterate in public, Texas style.

Crew-1 flies as an operational NASA mission — commercial crew leaving demo status behind.

Crew Dragon Demo-2 — Bob Behnken and Doug Hurley ride an American rocket from Florida to the ISS.

Sixty Starlink satellites on one Falcon 9 — the constellation thesis that funds the harder destinations.

Crew Dragon flies uncrewed to the ISS and docks itself — the taxi becoming real, without anyone aboard yet.

Twenty-seven Merlins, a Roadster, and the flight that made kids and parents look up — not only the already-converted.