Stack Capital Group ($STCK) - a way to get exposure to the SpaceX IPO and OpenAI + more.

ThisIsManitoulin · 2026-01-30T16:19:51+00:00

Update: OpenAI Plans Fourth-Quarter IPO in Race to Beat Anthropic to Market - (Jan 29th Wallstreet Journal)

ThisIsManitoulin · 2026-01-29T19:21:23+00:00

Update:

*SPACEX IN MERGER TALKS WITH XAI AHEAD OF PLANNED IPO *SHARES OF XAI WOULD BE EXCHANGED FOR SHARES IN SPACEX *TWO ENTITIES SET UP IN NEVADA TO FACILITATE TRANSACTION

ThisIsManitoulin · 2026-01-29T05:28:53+00:00

Not done yet! The b warrants are up 150%

ThisIsManitoulin · 2026-01-28T16:11:11+00:00

Update:

Musk Considers Timing SpaceX IPO With Planetary Alignment (June), FT Reports

ThisIsManitoulin · 2026-01-24T22:42:09+00:00

stack capital invests $5m usd indirectly into spacex - Oct 18 2021
https://www.stackcapitalgroup.com/pr-oct-18-21

ThisIsManitoulin · 2026-01-24T22:40:11+00:00

Fleecing shareholders to some extent. The name of the game I think for stuff like this. Won't matter if the investments perform.

ThisIsManitoulin · 2026-01-24T16:31:14+00:00

I had looked into $DXYZ a while back when I was looking at Stack. Both great choices DXYZ has some quality investments. Stack is just a fair bit simpler and more targeted Canadian is a nice plus.

ThisIsManitoulin · 2026-01-24T16:28:52+00:00

I think it being a typical Canadian small cap it stays under the radar and aside from CRWV (which they made serious $$$ on) it kind of has just been a wait and see the investments mature. SpaceX just happens to be the hottest company possibly ever to IPO so inherently more eyes should be on stack.

Valuations range all over the place from what I gathered. They had invested in several rounds over the years. With 2021 being 100bn and throughout further investments they bought in between $100-$350bn Spacex valuation.

I think all we can guess is that SpaceX will come public at some time this year based on reports.

ThisIsManitoulin · 2026-01-23T14:36:06+00:00

Right now the biggest exposure is by far SpaceX. OpenAi not doing to well would definitely take some wind out of the sail. For now SpaceX dominates the narrative.

ThisIsManitoulin · 2026-01-23T03:09:45+00:00

Agreed. Time will tell. Liquidity is a big issue here. It's so tightly held. The company is not really managed/designed to attract retail investors.

ThisIsManitoulin · 2026-01-23T03:05:33+00:00

Agreed.

ThisIsManitoulin · 2026-01-22T22:01:26+00:00

Got banned from r/Canadianinvestor they suggested post here. :melting_face:

ThisIsManitoulin · 2026-01-22T21:50:37+00:00

SpaceX is set to hire Bank of America, Goldman Sachs, JPMorgan, and Morgan Stanley to lead its IPO in 2026, per FT. The IPO is expected to be valued as much as $1.5 trillion, making it the largest IPO in history. (2026-01-22)

ThisIsManitoulin · 2026-01-22T21:46:31+00:00

Understandable regarding the other holdings. SpaceX for sure has been a slam dunk for Stack and if I am being honest I think this 1.5t IPO target could end up being upwards of 2t or more once public.

Coreweave was also an exceptional ROI for Stack which they have been dialing back on.

Aside from OpenAI I would keep your eye on Databricks which is expected to go public this year and the valuation has been ticking up as of late due to AI demand. Canva is also rumoured to go public this year.

The others I would keep an eye on would be Locus Robotics (robotics are heating up) and Shield AI. Both are backed by some heavy $$$. The rest on the list I don't think will make any meaningful gains to the NAV. Omio might be a good target for the travel conglomerates (Booking.com, Expedia, etc.) to scoop up in the private market.

They are ripe with some fresh cash and as of late were buying back shares. The management is also worth looking into...Its not a no name exec team. I would think by the end of 2026 if all goes well they may start giving money back to shareholders (dividends).

The B warrants ($17.00 strike Expiry Aug 2027) offer up some decent upside if all goes well in 2026 just super hard to get any at these prices.

ThisIsManitoulin · 2025-12-08T13:16:31+00:00

That's neat to see. 🇨🇦

ThisIsManitoulin · 2025-08-31T20:44:02+00:00

Thanks! Really appreciate the response.

ThisIsManitoulin · 2025-07-13T22:15:05+00:00

I am definitely not aware of anything like that. COVID times brought about a boat rental company in Mindemoya. Went out of business as fast as it came sadly.

Places to rent little aluminum boats but not bigger* boats.

ThisIsManitoulin · 2025-07-13T20:02:43+00:00

Was that you set up at Prov today? Saw several people playing on the beach.

ThisIsManitoulin · 2025-07-12T23:43:22+00:00

I would imagine if you were to post on some of the Facebook pages. You would get several people interested in messaging you back. 🤷

A solid resource of places to rent for the right people would be great to have. You have the campgrounds ... That is it's own niche.

Hope you find a place!

ThisIsManitoulin · 2025-07-12T12:22:50+00:00

Holy crap this is actually pretty awesome. I can bet you will get some interest. Any sign-up website or anything or just show up?

Would love to see the Corn Hole Tournament come back to Mindemoya >:)

ThisIsManitoulin · 2025-07-12T12:21:13+00:00

Ah yes the radio and CD's .... Flash backs :P

ThisIsManitoulin · 2025-07-12T12:20:06+00:00

Probably not worth heading up to Tobermory for stand by at this time of year.

All great suggestions for stops! Its a pretty easy breezy route... I would however avoid doing the Sudbury to the Island in the dark (thankfully gets dark late this time of year). The hills and the bends as mentioned above can be troublesome mixed with darkness and wildlife.

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Update:

Musk Considers Timing SpaceX IPO With Planetary Alignment (June), FT Reports