Uploaded July 2026 | Updated September 2026, 2 weeks ago
Seraphim Space (SSIT) has been one of the best performing investment trusts in the past year. Helped by the enthusiasm for the sector generated by SpaceX, the £400mn trust pulled off a rare fundraising and now has a pile of cash to deploy.
Val Cipriani sits down with chief executive Mark Boggett, who discusses opportunities and volatility in space, why he isn’t afraid of concentration, and how space technology could prove as revolutionary as the internet or AI.
You can listen to the interview, alongside all of our other podcasts, on Acast, Apple, Spotify or YouTube.
00:00 Introduction
01:25 How SpaceX transformed the space industry
05:19 Why AI is driving the next space revolution
07:24 SpaceX’s IPO and the outlook for space stocks
09:08 Why space-based data centres are becoming viable
14:22 Why Seraphim Space’s shares have lagged its NAV
16:08 ICEYE: the portfolio’s biggest success story
21:17 The defence opportunity and Europe’s spending boom
24:22 Raising fresh capital and where it will be invested
37:28 Holding winners after they IPO
39:25 How Seraphim values private-space companies
#Investing #finance #personalfinance #investments #business #space #spaceinvestment #seraphim
#spacestocks
Listen to our podcasts: investorschronicle.co.uk/podcasts/?utm_medium=social&utm_source=youtube&utm_campaign=editorial
Subscribe to Investors' Chronicle: investorschronicle.co.uk/product-matrix?utm_medium=social&utm_source=youtube&utm_campaign=editorial
Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Our award-winning expert writers research hundreds of companies and funds suitable for all risk appetites, to provide clear, independent recommendations for individual investors who want to make their money grow and outline how to make the most of different types of investment vehicles at all stages of your life.
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Seraphim Space (SSIT) has been one of the best performing investment trusts in the past year. Helped by the enthusiasm for the sector generated by SpaceX, the £400mn trust pulled off a rare fundraising and now has a pile of cash to deploy.
Val Cipriani sits down with chief executive Mark Boggett, who discusses opportunities and volatility in space, why he isn’t afraid of concentration, and how space technology could prove as revolutionary as the internet or AI.
You can listen to the interview, alongside all of our other podcasts, on Acast, Apple, Spotify or YouTube.
00:00 Introduction
01:25 How SpaceX transformed the space industry
05:19 Why AI is driving the next space revolution
07:24 SpaceX’s IPO and the outlook for space stocks
09:08 Why space-based data centres are becoming viable
14:22 Why Seraphim Space’s shares have lagged its NAV
16:08 ICEYE: the portfolio’s biggest success story
21:17 The defence opportunity and Europe’s spending boom
24:22 Raising fresh capital and where it will be invested
37:28 Holding winners after they IPO
39:25 How Seraphim values private-space companies
#Investing #finance #personalfinance #investments #business #space #spaceinvestment #seraphim
#spacestocks
Listen to our podcasts: investorschronicle.co.uk/podcasts/?utm_medium=social&utm_source=youtube&utm_campaign=editorial
Subscribe to Investors' Chronicle: investorschronicle.co.uk/product-matrix?utm_medium=social&utm_source=youtube&utm_campaign=editorial
Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Our award-winning expert writers research hundreds of companies and funds suitable for all risk appetites, to provide clear, independent recommendations for individual investors who want to make their money grow and outline how to make the most of different types of investment vehicles at all stages of your life.
Follow The Companies and Markets Show on @YouTube: youtube.com/playlist?list=PLnrcXTQl38frCLdb4HDxepjhvod-gN662
Follow Lee and the IC: youtube.com/playlist?list=PLnrcXTQl38fqB-A5bJJ-GtFjm3Q9S9Xnx
Listen to our interviews here: youtube.com/playlist?list=PLnrcXTQl38fo1Oio19rTsLt9fD2s4hKst
Follow us on LinkedIn: linkedin.com/showcase/financial-times---investors-chronicle
Follow us on Instagram: instagram.com/investorschronicle/?hl=en
Get the latest investing updates on WhatsApp: whatsapp.com/channel/0029VaD6zjW9WtBxc0gFG13F
