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News and updates from IPOX^®, including media mentions, interviews, research and press releases.

Media mentions · Reuters

Reuters: IPOX^® Vice President Kat Liu Comments on Orion180’s IPO and E&S Insurance Market

IPOX^® VP Kat Liu commented in Reuters on Orion180 Insurance’s Nasdaq debut and the excess and surplus insurance market. Liu explained that E&S carriers serve risks many traditional insurers cannot or do not want to write on standard terms, with greater flexibility in pricing, coverage limits and policy design. She added that Orion180’s opportunity has been accelerated by a cyclical dislocation as larger insurers pull back, rather than depending solely on those market conditions for its growth in the sector.

September 18, 2026Kat Liu

Media mentions · Reuters

Reuters: IPOX^® Associate Lukas Muehlbauer Comments on Holtec’s Suspended U.S. IPO

Reuters cited IPOX^® Associate Lukas Muehlbauer on Holtec’s suspended U.S. IPO, linking the company’s investment case to expectations for higher electricity demand from data centres amid the AI boom. Muehlbauer said the broader IPO pipeline should remain active without widespread postponements, while noting investor concerns around AI development, interest rates, and weak nuclear-sector performance. “The underlying demand for energy has not disappeared, but investors are becoming more selective about how much they are willing to pay today for future growth.”

September 17, 2026Lukas Muehlbauer

Media mentions · Reuters

Reuters: IPOX^® Associate Lukas Muehlbauer Comments on Altera’s AI Exposure Ahead of IPO

IPOX^® Associate Lukas Muehlbauer commented on Altera’s planned U.S. IPO, highlighting investor focus on the chipmaker’s exposure to hyperscalers and AI infrastructure demand. Reuters reported that Altera, backed by Silver Lake and Intel, has confidentially filed to go public and could raise more than $2 billion. Muehlbauer noted that whether hyperscalers remain a material part of Altera’s customer base will be an important consideration for investors once the company’s public filing becomes available.

September 16, 2026Lukas Muehlbauer

Media mentions · Reuters

Reuters: IPOX^® VP Kat Liu Highlights SPAC Flexibility for Defense and Space Companies

IPOX^® VP Kat Liu said in Reuters coverage that SPAC mergers can provide a more flexible route for defense and space companies with government contracts, strategic backing or clear growth pipelines that lack the revenue scale or predictability required for traditional IPOs. Reuters reports six defense and space-related companies have announced SPAC mergers in 2026, double the total in 2025, as investor appetite surges. The sector is also benefiting from rising government spending and strong demand for satellite, defense and aerospace technologies this year.

September 14, 2026Kat Liu

Media mentions · Reuters

Reuters: IPOX^® VP Kat Liu Highlights Insurance Sector Resilience in Bamboo Insurance IPO

IPOX^® VP Kat Liu said insurance companies’ recurring revenue and resilient demand are attractive in volatile markets as Reuters covered CVC-backed Bamboo Insurance’s planned U.S. IPO. Bamboo is targeting a valuation of up to $3.24 billion, with selling shareholders seeking as much as $700 million. Liu also noted that Bamboo’s managing general underwriter model creates dependence on insurance carriers and capacity providers. The company plans to list on the NYSE under the ticker “BMB” amid relatively strong insurance IPO performance.

September 14, 2026Kat Liu

Media mentions · Reuters

Reuters: IPOX^® Associate Lukas Muehlbauer Comments on Fall IPO Market as Holtec Targets $10.2 Billion Valuation

IPOX^® Associate Lukas Muehlbauer commented on the fall IPO market as Holtec Nuclear targets a valuation of up to $10.2 billion in its U.S. IPO. He said early deals could set the tone for the broader market, with strong debuts potentially encouraging more listings and weak pricing or aftermarket performance narrowing the window. Muehlbauer added that economic fundamentals, market conditions and the Federal Reserve’s September meeting are likely to drive IPO activity, with limited impact from midterm elections this year.

September 8, 2026Lukas Muehlbauer

Media mentions · Reuters

Reuters: IPOX^® Research Associate Lukas Muehlbauer Comments on SB Energy’s IPO and AI Infrastructure Demand

Reuters reports on SoftBank-backed SB Energy’s U.S. IPO filing as AI infrastructure investment accelerates. IPOX^® Research Associate Lukas Muehlbauer comments on the company’s roughly $439 billion backlog, execution risks, and reliance on long-term customer commitments. He notes that investors must assess whether contracted demand can translate into future cash flow, while also weighing the uncertainty surrounding 20-year OpenAI leases in a rapidly evolving AI market and the sustainability of current infrastructure spending trends over the coming years.

September 1, 2026Lukas Muehlbauer

Media mentions · Bloomberg

Bloomberg: IPOX^®’s Lukas Muehlbauer Comments on Abu Dhabi Delistings and State Control

IPOX^® Associate Lukas Muehlbauer was featured in Bloomberg’s Mideast Money newsletter, providing context on Abu Dhabi’s recent moves to take strategic companies private. He highlighted how similar transactions in other markets have often reflected governments’ desire for greater control over important assets, whether to support long-term investment or restructuring. His comments helped frame the AD Ports and TAQA developments within a broader global pattern of state-led ownership consolidation and strategic market repositioning across public equity markets worldwide today and beyond.

August 26, 2026Lukas Muehlbauer

Media mentions · FOCUS MONEY

FOCUS MONEY: IPOX^® Associate Lukas Muehlbauer Comments on Oura’s Planned IPO and Digital Health Positioning

German financial magazine FOCUS MONEY examines Oura’s planned IPO as the wearable technology company builds on strong growth and an expanding digital health platform. IPOX^® Associate Lukas Muehlbauer comments on Oura’s positioning ahead of a potential listing, noting its evolution from a young wearable company into an established platform. He also highlights Oura’s focused product strategy versus larger technology groups, as the company targets further growth in the expanding global wearables market and recurring subscription-based customer revenue opportunities.

August 21, 2026Lukas Muehlbauer

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