Rocket Lab RKLB (Page 5 of 16)
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Originally Posted By Procat: How the stock will trade in the near term is anybody’s guess. It’s probably just as likely we’ll see the 30s as the teens. On a longer horizon I’m looking at 3 things: Neutron test launches, GAAP profitability and the macro environment. For 2025 I suspect that if even 2 of these things work out positively the stock should run more. With SpaceX recently getting valued at $350B if we could get to 1/10 that market cap that would still put RKLB at $75 per share. I comfortable with the number of shares I hold so at this point I’m buying call debit spreads for Dec 2025 and Jan 2026 as a play on my thesis. If Neutron doesn’t develop smoothly, it’s gonna be bad for RL. Look at the tonnage delivered to LEO to get a REAL comparison to SpaceX at present. Hint: it isn’t even close to 1/10. |
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Originally Posted By SkiandShoot: With Boeing headed towards a death spiral, there could be a scramble for more communications gear launched outside of spacex. Article also reinforces the valuation of spacex and the coming Starlink ipo. Getting closer I don’t know what got shoved up Boeings ass recently but the stock has been ripping. ETA: until you zoom out to the 1 year chart. Haha. |
Rocket Lab 'Owl The Way Up' launch of a Synspective StriX radar imaging sat slated for 9:17 am (EST), from Launch Complex 1, in Mahia, New Zealand.  Rocket Lab - 'Owl The Way Up' Launch EDIT: Uneventful launch to orbit. Now in coast phase. Payload deploy to occur at approximately 10:06 am (EST). EDIT 2: Payload successfully deployed. That caps Rocket Lab's year for launches, 16 in 2024, bettering their 12 in 2023. More to come in 2025, hopefully including the debut of their Neutron rocket. |
Nice 2024 year-end video just posted less than an hour ago by Rocket Lab. Rocket Lab | 2024 - Our Biggest Year Yet |
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Originally Posted By TLWrench: Nice 2024 year-end video just posted less than an hour ago by Rocket Lab.  https://www.youtube.com/watch?v=oXNp4TxoAFMBad ass video 
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Look, yes, I have banged HUNDREDS of broads. INTERNATIONALLY. But know this - I wrap my rascal, TWO TIMES, cuz I like it to be joyless and without sensation. It's a way of punishing supermodels.
Of course, the statement, "The countdown to Neutron's first launch is on," is in the general sense. In the "Spoiler" below are the photos embedded in the X/Tweet above of the progress made thus far on the Neutron facilities (including the building of a second Neutron launch pad) at Wallops Island, VA: Click To View Spoiler` |
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The ground is fertile for second place in space. Boeings stance and direction. |
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RKLB took a big hit this week then today SOFI is down 8% Not a good couple weeks for my portfolio 
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Look, yes, I have banged HUNDREDS of broads. INTERNATIONALLY. But know this - I wrap my rascal, TWO TIMES, cuz I like it to be joyless and without sensation. It's a way of punishing supermodels.
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My SOFI thesis has played out. All of my shares are set to be called away this month and I plan on letting them go. I felt like it was undervalued in the $6-7 range when I got in but at these levels I just don’t know. Perfectly ok with being wrong on this one if it keeps running. The bulls have lofty targets for it but since it’s overvalued as a bank it all depends on their tech platform. In comparing SOFI to RKLB I just ask myself which would be more likely to double in the next year? I think the answer to that question should be obvious. |
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US (SpaceX): Of the 145 US launches, SpaceX accounted for 138—a staggering 95% of America’s rides to space: 132 Falcon 9 (1 failure) 2 Falcon Heavy 4 Starship (near orbit flights) US (Non-SpaceX): Rounding out the remaining US launches are: 2 ULA Atlas V launches (including Starliner CFT) 2 ULA Vulcan launches (including its maiden flight) 1 ULA Delta IV (retirement) 1 Rocket Lab Electron (launched out of the US) 1 Firefly Alpha New Zealand: Kiwis’ and give New Zealand its own category. 13 out of Rocket Lab’s 14 launches were from the Māhia Peninsula on New Zealand’s north island |
| It seems plausible buying commercial space companies today could be like buying AAPL pre 2005. If Elon has enough sway to get Trump on board, and Trump is not too distracted by d2d politics, they could really reorient so much human effort into initiatives that really benefits these companies. I'm starting to look at anything space-adjacent ASTS LUNR etc. Especially the new companies are interesting....it seems the established players BA etc are burdened with legacy SOPs that make them slow and risk-averse. |
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Originally Posted By Procat: My SOFI thesis has played out. All of my shares are set to be called away this month and I plan on letting them go. I felt like it was undervalued in the $6-7 range when I got in but at these levels I just don’t know. Perfectly ok with being wrong on this one if it keeps running. The bulls have lofty targets for it but since it’s overvalued as a bank it all depends on their tech platform. In comparing SOFI to RKLB I just ask myself which would be more likely to double in the next year? I think the answer to that question should be obvious. I have a lot of conviction in SOFI as well as RKLB I'm optimistic that several years from now I check my portfolio and they are all up bigly |
Look, yes, I have banged HUNDREDS of broads. INTERNATIONALLY. But know this - I wrap my rascal, TWO TIMES, cuz I like it to be joyless and without sensation. It's a way of punishing supermodels.
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@The_Master_Shake What’s your price target on SOFI? When I was buying in the 6-7 range I felt sure with was a 10-12 stock. That gut feeling having been realized and exceeded I’m moving on. If you’re seeing something I don’t I am genuinely curious. I’ve become disenfranchised with the SOFI bulls to an extent because they seem to think they’re going to challenge Robinhood in the mobile investing game. That disconnect from reality made me start taking a lot of what’s being said with a grain of salt. |
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Originally Posted By Procat: @The_Master_Shake What’s your price target on SOFI? When I was buying in the 6-7 range I felt sure with was a 10-12 stock. That gut feeling having been realized and exceeded I’m moving on. If you’re seeing something I don’t I am genuinely curious. I’ve become disenfranchised with the SOFI bulls to an extent because they seem to think they’re going to challenge Robinhood in the mobile investing game. That disconnect from reality made me start taking a lot of what’s being said with a grain of salt. I like the story of the membership growth and I thought the Galileo acquisition gives them a lot of runway for the future I think a bank charter is something that's increasingly difficult to get (as opposed to a brokerage firm like Robinhood) and will give SOFI an edge to monetize that huge membership base. In terms of the evaluation I can see where it should be receiving a hybrid evaluation between a bank and a Fintech, but even just as a bank they're like 1/40th the market cap of the big dogs. . . . . so if you think like I do that someday SOFI will be a huge US bank (via their appeal to a younger generation and by leveraging a more tech savvy platform and cool investment vehicles) then I think it'll continue to go up. I'm embarrassed to tell you my price target because I'm a smooth brained regard so my financial advice is worth exactly what it costs you but right now I like what I'm seeing during their earnings calls and they haven't even re-hit their 2021 ATH's. It wouldn't surprise me to look at my portfolio at the end of a Trump driven bull run to see SOFI rounding $40 a share Good commentary about the dip yesterday. Attached File |
Look, yes, I have banged HUNDREDS of broads. INTERNATIONALLY. But know this - I wrap my rascal, TWO TIMES, cuz I like it to be joyless and without sensation. It's a way of punishing supermodels.
Now fellate me, as I eat this expensive ham.
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Back to RKLB, we could be pushing ATH today! As I type this we're $28.58 and ATH is $28.80 We're $.23 away 
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Look, yes, I have banged HUNDREDS of broads. INTERNATIONALLY. But know this - I wrap my rascal, TWO TIMES, cuz I like it to be joyless and without sensation. It's a way of punishing supermodels.
Now fellate me, as I eat this expensive ham.
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Woke up and saw FUBO had gone up 200% overnight I'm kicking myself because I had 10,000 shares but after watching it go from $1.70 to $1.30 I sold all but 2500 
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Look, yes, I have banged HUNDREDS of broads. INTERNATIONALLY. But know this - I wrap my rascal, TWO TIMES, cuz I like it to be joyless and without sensation. It's a way of punishing supermodels.
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Originally Posted By Procat: Could be big Nice |
"I got this. We'll skip the dicks" DK-Prof 12/7/21
Interesting video on a potential uptick in HASTE launches in the future. Cliff notes: defense contractor Kratos got a $1B+ contract to test hypersonic stuff and they’ll use Rocket Lab as their sub contractor for launches. Could put HASTE on track to exceed Electron in terms of launch cadence.  Something is wrong with the latest Rocket Lab Haste contract! |
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Bought some call debit spreads at the open this morning. If RKLB can be at $35 or higher in next December my $2500 becomes $10k. Attached File |
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@Chromekilla Math on the above spread works out like this: -Each contract controls 100 shares so 10 contracts controls 1000 shares -bought $25 calls while simultaneously selling $35 calls for the same date -Paid $2.50 to control each share ($2500 total) -if the stock is over $35 on the expiration date I’ll buy shares for $25 but have to sell them for $35 pocketing the $10 difference per share -since I paid $2.50 to be able to buy shares for $25 $27.50 is my break even. -if the stock is below $25 at expiration I lose my initial investment. |
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Simpler example of options would be this cash secured put I also sold today. Attached File Stock currently around $27, want to buy more if it drops. -Sold (2) cash secured puts for $24.50 strike, 2 weeks out -Limit price was $1 so I received $200-contract fees and minor slippage. That money is mine to keep no matter what and I was paid immediately. -In 2 weeks of the stock is above $24.50 the contract(s) expire worthless and I’m free to do it again if I want -If the stock is below $24.50 I have to buy them at that price no matter how low it dropped. -The $4900 securing the contracts is set aside but is still collecting interest. Any questions feel free to ask @Chromekilla |
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Originally Posted By Procat: Down 11% today, anybody buy more? I’m out of cash until Friday or else I would have. I'm out of cash Thinking about moving some stuff around but will probably just sit on the sidelines |
Look, yes, I have banged HUNDREDS of broads. INTERNATIONALLY. But know this - I wrap my rascal, TWO TIMES, cuz I like it to be joyless and without sensation. It's a way of punishing supermodels.
Good video of Spacex’s Firefly Blue Ghost launch. In his livestream MattMoney lays out how Rocket Lab built the solar panels and a lot of the software for this mission. Worth taking note of by all who are just waiting on the SpaceX IPO. Rocket Lab has their tentacles into so much in the space industry that even if they remain in 2nd place in terms of launches there’s still a bright future for them.  HISTORY! SpaceX F9 Launch for Firefly Blue Ghost 1! Rocket Lab $RKLB Supported Lunar Lander. |
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Exactly what I've been saying since you got me hooked!! They are going to end up being THE provider of systems, knowledge and delivery systems. Notice how SpaceX is very focused on getting up there? RKLB is focused on the "now what" for everyone. Courtesy of "Payload Research". Highly recommend subscribing to it. Attached File |
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Originally Posted By SkiandShoot: Anduril looks to be available at $21.74. I’m looking into maybe going in? Via where? Pre IPO short of being an accredited investor I figured the only way in was via a fund holding private shares (probably ARK or I believe SOFI has a venture capital fund) |
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Originally Posted By Procat: Via where? Pre IPO short of being an accredited investor I figured the only way in was via a fund holding private shares (probably ARK or I believe SOFI has a venture capital fund) Yea where? First I’ve heard of this, but if true, I’ll load up! |
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Originally Posted By SkiandShoot: Anduril looks to be available at $21.74. I’m looking into maybe going in? @SkiandShoot Been waiting for an opportunity to buy, how do I invest? |
Look, yes, I have banged HUNDREDS of broads. INTERNATIONALLY. But know this - I wrap my rascal, TWO TIMES, cuz I like it to be joyless and without sensation. It's a way of punishing supermodels.
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Originally Posted By SkiandShoot: Create accounts with Hiive and Rainmaker Securities and Forge Global. I've passed on quite a bit but bought in a few things over the past 18 months through these avenues. Disregard, found it on schwab. |
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Originally Posted By SkiandShoot: Create accounts with Hiive and Rainmaker Securities and Forge Global. I've passed on quite a bit but bought in a few things over the past 18 months through these avenues. Spent some time on Forge Global’s website, very interesting. Always assumed the bar for being an “accredited investor” was much higher but admittedly I had never looked into it. Any idea how firm they are on the $100k minimum purchases? I’d love to buy some Anduril but not prepared to bite off that much. |
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Originally Posted By @Procat: Spent some time on Forge Global’s website, very interesting. Always assumed the bar for being an “accredited investor” was much higher but admittedly I had never looked into it. Any idea how firm they are on the $100k minimum purchases? I’d love to buy some Anduril but not prepared to bite off that much. Depends on the offering and the source of the actual shares. Example, there might be an offering of $80m of stock: they might be looking to move quick then the requirements are higher in the $500k range. OR if it's a slow burn, they'll offer lots of smaller blocks to the "public". Hiive typically has more flexibility as I've seen some as low as $50k buy-ins and I could have sworn I saw a $25k block before. Suspect Forge Global is probably the same as both of these are new routes fintech is trying to bring fresh money in so they have to have flexibility to those who previously wouldn't buy due to the tighter restrictions as well as the "good old boy broker network". Creating accounts are free and it's interesting to see what is on the market and coming up. just fyi, these buys aren't trading type of buys but long term plays with a commitment. |
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Today was . . . . wow RKLB is now my most profitable investment ever. As always, wish I had just loaded the boat when it was $3 bucks and change
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Look, yes, I have banged HUNDREDS of broads. INTERNATIONALLY. But know this - I wrap my rascal, TWO TIMES, cuz I like it to be joyless and without sensation. It's a way of punishing supermodels.
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Which direction do we think this is going to go, after January 20th? Attached File |
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@SkiandShoot First impression is that the # of launches goes up. Rocket Lab’s HASTE launches for the DOD are classified and shrouded in secrecy but in an interview clip I saw within the last few days Peter Beck said Trump was bullish for RKLB both in terms of commercial and government growth. Admittedly I haven’t followed how much defense work SpaceX does but if rising tides raise all boats I’d say that the tide is coming in. |
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New all time high set today $31.75 ETA first 1/3 of this video covers Rocket Lab. Addresses valuation of the stock, catalysts in the year(s) to come, cash flow / company financials, ect. Lots of good information.  Cashflow Chronicles S2 E36 |
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Originally Posted By Procat: Breaking $33 on the open. https://www.ar15.com/media/mediaFiles/489576/IMG_4247_png-3443772.JPG You jinxed it bro! Lol I just noticed Amit in the background
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Look, yes, I have banged HUNDREDS of broads. INTERNATIONALLY. But know this - I wrap my rascal, TWO TIMES, cuz I like it to be joyless and without sensation. It's a way of punishing supermodels.