Rocket Lab RKLB (Page 3 of 16)
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Originally Posted By Procat: @The_Master_Shake How’s your SOFI doing? If I have 20 more days just like today. . . . I would consider cashing out and taking a year off. PLTR, SOFI, RKLB have been good to me lately  Hope you're feeling it too! |
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 Riggs: My position is pretty small but this thread has made me a nice little chunk of money. I'm angry I didn't sink my life savings into this lol Up like 400%  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.
Everyone with skin in the game should take the time to watch the earnings call presentation. Big numbers. Great addition to C suite / BOD. Impressive guidance. Bullish ?? LIVE: Rocket Lab 3Q 2024 Earnings | $RKLB |
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Originally Posted By Procat: Everyone with skin in the game should take the time to watch the earnings call presentation. Big numbers. Great addition to C suite / BOD. Impressive guidance. Bullish  https://www.youtube.com/watch?v=k2axeeTB_FkBullish AF Blasting off, next stop moon lambo 
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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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Average daily volume beat in the first 4 minutes Attached File |
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Hate to say it but I think I’m going to let my $20 covered calls get exercised this Friday provided the price stays up. The gain will take the effective cost basis of the share that remain sub zero. All my positions have run so hard lately that I’ve had to roll lots of CCs into 2025 and since you’re technically closing a loosing position I’m sitting on a $10k loss for the year for tax purposes. This is despite being up 80% in paper gains. Basically the inverse of tax loss harvesting, I need to lock in some gains to offset the loss and raise my future cost basis IE lower taxes in the future. Probably use the funds to immediately start selling puts on RKLB to either get back in or make money in the process. Awesome problem to have. |
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Originally Posted By Procat: Hate to say it but I think I’m going to let my $20 covered calls get exercised this Friday provided the price stays up. The gain will take the effective cost basis of the share that remain sub zero. All my positions have run so hard lately that I’ve had to roll lots of CCs into 2025 and since you’re technically closing a loosing position I’m sitting on a $10k loss for the year for tax purposes. This is despite being up 80% in paper gains. Basically the inverse of tax loss harvesting, I need to lock in some gains to offset the loss and raise my future cost basis IE lower taxes in the future. Probably use the funds to immediately start selling puts on RKLB to either get back in or make money in the process. Awesome problem to have. I'm trying to figure out my next move. I'm just an investor, I only have a basic conceptual understanding of CC's and options. However I'm up close to 400% on both RKLB and PLTR, both of which are long term gains for me. I look at the landscape with an extremely pro-business Trump administration coming in office, inflation seemingly starting to normalize, and interest rates on the way down and I'm thinking I just ride this out for the next 3-6 months and see what happens. Maybe the both come down to earth but with PLTR I've seen nothing but threads indicating people are selling because the valuation is too rich. Been reading those same threads since it was $25 and somehow it keeps creeping forward. |
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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Originally Posted By Procat: @The_Master_Shake If there’s any concern just take your original investment off the table and let the gains ride. Question then becomes just where to deploy the cash to. That was my thoughts earlier, but honestly I'm thinking differently now RKLB was ridiculously undervalued when I bought it, they were essentially a $2 billion company valued at roughly 1/100th the market cap of SpaceX. Now as a 10 billion dollar company I think they're probably overvalued, but still closer to their actual market value than they were before it went parabolic. With the macro factors I mentioned above, coupled with the Q3 earnings report, coupled with Neutron's potential runway (assuming the don't blow up a couple rockets). . . . I'm going to let it ride |
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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Originally Posted By ChicagoFoodie: PT: $30 LFG! https://www.ar15.com/media/mediaFiles/124501/IMG_5296_jpeg-3379238.JPG LLLLLLLLFFFFFFGGGGG BOYS!! To the moon
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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 ChicagoFoodie: PT: $30 LFG! https://www.ar15.com/media/mediaFiles/124501/IMG_5296_jpeg-3379238.JPG 
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How does the pricing stack up to SpaceX at it's project value of $135 per share? how many outstanding shares? Which is a better deal? $135 |
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Originally Posted By SkiandShoot: How does the pricing stack up to SpaceX at it's project value of $135 per share? how many outstanding shares? Which is a better deal? $135 Doesn’t matter Holmes. Those SpaceX shares are not for the public. |
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Originally Posted By SkiandShoot: How does the pricing stack up to SpaceX at it's project value of $135 per share? how many outstanding shares? Which is a better deal? $135 Space X is around a 250 billion dollar company Rocket Lab, after all the price action, is now a 9.5 billion dollar company. So valued at 1/25th SpaceX right now. |
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.
| IMO the hype over SpaceX is extremely bullish for Rocket Lab. While some may view them as the competition, growing the market for private space flight should be good for everyone. Most of SpaceX’s are launches are in support of their own Starlink and not for clients. With Boeing’s failure, SpaceX also seems determined to use some of their capacity to get into the manned space flight business which is probably based more on prestige than profits. This leaves a huge opening for Rocket Lab to design and launch satellites for private and government clients. |
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Originally Posted By Procat: IMO the hype over SpaceX is extremely bullish for Rocket Lab. While some may view them as the competition, growing the market for private space flight should be good for everyone. Most of SpaceX’s are launches are in support of their own Starlink and not for clients. With Boeing’s failure, SpaceX also seems determined to use some of their capacity to get into the manned space flight business which is probably based more on prestige than profits. This leaves a huge opening for Rocket Lab to design and launch satellites for private and government clients. I'm 100% with you. I'm all about the rising tides theory as opposed to SpaceX becoming the single sourced US solution to all things space. Bullish AF |
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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No offense, I don’t think that is correct. Spacex is building their business NOT on Starlink. The government line item is only going to increase while then department of defense launches will also want to increase. When they spin out Starlink, that revenue will be even stronger.Attached File |
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@SkiandShoot If you’re talking about my point about most of SpaceX’s launches being for Starlink I made it more in regards to capacity than to revenue. Their government revenue can no doubt grow but that doesn’t mean Rocket Labs can’t. Electron has proven to be a reliable lower cost launch vehicle for smaller payloads and if guidance is to be believed Neutron should be a lower cost alternative to Falcon9 when it’s available. |
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Saw this and thought it may be worth posting provided the posts above 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.
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From my botched post in another thread. One of my logics for buying was the unsustainably of Boeing and ULA. There will come a day, sooner I’m betting, that the “two government contracts” for space launch will not include Boeing. Spacex is somewhat a lock at this point and RKLB is positioning itself for success as #2. The RKLB revnue will exponentially grow. I could see them getting a "starter contract" in 2025 with USGOV. |
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@The_Master_Shake I feel like trying to come up with a valuation on Rocket Lab by comparing it to SpaceX is a bit of a fool’s errand. Private space flight is so new the the TAM is unknown so applying traditional valuation methods is just a wild guess. SpaceX also has the Musk factor where investors will throw money at any project he’s involved in whether they understand it or not. This definitely skews the numbers. |
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Originally Posted By Procat: Saw the headline today that we were up on a price target upgrade. Looks like Goldman Sachs raised us from $5 to $12 while keeping a neutral rating. Not what I would have liked but I’ll take it. Sorry I didn't respond to the mention above! I wrote it out then got distracted with work and forgot all about it. In terms of the $5 to $12 my understanding is that GS is the very lowest of analysts predictions. Some have it as high as $30 This is a screen shot from Tip Ranks showing where RKLB price point is predicted 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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Originally Posted By Procat: Every stock has analysts who don’t seem to understand the company. RBC who covers Palantir comes to mind, think their price target for PLTR is up to $11. At the very least the increase raises the average. Lol if that joker really thinks PLTR is worth $11 he'd be shorting the fuck out of it |
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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Originally Posted By Procat: https://www.ar15.com/media/mediaFiles/489576/IMG_4034_jpeg-3385275.JPG RKLB has overtaken PLTR as my largest position
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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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Originally Posted By Procat: Impressive. Palantir was a 100% conviction stock for me so I went in so deep my RKLB position will likely never catch up in position size. I was 100% convinced that buying PLTR at $7 would be an incredible move on my part. I went with enough share count to matter, but I had a friend talk me out of going all in . . . . you know, it's my fault for listening at the end of the day
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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 The_Master_Shake: I was 100% convinced that buying PLTR at $7 would be an incredible move on my part. I went with enough share count to matter, but I had a friend talk me out of going all in . . . . you know, it's my fault for listening at the end of the day I’ve learned to trust my gut instinct investing. Family members in the financial advisory business have talked me out of some of the greatest investments of our time. Think bitcoin, Tesla, ect. There are a few trades I was talked out of that would have been life changing money. |
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Originally Posted By Procat: https://www.ar15.com/media/mediaFiles/489576/IMG_4034_jpeg-3385275.JPG Think it’s still a buy? I’m thinking of selling my PFE, which has been a longtime turd of a stock and buying RKLB. |
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Originally Posted By FightingMajor: Think it’s still a buy? I’m thinking of selling my PFE, which has been a longtime turd of a stock and buying RKLB. I’m still adding to my position but my risk tolerance is high and my timeframe long if need be, these are things you need to judge against your own particular situation. The company is pre positive earnings and operates in a business where they can literally and figuratively blow up at the end of the day. |
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Originally Posted By SkiandShoot: Yes, 1,240 at somewhere between $10-$11. have to check my notes. I'm spaced out. Order filled.  |
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: Not sure where else to park funds for next 7 years is the problem!!! That’s where I’m in a bind at too except I’m looking at shorter time horizons. I’ve done awesome the past few years trading a small basket of stocks I study inside and out, taking gains from the ones that pump and putting the funds into the ones trading at the bottom of their range. Since the election every one of the stocks I follow is routinely setting new highs so it’s hard to allocate my cash without chasing and blowing my cost basis up. Good problem to have I guess. |
Another successful Kineis launch Rocket Lab - 'Ice AIS Baby' Launch Edit: 2 launches within 24 hours Got Gov $ from CHIPS act Hit $27 in premarket |
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Originally Posted By @Procat: @SkiandShoot Did you ever grab any when it was around $10? I know that you posted a few times that you had limit orders placed. What stinks is I was going to buy about 2k shares when it was $7ish. A "day trader" buddy and i were looking at the charts and he said "I don't see the support for it at $10. I would wait until it drops back to the $5-$7 range." I learned a hard lesson right there that day regarding perspective, time horizons and philosophical differences and as others have said "listening to your gut". It's smart. Ended up getting in at $10.04, 1,240 shares officially. Then $22.75, 760 shares. (this trade doesn't bother me as I was looking for elsewhere to park the money). |