Rocket Lab RKLB (Page 4 of 16)
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Originally Posted By SkiandShoot: 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). When RKLB dipped to the mid $3 (think back in May) I had 3,000 more shares with a market order all ready to go. I can't remember what distracted me, but not too long after it went back to $4 at which point I decided I no longer wanted to buy because it would bring my DCA up slightly  I'm kicking myself for that one. |
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: It’s pulled back since then but we set a new all time high this morning of $27.20. Edit: grabbed another 100 shares at $24.97 Good to see you are still buying! I was debating selling some shares to cover my initial but decides I would let it ride I think RKLB still has a ways to run but not sure how much more in the immediate future. |
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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After much thought I decided that I am going to keep adding here and there. Despite being up massively as we near the end of 2024, Rocket Lab’s market cap is still very low in comparison to SpaceX. While I don’t like making that comparison, SpaceX is probably the only thing to compare it to. In addition to the difference in valuation, future returns of both firms may hinge on decisions that are being made right now. Spacex’s pursuit of manned space flight has become a matter of prestige for Elon Musk despite such endeavor have a very short list of potential clients (IE $$$$). Rocket Lab’s decision to focus of commercial and scientific clients pays the bills and they know that. I wish I could find the interview again but Peter Beck seemed dismissive of the idea of manned space flight for those same reasons. While entirely likely that we could experience a pull back from current prices I am becoming more confident that there is a lot more room for RKLB to run. In 2025 Neutron launches and potentially breaking into profitability will be big catalysts. |
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New interview with Rocket Lab’s Peter Beck and Adam Spice just got uploaded [Super Bullish] Full Interview With Sir Peter Beck and Adam Spice after Q3 2024 |
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Originally Posted By ChicagoFoodie: We’re all ears, big homie. What stock are you picking? Cheniere LNG should catch a break once Trump lifts export restrictions, and it could rip if it gets cold in Europe this winter, it could rip again if Russia doesn't go back to selling nat gas to Europe after a peace deal, and it could rip if Trudeau continues to squeeze Canadian lng for reasons. |
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For future reference LNG closed at $224.01 today and RKLB closed at $27.28. I hope we all make money but only time will tell who performs the best. I cannot speak for the other posters in this thread but my stock picking centers around trying to identify the next big things in tech. I’ve laid my thesis out several times before in other threads and I don’t feel like typing it all out again. It is high risk / high reward so substantial due diligence is required. There’s multiple ways to make money in the market and for one strategy to print doesn’t require all others to fail, again I hope we all make money. |
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Originally Posted By Procat: For future reference LNG closed at $224.01 today and RKLB closed at $27.28. I hope we all make money but only time will tell who performs the best. I cannot speak for the other posters in this thread but my stock picking centers around trying to identify the next big things in tech. I’ve laid my thesis out several times before in other threads and I don’t feel like typing it all out again. It is high risk / high reward so substantial due diligence is required. There’s multiple ways to make money in the market and for one strategy to print doesn’t require all others to fail, again I hope we all make money. I invested in HNST (The Honest company) around the time Jessica Alba stepped down and they replaced her with a former Amazon E-commerce VP. Who knew that replacing a movie star, with literally zero industry experience, with a tenured E-commerce executive would almost instantly turn the company around  I put in like 7 grand and it's now a small chunk of my portfolio. It's all risk vs reward. . . Amazon went public in the late 90's but didn't have a full year of profitability until 2003 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.
| Got impatient. Grabbed another 300 shares at $24.19. Then sold 7 covered calls against the 700 shares I bought today. December 20th expiration, $29 strike, got paid $1 per share. Figured it’s either $700 in free money or if I get assigned it’d be the $700 plus price appreciation of $2800+. |
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I know we are sick of the SpaceX comparisons but if it is valued at $350 billion then that would mean RKLB would be ~1/31 of the market cap at it's current price. Seems cheap https://finance.yahoo.com/news/spacex-weighs-tender-offer-roughly-233517767.html 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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Imo: this is absolutely a Spacex influence. The new valuation of spacex announced yesterday has also opened Pandora’s box for investors to buy into spv’s and other private avenues. So folks could very well taking $500k type of blocks of funds and purchasing spacex. Lots of discussion of opening up their CAP table while under investors are taking profits so their shares are eligible. Smart play, take profits from RKLB and hop into spacex. This will all change Q4-2025 when Starlink spin out chatter starts up for 2026. Edit: Decent article but not well researched. SpaceX will not be private in the next 5-7 years. It doesn't need to be. Now spinning out Starlink, that is going to happen in 2026 or Q1-2027, book it. Valuation comes to about $180 per share. |
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Originally Posted By SkiandShoot: Imo: this is absolutely a Spacex influence. The new valuation of spacex announced yesterday has also opened Pandora’s box for investors to buy into spv’s and other private avenues. So folks could very well taking $500k type of blocks of funds and purchasing spacex. Lots of discussion of opening up their CAP table while under investors are taking profits so their shares are eligible. Smart play, take profits from RKLB and hop into spacex. This will all change Q4-2025 when Starlink spin out chatter starts up for 2026. It was my understanding that retail investors couldn't buy SpaceX stock very easily. I know you can invest in Kathy Woods ARK Space (ARKX) and part of it is SpaceX but that doesn't seem to be doing that hot. I think RKLB has a lot of hype right now. When you look at other stocks with similar hype on WSB (Archer, Lunar, Redwire, etc) they all took at 10% hit yesterday. It just feels like a general pull back to me. I'm still holding
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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: It was my understanding that retail investors couldn't buy SpaceX stock very easily. It just feels like a general pull back to me. I'm still holding That is exactly my point. An accredited investor is buying $500k+ and can navigate the market behind the scenes much easier then buying $50k of stock. In the last two days, about $160,000,000 has been taken off the table of RKLB at the opening and my theory is, being parked into SpaceX via SPV's or other avenues as lots of folks are selling. Every six months I get an email from Hiive about SPV offerings and Spacex has typically been on the list. My gut is this is the lowest it's going to be for a while. If we weren't in as deep as we are, i'd move some things around and buy more. If i'm wrong and it crosses down in the $15 range, different conversation. |
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Originally Posted By SkiandShoot: That is exactly my point. An accredited investor is buying $500k+ and can navigate the market behind the scenes much easier then buying $50k of stock. In the last two days, about $160,000,000 has been taken off the table of RKLB at the opening and my theory is, being parked into SpaceX via SPV's or other avenues as lots of folks are selling. Every six months I get an email from Hiive about SPV offerings and Spacex has typically been on the list. My gut is this is the lowest it's going to be for a while. If we weren't in as deep as we are, i'd move some things around and buy more. If i'm wrong and it crosses down in the $15 range, different conversation. Roger that, well I'm crossing my fingers you are right!! In the last couple days I've lost more than the totality of my initial investment If we go into $15's that sucks but I get it. I'll be holding for a while unless some ridiculous price targets hit On a different note. . . . I can't tell you how bummed I am that my brother talked me out of going all in on Palantir I have enough to care, but I could have had enough to retire |
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: Roger that, well I'm crossing my fingers you are right!! In the last couple days I've lost more than the totality of my initial investment If we go into $15's that sucks but I get it. I'll be holding for a while unless some ridiculous price targets hit On a different note. . . . I can't tell you how bummed I am that my brother talked me out of going all in on Palantir I have enough to care, but I could have had enough to retire RKLB has a gap to fill at 15-16. That is a purely technical take and has no basis in actual value of the company. PLTR is a tough one for me too. I let it get away from me on covered calls and all I can do now is wait to get assigned.  I made some profit, could have made a lot more. I'm skeered that it's too over-valued now to get back in.
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Originally Posted By VVinci: RKLB has a gap to fill at 15-16. That is a purely technical take and has no basis in actual value of the company. PLTR is a tough one for me too. I let it get away from me on covered calls and all I can do now is wait to get assigned. I made some profit, could have made a lot more. I'm skeered that it's too over-valued now to get back in.For the first time in years I took some profits today on PLTR. Nothing crazy, just sold 5% but still. . . . The problem with Palantir is that I remember at $40 a share thinking to myself "wow this valuation is way too rich" and here we today hitting $71+ |
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.
|
Originally Posted By VVinci: PLTR is a tough one for me too. I let it get away from me on covered calls and all I can do now is wait to get assigned. @VVinci I’m in the same situation with PLTR. Rolled up and out multiple times and they’re still under water. If this is in a taxable account you can use this to your advantage. By rolling underwater covered calls you recognize a loss on the contract you closed which can offset ST gains and help to push the stock appreciation gains to long term if not already. |
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Originally Posted By Procat: @VVinci I’m in the same situation with PLTR. Rolled up and out multiple times and they’re still under water. If this is in a taxable account you can use this to your advantage. By rolling underwater covered calls you recognize a loss on the contract you closed which can offset ST gains and help to push the stock appreciation gains to long term if not already. Excellent point! I was just going to sit on them until assignment, but think I might roll 1 or 2 more times. |
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Originally Posted By The_Master_Shake: For the first time in years I took some profits today on PLTR. Nothing crazy, just sold 5% but still. . . . The problem with Palantir is that I remember at $40 a share thinking to myself "wow this valuation is way too rich" and here we today hitting $71+ Originally Posted By The_Master_Shake: Originally Posted By VVinci: RKLB has a gap to fill at 15-16. That is a purely technical take and has no basis in actual value of the company. PLTR is a tough one for me too. I let it get away from me on covered calls and all I can do now is wait to get assigned. I made some profit, could have made a lot more. I'm skeered that it's too over-valued now to get back in.For the first time in years I took some profits today on PLTR. Nothing crazy, just sold 5% but still. . . . The problem with Palantir is that I remember at $40 a share thinking to myself "wow this valuation is way too rich" and here we today hitting $71+ I sold out my meager position (500 -shares @$56.87) today on PLTR. No reason other than to realize any gains in the whipsaw Tech sector. Granted they are on a tear, but I'm selling on the news (that they MAY be included in the NSDQ 100). I did the same today with ALAB after a quick profit. |
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Wonder if someone knows something? Huge volume on the $29 call for next month. Attached File I think I’m done adding shares for a bit until this wild (wilder than usual) volatility calms down. If we go below $20 I’m going to be looking real hard at buying LEAPS and will probably go in heavy if the premiums aren’t insane. |
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For those who want in on SpaceX, SOFI has a path for you: SoFi Expands Access to Alts through New Partnership with Templum: Cosmos Fund, with Sole Exposure to SpaceX, Pomona Investment Fund, and StepStone Private Markets Fund 9:00am ET, 12/04/2024 - Business Wire Company Expands Access to Include Three New Funds in Response to Increasing Interest in Alternative Asset Classes from Retail Investors, Broadening Private Market Exposure SAN FRANCISCO--(BUSINESS WIRE)--Dec. 4, 2024-- Today, SoFi (SOFI), a member-centric, one-stop shop for digital financial services that helps members borrow, save, spend, invest and protect their money, announced access to three new private market funds through a relationship with Templum, which operates Templum One, a purpose-built platform for seamlessly accessing and transacting in private alternatives:The Cosmos Fund (with sole exposure to SpaceX) along with two additional private equity funds Pomona Investment Fund,and StepStone Private Markets Fund. In a recent survey of five thousand retail investors, SoFi found that more than 87% of investors have an interest in investing in privately held companies. And when asked to review a list of the top 10 most valuable privately held companies, Open AI, SpaceX, and Epic Games ranked as the top three1, validating an increasing interest across a broad investor audience. “Historically, the retail investor community has had few opportunities to invest in privately held companies, but we firmly believe in broadening access to potentially valuable opportunities,” said Anthony Noto, CEO of SoFi. “Today marks yet another milestone on our path to helping SoFi members achieve financial independence by giving them an opportunity to invest in some of today’s most sought after privately held companies.” “These private alternative asset offerings represent an exciting step in our partnership with SoFi, enabling their members to access a broader range of investment strategies,” said Chris Pallotta, CEO and Founder of Templum. “Templum’s technology, compliance-focused framework, and deep expertise in alternatives enable us to bring some of the most sought-after private investments to a new generation of investors." Today’s news marks the latest innovation SoFi has taken to empower its members with expanded access to diverse investment opportunities, including: its early 2024 launch of alternative funds on the SoFi Invest platform, a new SoFi Robo Investing offering – announced last month – and now, an expanded selection of alternative funds. SoFi Invest members who are interested in learning more about accessing Templum’s offerings of the Cosmos Fund (with sole exposure to SpaceX), Pomona Investment Fund, and the StepStone Private Markets fund can find information in the Invest section of the SoFi App. At this time, these investments are limited to accredited investors. |
| What's everyone's thoughts on an entry point? My stop loss triggered a couple weeks ago on the dip locking in 10% profits but trying to find a good time to get back in. Will we see sub $20 before going back to $26+? |
"I tend to set my standards very low so that I am rarely disappointed." - Otis B. Driftwood
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Originally Posted By mrkma: What's everyone's thoughts on an entry point? My stop loss triggered a couple weeks ago on the dip locking in 10% profits but trying to find a good time to get back in. Will we see sub $20 before going back to $26+? I love the company but it’s up too high for me to buy a chunk. Luckily bsky, planet labs, momentus and lunr have all ripped. If you’ve got all your eggs in one space basket, I’d think about getting into the whole industry. It’s also a bit high at the moment to buy in. |
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Originally Posted By Mickdog13: I love the company but it’s up too high for me to buy a chunk. Luckily bsky, planet labs, momentus and lunr have all ripped. If you’ve got all your eggs in one space basket, I’d think about getting into the whole industry. It’s also a bit high at the moment to buy in. Originally Posted By Mickdog13: Originally Posted By mrkma: What's everyone's thoughts on an entry point? My stop loss triggered a couple weeks ago on the dip locking in 10% profits but trying to find a good time to get back in. Will we see sub $20 before going back to $26+? I love the company but it’s up too high for me to buy a chunk. Luckily bsky, planet labs, momentus and lunr have all ripped. If you’ve got all your eggs in one space basket, I’d think about getting into the whole industry. It’s also a bit high at the moment to buy in. Kind of what I was thinking. I'll let my cash sit on the sidelines for a bit and see what the first of the year shows us. |
"I tend to set my standards very low so that I am rarely disappointed." - Otis B. Driftwood
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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. |
Watch live Thursday morning. These are cool to watch.  ???? “Owl The Way Up” Rocket Lab Electron Launch for Synspective $rklb |
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Invest in and bet on leaders!! Leadership and vision with a 7 year runway is there. |
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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 |
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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 It really bounced back well today. My DCA is low, and my position is fully built out already, but it's good to see that the dip was bought up so quickly. |
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 ihon: I dumped my Christmas bonus check into it yesterday when it dipped. I dumped mine into AMD You're doing better than I am
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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.