$RKLB
Interviewer:
"Argh, Peter, what would be your advice to a young scientist/entrepreneur with a good idea...?"
Sir PB:
"Don't talk about it, just do it, just get off ur ass and do it"
Circa 2012
$RKLB
imagine if you could buy the
#2
chip company to NVIDIA for $2.66 billion market cap prior to the AI mania
well guess what
you can buy the
#2
end-to-end space company to SpaceX for $2.66 billion prior to the space mania
$RKLB
@RocketLab
Thread 1/7:
Adam Spice's comment on
@daveginvesting
interview is crucial:
"We bring something very unique to the retail investment community"
"When was the last time a pure play space company developed and delivered a rocket as a public company"
NEVER!
$RKLB
Launch
#50
next week, while the majority of the "competition" is contemplating
#1
The moats are being forged by the few who can walk the talk, and they will run deep and wide in 5 years
$RKLB
Reminder
You can buy the
#2
end to end space company for ~100th the price of the
#1
This is a multi-decade megatrend
It's not clear there is a
#3
It's not clear where the edge of the universe is
What more do you need to know
Cheers
$RKLB
Firefly maybe selling for $1.5 billion with barely a successful launch while
@rocketlab
only $2.1 billion w almost 50 launches + pile of cash / legitimate backlog + space systems...
Does this make sense?
@Firefly_Space
's investors are considering a sale that could value the closely held rocket and moon lander maker at about $1.5 billion,
@kielporter
writes in his latest scoop. via
@business
$RKLB
This is a electron Rutherford engine
Named after Ernest Rutherford who has been described as "the father of nuclear physics"
I can proudly say, I was born in the same small wee quaint New Zealand Town as Ernest
$RKLB
Earnings May 6th. Looking forward to hearing what management has to say.
Calls are usually transparent with thoughtful answers to questions
Burners:
- When neutron?
- What cash burn?
- When electron re-use?
- Any news on acquisition?
- When moon?
- Rough donkey?
$RKLB
Dear Short sellers,
No I will not sell you shares to cover your shorts at $5 or $15 or $50 or $150.
I'm here for decades
I'm focussed on fundamentals, not feelings.
Yours truly,
Pleb
$RKLB
"Make everything you do a work or art, if it is beautiful and does not work, at least it is beautiful, if it looks like crap and does not work you have achieved nothing!"
Sir
@Peter_J_Beck
$RKLB
@rocketlab
at same price as July 2022 despite much better fundamentals.
Do what you want with that.
Yes, space is risky of course, blah blah, yes neutron might be delayed, blah blah, but all in all, they're executing very well.
$RKLB
Next Electron launch 19th June will be 8th this year
2023 was 10 launches with one anomaly
Frequency is increasing nicely
Though as we know, will likely fall short of 2024 initial target
Teams are on console, Electron is vertical, and the final pre-launch dress rehearsal is underway for the 'No Time Toulouse' mission.
While the rocket and payloads are ready to go to space, the weather might not play ball on our planned lift-off date on June 19th NZT 🌧️☂️🌬️
Yes sure, $rklb can go lower, but also it can go back to $5+ in a week.
E.g. getting close to $100 mil quarterly revenue / acquisition announcement / positive neutron news
Don't get caught trying to be fancy.
@RocketLab
$RKLB
There is an old adage on Wall Street – ‘The longer the base the higher in space’
We have been consolidating for almost 2 years in this range while fundamentals improve
The price suppresion is mainly due to neutron risk imo
A successful neutron launch sends us to "space"
🚀 It’s time for the big 50 🚀
Our milestone 50th Electron mission is scheduled to lift-off on June 19th NZST.
The mission, called "No Time Toulouse" will deploy five Internet-of-Things satellites for French company
@KineisIoT
.
Here’s to reaching 50 in record time! 🎉
More:
Great progress at Stennis. The team is methodically working through more than 300 integrated tests bringing the test stand and Archimedes to life. We are into the big tests now with spin primes (pictured) complete and all the data looking good.
Busy hands making light work at
@NASAStennis
as the team prepares for Archimedes' first hot fire.
✅Engine install & leak checks complete
✅ Test stand infrastructure checks complete, incl. LNG/LOX system flow tests
✅ Engine and stand operations validated
Next up: Engine
I concur with this
@wallstreetbets
maniac i.e. space is the next hype-train after AI. Space stock madness likely heats up 2026-2030 where demand for mega-constellation deployments skyrockets.
$RKLB is the best ticker to own because they already walk the talk.
@RocketLab
$RKLB
While most companies are still talking about maybe getting to orbit next year for the last 5 years,
@RocketLab
is hitting bullseyes.
Don't underestimate how hard this is.
When the acceptable margin for satellite deployment is measured in kilometers but your GNC team delivers it within single digit meters 🤌 😍 🙌
This is why small sats choose Electron.
What a view! 😎
Archimedes is on the test stand at
@NASAStennis
preparing to breathe blue fire.
We're methodically working through component, subsystem, and all-up system tests to validate Archimedes’ transient start-up, steady-state, and shut down performance.
$RKLB
Wild Wild Space summary:
Peter Beck
we built a rocket, we launched it, it worked first time, end of story
Chris Kemp
Here is my life story, I'm the man, I'm building a secret world changing space company, we launched, did it get to orbit? Oh wait it blew up the pad, shit
$PLTR earnings call = take 2 analyst questions + pound table, say we gonna take whole market, then cut call early
$RKLB earnings call = answer as many questions as analysts want with measured/humble answers
Love them both, but prefer
@RocketLab
approach
$RKLB
Absolute gold thanks
@daveginvesting
Been watching your channel since your earliest
@RocketLab
videos and stoked for you that you made this happen
Great questions / discussion
Thanks a lot to the first 500 followers
I'm very grateful for the pearls I've learnt from $RKLB community research
Think in decades, not days
Yours sincerely,
Pleb
People still overlooking the fact that
@RocketLab
has been built off almost no capital, in comparison to
@SpaceX
and
@blueorigin
, and everyone else is still struggling to get off the ground including
@blueorigin
while $RKLB has 40+ successful launches...
It's incredible really.
This account lives, thrives, dies along with $RKLB
There can be no content diversification
No pivot to suddenly claim to be an expert in the "new thing" "web3, AI"
Only focus and conviction
Built on hours and hours of ongoing research, accumulating over decades to come
My opinion is that a fairly ridiculous multiple will get put on $RKLB once Neutron is successful
The institutions will pile in / comparisons to
@SpaceX
will create hype
For this reason, in some ways it'll be more risky to buy post Neutron, than before
$RKLB
if the thesis is right
which at this point, it is right on track imo
then basically
one just needs to get long, and not get shaken out
think in decades, not days
do not trim a winner
Kudos to
@Peter_J_Beck
and Adam Spice for interviews w
@daveginvesting
,
@vinceisbullish
, &
@RealMattMoney
Shows recognition of the importance of the "collective retail investor institution" in todays markets
Your answers provided value to those of us who follow $RKLB closely
$RKLB
Been it saying for ages, I'll say it again
LAUNCH = MOAT
HERITAGE = MOAT
The window of opportunity to join the elite club who hold the keys to space will not be open much longer
There is only so much capital that investors will happily incinerate
Firefly has decided to stand down on today’s Alpha
#FLTA005
launch to give the team more time to evaluate data and test systems from the first attempt. We will work closely with the range and our
@NASA
customer to determine the next launch window. Stay tuned for more.
Less than 24 hours to go until our 50th Electron launch 🚀
We're broadcasting an extended special edition webcast tomorrow to celebrate the milestone.
📺
Live from:
~ 5:15 am NZT
~ 1:15 pm EDT
~ 10:15 am PDT
Seriously, do you think it's more likely that a growing company that went from nothing to
#2
space company in world since 2006, with minimal capital?
1. Goes to zero
2. Continues trajectory to generational company
The asymmetry to the upside is real imo.
$rklb
@RocketLab
$RKLB
There was a gold rush
There was a railroad mania
There was an internet mania
There is a crypto mania
There is an AI mania
There will be a space mania
Humans can't resist the mania
$RKLB
Better to be buying
@RocketLab
at blood in the street sentiment than in 1-3 years when it has some ridiculous multiple on it
Neutron may be delayed, but once it's off the ground, stock will trade at a premium, and I'll be no longer buying
$RKLB
For context, $4 billion would be 10x approx current annual revenue
We're talking an inflection in revenue if neutron is successful, in order to apply for and win these contracts...
$RKLB To those wondering why I keep harping on NSSL for Launch.
@ULA
has now been awarded 4.5 Billion for Phase 2 launches and
@SpaceX
has been awarded 4 Billion.
Phase 3 should be quite exciting in the next few years! (1/2)
$RKLB
The time to be buying is...
1. Before Wall St piles in
2. Before YouTube is brimming with $RKLB finance influencer thumbnails saying "wE HaVE tO TaLk ABoUt ThiS!!!"
3. Before your Mum's cousin's brother's taxi driver is trading space stonks
Owl aboard! 🦉
We’ve just signed a record launch agreement with
@Synspective
for ten dedicated Electron launches.
We’ve been the sole launch provider for Synspective’s StriX constellation since we began launching for then in 2020. We’re thrilled to continue this partnership
If you think holding $RKLB is hard now.
Imagine being in the trenches with
@Peter_J_Beck
2006 to 2016.
Yes it will be a rough donkey ride but the next 10 years are bright for
@RocketLab
Nifty 50.
Liftoff of Electron from LC-1, carrying the heart and soul of
@KineisIoT
into orbit on its 50th mission to date.
Congratulations to the incredibly dedicated team at
@RocketLab
!
What. A. Life!!!
How do you know when the space mania is peaking?
Your wife's mothers brother and your cab driver are telling you they sold their cat to buy $RKLB at $200 and your friend quit their job to daytrade space stocks and start an asteroid gold mining company
$RKLB
There was a gold rush
There was a railroad mania
There was an internet mania
There is a crypto mania
There is an AI mania
There will be a space mania
Humans can't resist the mania
$RKLB
I have digested the earnings call, though not the finer numbers
Solid all in all
No bad news that the community wasn't already expecting e.g. less electron launches and neutron delay etc
V happy to see the updates on neutron progress and space systems
$RKLB
There may have never been an industry as primed for incinerating capital both literally and figuratively as the commercial space launch industry
However, in the long run, the value of the moat yielded by the few who hold the keys to space should not be underestimated
$RKLB
Apologies to those who invested in Astra. Those guys really were "A-class used salesmen"
To those who have been in
@RocketLab
since 2022 and are still here, and still buying, I salute you all😇
The space industry is about walking the talk i.e $RKLB
The first neutron launch is going to be very exciting to watch. The apprehension will be enormous. Delayed or not, it'll come around faster than you think.
$RKLB
@RocketLab
Looks like you guys like a party
Fair enough
I'm a pleb of my word so I better buy some more shares to make sure it's a real good party
If this ever happens, we will need someone to talk the
@RocketLab
team into letting us watch a live launch
$RKLB