![]() If they ever are, eh, I’ll just wheel it a bit and try to lower my basis even more when it dips. 3 delta or less because I’d prefer if my shares aren’t called. I would love a few green days just to sell calls, but I sell at like. ![]() I am kind of grateful I didn’t buy warrants and stuck to shares for them. I am currently very happy with my investment, since while markets are even more irrational than usual right now and the performance hasn’t been ideal, the company seems to have the talent and resources and vision to succeed in the long term.Įdit: I’m particularly bullish on them redeeming all outstanding warrants. I wouldn’t be surprised if RKLB becomes pretty much the premier small- and medium-launch company by about 2030, and a massive space conglomerate by about 2040. ![]() At this point, they have a few hundred million to fund operating expenses as well as acquisitions (and they are AGGRESSIVELY pursuing acquisitions), institutional support, and technologies and leaders that I feel are ahead of the pack along with a clearly defined niche that they have already been expanding. I think this is a strong buy for me personally as long as it’s under 100 for the next few years, as I foresee it being a 100-billion market cap company at least by about 2040. I expect RKLB to be an extremely long-term hold for me, so I am pretty indifferent to price fluctuations day to day. It’s entirely possible that the whole market finally takes a dump. Next year, I have absolutely no clue what performance will look like. I am still buying in my Roth, and I am totally fine with the dip. Since their upper stage is based off a standardized bus and is largely (or completely?) 3D printed, the cost could be even less. I’d also argue that costs could be even less as a product of the rocket literally being smaller and the fact that it’s recovery uses a helicopter versus a drone boat. Even if that exact number is off, a 10-20% margin improvement (as you suggested) is huge for any company. ![]() So I was being cavalier with the math, but that’s where I arrived at a potential for < than 2M per electron rocket. But that’s why I said “either cheaper flights for the consumer OR better profit margins for the company”.Ī reused falcon 9 is sold for ~50M, but according to musk, the cost of refurbishment for the company is ~15M (with 10M of that being accounted for with the upper stage) That’s 1 fourth of the 60 million they sell it for new. You’re right that costs for the consumer might not decrease as much. If it wasn’t significant, rocket lab wouldn’t have gone back on their original claim that “they would never pursue reusability” Peter beck literally ate a hat because of that. ignoring cost is to ignore the entire point these companies are pursuing reusability. You can hitch a ride on a larger launch and there’s a good chance it could be cheaper at the cost of not having a perfect flight profile. You absolutely can compare cost per kg because there are alternate launch services. I expect this to grow a lot over the next few years. In either case this seems bullish to me.Ĭurrently own about 300 shares. But if they’re already booked the way they are? This either means even more launches, or better profit margin. If SpaceX is anything to go off of, it’s possible their launch costs could sink below 2 million. That being said, if they’re able to start reusing their rocket? But the company that purchases their service is able to dictate the exact orbit they want. The cost per kg to orbit isn’t very good. Their electron costs somewhere between 5 and 7 million depending on which source you site. Which will be necessary to fully utilize the cheaper launch costs on the horizon! I think the work they’re doing is important for driving the costs of payloads down. I like that they’re diversifying from just launches and trying to make standardized equipment (like photon) that these satellite companies can buy for cheap. This subreddit is entirely fan-run and is not an official Rocket Lab website. It was founded on the belief that small payloads require dedicated small launch vehicles and the flexibility not currently offered by traditional rocket systems. Rocket Lab’s mission is to remove the barriers to commercial space. For stock-specific discussion, use r/RKLB or the provided megathread Rocket Lab Website Rules WIKI This fan-run subreddit is for news and discussion about Rocketlabs spaceflight operations.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |