Rocket Lab to go public, develop new vehicle (financial discussion)

[Robotbeat]

About the same time Starship will be launching dozens of times, New Glenn, Stoke Nova, Terran-R, and Firefly’s Eclipse. In addition to still probably like 150-200 Falcon launches.

A crowded market. The competition might make launch prices much closer to costs, about $1000/kg and eventually lower ($100-200/kg for Starship class vehicles) as full reuse gathers steam at over 1000 launches per year. That doesn’t seem like it’ll be highly profitable for Neutron. Probably lower profit margin than Electron. Ironically, it might be Electron that remains profitable for hypersonic testing under HASTE.

(Not financial advice, obviously.)

[sanman]

Everything else in the market now looking so risky, that rockets now look low-risk by relative comparison?

[TrevorMonty]

RKLB has surged over last few days, now peaked at $37.27.

[ShinodaChan]

RKLB has surged over last few days, now peaked at $37.27.

While I'm still kicking myself for buying it too early, seeing it grow like this is reassuring. Mind you, all of this is WITHOUT Neutron. Things are looking good.

[TrevorMonty]

RKLB has surged over last few days, now peaked at $37.27.

While I'm still kicking myself for buying it too early, seeing it grow like this is reassuring. Mind you, all of this is WITHOUT Neutron. Things are looking good.

When they were $5 I was thinking $50 by end of 2020s. Now >$100 is looking realistic and lot sooner than 2030.

[sanman]

RKLB has surged over last few days, now peaked at $37.27.

I'm wondering if RKLB's price is correlated with things like Musk's & Trump's tweets about each other.

[TrevorMonty]

RKLB has surged over last few days, now peaked at $37.27.

I'm wondering if RKLB's price is correlated with things like Musk's & Trump's tweets about each other.

Peaked at  $38.26, back down to $35.00.
I suspect Musk Trump falling out has something to do with it. But market is fickle sometime there is no rythm or reason to increases. When RL won $500m SDA contract  which doubled their backlog and was x3 more than next highest contract price order, it increased by 10%.

Since then they've won no large contract and Neutron has been delayed by 9months. Still making a lost with break even late 2026 most likely. Yet price is x6-7 of what it was from middle of last year.

[DeimosDream]

I'm wondering if RKLB's price is correlated with things like Musk's & Trump's tweets about each other.

In part. It might be belief that the Musk/Trump feud may push government diversification (more future not-spacex contracts), or it may be a coincident to the market reacting to the Starship explosion (extra confidence Neutron isn't going to be obsolete before its maiden flight), or some combination of the two.

[TrevorMonty]

Stock analysts article from one that actually understands company and space business.

Rocket Lab’s Quiet Power Move (NASDAQ:RKLB) | Seeking Alpha https://share.google/8KiKmMhG5GpgY1z92