ValueOverPrice
@ValueInIdeas • 4,642 subscribers
$RKLB + $OUST Investment criteria: - Founder-led - Disruptive - Future Zeitgeist
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$FLY CEO Jason Kim on $RKLB comparison: "Rocket Labs is a fair comp for the hardware and launch side, but we're more than that. We're a mission company. And not only are we launching, landing, operating, but we've got all the AI software, the applications that we're developing that gets deployed to the ground servers as well as edge processing on orbit." Not sure I'd completely agree with that ;)
ValueOverPrice130,431 次观看 • 14 天前
$RKLB Rocket Lab CEO Sir Peter Beck on current space stock valuations: "There's some valuations that are completely untethered to reality. But I think with respect to us, right now there are two companies on this planet that have successfully scaled launch to any level of frequency and reliability. That's SpaceX and us. Access to orbit on a regular and reliable basis is rare, it's like extremely extremely rare" "And anything that's rare attracts a certain value." I couldn't agree more with SPB, but I'd like to expand a bit on that point. Of course, scarcity alone does not create value. In my view, the formula is always: Value = Utility × Scarcity × Demand If what a company produces isn't scarce, there's no pricing power because competitors can offer the same thing. If what a company creates lacks demand, you may own a rare, functional masterpiece, but without buyers, it's worthless. If a product doesn't have utility, people simply won't use it. The product might spark temporary hype, but without utility, scarcity and demand can only create fleeting excitement. Rocket Lab's launch business has all three, imo.
ValueOverPrice61,223 次观看 • 9 天前
Good point for anyone considering selling $RKLB or other stocks to buy the SpaceX IPO. "If you're smart, you're doing the calculation. What's my gain going to be in SpaceX now versus the taxes I'm going to have to pay from liquidating a position?" Never forget the taxman ;)
ValueOverPrice30,714 次观看 • 6 天前
$RKLB Take notes, Blue Origin: "When we deploy a satellite into orbit, I think most people would think that our job is done, yes, and we all just go home. But everybody's hanging off, waiting for the customer to tell us, we've had a successful contact of our spacecraft. You know, it's not our part of the mission, but we just want that mission to be successful so badly that, you know, I don't think anybody in mission control has, a sigh of relief until our customer comes back to us and says, yep, we've made contact with our spacecraft. And the whole thing is successful for everybody. It really sucks when our customer forgets to tell us because there's like 100 people sitting back here going, did the customer make contact or not? Even though our mission is over." — Sir Peter Beck, Rocket Lab CEO
ValueOverPrice105,628 次观看 • 1 个月前
$RKLB "Neutron will be the largest carbon fiber structure to ever fly when completed" It's so cool that we get to hear directly from the people actually building the rocket about the process, the details and the challenges involved. But it's also very silly how some people on Twitter, despite never having built a rocket or having any real expertise in the field, feel qualified to talk shit about a project that countless engineers and technicians are working incredibly hard to bring to life ASAP...all for views and engagement.
ValueOverPrice21,605 次观看 • 11 天前
![What's gonna happen to space stocks when SpaceX IPOs? "It's going to start to separate the real space companies from the ones that have just kind of labeled themselves as space companies [...] And I think what's going to happen is the good companies are going to get dragged up by SpaceX. And I think the less quality names are going to get basically put into obscurity. And so you're going to have a world of haves and have nots, I think, which is going to make investors' lives more challenging. They have to do more work. And I think they're going have to be much more discriminating because what I've seen is a complete or almost complete lack of any discrimination amongst investors across the names that have currently been in space." — Adam Spice, CFO of $RKLB](https://image.24vids.com/tw-2053317300573651308/amplify_video_thumb/2053316648648818688/img/bnk-yFRIzaBN3bQv.jpg)
What's gonna happen to space stocks when SpaceX IPOs? "It's going to start to separate the real space companies from the ones that have just kind of labeled themselves as space companies [...] And I think what's going to happen is the good companies are going to get dragged up by SpaceX. And I think the less quality names are going to get basically put into obscurity. And so you're going to have a world of haves and have nots, I think, which is going to make investors' lives more challenging. They have to do more work. And I think they're going have to be much more discriminating because what I've seen is a complete or almost complete lack of any discrimination amongst investors across the names that have currently been in space." — Adam Spice, CFO of $RKLB
ValueOverPrice64,549 次观看 • 1 个月前
$RKLB The newly confirmed NASA Chief, Jared Isaacman, mentioned Rocket Lab twice today on Bloomberg: "We're grateful for those that go in commercial industry, whether it's, again, Blue Origin, SpaceX, Rocket Lab" "It is an incredible field of commercial space companies that exist today. I mean, you can talk about Stoke and ULA and Rocket Lab and Firefly." I think it's fair to say Isaacman is set to usher in a new era for commercial space companies and I believe Rocket Lab is best positioned to benefit from it.
ValueOverPrice80,147 次观看 • 6 个月前
$RKLB Rocket Lab is apparently working on a secret project called "Neptune"??👀😂 But jokes aside, it's still fascinating that people like Peter Diamandis, who is deeply involved in the space sector, don't seem all that familiar with Rocket Lab yet. We're still early ;)
ValueOverPrice13,780 次观看 • 24 天前
$RKLB Exactly 8 years ago today, on 21 January 2018, Rocket Lab achieved Electron's first 100% mission success. (with Sir Peter Beck himself counting down the launch 🔊) Since then, Electron has become one of the most frequently launched rockets in the world, with 79 missions flown in total. What a beauty! 🚀
ValueOverPrice55,621 次观看 • 4 个月前
$RKLB Rocket Lab has won an Astro Award, alongside NASA and Blue Origin, for the ESCAPADE mission 🏆 Congratulations, Rocket Lab! Rocket Lab fits right in with the big boys ;) Matthew Gentile, Spacecraft Mechanical Lead at Rocket Lab, accepted the award on behalf of the team and delivered the speech. Thanks Everyday Astronaut for a great event!
ValueOverPrice21,909 次观看 • 4 个月前
$RKLB "Queensland company successfully launches rocket." Misleading title much, 7NEWS Australia? Would it have hurt to mention who actually launched the rocket in the video? You show Electron multiple times but not once mention that Rocket Lab launched it. Instead, it's framed as though an Australian company launched it. Hilarious.
ValueOverPrice12,698 次观看 • 3 个月前
$RKLB Sir Peter Beck himself explains the significance of the $816 million SDA contract awarded today, and how Rocket Lab could ultimately capture up to $1 billion from it 👇 "It's a resounding affirmation of our evolution from simply a trusted launch provider to a leading vertically integrated space prime contractor." "that could take our total capture value to approximately $1 billion for supplying items such as payload, solar solutions, attitude determination and control components, software and other solutions from our broad portfolio of capabilities."
ValueOverPrice17,813 次观看 • 5 个月前
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