anesthesia doc
7 days ago
Good article:
https://pro.thestreet.com/trade-ideas/why-id-bend-the-rules-on-rocket-lab
Why I'd Bend the Rules on Rocket Lab
Here's my revised plan for this old 'Stocks Under $10' favorite.
Stephen GuilfoyleDec 10, 2024 10:15 AM EST
“ What Now?
You know I hate violating my net basis, but with this one, I see no choice if I want to grow the position. Our net basis stands at $5.05, which even after the drawdown puts us up almost 350%.
Readers will see that RKLB broke sharply out of that Andrews' Pitchfork model that I showed you last month. Relative Strength no longer stands in technically overbought territory. It's early, but the stock could be setting up what may end up being a bearish head and shoulders pattern. On top of that, below the chart, readers will see a now bearish looking daily Moving Average Convergence Divergence indicator.
Within that daily MACD, the histogram of the 9-day exponential moving average has gone negative, while the 12-day EMA has crossed under the 26-day EMA. We may get a chance to add to this long position lower or make a sale up here if that's what you're thinking. I am thinking of adding in between that 21-day EMA (currently $21.30) and the 50-day simple moving average (currently $15.10).
I don't think I need to even act unless the stock falls to those levels. I'll still panic (intentionally and planned, so it's not really a panic) if that 50-day line breaks. My Target price? Currently $33, and that's predicated on a new high being created that launches an algorithmic response. More than likely, the time is here to manage this position.”
double_m
1 week ago
Rocket Lab stock slips following insider selling
By Keith Noonan – Dec 8, 2024 at 9:15PM
Rocket Lab kicked off this past week's trading with a round of big selloffs following insider selling disclosures with the SEC. The company submitted filings on Nov. 27 that showed four company insiders had sold shares in the week of the filing. On Nov. 25, Chief Operating Officer Frank Klein, Chief Financial Officer Adam Spice, and General Counsel Arjun Kampani sold 35,968 shares, 62,511 shares, and 28,562 shares, respectively. The next day, board Director Merline Saintil sold 50,000 shares.
Rocket Lab then made additional filings with the SEC showing additional insider stock sales and purchases this week. On Dec. 2, board Director Alexander Slusky sold 50,000 shares. He then sold an additional 50,000 shares the following day.
On the other hand, CEO Peter Beck actually acquired 789,373 shares on Dec. 3. But the filings with the SEC suggest that the company stock Beck acquired was not purchased on the open market and instead received through stock options or bonus grants.
https://www.fool.com/investing/2024/12/08/why-rocket-lab-stock-sank-this-week/
WebSlinger
2 weeks ago
Rocket Lab USA, Inc. (NASDAQ:RKLB) shares are trading higher on Friday.
The firm has announced the upcoming “Owl The Way Up” mission, set to launch on December 18th, 2024, from its Launch Complex 1 in Mahia, New Zealand.
This mission will deploy the latest satellite in Synspective’s growing Earth observation constellation.
The StriX satellite, designed to monitor millimetre-level changes to Earth’s surface using synthetic aperture radar (SAR), will be the sixth of 16 launches planned on Rocket Lab’s Electron rocket for the Japanese Earth observation company.
The partnership between Rocket Lab and Synspective began in 2020 and has flourished, with Rocket Lab serving as Synspective’s exclusive launch provider.
By flying dedicated missions instead of ridesharing, Rocket Lab allows Synspective to have greater control over their launch schedule and mission parameters, offering a unique level of flexibility for small satellite operators.
Rocket Lab’s founder and CEO, Sir Peter Beck, highlighted the strong relationship with Synspective, emphasizing their shared vision of enabling persistent monitoring of the planet.
“We’re looking forward to placing another StriX satellite in orbit and supporting Synspective’s vision to enable persistent monitoring of our planet to support disaster relief, agricultural development, maritime domain awareness and much more,” Beck said.
2024 has been a remarkable year for Rocket Lab, with 14 launches so far, surpassing its previous annual record of 10 missions in 2023.
According to Benzinga Pro, RKLB stock has gained over 428% in the past year. Investors can gain exposure to the stock via SPDR S&P Kensho Final Frontiers ETF (NYSE:ROKT).
WebSlinger
3 weeks ago
LONG BEACH, Calif. --(BUSINESS WIRE)-- Rocket Lab USA, Inc. (Nasdaq: RKLB) (“Rocket Lab” or “the Company”), a global leader in launch services and space systems, has finalized a $23.9 million award from the U.S. Department of Commerce to increase its compound semiconductor manufacturing capability and capacity at the Company’s Albuquerque, New Mexico facility. The semiconductors produced by Rocket Lab are used in space-grade solar cells and other optoelectronic products that are important components for national security and commercial applications.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20241125975402/en/
Earlier this year, the Company announced the signing of a preliminary terms sheet for funding under the CHIPS and Science Act. This award underscores Rocket Lab’s pivotal role in U.S. innovation and the space industry’s supply chain. The funding will enhance manufacturing capabilities at the company’s New Mexico facility, enabling Rocket Lab to scale semiconductor production to meet rapidly growing demand. In particular, the space-grade solar cells produced by Rocket Lab power satellites that require high reliability and optimum performance in extreme environments.
“We’re proud to be a part of this effort to revitalize and grow U.S. domestic semiconductor manufacturing capability. This award will help to ensure U.S. leadership in compound semiconductor manufacturing capability while reinforcing Rocket Lab’s position as a leader in space-grade solar cell production,” said Brad Clevenger , Vice President of Rocket Lab Space Systems. “The investment will enable Rocket Lab to expand production, create highly skilled manufacturing jobs and generate economic and workforce development activity in New Mexico.”
Rocket Lab is one of only two companies in the United States that specialize in the production of highly efficient and radiation hardened space-grade solar cells. Rocket Lab’s solar cell facility has been a technology hub in Albuquerque for the past 25 years, employing more than 370 people that have delivered more than four megawatts of power to over 1,100 satellites in orbit. Rocket Lab’s products enable critical space programs, including early missile warning and interplanetary science missions, the James Webb Space Telescope, NASA’s Artemis lunar explorations, the Ingenuity Mars Helicopter, and the Mars Insight Lander in addition to 100’s of commercial telecommunications satellites.
anesthesia doc
3 weeks ago
Rocket Lab Successfully Launches Two Missions in Less Than 24 Hours
Two missions launched in less than 24 hours from two pads in two different hemispheres, setting a new company record for fastest launch turnaround.
https://www.businesswire.com/news/home/20241124966388/en/Rocket-Lab-Successfully-Launches-Two-Missions-in-Less-Than-24-Hours
MAHIA, New Zealand--(BUSINESS WIRE)--Rocket Lab USA, Inc. (Nasdaq: RKLB) (“Rocket Lab” or “the Company”), a global leader in launch services and space systems, today successfully launched its 56th Electron mission, deploying five satellites to Low Earth Orbit for French Internet-of-Things (IoT) constellation operator Kinéis.
The “Ice AIS Baby” mission lifted-off from Rocket Lab Launch Complex 1 in Mahia, New Zealand at 4:55 pm on 25 November NZDT (03:55 UTC), successfully deploying five satellites to a 643 km low Earth orbit. The mission was Rocket Lab’s 14th mission of 2024 and 56th launch overall. It also brought the total count of satellites deployed by Rocket Lab to 203, further cementing Electron’s position as the leading small launch vehicle globally. The launch took place just 21 hours and 55 minutes after Rocket Lab completed a successful mission from Launch Complex 2 in Virginia, setting a new company record for fastest turnaround between launches.
Rocket Lab founder and CEO Sir Peter Beck said: “Two successful launches less than 24 hours apart from pads in different hemispheres. That’s unprecedented capability in the small launch market and one we’re immensely proud to deliver at Rocket Lab. Customers like Kinéis are unlocking the potential of space and we’re excited to give them the keys to do so with frequent, dedicated, and reliable small launch opportunities.”
Kinéis CEO Alexandre Tisserant, says: “The Kinéis teams have once again demonstrated their technical capabilities as satellite operators by taking control of these five new satellites at a sustained launch rate. This achievement would not have been possible without Rocket Lab’s Electron precision in placing our satellites in their planned positions. With 15 Kinéis satellites now in orbit, we’re one step closer to the full deployment of our dedicated IoT constellation for transmitting data in near-real time, anywhere on the globe. Congratulations to all our teams, who are doing an incredible job - and, let’s not forget, a European first! We’re equally enthusiastic about our second mission, AIS. In a rapidly consolidating market, Kinéis is establishing itself as a sovereign European player, combining technological expertise and strategic independence. With our new AIS offering, we provide maritime players with enhanced visibility over their fleets, while ensuring higher data reliability.”
The “Ice AIS Baby” mission was the third of five dedicated Electron launches for Kinéis, a company backed by private and public investors including the French government’s space agency CNES (Centre National d'Études Spatiales) and CLS (Collecte Localisation Satellites), an international space-based solutions provider, to improve global IoT connectivity. The Kinéis constellation is designed to make it possible to connect and locate any connected object anywhere in the world, enabling data transmission to users in near-real time, at low bit rates and with very low energy consumption. By enabling internet connection to the Earth’s most remote locations, Kinéis constellation can support forest fire detection, water resource management, infrastructure and energy network monitoring, transport and logistics tracking, and much more.
anesthesia doc
3 weeks ago
$100 by 2026 is also my feeling.
I thought I would play around with ChatGPT preview o1 and ask it to run a scenario where RKLB gets to a $1 trillion market cap by 2035, which would be $2000 a share price. Yes, I know this is all probably a fantasy but hey, it's the holidays and I thought it would at least be interesting...LOL
Title: Rocket Lab’s Rise to a Trillion-Dollar Valuation by 2035: A Plausible Scenario
Introduction
By 2035, Rocket Lab (RKLB) reaches a trillion-dollar valuation, becoming one of the world’s most valuable companies. This remarkable ascent is the result of strategic innovations, market expansion, and seizing emerging opportunities in the space industry. Below is a step-by-step scenario outlining how this could happen.
1. Successful Deployment of Neutron Rocket (2025-2027)
Rocket Lab accelerates the development and deployment of its medium-lift Neutron rocket. By 2027, Neutron is fully operational, offering reusable launch capabilities that rival SpaceX’s Falcon 9 in both cost and reliability. This positions Rocket Lab as a preferred provider for medium to heavy payload launches.
2. Expansion into Mega-Constellation Deployments (2028-2030)
Recognizing the growing demand for global internet coverage and Earth observation services, Rocket Lab secures contracts to deploy mega-constellations for major tech companies and governments. Their reliable launch schedule and competitive pricing make them a go-to partner for these large-scale projects.
3. Diversification into Satellite Manufacturing and Services (2025-2030)
Building in their expertise, Rocket Lab expands into satellite manufacturing through acquisitions and internal development. They offer end-to-end solutions—from satellite design to deployment—attracting a broad customer base. Their Photon satellite platform becomes an industry standard for small to medium satellites.
4. Pioneering Space-Based Infrastructure (2028-2032)
Rocket Lab invests heavily in developing space-based infrastructure, such as orbital refueling stations and maintenance facilities. They collaborate with international space agencies to support missions to the Moon and Mars, providing critical infrastructure that becomes essential for deep-space exploration.
5. Entry into Space Tourism and Habitation (2030-2035)
Capitalizing on the burgeoning space tourism industry, Rocket Lab introduces affordable suborbital and orbital tourism flights. They also begin the development of modular space habitats for both scientific and commercial use, opening new revenue streams.
6. Strategic Partnerships and Acquisitions (2025-2035)
Throughout this period, Rocket Lab forms strategic partnerships with aerospace giants and tech companies. They acquire startups specializing in advanced propulsion, AI for space applications, and sustainable space practices. These moves consolidate their position in the market and eliminate key competitors.
7. Leadership in Sustainable Space Practices (2025-2035)
Addressing the growing concern over space debris, Rocket Lab leads initiatives for sustainable space operations. They develop technologies for debris removal and collaborate on international policies, enhancing their reputation and attracting socially conscious investors.
8. Securing Government and Defense Contracts (2026-2035)
Rocket Lab becomes a trusted partner for government and defense agencies worldwide. They secure long-term contracts for national security launches, Earth monitoring, and deep-space missions, ensuring steady revenue and political support.
9. Financial Growth and Market Confidence
The combination of diversified services, technological leadership, and strategic partnerships leads to exponential revenue growth. Investors recognize Rocket Lab’s pivotal role in the future of space exploration and infrastructure, driving up stock prices. By 2035, their market capitalization reaches one trillion dollars.
Conclusion
Rocket Lab’s journey to a trillion-dollar valuation is driven by innovation, diversification, and strategic positioning in a rapidly expanding space industry. By anticipating market needs and investing in sustainable, scalable technologies, they become an indispensable player in both commercial and governmental space activities. This scenario illustrates how Rocket Lab could realistically achieve such a monumental milestone by 2035.
Title: Total Addressable Market (TAM) Estimates for Rocket Lab’s Growth Categories by 2035
Introduction
Understanding the Total Addressable Market (TAM) for each of Rocket Lab’s potential growth areas provides insight into the company’s opportunities for expansion and revenue generation. Below are estimated TAM figures for each category outlined in the previous scenario, based on industry reports and market projections up to my knowledge cutoff in September 2021.
1. Launch Services (Neutron Rocket Deployment)
• Estimated TAM by 2035: $50 to $60 billion annually
The global space launch services market was valued at approximately $9 billion in 2020. With the increasing demand for satellite launches, space exploration missions, and commercial space activities, the market is projected to grow significantly. By 2035, advancements in technology and the entrance of new players are expected to expand the market to an estimated $50 to $60 billion annually.
2. Mega-Constellation Deployments
• Estimated TAM by 2035: $30 to $40 billion annually
The deployment of mega-constellations for global internet coverage and Earth observation is a rapidly growing sector. Companies like SpaceX, OneWeb, and Amazon are investing heavily in satellite constellations. By 2035, the market for launching and maintaining these constellations is projected to reach $30 to $40 billion annually.
3. Satellite Manufacturing and Services
• Estimated TAM by 2035: $40 to $50 billion annually
The satellite manufacturing market was valued at around $15 billion in 2020. With the proliferation of satellites for communication, navigation, and Earth observation, the market is expected to grow. By 2035, the TAM for satellite manufacturing and associated services could reach $40 to $50 billion annually.
4. Space-Based Infrastructure
• Estimated TAM by 2035: $60 to $75 billion annually
Space-based infrastructure includes orbital refueling stations, in-orbit servicing, and maintenance facilities. As space exploration extends to the Moon, Mars, and beyond, the need for infrastructure will grow. By 2035, this market could expand to $60 to $75 billion annually, becoming a cornerstone for sustained deep-space activities.
5. Space Tourism and Habitation
• Estimated TAM by 2035: $20 to $30 billion annually
The space tourism market is in its infancy but is expected to grow rapidly. Companies like Blue Origin and Virgin Galactic have begun commercial flights. By 2035, with advancements in technology reducing costs, the TAM for space tourism and habitation (including commercial space stations and habitats) could reach $20 to $30 billion annually.
6. Sustainable Space Practices
• Estimated TAM by 2035: $5 to $10 billion annually
Addressing space debris and promoting sustainable practices is becoming increasingly important. The market for space debris removal and sustainable technologies is projected to grow as regulatory frameworks tighten. By 2035, the TAM could be $5 to $10 billion annually.
7. Government and Defense Contracts
• Estimated TAM by 2035: $100 to $120 billion annually
Governments worldwide are increasing investments in space for national security, scientific research, and exploration. In 2020, global government space budgets were around $82 billion. By 2035, this figure could rise to $100 to $120 billion annually, providing substantial opportunities for contracts in launches, satellite services, and infrastructure.
Conclusion
By targeting these markets, Rocket Lab could tap into a combined TAM exceeding $300 billion annually by 2035. These estimates illustrate the vast opportunities available across various sectors of the space industry. Strategic positioning in these markets could significantly contribute to Rocket Lab’s growth toward a trillion-dollar valuation.
Note: The above estimates are based on industry trends and projections available up to September 2021. Actual market sizes may vary due to technological advancements, regulatory changes, and unforeseen economic factors.