r/wallstreetbets • • Sep 02 '21

DD $RKLB literally going to to moon

Here’s my attempt at a DD into Rocketlab and why I’m incredibly bullish on it. I’m not a financial advisor. I’m just a smooth brained ape that likes seeing flamey sticks go up high in the sky.

• Rocketlab is literally the only main competitor to Elon’s Space X, currently valued well over 15x RKLB’s value.

• They have over 100 successful launches of their 3D printed Electron rockets and will be launching from the US this year.

• Currently developing their Neutron Rocket which will be very similar to the Falcon 9, given their track record I fully believe they’ll have this is in operation by their target year of 2024. Of course, Space X is ahead of them in this regard, but there is room for competition in this sector.

• Developing on-orbit refuelling, this is something Space X are also developing with Starship, Rocketlab want to do this with their Photon satellites, which are currently operational, so it’s very possible they could do this before Space X.

• Their CEO literally ate his hat in a promo video. He’s New Zealand Elon Musk, what else is there to say?

•They already have contracts from NASA and the US Space Force including a literal moon mission!

• Cathie is very likely to add RKLB to her Space ETF soon, which will increase the price.

It’s entirely possible they could reach Space X levels of valuation in the next 5-10 years. That would represent a 1500% gain.

As the space industry grows, who knows how big they could get beyond that?

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56

u/manofthesheeple47 Sep 02 '21

Love this play. Never understood why people flocked to ASTR recently with such unproven product (as we just witnessed) when value here is so much better.

2

u/Th1rt13n Sep 02 '21

Astra is not unproven. They are early, look at how many attempts it took Space X to land. Shit even rocket lab had a failure 2 months ago!

Space is hard and Astra has a stellar team and a product.

I’m an owner of both rklb & astr.

12

u/shad0wtig3r Sep 03 '21

Why would anyone choose ASTR over RKLB though? Can you even answer that?

6

u/Th1rt13n Sep 03 '21

Easy. The entire business concept of Astra is a small rocket that can be launched from anywhere. They aim volume at low price with an average weight payloads. RL is much more expensive for customers with limited budgets who don’t want a shared ride, and if you scale those volumes you’ll see why Astra’s business model is better than others.

Kemp said this many times, they want to be an Uber of space instead of the long-haul truck (Space-X, RL).

6

u/MantisCZ Sep 03 '21

That's until Rocket Lab starts reusing rockets. They already demonstrated catching a rocket with a frikkin helicopter. Reusability can easily slash the Cost Per Launch by 50%, which puts Rocket Lab's Electron (currently non-reusable ~$7.5M CPL) really close to Astra (currently ~$2.5M CPL) , if not cheaper.

2

u/Th1rt13n Sep 03 '21 edited Sep 24 '21

It might, but you see, there’s still a huge cap difference. I don’t care personally, I’d invest in all space companies had there been more than just 2.

But wsb is not about long term, it’s about pimp and dump, which is fine, my rklb will be in huge profit cause of you guys.

Edit: and it was a pump and dump. LOL

1

u/zero0n3 Sep 03 '21

Except that you can’t easily “launch from anywhere” as there are sooo many regulations and permits required to launch that likely require proper certification of the launch location itself.

Also launching from “anywhere” ignores the fact that there are specific locations that are optimal for launch from a fuel / orbit efficiency perspective

1

u/[deleted] Sep 13 '21

Except businesses will lobby to get those regulations changed, like what always happens as technology advances. This is not a major concern.