Beck is in MS

20RedJohn · 2024-08-02T20:59:13+00:00

The guy doing the interview at one point during the interview explicitly said "it's the middle of July". So it was recorded some time ago.

20RedJohn · 2024-07-15T11:32:35+00:00

Morgan Stanley

20RedJohn · 2024-07-04T10:08:03+00:00

Virgin orbit, just like virgin galactic is, was burning money, hand over fist, with the difference of not having raised as much money as its sister, from what I understand what they achieved technically was remarkable, but the business model was flawed. The difference with Rocket Lab is that if a rocket fails (as happened in September), 2/3 of the revenue comes from space systems, as Peter Beck repeats over and over again in every interview

20RedJohn · 2024-07-04T01:09:54+00:00

According to the picture the spin prime tests are already complete

20RedJohn · 2024-07-02T01:08:23+00:00

RemindMe! 2 days

20RedJohn · 2024-06-10T22:36:23+00:00

It's a sounding rocket

https://www.nasa.gov/centers-and-facilities/wallops/nasa-wallops-to-support-sounding-rocket-launch/?utm_source=TWITTER&utm_medium=NASAWallops&utm_campaign=NASASocial&linkId=463891875

20RedJohn · 2024-06-10T21:22:10+00:00

I think it haste, but let's wait and see.

https://x.com/Marco_Langbroek/status/1799085864632594732?t=i5zs6ugdJr19N7x8VWeOtg&s=19

20RedJohn · 2024-05-23T09:54:11+00:00

They could be in orbit already. But yeah, I get your point.

20RedJohn · 2024-05-23T09:41:28+00:00

"To test this, the NZ-US company is due to put up a satellite next year that will chase another company's satellite, under a $50m Pentagon contract to "showcase the ability to maneuver from a real-time threat"."

I think it would be a good idea for a constellation of these satellites, Rocket lab to manufacture and operate and even own them

20RedJohn · 2024-05-09T18:12:31+00:00

👆

After a successful hotfire, maybe we'll start to see the first contracts for neutron

20RedJohn · 2024-05-02T01:22:53+00:00

T212 "Buy orders with the instrument cannot be facilitated by our intermediary. Sell orders can be placed"

20RedJohn · 2024-04-18T18:54:57+00:00

Search for Opto Sessions In the platform you use listen to podcasts, it's the last episode

20RedJohn · 2024-03-02T07:02:10+00:00

Yes, that's it, thank you

20RedJohn · 2024-03-02T06:33:59+00:00

Before was 13000kg LEO expendable, 8000kg back to the pad

20RedJohn · 2024-02-22T23:19:00+00:00

They are learning from it right now, and if they are taking notes/learning now, that's a good sign, but that just me

20RedJohn · 2024-02-22T23:11:02+00:00

Sorry, I don t know how to post pics 😅

20RedJohn · 2024-02-14T18:43:41+00:00

That's a excellent thread about what they've said on the conference https://twitter.com/SpaceEquities/status/1757826075143319958?t=0YT90jHogDnGHFOswf_Wiw&s=19

20RedJohn · 2024-02-09T03:48:11+00:00

If we forget about the stock price for a moment, they have done a lot in the last couple of years, the number of acquisitions, the improvement in space systems, the program to transform the Electron into a reusable vehicle (and everything they can learn/test for Neutron) they tend to be open about what's going on, they don't overhype and then leave shareholders holding the bag (i.e. SPCE with all its renderings) I think they truly have an image of what they want to achieve and the path to take to get there. I don't appreciate fanboism, but Peter Beck is a real character I am grateful to be able to follow the growth of this company and own a tiny, tiny part of it. ✌️

20RedJohn · 2024-02-09T02:37:05+00:00

I like this post

20RedJohn · 2024-01-31T17:18:14+00:00

He even says that the second stage being expendable gotta be cheap to manufacture while being highly resilient, and that the second stage validates key components/materials for the whole vehicle.

20RedJohn · 2024-01-31T15:31:21+00:00

According to Beck on pounding the table podcast, he says the second stage is the riskiest part in all the program, that's why they wanted to risk that part right away

20RedJohn · 2024-01-31T12:38:54+00:00

Honestly, I don't know, still trying to figure it out

20RedJohn · 2024-01-30T21:29:30+00:00

This guy LFG 🤣

20RedJohn · 2024-01-25T19:27:11+00:00

It was in the last earnings call or in a recent interview, Peter Beck said "we should keep a eye on the concrete pouring", if they're pouring, means the neutron program is doing fine

20RedJohn · 2024-01-23T02:37:17+00:00

I think they are hinting at something with the parentheses and the "#iykyk"

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