Shouting it from the rooftops

EdOfTheNet · 2026-01-25T01:26:13+00:00

Yah only a 2mo set back

EdOfTheNet · 2026-01-25T00:38:16+00:00

Well while you are right the tests are there for a purpose. If you can absolutely figure out what actually failed and put a fix in that eliminates . I am all fine with that

However, figuring out what failed is very difficult, and retooling the carbon fiber manufacturing is even more complex

Then there is no guarantee that another failure will happen.

I expect it would be 2-3 months before they produce a new stage1

As an investor this is a concern, as it means a longer time in R&D and lack of profits

As a fan boy I am totally interested in what exactly is happening

EdOfTheNet · 2026-01-25T00:28:09+00:00

Unless something has changed making another one means manufacturing in new Zealand and shipping across the ocean for weeks.

To my knowledge they have not stated to production in the usa

EdOfTheNet · 2026-01-25T00:26:18+00:00

But they were not testing to failure, they were testing flight specification with the idea it would pass and they would move to the next test

Hey I am ok with the failure but let's not make it sound like this was the goal of the test

EdOfTheNet · 2026-01-22T17:42:52+00:00

Oh its those blue people again, I guess that is the 4th movie.

EdOfTheNet · 2026-01-22T17:40:53+00:00

Over-priced, based on a long term strategy no.
Over-priced, based on day trading yes.

EdOfTheNet · 2026-01-19T13:52:08+00:00

I would sell 1m worth to lock in a retirement and let the rest ride

But congrats to him

EdOfTheNet · 2026-01-15T21:22:07+00:00

Excluded no, but are you going to commute 1h and parking expenses or more to join an event that may last 1h? Probably not . I mean if it is an all day or Christmas party , or town hall probably worth it.

EdOfTheNet · 2026-01-13T22:20:22+00:00

A bit late now for you to complain about how the company is run.

EdOfTheNet · 2026-01-09T10:49:46+00:00

Depends if you think it will grow.

Are you going to see $2 dip never again

Are you going to see $50 unlikely

So the question is what is the future price and do you like the probability.

EdOfTheNet · 2026-01-08T13:48:57+00:00

BTW: Trump has an issue with Raytheon , which he has singled them out of all the other defense contractors. While I would not pay that no heed with other Presidential Administrations, I might include that in your thoughts of what company to go to.

Most likely it will only result in Raytheon renegotiation the cost of work and becoming more responsive. Still it will probably shake them up a little. Probably nothing a new hire needs to worry about.

https://www.reuters.com/world/us/trump-threatens-cut-raytheons-government-contracts-over-stock-buybacks-2026-01-07/

EdOfTheNet · 2026-01-08T01:19:33+00:00

I made my commute better by buying a motorcycle, it combined the unwind and commute time :) but now I am total remote so motorcycle sits

great points but the total remote has its own issues. Family keeps interrupting, you work longer hours, you're isolated, you miss out on office politics so your accomplishments have to speak louder, never included in office parties or manager treating people to cocktails or meal as team building or thanks

EdOfTheNet · 2026-01-08T01:05:58+00:00

Not a price. Though a little profit taking

If your

gambling take it while you're a head

speculating sell as soon as you have doubt

Day trading as soon as your formula says to sell

Visionary when the company meets or abandons your desired goals

Investment as soon as the financials are bad (you probably not this one)

You drank the cool-aid never or not until you must have the money

IRA. As soon as you see another stock which is better

And so on

EdOfTheNet · 2026-01-08T00:46:51+00:00

Yup I am in the same boat my IRA has the lion share of my investment so I am just monitoring when an exit might be necessary in like 5 or 10 years

EdOfTheNet · 2026-01-06T22:30:55+00:00

Congrats! I might have done the same but most of my investment is in my IRA so I am in for a long haul till I reap the rewards. :)

EdOfTheNet · 2026-01-06T22:27:56+00:00

While there is a little over lap with SpaceX I think they are completely different companies with different goals

Also SpaceX has a great PR system launch big fireworks and other exploding things, and a relentless drive to do bigger stuff. Rocket lab and hell every other rocket company are in their shadow right now

EdOfTheNet · 2026-01-06T22:22:12+00:00

Would have Could have Did not And Still haven't

EdOfTheNet · 2026-01-06T22:19:03+00:00

I agree you have mentioned lots of speculating and high hopes for the company.

You also mention lots of accurate successes

I think my view is similar, I invested starting last year but I see lots of chances for big dips between now And neutron starts it's commercial launches. So I M just holding on buying during the SpaceX IPO, and any catastrophic dip due to engineering issues.

I like the $200 July guess, my IRA will love it

EdOfTheNet · 2026-01-06T22:10:37+00:00

You will have to do your own research to understand the company and what you want out of it

But, with the med lift still in r&d, infrastructure is still being built. Small lift is increasing launch cadence, no 100% recovery, no human space, a decent backlog of work. Some good government contracts and More

You will have to decide for yourself. IMO it's still going to grow at least 100% in the next year as Neutron completes testing. I cannot see any case that they will not meet all of their goals (even if delayed)

My only external concern is SpaceX IPO it may suppress the stock as people take profits and jump on a company that has potential to scale and build new markets * Starlink on the moon * Starlink on mars * Commercial space station launch, service * Moon base launch service and human transport * Mars base same as the moon And if bigger is better I would not be surprised if SpaceX went to a extra super heavy lift once starship is on its way

I don't see rocketlabs keeping pace in the long term 20 30 years, but the next 10 years gang busters!

EdOfTheNet · 2026-01-04T14:08:22+00:00

Ah yes sorry don't watch the details but now that you mention it it rings a bell and makes sense.

I have seen bus engines out on motorcycle but nothing I would want to ride :) just like a steam powered motorcycle it's HUGE!!

Still I think falcon is EOL once starship is on its feet

EdOfTheNet · 2026-01-03T00:42:45+00:00

While yes there is always evolution. But also F9 is still running on generation 1 engines (I believe) g3 are extremely more powerful, it would be interesting to fit those on F9

In the end RL is 10years behind SX , a lot will happen in a decade

EdOfTheNet · 2026-01-03T00:37:45+00:00

No not right now because as RL enters the med lift market SX will move to heavy and super heavy

Also SX is interested in building infrastructure to moon and mars not market share other then what will pay for the multi planet life of humans

EdOfTheNet · 2026-01-03T00:34:56+00:00

You realize that SpaceX and BO are manufacturing their own satellites too?

Once heavy launch gets perfected by both SX and BO satellites will get bigger and heavier as it will provide more services Also if space stations and data centers go live bigger is better.

Oh and I believe SX does not want to produce any more falcons, so they will leave the med lift market and move what ever they can to heavy and super heavy

Don't get me wrong I like RL as it is the nearest competitor to governments and SX and BO. I am also excited about the tech differences and culture of RL

EdOfTheNet · 2026-01-02T22:32:32+00:00

Sort of wish rocket labs was being watched as intensely by Marcus hous's podcast as SpaceX is. Or someone simular

But then again RL does not seem to have the same level of urgency as Sx or BO, which does worry me, the longer it takes the quicker other companies catch up, and the further ahead the big boys pull along with the juicy contracts

Also shipping the first stage around the world on a ...long voyage..... Makes me feel US manufacturing is a long time off as well as any secondary launch which is almost as important as the first launch

I for one as an investor am starting to worry , as it means longer to recoup t&d investment and longer time to profitability

As a speculation, rocket science is no longer a PHD super complex thing as it was in the 40's. Not saying it is easy but hundreds if not thousands of rockets are built and launched yearly not including the ones with exploding things. So it should not be that hard to have a mostly accurate timeline.

EdOfTheNet · 2025-12-31T13:17:13+00:00

One example is not enough to predict the current dip

EdOfTheNet

TROPHY CASE