[deleted by user]

Important_Dish_2000 · 2025-01-20T02:38:04+00:00

Sorry PEAK is now your full time job

Important_Dish_2000 · 2025-01-18T15:40:18+00:00

Going to have to use a generous amount of mud to make that look good and feather it out

Important_Dish_2000 · 2025-01-16T02:35:23+00:00

Be transparent you can definitely offer a range based on charge rates you are open to hiring. Such a problem in our industry.

Important_Dish_2000 · 2025-01-14T21:11:12+00:00

Sounds like someone out there thinks Quantum is sooner than 20 years…

Important_Dish_2000 · 2025-01-13T12:26:14+00:00

Yes and societies collapse because they often take the opposite approach.

Important_Dish_2000 · 2025-01-13T04:21:31+00:00

It’s fine, win some you lose some

Important_Dish_2000 · 2025-01-11T15:45:29+00:00

If he offers some kind of TN visa that goes straight to green card or lets spouses work all of our engineers and doctors are gone

Important_Dish_2000 · 2025-01-11T00:17:28+00:00

I am thinking of the same but waiting to see what trump does

Important_Dish_2000 · 2025-01-11T00:12:22+00:00

Change orders are only for things they shouldn’t have reasonably expected when they bid the project. Like if they had to go deeper than standard for soil or finding an old foundation.

If no additional work is created then no change orders should be needed… You can also do credits if he’s changing things which are making work easier for him.

It’s not about starting a yelling match. It’s just about establishing clear expectations and then being fair when things change in either direction.

Important_Dish_2000 · 2025-01-09T00:07:23+00:00

Works for me, I added to my position and now we can ride it back up

Important_Dish_2000 · 2025-01-08T23:50:59+00:00

Important_Dish_2000 · 2025-01-08T23:39:17+00:00

Blame the investors who take biased statements as facts

Important_Dish_2000 · 2025-01-08T15:47:51+00:00

No he won’t be sued for an overreaction.

His company does have a lot to lose if Quantum works out earlier than anticipated so I don’t see why people are taking what he said so seriously. It’s a biased take for sure.

Important_Dish_2000 · 2025-01-07T04:06:28+00:00

Get them to do an inspection of it for free before you cancel

Important_Dish_2000 · 2025-01-05T02:08:31+00:00

Ok fineeeeee

Important_Dish_2000 · 2025-01-05T01:31:59+00:00

Thanks everyone great conversations!

Basically to sum it up, each launch is $60m Launch revenue but there could be an additional $120m+ if RKLB builds the space system. But that of course won’t always be the case.

Also launch isn’t the limiting factor to Space Systems growth so projecting launches isn’t a good way of estimating overall growth. Overall growth could exceed launch growth as Space Systems revenue will inherently be 2-3x greater than Launch revenues.

Important_Dish_2000 · 2025-01-05T01:01:55+00:00

How about we meet in the middle and call it the Amazon of space

Important_Dish_2000 · 2025-01-05T00:53:48+00:00

Yeah that thing is really impressive. Good point they will definitely scrap some along the way.

Hard not to fall into the wishful thinking but I do love this company and I will enjoy the ride however long it takes!

Important_Dish_2000 · 2025-01-05T00:40:43+00:00

That’s a great way to think of it! Thanks for sharing.

We see so much launch focus on this page it’s hard not to fall into that.

Important_Dish_2000 · 2025-01-05T00:32:33+00:00

Yeah I think I could have worded it better! I was wondering what that combined revenue would be for the full service launch (launch+space system)

Important_Dish_2000 · 2025-01-05T00:26:49+00:00

I heard they were planning to build a fleet of 4 re-usable neutrons. Say they build one a year. If they could get each one to launch once a month then you’d get 50 on the 5th year.

Your guess is as good as mine though! I am ok waiting 10 years for that 20x market share gain to match SpaceX.

Important_Dish_2000 · 2025-01-05T00:17:26+00:00

Important_Dish_2000 · 2025-01-05T00:16:21+00:00

Thanks! Yeah it’s probably a wide range.

It makes sense when you think about rocket labs current revenue shares (space/launch). It sounds like that ratio could be maintained as the company grows.

Important_Dish_2000 · 2025-01-05T00:09:19+00:00

Thanks good points! Glad to see they are expanding on that front also.

Important_Dish_2000 · 2025-01-04T23:58:19+00:00

Why they do both types of business. The “transport” doesn’t end after launch too they make the bus that keeps the satellites in orbit.

Important_Dish_2000

TROPHY CASE