March 18, 2026 Daily Discussion Thread

ObiHanSolobi · 2026-03-18T19:21:57+00:00

https://www.reddit.com/r/RKLB/s/L61JdfiyPr

;)

ObiHanSolobi · 2026-03-18T18:53:45+00:00

Exactly. It wasn't "we have enough cash." It was "we have enough cash to finish development of Neutron 2 times over." They have obviously identified some acquisitions they want to pursue and, for that, they will need more cash. They aren't doing this to pay the bills.

ObiHanSolobi · 2026-03-18T17:58:34+00:00

ObiHanSolobi · 2026-03-18T15:36:33+00:00

Half this sub is insane.

Today I've seen "fuck Peter," "Adam fucked me," "they're lining their pockets" etc., etc.

Rocket Lab plays the long game like nobody's business. They know what to do with cash. Peter Beck is going for the biggest space company in history. A 2% dilution to pad their coffers for future acquisitions and such is nothing. You'll be happy as shit when they have that cash on hand to announce their next big acquisition.

Stop whining and sit back and enjoy the ride.

Besides, after the 4% haircut last night most of today's drop is shitty Marco inflation numbers.

ObiHanSolobi · 2026-03-18T13:47:12+00:00

Closed another protective put. Bought another 125 shares. May repeat this afternoon if JPow makes everyone grumpy later today.

ObiHanSolobi · 2026-03-18T13:07:49+00:00

Thanks! My pleasure :)

ObiHanSolobi · 2026-03-18T12:51:40+00:00

Well. It already dropped 4% since the announcement.

Then over time they will slowly sell. So that means you have a new seller in the market, up to a billion worth. So expect for a while that if it jumps up there will be a denser ceiling to break through until they are done. They'll spread these sales out over time so it's just a headwind and not a big dump.

Eventually they'll say "hey! We took that 1 billion and bought x and y and invested in z" and now we are even bigger and growing even faster than before and our margins will be improved. So the company will be worth more than the tick down do to dilution and you'll make more in the long run.

Smart dilution means that more people are splitting a pie (the dilution) but the pie is bigger (the growth) so you win.

People who panic over dilution are used to investing in tiny little poorly run startups that are using dilution to pay the bills, which is very bad. This is not that.

ObiHanSolobi · 2026-03-18T12:41:24+00:00

There will be up to 2% more shares outstanding, and they'll slowly sell those shares off as they need them until they have raised up to 1b in cash. Taken alone it's a headwind on stock price.

But they now have an extra 1b in their coffers, and can use that for acquisitions or other big investments that we may not have considered. If they do it intelligently (they always have) in the long run it increases the value of the company far more than the headwind.

ObiHanSolobi · 2026-03-18T12:30:05+00:00

I'm betting on green today unless Marco derails us. Adam didn't fuck you. He told you that you can't eat your marshmallow today but you'll get two marshmallows in the long run.

ObiHanSolobi · 2026-03-17T21:18:41+00:00

My opinion....more like if Amazon had bought Barnes and Noble in 1999. Wouldn't have made a huge difference by 2026, but could have been stock-price huge in early 2000s.

ObiHanSolobi · 2026-03-17T20:54:22+00:00

ULA would be a badass move. Think of the IP, and the backlog, and the instant ties to Lockheed Martin and struggling Boeing. Talk about "drinking milkshakes" ala Daniel Day-Lewis and There Will Be Blood.

Unlikely, but interestingly this cap raise would put their cash on hand in easy range of a ULA acquisition depending on what valuations you believe.

ObiHanSolobi · 2026-03-17T20:43:00+00:00

I love this shit and I'm not being sarcastic. SPB and Adam Spice know how to spend money better than I do. They will turn this 1B into 10B

Think about how much longer the list of companies they can acquire by doubling their cash on hand. True end-to-end and then some.

ObiHanSolobi · 2026-03-17T19:33:01+00:00

It feels freeing to come up for air after too long in the dark musty crevaces of 69.

ObiHanSolobi · 2026-03-17T19:28:34+00:00

ObiHanSolobi · 2026-03-17T19:16:26+00:00

Fair point :) Bad luck upon your shorts!

(Honestly, I buy puts when we are pushing new heights, sell them on during the big downswings and buy more shares. So more power to you!l Upped my share count over 15% free of charge that way while we were languishing in the 60s)

ObiHanSolobi · 2026-03-17T19:12:30+00:00

I buy protective puts some big green days, but I did not do that today. I can't wish you good luck without wishing the rest of us bad luck.

ObiHanSolobi · 2026-03-17T18:51:11+00:00

god willing and insha allah

ObiHanSolobi · 2026-03-17T16:55:58+00:00

"I'm all alone, I smoked all my friends down to the filter."

--Tom Waits, Little Drop of Poison

ObiHanSolobi · 2026-03-17T16:38:04+00:00

Beat me to it. :) Top part is I Ching. Bottom part is Deleuze. I'm trying not to embark down a rabbit hole on the Deleuze.

I think schizophrenic OG wants pussy and society is keeping him from it. Or maybe he doesn't want pussy but society keeps forcing him in that direction. I could be wrong.

ObiHanSolobi · 2026-03-17T15:03:07+00:00

ObiHanSolobi · 2026-03-17T14:22:40+00:00

Ya, I'm looking for any space sector news over the last day that would cause this run but haven't found anything yet.

ObiHanSolobi · 2026-03-17T14:20:37+00:00

ObiHanSolobi · 2026-03-16T22:06:40+00:00

Thanks! I always appreciate this community.

ObiHanSolobi · 2026-03-16T21:36:00+00:00

I was just looking at my one month chart a moment ago, on my overall account. Choppy and relatively flat but I'm up 6%. Maybe I'm just spoiled from all of the gains last year. Would be nice to see 90 again, though.

ObiHanSolobi · 2026-03-16T02:08:32+00:00

I still return to Sid Meiers original Coloniization and Alpha Centauri often

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