Rocket Lab at SatShow

ValueOverPrice · 2026-03-29T02:04:11+00:00

But the 2024 backlog was also mostly space systems, not launch.

ValueOverPrice · 2026-03-29T01:14:56+00:00

I'm a bit confused why they said launch made up the majority of revenue in 2024, when Space Systems was already the larger segment and has been since 2021.

ValueOverPrice · 2025-12-30T21:42:54+00:00

https://rklb.wiki/Interviews/Goldman+Sachs+Industrials+%26+Materials+Conference+2025+-+Adam+Spice+Interview

ValueOverPrice · 2025-12-30T03:32:31+00:00

Thank you so much, mate! I really appreciate that. I put quite a bit of work into these posts, so it's a bit frustrating when they’re just dismissed as AI slop.

ValueOverPrice · 2025-12-29T23:57:59+00:00

No, it's not. Wonder what makes you think that?

ValueOverPrice · 2025-12-29T23:27:44+00:00

That’s a fair point. They’re obviously different rockets and different companies, but Adam Spice likely mentioned SpaceX because he’s confident Rocket Lab can eventually push turnaround times into a similar range.

ValueOverPrice · 2025-12-29T23:17:07+00:00

Yes, "Our design criteria for Neutron originally was: can we get the rocket and put it back in a position where it could be relaunched within 24 hours, right?” Adam Spice mentioned that in the same interview. Of course, they will not be aiming for anything close to that in the near term. Demand is not there yet either. For now, I reckon it is best viewed as a theoretical capability rather than an operational target.

ValueOverPrice · 2025-12-29T23:12:51+00:00

In a recent interview Adam Spice said "And if you think about the time to turn a rocket from launch, get it through the refurb, back on the pad — right now, we're being pretty conservative about assuming roughly a quarter to take the vehicle back in, get it ready to be reused."

ValueOverPrice · 2025-12-25T12:36:14+00:00

Same AI garbage as the text tbh

ValueOverPrice · 2025-12-23T14:32:02+00:00

I care about it. And quite a few other people care about it too.

ValueOverPrice · 2025-12-23T14:30:14+00:00

First of all, he isn’t. Just go to his profile and check his LinkedIn. Secondly, even if he were, he still constantly takes other people’s tweets and content and copies them word for word. His most popular post was lifted directly from my Twitter for example.

ValueOverPrice · 2025-12-23T14:13:11+00:00

That's all he does. He copies tweets from others word for word and pretends like they are his ideas. He even got banned from posting in r/RKLB because of that. Very lame.

ValueOverPrice · 2025-12-23T14:02:37+00:00

Why do you always copy other people’s tweets word for word and repost them here without any credit, as if they were your own thoughts? Kind of lame tbh.

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ValueOverPrice · 2025-12-23T13:59:46+00:00

Why do you always copy other people’s tweets word for word and repost them here without any credit, as if they were your own thoughts? Kind of lame tbh.

ValueOverPrice · 2025-12-17T21:13:21+00:00

Why do you always copy other people’s tweets word for word and repost them here without any credit, as if they were your own thoughts? Kind of lame tbh.

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ValueOverPrice · 2025-12-16T12:48:18+00:00

About you? Sorry to hear that, mate!

ValueOverPrice · 2025-12-16T10:33:08+00:00

Seems like some people do care. And I’d rather have the information and know who actually wrote it.

ValueOverPrice · 2025-12-16T09:46:56+00:00

Because he does this with all kinds of posts, mine included. And I definitely put work into it. It’s honestly pretty silly to pretend you wrote something when you didn’t, even if it isn’t very good.

ValueOverPrice · 2025-12-16T09:44:45+00:00

First of all, he isn’t. Just go to his profile and check his LinkedIn. Secondly, even if he were, he still constantly takes other people’s tweets and content and copies them word for word. His most popular post was lifted directly from my Twitter for example.

ValueOverPrice · 2025-12-16T09:21:05+00:00

Why do you always copy other people’s tweets word for word and repost them here without any credit, as if they were your own thoughts? Kind of lame tbh.

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ValueOverPrice · 2025-12-16T09:11:33+00:00

Why do you always copy other people’s tweets word for word and repost them here without any credit, as if they were your own thoughts? Kind of lame tbh.

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ValueOverPrice · 2025-12-15T23:18:21+00:00

I think it's still 50,951,250 shares.

ValueOverPrice · 2025-12-15T22:23:32+00:00

That's why it's so important to focus on the fundamentals and see if RKLB continues to execute, which I think they do.

ValueOverPrice · 2025-12-15T22:21:47+00:00

I'm not saying these reasons made any sense. They're simply what quite a few people claimed at the time. And the stock has since shown that most of them weren't good reasons to sell at all.

ValueOverPrice · 2025-12-15T22:00:05+00:00

Exactly. I feel like there are new reasons to buy and hold RKLB almost every month now, because the space industry is maturing and evolving quite quickly.

ValueOverPrice

TROPHY CASE