Beav Invests 🦫
@beavinvests
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Simple Philosophy: Great Companies at Great Prices | Market Analysis & Conversation | Looking to spread good knowledge & improve your feed! NFA.
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3 of my current favorite aggressive growth holdings:
$BROS Dutch Bros☕️
$RKLB Rocket Lab🚀
$RDW Redwire🪐
3 of my current favorite value holdings:
$PYPL PayPal💸
$ADSK Autodesk🛠️
$HSY Hershey🍫
What do you think?
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Former Lockheed Martin CFO Ken Possenriede Joins Rocket Lab Board of Directors.
Big moves happening!
Rocket Lab $RKLB up 5% on news!
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All Rocket Lab investors take a sec…
I hope you all realize 1 singular Neutron launch would increase revenue for the quarter by 50%.
$RKLB financials are about to be fundamentally stronger!📈
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🚀Rocket Lab May be a Generational Opportunity🚀
Let's examine the overall market trends and their impact on Rocket Lab’s $RKLB share price to understand why it is where it is today and the opportunity that exists:
While as of late, there is a lot of trader/WSB money pooling
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Tell me what's wrong with this image...
$RKLB is set to run!
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Ladies and gentlemen…
$10 has fallen!!
Congrats to my fellow shareholders out there!
Ecstatic for you all!
$RKLB
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The boys over at wallstreetbets are starting to pickup...
We're blessed to be able to still buy $RKLB shares at a reasonable valuation.
Hype has not kicked in yet like it could have.
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They’re not just building these for no reason…
$RKLB
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According to Simply Wall Street, the fair value of AST SpaceMobile is $830!
Are $ASTS shares still that undervalued? Absolutely insane!
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Most trending stocks on Reddit:
Number 1: $ASTS AST SpaceMobile
Number 2: $RKLB Rocket Lab
Momentum is building!
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What happens if CPI news comes in soft and a successful Archimedes hot fire is announced…
$10 $RKLB shares easy!
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We have a new
#1
in town...
Rocket Lab $RKLB is currently the most trending stock on Reddit.
Currently they are trending more than Nvidia $NVDA, AST SpaceMobile $AST, and Clover Health $CLOV.
Look at that trend line too!
Momentum is building!
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Rocket Lab Earnings are live:
✅EPS of -$0.08 vs est. -$0.10
✅Revenue of $106.25M vs est. $105.46M
Double beat!
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$RKLB RocketLab Q1 Revenue since IPO:
2021: $18.2M
2022: $40.7M
2023: $54.9M
2024: $95M est.
Insane growth!!
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Currently:
🛰️ $ASTS market cap: $5.07B
🚀 $RKLB market cap: $2.66B
Crazy!
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$RKLB Just Announced
Rocket Lab will report Q3 earnings on November 12th, 2024.
Here's what they guided for during Q2
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Currently:
$ASTS market cap: $7.5B
$RKLB market cap: $2.7B
Crazy!
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Beck is dropping absolute knowledge on this $RKLB earnings call.
He’s explaining the Rocket Lab business model like he never has before on a call.
Never been so bullish on this company!
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"The first rule of compounding is to never interrupt it unnecessarily." -Charlie Munger
As $RKLB begins its ascent, remember all our discussions on its potential. True growth requires patience; let compounding work its magic uninterrupted!
I hope you all meet your goals!
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I picked up some shares of $ASTS mid-day yesterday at $25.
Those shares are up 20% in less than 24 hours.
$ASTS has some of the craziest price action man😂
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Take this from someone who has spent hours researching $RKLB...
I'm surprised we've reached $8 this fast.
Maybe I'm just numb from months of price suppression, but I wasn't expecting this much of a run with no clear catalyst.
Love to see it though! More to go!
Trust the long
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Rocket Lab's current 2-year high is $8.05 back on 7/19/2023.
We are currently just under 8% away from breaking through that resistance.
$RKLB shares could start flying!
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Imagine what another 15 years of growth will look like for $RKLB...
Rocket Lab in 2009 vs. 2024
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Do not underestimate the massive jump in backlog and ultimately revenue for $RKLB once Neutron begins being contracted out.
One single Neutron launch holds a price tag of $55-60M. Electron is around $7.5M
Neutron price tag is over 8x higher than Electrons!
Revenues will soar!
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Rocket Lab's market cap was below $2B in April
$RKLB current market cap: $4.9B
Insane growth this year!
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What is the cheapest you bought $RKLB shares at?
I grabbed some at $3.56 back on 4/22.
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Upgrade Alert🚨
KeyBanc just upgraded its price target on Rocket Lab $RKLB while maintaining their Overweight rating🚀
PT: $8 --> $11
Momentum keeps on building!
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$RKLB Rocket Lab Q2 revenue history:
2022: $55.6M
2023: $62M
2024E: $105.5M
Extremely Impressive!
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Rocket Lab $RKLB closed the day up 8.5%
Helluva run up today!
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Just a thought…
It is estimated that SpaceX did about $8.7B in revenue for 2023.
Company was recently valued at $210B.
This would mean SpaceX valued at roughly 24x P/S.
$RKLB is currently valued at just under 9x P/S…
Thoughts?
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Rocket Lab $RKLB up 16% to start the day!
Is this the start of a crazy run?
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Take a look at this and keep Rocket Lab in mind
Here's how SpaceX has been valued over the years...
2002: $27M
2005: $163M
2008: $410M
2009: $550M
2010: $1B
2015: 10B
2017: $21B
2018: $25B
2019: $33B
2020: $36B
2021: $100.3B
2022: $140B
2023: $180B
2024: $210B
Is $RKLB on a
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Often surprised by how little people know about $RKLB.
Still so much money that can be brought to the table.
I love $SOFI, but I just don't believe you can argue that $SOFI is the right choice in this poll.
BY JANUARY 2027:
Which is more likely & why?
$RKLB to $12 or $SOFI to $15
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Rocket Lab $RKLB just announced it plans to launch its next Kinéis mission during a 14-day window that opens on September 17.
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When will Rocket Lab be cash flow positive?
“My rough guidepost is two quarters after first Neutron launch.”
-Adam Spice, CFO $RKLB
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Here's my price targets for Rocket Lab $RKLB:
By EoY 2024:
Bullish: $12
Base: $8
By EoY 2025:
Bullish: $25
Base: $18
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“When it comes to Neutron, I worry about many things, but demand is not one of them.”
-Peter Beck
Neutron rides will cost ≈$60M.
Nearly 7x the revenue of one Election launch.
Will be insane to watch what Neutron will do to $RKLB financials!
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Rocket Lab $RKLB exploding up over the $7 mark this morning
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Beck encouraging people to watch Wild Wild space on Q2 call right now😂
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DOD taking a look at Neutron.
People aren’t ready…
Recently Frank Calvelli, Assistant Secretary of the Air Force for Space Acquisition & Integration visited our HQ! During his visit, Mr. Calvelli delved into in-depth programmatic reviews of our work with the
@SemperCitiusSDA
& our innovative Neutron launch vehicle.
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Simply Wall St has AST SpaceMobile $ASTS at a fair value of $988.
At the current price, if this fair value was recognized, that would be a nearly 40x return.
Insane upside potential for shareholders!
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Rocket Lab is not profitable by choice... If you don't understand this, you aren't knowledgeable enough to buy.
This is why understanding a company/investment entails more than looking at graphs.
You need to understand SEC filings, management, and the economy/market before you
Assuming zero new dilution and cash raised from financing. $RKLB will go bankrupt in under 2 years at today's pace
Seems like a great investment 👍
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$RKLB & $AMZN working together?
Amazon's Project Kuiper, which is looking to compete with SpaceX's Starlink, just bought land in New Zealand. Only one reason to bring space infrastructure to NZ right?
Will they be working with Rocket Lab?
Thoughts on this?
Awesome post by
Wow I am speechless it was staring us in the face the whole entire time
Màori
$RKLB
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This headline was just dropped by Yahoo Finance:
"Rocket Lab CEO: 'We have the right combination' to break SpaceX’s monopoly"
Momentum is building fast for $RKLB!
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Sir Peter Beck on the future of Rocket Lab:
"We're looking to build an end-to-end space company ... Neutron is the last piece of that puzzle."
On profitability:
"[Excluding Neutron spending], the business looks very profitable."
Rocket Lab will be a generational company!
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Honestly, I see a Rocket Lab investment as a hedge against an economic downturn.
$RKLB stands to gain from quick rate cuts, but the business is not overly reliant on strong market conditions.
Even if the commercial space sector weakens, the control of space is too important
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$RKLB
"The most terrifying thing that I've ever done is the staff Christmas party. That's the moment you realize that your decisions are responsible for these people's livelihoods. As a public company, I take that even more serious."
- RocketLab CEO Peter Beck
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Here’s what I believe to be some of the highest upside stocks on the market:
1. Rocket Lab | $RKLB
2. AST SpaceMobile | $ASTS
3. Dutch Bros | $BROS
4. SoFi | $SOFI
5. Redwire | $RDW
6. Palantir | $PLTR
7. PayPal | $PYPL (Value)
I believe all of these companies have massive
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Watch this video from super-investor Mohnish Pabrai about who are the best CEOs & founders to invest in.
Tell me who this makes you think of…
$RKLB
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Been working some long overdue honest, thorough $ASTS due diligence this morning.
Extremely intriguing...
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AST SpaceMobile's share price getting a taste of that Rocket Lab launch reaction.
$ASTS shares down 10% on a successful launch.
$ASTS 🤝 $RKLB
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Assuming similar margins, Rocket Lab $RKLB should easily be profitable around ~$750M annualized revenue.
Gross profits should cover SG&A costs around ~$450M. From there is becomes a conversation about how heavy R&D spending will be.
When Neutron development is complete, R&D
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$RKLB
"3-5 years forward I expect us to own assets in orbit that we monetize with high margins."
-CFO Adam Spice
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Snowflake $SNOW picking up steam on Reddit.
$RKLB has fallen to 5th.
$ASTS sits at 4.
$LUNR at 3rd.
Any life left in this reddit space run?
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Will never understand $RKLB being red on a successful launch day…
Another chance to buy I guess!
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It always shocks me at how much larger Neutron will be than Electron.
13,000 kg vs 300 kg of payload.
That’s a 43x larger payload capacity!
Neutron will absolutely revolutionize $RKLB as a business!
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Extremely impressed by Beck’s approach to question about Rocket Lab’s space systems future.
It’s clear they’re holding off on big announcements until Neutron is up and running.
People are significantly underestimating just how disruptive $RKLB will be!
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Super interesting reading through Simply Wall Street's fair value of $RKLB
They give a fair value of a whopping $21!
There is some serious growth caked into this valuation but by no means unreasonable.
What do you guys think? Accurate valuation?
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$8.05 on 7/19/2023 is the current 2-year high for $RKLB
Let's see if we can break through this price over the next few weeks.
Could send the share price flying.
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Once Neutron is live, tell me what SpaceX can do that Rocket Lab can't?
Now also let me remind you, SpaceX is valued at 100x of $RKLB...
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Rocket Lab $RKLB is pushing up hard pre-market today!
At this point, the run is looking like it’s going to continue!
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"50% [of Neutron] is to break the monopoly that’s in medium launch right now, 50% is to be able to launch our own stuff into orbit. I think we have the right combination of expertise and execution to be a real competitor."
-Peter Beck, CEO Rocket Lab
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$RKLB
Fastest to 50! One of the most bullish charts out there!
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$RKLB went from -4% to up over 5% today
Pretty strong price action👀
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$RKLB volume on the day: 20.76M
Average volume over past 3 months: 11.2M
And there’s still 3 hours left in the trading day…
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$RKLB finishes up 13%
Been a long time since we’ve had a day like this!
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The recent WSB surge has put $RKLB on people's radar.
Rocket Lab will be rewarded for good news. Bears won't be able to suppress the big happenings.
Pre-market today movement is a clear example of that.
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Saw $BNED Barnes & Noble was trending on Reddit today and had to take a look…
Explain to me how a company that is trading at a market cap of $28M just did $66M of free cash flow in 2023
Does seem like they may be primed for a squeeze…
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JMP Securities initiated coverage on Rocket Lab $RKLB today.
They gave an initial 'Market Perform' rating.
Momentum is building!
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Rocket Lab $RKLB is green so far in pre-market.
Do we see another jump today?
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RSI on Rocket Lab $RKLB is currently at 68. This is the highest we've seen since July of 2023.
Some serious price action movement going on!
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The $RKLB investor community received awesome insight from the recent Rocket Lab interview by
@scotto2050
@vinceisbullish
@RealMattMoney
@daveginvesting
,
But beyond that, investors should feel real good that the CEO and CFO are EVEN WILLING to do an interview of such.
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Two great clips from $RKLB CEO Peter Beck during a TED Talk he gave
Beck emphasizes the importance of frequency for a successful launch company and drops a crazy statistic about $RKLB launch frequency capabilities
Bullish $RKLB!
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What percentage of your portfolio do you feel comfortable allocating to $RKLB?
Is it your top holding?
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@amitisinvesting
$RKLB to $12 is the easy answer.
A better question:
Is $RKLB more likely to be at $12 or $30...
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$RKLB is currently at a key resistance point.
$7.36 is the current 52-week high.
Will be extremely interesting to see how this thing closes.
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I don’t wish failure on no one, but this is yet again evidence of how challenging the launch industry is.
What Sir Peter Beck and $RKLB have been able to accomplish thus far is nothing short of incredible.
In an industry full of failure, Rocket Lab makes it look easy!
After a pre-flight static fire test on Friday, a residual pad fire caused irrecoverable damage to RS1. The team is investigating root cause and will provide updates as the investigation progresses.
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Rocket Lab shares are showing strong price action today to open the week.
Does $RKLB hold $7 this week?
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Yeah buy more $RKLB!
GOP platform lays out aggressive space agenda to counter China
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What do you think is driving this Rocket Lab $RKLB run today?
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Honestly so surprised to see $RKLB in the red today…
Am I missing something? Was it not just announced that they received a free 8 figure sum?
Has it not been demonstrated further than there is a vested interest by the government for $RKLB to be successful?
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Another great update from the man himself!
The transparency from $RKLB as an investor is unmatched!
Successful pre burner ignition and run. We will probably play for a week or so tuning propellant timings before we open the main valves for a full stage run. These engine cycles are very sensitive to start up transients and timings so correct characterisation of all the
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If $RKLB shares jump above $5.10 that could spring a massive run!
Clear resistance there!
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Here's the top trending stocks on Reddit
Look at who's back up to
#3
1. $NVDA
3. $RKLB
4. $NIO
5. $BABA
6. $TSLA
7. $INTC
8. $LUNR
For those curious...
$ASTS is at 14
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Portfolio finished up +3.40% yesterday
Top Performers:
• $ASTS +12.45%📈
• $RDW +8.38%📈
• $RKLB +5.95%📈
Space stocks really carrying the way!
How’d your portfolio perform?
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If you missed it...
Awesome video from the $RKLB team this weekend!
Silencing the doubters!
Things have been heating up at Stennis 🔥
The Archimedes engine development and qualification campaign continues to progress well with lots of hot fires taking the engine through various operating conditions and tweaks.
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Here's the current top trending stocks on Reddit:
1. $NVDA
3. $CLOV
4. $TSLA
5. $PLTR
7. $DTE
8. $BABA
10. $ASTS
For those curious...
$LUNR is at 12
$RKLB is at 22
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Yup! Just rewatched the
@SharesiesNZ
interview with Peter Beck.
This is exactly what I was trying to say about Rocket Lab as an investment.
If you have reservations towards the state of the economy, $RKLB is sheltered from those.
What matters is if Rocket Lab executes!
Honestly, I see a Rocket Lab investment as a hedge against an economic downturn.
$RKLB stands to gain from quick rate cuts, but the business is not overly reliant on strong market conditions.
Even if the commercial space sector weakens, the control of space is too important
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All this tells me...
$ASTS 🤝 $RKLB
In its latest FCC filing, SpaceX is saying $ASTS is a meme-stock and their investors are spreading misinformation ☠️
“Foreign investors and partners in AST’s meme-stock are stopping at nothing to slow progress. AST and its investors continue their scorched-Earth campaign to
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This has to be the first time $RKLB has jumped on a successful launch😂
Up 5% today!
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