Excellent well balanced write up (with bullish and bearish factors)! Mind a suggestion from me for your kind consideration, do a few other writeups on RKLB's competitors (Can be bullish and bearish on them). It helps to bring different investors perspectives.🙂
Great writeup! Curious to hear your thoughts on their addressable market in dedicated launches & gov't. They have a tech advantage vs startups & politics in Washington in their favor--great setup to become a big #2 player in the industry--but I question how big the TAM can physically get, given a lot of commercial demand will be taken by SpaceX by virtue of being cheaper (I reckon Starship could be in service before Neutron if RKLB has issues scaling carbon fiber for Neutron). They'll get gov't contracts but idk if that can justify their valuation at this point in time. Thanks!
Excellent well balanced write up (with bullish and bearish factors)! Mind a suggestion from me for your kind consideration, do a few other writeups on RKLB's competitors (Can be bullish and bearish on them). It helps to bring different investors perspectives.🙂
Disclosure:
1,800 shares @4.657 avg price.
Great writeup! Curious to hear your thoughts on their addressable market in dedicated launches & gov't. They have a tech advantage vs startups & politics in Washington in their favor--great setup to become a big #2 player in the industry--but I question how big the TAM can physically get, given a lot of commercial demand will be taken by SpaceX by virtue of being cheaper (I reckon Starship could be in service before Neutron if RKLB has issues scaling carbon fiber for Neutron). They'll get gov't contracts but idk if that can justify their valuation at this point in time. Thanks!