GregoryRichardson
GregoryRichardson
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Shareholders approved the acquisition of RKLB. More than 81% of the shares attended the vote, and not a single question was raised. What remains is final approval from the FCC and other regulatory bodies. Deal completion is expected in mid-2027, after which $Iridium(IRDM)$  will delist from Nasdaq. Rocket Lab's CEO broke the space sector into 3 categories: rockets, which he estimated to be worth $10B-$20B; spacecraft, worth $20B-$30B; and applications and services, the layer Iridium's acquisition adds, which he described as the larger prize specifically since it is virtually invisible to the public. "Everybody interfaces with space every single day." He added that the merger creates a self-launching "tier-1 space power," bringing rockets, spa
$Rocket Lab USA, Inc.(RKLB)$ The space sector has been quiet for a while. If the macro backdrop holds up a bit longer, some rotation back into this area would be a welcome shift.
$Rocket Lab USA, Inc.(RKLB)$ Cathie Wood seems to spot opportunities well ahead of time. She has been adding shares heavily for months now. Feels like something significant could happen to the share value, so I'm staying patient and adding when I can.
$Rocket Lab USA, Inc.(RKLB)$ It goes up, it comes down, kind of like a rocket. Fortunately, it's reusable, so it'll go up again.
$Rocket Lab USA, Inc.(RKLB)$ The casino will be open 23 hours a day, Monday through Friday, starting December 6. That makes building core positions even more important for the long-term game. I already have several core positions, including MU, SNDK, TSLA, and AMD, just to name a few. But the space economy is by far the area I believe remains the most underappreciated. That's why I'll continue building a larger long-term core across $Intuitive Machines(LUNR)$ , $Firefly Aerospace Inc.(FLY)$ , and ASTS. The future is here, and the game is only getting bigger.
$Rocket Lab USA, Inc.(RKLB)$ I think buying IRDM as a long-term position makes sense. Short term it could still drift lower, but I can see it reaching the 20s by year-end.
$Rocket Lab USA, Inc.(RKLB)$ I get the sense this pause is tied to the upcoming Iridium vote. If it gets approved, RKLB could really take off.
$Rocket Lab USA, Inc.(RKLB)$ Has anyone seen the WSJ piece about launch service demand outstripping supply through 2030? Apparently SpaceX has stopped selling shared space on Falcon, and companies can't seem to book any more Falcon launches after 2028. I added some more RKLB today. From where I stand, this looks extremely bullish for RKLB.
$Rocket Lab USA, Inc.(RKLB)$  Just picked up another 1,000…here for the long haul.
$Rocket Lab USA, Inc.(RKLB)$ Just enjoy the 8% gain for the day. Stop worrying about day-to-day price targets. The company has never been stronger, even when it was at $150. Know what you own.
$Rocket Lab USA, Inc.(RKLB)$ $AST SpaceMobile, Inc.(ASTS)$ Hopefully the rest of the space sector can hold onto the gains and not get dragged down by SPCX right now.
$Rocket Lab USA, Inc.(RKLB)$  Back above the 10/21 MAs. Watching to see if it can push through and hold above the 50 MA.
One thing I don't think the market is fully appreciating yet is the potential valuation impact of combining $Rocket Lab USA, Inc.(RKLB)$  with Iridium. Iridium currently trades at a much lower revenue multiple than RKLB. In M&A, though, the combined company doesn't necessarily trade at a simple weighted-average multiple. One reason companies with premium valuations pursue acquisitions is the potential for multiple arbitrage: applying a higher consolidated multiple to a larger revenue base. Using simple numbers: • RKLB standalone: ~33.6x NTM sales • Iridium: ~5.2x (~8x using acquisition metrics) • Combined NTM revenue: ~$2.15B I wouldn't expect the combined company to maintain RKLB's full 33.6x multiple. But even at ~25x sales, the implied
$Rocket Lab USA, Inc.(RKLB)$ Anyone else think after-hours could be a blast, with $70+ before it's all over?
$Rocket Lab USA, Inc.(RKLB)$  247wallst sees RKLB at a $330 share price in 2030 if everything goes as planned. Even half of that would be fine, but I would take the full number.
$Rocket Lab USA, Inc.(RKLB)$  How many people are going to sell their shares for a small profit, when most of us know we are on track to double this and more?
$Rocket Lab USA, Inc.(RKLB)$  $Planet Labs Pbc(PL)$ Happy I kept adding over the past couple months. Prices are still incredibly depressed, and five years from now I think these will be up 5x.
$Rocket Lab USA, Inc.(RKLB)$  The premarket move looks nice, but I'm not getting excited until the gains actually hold for more than 20 minutes.
$Rocket Lab USA, Inc.(RKLB)$ Retail ownership is very high with Rocket Lab. If you own shares and plan to hold through the merger with $Iridium(IRDM)$ , voting is worth considering. This is a transformational opportunity in a very competitive market.
$Rocket Lab USA, Inc.(RKLB)$ I was pretty convinced it would drop below $60, but now I'm leaning the other way and think it can push past $70. At least a 10 percent pop feels likely from here.

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