31–40 of 318 posts
RocketLab gains spectrum + profitable satellite company
Given the timing, this seems like a risky move as they'll be issuing debt in mid-2027 to refinance the bridge, at a time the market could be saturated / corrected.
https://www.reuters.com/business/media-telecom/rocket-lab-bu...
What does Tesla have to do with Starlink or launch services?
Earlier quoted context omitted.
RocketLab market cap is 57b. Iridium market cap was 5.5b and this transaction values it at 8b.
How is Rocketlab valued 57B? They made $500M of revenue in 2025. This is 100x their entire balance sheet.
Why was Amazon valued at billions while making zero profit?
The stock market prices companies by many factors, revenue and profit are factors but so is growth.
Utilities companies make lots of profits but they are valued badly because they don’t grow at all!
Markets are forward looking and space is seen as a huge growth driver for the future, also RocketLab has been growing their top line revenue massively over the last few years.
RocketLab gains spectrum + profitable satellite company
A profitable satellite company with a lot of debt and satellites that target the previous model of bespoke terminals when the market is moving to satellite service on regular phones.
RocketLab gains spectrum + profitable satellite company
Iridum gains 23 launches per year with 100% success rate in the past 12 months, a satellite manufacturing pipeline with 6 satellites produced and launched, and a cost-to-orbit of $25K/kg operational (with an in-development design targetting $4K/kg). They are late compared to SpaceX, to be sure: 150 launches per year, 2400 satellites manufactured per year, $3K/kg operational with F9, target $200/kg in development with…
Lets see their reliability when they have a bigger rocket and if they can land reliably. Because their rocket will be quite expensive to build.
Earlier quoted context omitted.
RocketLab market cap is 57b. Iridium market cap was 5.5b and this transaction values it at 8b.
How is Rocketlab valued 57B? They made $500M of revenue in 2025. This is 100x their entire balance sheet.
Earlier quoted context omitted.
Iridum gains 23 launches per year with 100% success rate in the past 12 months, a satellite manufacturing pipeline with 6 satellites produced and launched, and a cost-to-orbit of $25K/kg operational (with an in-development design targetting $4K/kg). They are late compared to SpaceX, to be sure: 150 launches per year, 2400 satellites manufactured per year, $3K/kg operational with F9, target $200/kg in development with…
You act as if 'launch' is a thing. All Rocket Lab launches ever combined don't even fill a single SpaceX rocket. Those are not the same thing. Lets see their reliability when they have a bigger rocket and if they can land reliably. Because their rocket will be quite expensive to build.