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    RKLB – a DD for Simple Jacks

    RKLB is complicated. It’s a rocket and rocket systems end to end company.

    I’ve seen many confuse it with RKT- a mortgage company, that is how regarded people are.

    If you read my DD on HIMS it was much more complicated. If you traded on that, congrats you are up 18% in less than a month.

    I’ve done similar research on RKLB and taken a $12k position in calls expiring January.

    Here’s the quick DD:

    They make rockets, and successfully launch satellites into orbit for small and medium size satellites.

    Spacex has a sort of monopoly on launching the larger satellites with larger rocket, Falcon 9.

    RKLB, is making a rocket to compete with falcon 9 and will be done in a year or so.

    Spacex has a $200B or so evaluation.

    RKLB has a $4B evaluation.

    200/4=50

    50x gain opportunity. And that’s just shares.

    With options napkin math you can 5-10x ur gains if you pick the right contracts.

    So there’s a 250x return here just waiting to be taken.

    Risks people keep saying that aren’t true: “they will go bankrupt their cash burn is crazy!”

    They are actually profitable if you don’t include what they are spending for the next year or 1.5 years to finish their falcon 9 competitor rocket, which is the whole point of the thesis.

    They have executed flawlessly on building many rockets so far that are putting satellites into space.

    There is a more complicated platform play here for the true artists.

    But personally I like to keep it simple:

    250-500x return on long calls, 50x return on shares.

    Buy buy buy

    Except this isn’t financial advice,
    It’s a fucking rocket company

    U can lose all ur money but imo gamble is
    Worth it not much else has this kind of potential.

    RKLB – a DD for Simple Jacks
    byu/Infinite_Risk_2010 inwallstreetbets



    Posted by Infinite_Risk_2010

    View 28 Comments

    28 Comments

    1. zebirke on

      There are still people on wsb who aren’t invested in rklb? ![img](emote|t5_2th52|4271) ![img](emote|t5_2th52|4271)

    2. DeKosterIsNietDom on

      You need to subtract Starlink’s valuation from that SpaceX valuation if you want to compare with RKLB though (and maybe other products I’m unaware of).

      Not to say that I don’t think RKLB is a good choice though.

    5. codespyder on

      50x return on shares would mean they have to do what SpaceX do and dominate the market (ie push SpaceX out of the way), to say nothing of SpaceX’s diversification into satellite communications, which they are currently not involved in. What an absolutely stupid analysis.

      Full port in.

    7. RoronoaZorro on

      OP is so regarded that I’m amazed they even managed to put together the letters for the term “DD”.

      So this is either a troll or an application for becoming the prime minister of regards. But it’s not a DD.

    8. TsungLinYeh on

      I’m still waiting for the pullback to buy more, and then it rockets again …
      Why didn’t I buy more at 6.3$ ![img](emote|t5_2th52|31225)

    14. whimsicahellish on

      Guys, guys hear me out. They’re profitable…if you ignore x, y, and z.  They clearly have a rocket to compete with SpaceX…if ”have” and “don’t yet have” mean the same thing to you.  

      Seriously, I love Rocket Lab and have 500 shares.  But arguing that a 250x gain by January is a given is full regarded…never go full regard. 

    16. SpaceChad_87 on

      What’s your timeframe for this return? I’m just trying to see if 17C Jan 2025 is a complete degen regard idea ![img](emote|t5_2th52|4271)

    17. thegx7 on

      This is the 50x bagger I needed to get back in the game, thanks boss ![img](emote|t5_2th52|4271)![img](emote|t5_2th52|8883)

    20. mkrugaroo on

      I think RKLB has an advantage over SpaceX as they are also an end2end satellite/payload contractor. Basically enabling companies to contract them to design build launch and maintain satellites for whatever. This means reoccurring revenue for the lifetime of the payload. Not just a launch and forget like SpaceX.

    21. cltzzz on

      They ipo at 10, hyped to 18, dropped to 4, occasionally spiked to 7-8. They’re closing in on 10 atm or maybe dropping back to 4 again.
      GL regards. Someone wants you to pump their investments, calls, etc. or maybe they’re really awesome people who want to show you the way to generational wealth too.

    23. pilun_music on

      SpaceX is 50x bigger than rklb therefore rklb will go to 50x must be the dumbest analysis I’ve ever seen in my life

    25. EffectiveTrifle2557 on

      Thanks a bunch for your post! 😊 Would you mind if I ask what call did you pick for January.. New to options

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