Vince is Bullish
Vince is Bullish
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RKLB Might be worth $25 today! My Updated Rocket Lab Valuation Model (Inc Space Infrastructure)
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In this video I wanted to give my updated valuation model for Rocket Lab when one includes the space infrastructure. Its quite mind blowing.
Переглядів: 4 315

Відео

Deep Dive inte Rocket Lab Allegations | Is Rocket Lab misleading investors on Neutron?
Переглядів 3,4 тис.21 день тому
Join this channel to get access to perks: ua-cam.com/channels/qsiN822jcifMWQL4LQfNdQ.htmljoin Follow me on X: @vinceisbullish In this video I do a deep dive into the allegations about Rocket Lab misleading investors. And how credible it is and who might be behind this.
Surprising discovery about Rocket Labs cash.... (Future Dilution?)
Переглядів 3,2 тис.Місяць тому
Join this channel to get access to perks: ua-cam.com/channels/qsiN822jcifMWQL4LQfNdQ.htmljoin Follow me on X: @vinceisbullish In this video i am going through Rocket Labs financials to see if we will need a capital raise in the future or we can make it on our own now with the finances that we have.
The mind blowing things Adam Spice CFO Rocket Lab said at the Morgan Stanley Conference 🚀
Переглядів 6 тис.Місяць тому
The mind blowing things Adam Spice CFO Rocket Lab said at the Morgan Stanley Conference 🚀
Warning about Palantir! (Not Clickbait) | I have to be honest with you!
Переглядів 2,7 тис.Місяць тому
Warning about Palantir! (Not Clickbait) | I have to be honest with you!
Rocket Lab lost the Amazon Kupier Contract to Relativity!..... or did it?
Переглядів 2,9 тис.Місяць тому
Rocket Lab lost the Amazon Kupier Contract to Relativity!..... or did it?
Reaction to Peter Beck interview where he discloses Next Steps for Rocket Lab after Neutron!
Переглядів 3 тис.Місяць тому
Reaction to Peter Beck interview where he discloses Next Steps for Rocket Lab after Neutron!
Rocket Lab gets a new board member | Does this mean new capital raise?
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Rocket Lab gets a new board member | Does this mean new capital raise?
Rocket Lab Closes over $7! Lets talk and I have a warning!
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Rocket Lab Closes over $7! Lets talk and I have a warning!
Full Interview with Sir Peter Beck CEO Rocket Lab and Adam Spice CFO
Переглядів 9732 місяці тому
Full Interview with Sir Peter Beck CEO Rocket Lab and Adam Spice CFO
Interview with Sir Peter Beck of Rocket Lab and Adam Spice CFO about Neutron, $2B Backlog Coming?...
Переглядів 2,8 тис.2 місяці тому
Interview with Sir Peter Beck of Rocket Lab and Adam Spice CFO about Neutron, $2B Backlog Coming?...
Rocket Lab Q2 better than you think BUT the stock will not moon yet! Q2 Earnings Review!
Переглядів 2,3 тис.2 місяці тому
Rocket Lab Q2 better than you think BUT the stock will not moon yet! Q2 Earnings Review!
Watch before Rocket Lab earnings! | This is what would make RKLB moon and crash
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Watch before Rocket Lab earnings! | This is what would make RKLB moon and crash
OMG the Archimedes Hot Fire is here! What's next for the stock?
Переглядів 1,4 тис.2 місяці тому
OMG the Archimedes Hot Fire is here! What's next for the stock?
I sacrificed my Palantir Shares just before earnings + My earnings recap!
Переглядів 1,4 тис.2 місяці тому
I sacrificed my Palantir Shares just before earnings My earnings recap!
Rocket Lab FUD about the Archimedes Engine blowing up! | True or not?
Переглядів 2,4 тис.2 місяці тому
Rocket Lab FUD about the Archimedes Engine blowing up! | True or not?
New Interview with Peter Beck disclosing Neutron Updates | New possible Electron contracts and more!
Переглядів 1,9 тис.2 місяці тому
New Interview with Peter Beck disclosing Neutron Updates | New possible Electron contracts and more!
My Palantir Q2 Earnings Preview! | Warning I don't know Palantir any more (No one does...)
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My Palantir Q2 Earnings Preview! | Warning I don't know Palantir any more (No one does...)
Asking Ashlee Vance about Rocket Lab and Wild Wild Space | Rocket Lab Weekly Special Edition!
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Asking Ashlee Vance about Rocket Lab and Wild Wild Space | Rocket Lab Weekly Special Edition!
What the F*** is going on with Palantir and Rocket Lab?
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What the F is going on with Palantir and Rocket Lab?
Palantir! Dan Ives says $50 is coming | We have to talk!
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Palantir! Dan Ives says $50 is coming | We have to talk!
Rocket Lab Major news! (-5%) | Trump | Haste | Wild Wild Space!
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Rocket Lab Major news! (-5%) | Trump | Haste | Wild Wild Space!
Rocket Lab up big! | Catalysts in 2024 | Where do we go from here?
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Rocket Lab up big! | Catalysts in 2024 | Where do we go from here?
Palantir at $28! We have to talk!
Переглядів 3,6 тис.3 місяці тому
Palantir at $28! We have to talk!
Rocket Lab to be Awarded a new $500M contract? | My Q2 Earnings Predictions
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Rocket Lab to be Awarded a new $500M contract? | My Q2 Earnings Predictions
Chill down about Archimedes! | Lets have an honest talk!
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Chill down about Archimedes! | Lets have an honest talk!
My honest thoughts about the Archimedes Delay! | We have to talk!
Переглядів 1,6 тис.3 місяці тому
My honest thoughts about the Archimedes Delay! | We have to talk!
Peter Beck discloses UNannounced Electron sales | Neutron Update
Переглядів 1,7 тис.4 місяці тому
Peter Beck discloses UNannounced Electron sales | Neutron Update
New Peter Beck Interview reveals crazy new details about Neutron, Archimedes, record electron sales!
Переглядів 2,9 тис.4 місяці тому
New Peter Beck Interview reveals crazy new details about Neutron, Archimedes, record electron sales!
Rocket Lab over $5 | Reacting to "Rocket Lab might be dead money"
Переглядів 1,7 тис.4 місяці тому
Rocket Lab over $5 | Reacting to "Rocket Lab might be dead money"

КОМЕНТАРІ

  • @NMGOQITHAKHELI-p4y
    @NMGOQITHAKHELI-p4y 2 дні тому

    That's great hero well done 👍🏾✅ ❤❤❤🎉🎉🎉🎈💗 SA

  • @shepdogsd
    @shepdogsd 3 дні тому

    Love you guys, you provide info on these companies that is invaluable. You guy mention Trump in a good light. Plese rethink this. Trump will do whatever Elon says to get a cut...including destroying the competition. You mentioned POLICY. I'll paste some stuff I've already prepared about POLICY....not party. I'm a lifelong Republican but can't vote for Trump. 1) Trump Tariffs will be BAD. Smoot Hawley tariffs were a major cause of the Great Depression. 2) Trump wants to return to the gold standard. We got OFF OF that to get out of the Great Depression. 3) Trump wants to disband the federal reserve. Another depression era problem, not having a strong reserve. 4) Trump tax cuts were cocaine to the economy. Great!! Unfortunately we have to come down off the high. The debt under Trump rose more MASSIVELY than any other president. He ran it up DOUBLE what Obama did...in half the time. Those cuts exacerbated the gap between rich and poor. Remember history? How Teddy Roosevelt (a Republican) helped close that gap and calm social unrest because of it? He did it by busting trusts, not making them stronger. It made the economy stronger. 5) Trump is incompetent businessman. He inherieted over 400 million from daddy....was in the process of losing it all, when the Apprentice bailed him out. He lucked out and made a TON of money off it and endorsements. SOME of Trump failed businesses: • Trump University (unlicensed, unaccredited) out of business and successfully sued since it was a scam. • Trump Shuttle (airline) was never profitable and went out of business • Trump Vodka Failed • Trump Wine failed • Trump mortgage failed • Trump "the game" failed • Trump Steak failed • Trump Magazine failed • Trump travel agency failed • Trump had his yacht repossessed • Multiple Trump Casinos went bankrupt. • Trump was responsible for the demise of the first iteration of the USFL in 1986. See 40 year old ESPN documentary "Small Potatoes". I guess the "see no evil" types will pass it off as "fake sports news". 6) Trump's foreign policy is similar to that of republicans of the 1930's. Isolationism is just asking for trouble. Our GDP is better when global GDP is on the rise. Bush was incompetent in trying to convert Afghanistan and Iraq into a democracy. Waste of time and money. Trump is incompetent in the other direction. Ukraine is a DEMOCRATIC country (similar to us in many ways). Europe understands its vital importance. This war COULD have been over by now without Trump's interference in blocking arms. 7) Leaving NATO will open the door to chaos. 8) Disinformation has blown through the roof because of social media and Trump. Disinformation can destroy societies. 9) WHY DOESN'T character matter???? No other Republican president has had all these court cases. It is because he breaks the law!! 10) Trump is a national security risk and puts undercover agents at risk. He has bragged to people the details of state secrets just to make himself look good.

  • @Sergio-ry3ll
    @Sergio-ry3ll 4 дні тому

    If Trump wins the election, Elon Musk will have politic powers and could potentially have the power to favor SpaceX over other companies, which could be detrimental to Rocket Lab? That's just my two cents.

  • @techshark6181
    @techshark6181 4 дні тому

    RocketLab is NOT competition for SpaceX, Same industry, different markets And if they can build Nuetron, then that would have to be able to do over 100 launches a year, not barely 25, or thats right, it's just 15 now.

  • @communistgreyman2078
    @communistgreyman2078 4 дні тому

    I’m at 21,189 and still accumulating.

  • @yanghottie
    @yanghottie 5 днів тому

    When 100-150? A share anyone ??

    • @easyneal
      @easyneal 4 дні тому

      2035

    • @yanghottie
      @yanghottie 2 дні тому

      @@easyneal kinda far off hahaha 😂 I expected 2028 100bucks or something lesser Depending on neutron

    • @easyneal
      @easyneal 2 дні тому

      @@yanghottie if it does I'm going to retire early!

  • @j.m.7715
    @j.m.7715 5 днів тому

    SpaceX successes bring important visibility to Rocket Lab. Starship will not be Neutron-killer. It will not be ready for production still a while and once it is, their committed manned projects take precedence plus they don't have a satellites division for integrated missions outside Starlink. They need to develop multiple variants like tanker, HLS, fuel depot, Starlink dispenser, human-rated Mars Starship, so missions Neutron targets are still years away. Rocket Lab has also built the world's largest and fastest composite structures robotic layout machine. This is how Rocket Lab revolutionizes rocket mass production efficiency, eliminating 150,000 man-hours per rocket, with this far lighter and tougher material than the metals SpaceX uses. Neutron with its ultra light weight 2nd stage, a cleaner and more durable engines than SpaceX Falcon 9 Merlin, cheaper launch pad due to shorter rocket yet nearly as lift-capable as F9, cheaper and more rapid reuse due to fixed fairings, and leaner launch team profitable even with $8M/launch Electron rocket launches, can easily price-compete Falcon 9 and even Starship as the latter is clumsy and unsuitable for many missions where Neutron excels such as smaller payload deep space missions. There Rocket Lab can also build and integrate the entire payload due to their more advanced high quality satellites division and SPB's end-to-end vision.

  • @nickfutter6544
    @nickfutter6544 5 днів тому

    They need to build/buy a constellation company and then there will be no issues to find launch opportunities

  • @bryanking211
    @bryanking211 5 днів тому

    Basically said only give me all the inside information

  • @akwilly7825
    @akwilly7825 6 днів тому

    Same to you Vince. If you ever in Alaska would be cool to have some beers. No real estate transactions needed.

  • @jacksonmatysik8007
    @jacksonmatysik8007 6 днів тому

    SpaceX not for profit company delusional take

  • @zstacker6119
    @zstacker6119 6 днів тому

    Hey so lives audio is good but theres vidos you put out that are quiet.love the content man

  • @gabecodina
    @gabecodina 6 днів тому

    1. It is idiotic to think that SpaceX is not a profit driven company 2. RKTLB and Neutron have nothing to fear from Starship 3. Thanks for your efforts 🙂

  • @geoffcowie8843
    @geoffcowie8843 6 днів тому

    Why spend so much time talking about launch cadence? Sir Pete told you to your face that clients control cadence. The customer payment schedule takes care of the production costs/profit.

    • @danmannix2889
      @danmannix2889 5 днів тому

      Totally agree... the thing to really focus on is the backlog and the net increase quarter on quarter.. as long as that continues to grow organically then it's good. If it's going backwards then clearly that's a bigger concern

  • @braydeny
    @braydeny 6 днів тому

    Im right wing but trumps not right wing, tarrifs are left

  • @braydeny
    @braydeny 6 днів тому

    Trumps tarrifs are not economically good 🙄 trumps a faker for sure.

  • @braydeny
    @braydeny 6 днів тому

    Rocketlab will be making money contracting for spacex soon.

  • @braydeny
    @braydeny 6 днів тому

    I think the speed of spacex is due to how much money is floating around up there. Also shows how motivated people who work in the industry are.

    • @khel9505
      @khel9505 6 днів тому

      Nasa only award spacex $278 million to provide development funding for the Dragon spacecraft, Falcon 9, and demonstration launches of Falcon 9 with Dragon.

    • @j.m.7715
      @j.m.7715 5 днів тому

      Plus the $2B COTS advances critical for the extra 5 years (2010 1st launch to 2015 1st successful booster landing) it took to finish the reusable Falcon 9 development.

  • @braydeny
    @braydeny 6 днів тому

    We are early

  • @pobybuf
    @pobybuf 6 днів тому

  • @Ordepuyr
    @Ordepuyr 6 днів тому

    Do you recommend starting to invest in RocketLab now?

  • @ZedTV8123
    @ZedTV8123 7 днів тому

    As a young investor, I appreciate your insights and thoughts on this! I'm learning so much from you!

  • @Sergio-ry3ll
    @Sergio-ry3ll 8 днів тому

    Guys what do you think about standard lithium? It is the only one lithium company that moved up since so long. I think that lithium is very interesting investment but they never take off 🙈

  • @jaccliden3617
    @jaccliden3617 8 днів тому

    You should update your password. Just to stay secure

  • @py_ninja
    @py_ninja 8 днів тому

    I got in at the 8.50 dip but now thinking of buying more. Do you see a pullback happening anytime soon or is now not the time to double up before the launch?

    • @HenryGers
      @HenryGers 7 днів тому

      can you imagine it dropping back down below 9?

    • @py_ninja
      @py_ninja 7 днів тому

      ​@@HenryGers I don't actually see it slowing down. With the recent NASA contract, I think Rocket Lab (RKLB) has solid growth potential. I wouldn’t be surprised if it hits $20 by the end of next quarter 🚀

  • @supergamers1419
    @supergamers1419 8 днів тому

    Vince im very happy for you, as rklb share holder, we went trough some tough months, you deserve this.

  • @luckyjay778
    @luckyjay778 8 днів тому

    Nothing stopping RKLB from scaling up in ways we can’t even imagine assuming Neutron works. They could have 10 of those rocket printing machines running at once making Neutrons. They could hire 1000 people to make Archimedes engines. We just need Neutron to work. The scaling afterwards could be unimaginable to us now. I may be wrong but I’ll take my chances being wrong with RKLB any day. Get in now and send your kids to Harvard if you ask me. I’ve mentioned this to guys at work with young kids.

    • @luckyjay778
      @luckyjay778 8 днів тому

      10X-15X market cap to revenue multiple has been my go to as well. So I’m mostly looking for revenue in the 5-10B before I would consider selling. Maybe unrealistic to some but I don’t think anyone could have imagined Starbucks would become what they have back in the day.

  • @puertasss
    @puertasss 8 днів тому

    Semiconductor orbital factory, think on it guys.

  • @jekatskin3860
    @jekatskin3860 8 днів тому

    Just a pleasure to hold for the long term, of course I regret not adding more when it dipped @ 5.5, thanks for your fantastique work Vince!

  • @puertasss
    @puertasss 8 днів тому

    And by the way! what da heck says Sir Peter Beck yesterday on Harvard event that made this run on the stocks? NEED TO KNOW O,O!! jajajaaja

  • @puertasss
    @puertasss 8 днів тому

    with the lockheed martin tech, Rocket Lab can build what ever infrastructure that u imagine, factories, services, ''buildings'' on orbit. Dude, Really, i recomend you that check the 40 years of work on the ISS! that's my guide to see the future of rocket lab and how i get started investing on they

    • @puertasss
      @puertasss 8 днів тому

      for example, check about cold welding on microgravity, and think on the posibilities with our 3D printing tech

  • @Krkosek
    @Krkosek 8 днів тому

    Walue has been provided Vince! Im a proud shareholder mostly thx to you and Matt! Im now 150% up ;) Should we reach 100 $ a share in 2030 i will end up with nice donkey tatoo ;)

  • @Joyce-l4t
    @Joyce-l4t 8 днів тому

    Vince, I like your video. Thanks for sharing.

  • @kurtneven6612
    @kurtneven6612 8 днів тому

    Good job Vince 👍✌️

  • @saumyacow4435
    @saumyacow4435 8 днів тому

    😎

  • @Nk32483
    @Nk32483 8 днів тому

    65$ in 2035? Seriously ? I’m Expecting 1000$ 🤣

  • @AvrahamStern48
    @AvrahamStern48 8 днів тому

    What a ride, I pulled out the initial investment and it's a play money now. Truth be told, it's overvalued and doesn't price in any risks, but I've been wrong before

    • @vinceisbullish
      @vinceisbullish 8 днів тому

      I think it has more to run.

    • @AvrahamStern48
      @AvrahamStern48 8 днів тому

      @@vinceisbullish I didn't say it doesn't, I'm saying that P/S ratio is stretched plus the risks are still remaining. If first Neutron explodes, or delays, you can expect blood in the street

  • @Ssssssssansan
    @Ssssssssansan 8 днів тому

    Guys should I start a position? I’m so late at $10 per share 😢

    • @vinceisbullish
      @vinceisbullish 8 днів тому

      Did you see the video? That is kind of what I’m trying to help with. Of course the decision is yours.

    • @Ssssssssansan
      @Ssssssssansan 8 днів тому

      @@vinceisbullish commented before watching, have now watched thank you!

  • @brandonj9270
    @brandonj9270 8 днів тому

    I hit a very similar RKLB valuation estimate by comparing SpaceX revenue to valuation. SpaceX worth 210b on 8.6b revenue per year. 24x multiplier. Apply that to RKLB 400m revenue and you get a valuation of close to 10b today, which would be a $20 share price

  • @MrFerrariF360
    @MrFerrariF360 9 днів тому

    Imagine rocketlab signs LUNR and ASTS launch contracts. Or better yet, they form some sort of alliance or deep partnership. Hahaha

  • @keithdelp2312
    @keithdelp2312 9 днів тому

    Truth be told, the only question is, where can you be involved in this type of company that is publicly traded. Once in a lifetime opportunity here at any price.

    • @beloved_lover
      @beloved_lover 8 днів тому

      If you like risk and you trust that the energy crisis and demand for nuclear power especially due to AI and continuously growing data center sector is a thing, you should look into companies working with Small Modular (Nuclear) Reactors. NuScale (Ticker: SMR <- funnily enough this is also the name of the sub category of this type of nuclear power) is one of them and can easily go 10-50x if given enough time and their product will sell in the future. But I will definitely keep pushing more money into LUNR and RKLB because private space industry isn't going anywhere and I have better understanding of it than nuclear power. But now that Google openly published that they have purchasing agreement with Kairos Power to deploy SMR Nuclear power for their data centers, I think we might finally see pilot cases in real life use for these new type of nuclear power plants. Interesting times ahead. Interesting about companies working with SMR technology is that in very long term it will likely be somehow utilized in private space industry, if they ever start making moon bases or bigger orbiting space stations that cannot run only on solar. But that's probably 30-50 years from now at least.

  • @felipecaceres9402
    @felipecaceres9402 9 днів тому

    my bro, you got like $700k in shares now, can you get a better mic? lol

  • @ksmr5473
    @ksmr5473 9 днів тому

    Shld have bought more. .anyway $11 is still way below its ipo price

    • @AvrahamStern48
      @AvrahamStern48 8 днів тому

      IPO price was $10

    • @taylorsukoshi6126
      @taylorsukoshi6126 7 днів тому

      ​@@AvrahamStern48 I'm down 64% still from IPO...

    • @ksmr5473
      @ksmr5473 5 днів тому

      @@AvrahamStern48 it hit $20 on ipo

    • @AvrahamStern48
      @AvrahamStern48 5 днів тому

      @@ksmr5473 It doesn't matter what it hit, IPO price was $10. If you repeat yourself you have no idea what IPO even means

  • @2150dalek
    @2150dalek 9 днів тому

    I don't think VAST space is on the stock market. I'd like to learn more about them.

  • @TG-rf2iu
    @TG-rf2iu 9 днів тому

    I’m topped out at 12k.😂

  • @camonthecoast
    @camonthecoast 9 днів тому

    Exciting times Vince! 🚀💯

  • @30AndAWakeUp
    @30AndAWakeUp 9 днів тому

    Im just going to keep DCAing until Neutron. After that I’ll see where things go.

  • @winterwolfsong
    @winterwolfsong 9 днів тому

    I think if successful Neutron launches will ramp much faster than Electron. Adam said the only reason they don't launch more Electron rockets is because the demand isn't there. Demand for Neutron should be greater since it's more economical. I wouldn't be surprised if they were doing 15 Neutron launches in 2027 if first successfully launched next year. By 2030 they should be doing at least 40 Neutron launches, again assuming they get the first one up next year. They already have the knowledge and experience of how to ramp up production.

  • @juleslim.9007
    @juleslim.9007 9 днів тому

    🚀🚀🚀

  • @dreamscapeaquatics7008
    @dreamscapeaquatics7008 9 днів тому

    Great video. I think we hit $35-40 a share before Neutron launches in 9 months.

    • @beloved_lover
      @beloved_lover 8 днів тому

      With promising deals for Neutron and continuous updates to show that it will be ready in time, maybe, but I am bit fearful if we get there that quick. Sustaining such a valuation would be hard if the future outlook doesn't look good enough. And we still don't know what there really is after Neutron, constellation(s) most likely, but we need to hear a lot of more to figure out what their business will be about after Neutron is operational.

    • @Othello379
      @Othello379 8 днів тому

      @@beloved_lover Yes, for a longterm holder it doesn’t matter what the share price does in the short term. What does matter is how the company is doing. Personally I don’t think the share price will go that high in the given timeframe and it seems to me that there tends to be a little explosion of these super bullish comments whenever a stock does big moves. My prediction is $20-25 for 2025 if neutron flies as planned, which also is super bullish but I’ve thought that for a long time. Of course there also is a rational reason to get more bullish on a stock when it does big moves, the stock gains attention and popularity and I also believe that a promising hyper growth company like rocketlab can be overvalued or prised with a multiple longer into the future. My point is to not get too carried away when the stock does big moves in a short amount of time. Cheers!