I agree that 2025 could be a stock pickers market or more of a sideways year before another run can begin. If it goes up further i will be happy but i really expect lots of sideways consolidation. Space Stocks could be the exception because everything points to strong returns, lots of business from the new administration and less regulatory hurdles. For Redwire, any positive development on Starship will be a big positive that could drive the stock higher while RKLB will benefit from positive Neutron news obviously. And i think the market is still underestimating the potential success of the first test flight. If it goes as planned in every way then the price could easily double especially when the investor sentiment in the space sector remains generally positive. I am also very positive on LUNR and ASTS going forward.
I'm still here with rocket lab🚀🚀🚀. I've started buying on April 1 2024 consistently each month. I respect those that have been through the ups and downs and haven't sold. Thanks Dave for keeping me updated with news. It's been an amazing year and 2025 will be even better when neutron launches. I'm a strong believer in this company. I've gained 6,126 shares all I can say is I wish could have bought more. Once neutron is online the company should be worth no less the 30.00 per share
If I were Peter Beck, I'd aim for a barge landing. The dynamics are well understood and you've got every opportunity to deliberately miss the barge if anything is off nominal.
I've been thinking about this aspect of Rocket Lab a lot, lately, and I don't know why. I might have missed it, but have they talked at all about their R&D in regard to their subsidiaries? They've talked about scaling their solar panels, reaction wheels, star trackers, and other components, but have they discussed expansion or innovation, when it comes to those branches?
@@aaronbarnard9816 not a Ton, the new larger reaction wheels are a fairly sizeable innovation and they obviously just got 50 Million of govt funding to expand and work on new products for Solar. I think there may have been a new separation system in 2024 but not positive.
LUNR crash after IM-1 can be attributed to their hard landing. They do a soft landing for IM-2, you might see prodigy taking but I very much doubt a ‘crash’
I think a reasonable portion of RKLB revenue is directly or indirectly associated with Government infrastructure or defense. Either by direct contracts or supply chain to other contractors for component supply including space management, controls and launch... On that basis, I am expecting a minimum increase on share value of 25% for the coming 12 months...If Q1 and Q2 look good with Neutron ready to launch Q3, I expect a 50% share price gain by next Christmas... I don't see a significant pull back post Neutron launch, as that launch qualifies RKLB to the big time... And the value goes to the moon...
Dave check Sidus Space, two Lizziesat now in orbit, the Lizziesat-3 in Q1, the company start to growth and generate revenue and maybe in the future profits...
11:35 - seriously! I doubt that - NASA should award contracts based on the merits of the applicants - It probably wouldnt be decided by Jared and he should not just award contracts to anyone just to show that he is being fair.
@@daveginvesting Admittedly we'll never know for sure unless/until both start launching frequently (which is much more likely for Neutron than Terran-R) but the predicted ISP for Archimedes is 320 seconds while for Aeon-R it's 350 seconds, so Aeon-R is somewhat more efficient and is rated to generate more thrust (0.75 kN for Archimedes vs 1.15 kN for Aeon-R). But you are absolutely correct, an open cycle engine does use a percentage of fuel for the turbo-pump that never finds its way back into the combustion chamber because it's dumped away as exhaust. A staged combustion design, AKA a closed cycle engine, does not waste this fuel but routes it back into the chamber after running the turbo-pump, so that usually results in a better ISP, you're right. I'm willing to stash my assessment on the shelf until both have several launches to provide more accurate figures, as opposed to just predictions. No major debate from my side. Thanks for another excellent video.
So excited to see what 2025 brings for Rocket Lab!
@@30AndAWakeUp should be an extremely big year!
I agree that 2025 could be a stock pickers market or more of a sideways year before another run can begin. If it goes up further i will be happy but i really expect lots of sideways consolidation. Space Stocks could be the exception because everything points to strong returns, lots of business from the new administration and less regulatory hurdles. For Redwire, any positive development on Starship will be a big positive that could drive the stock higher while RKLB will benefit from positive Neutron news obviously. And i think the market is still underestimating the potential success of the first test flight. If it goes as planned in every way then the price could easily double especially when the investor sentiment in the space sector remains generally positive. I am also very positive on LUNR and ASTS going forward.
@@SpielbaerLP I still can't decide on ASTS, it's really one that I should work more on
Great video. Decided to buy LUNR. Thanks for all the information and insights.
Thanks, I do consider them as a more speculative play.
Thank you for another great video. Merry Christmas! 🎄
Good job Dave 🚀👍✌️
Big D predictions are just the best ! Big D you’re simply the best !
Lol, thanks
Hey Dave, please answer me, is it too late to buy the stock ? Should I wait for any correction may happen? What is the best entry point right now
If anyone knew an answer to this, they'd be a billionaire already
If you buy now and can wait till 2030 through thick and thin, then now isn't a terrible time.
Happy Holidays to Rocket Lab
Thank you!
I'm still here with rocket lab🚀🚀🚀. I've started buying on April 1 2024 consistently each month. I respect those that have been through the ups and downs and haven't sold. Thanks Dave for keeping me updated with news. It's been an amazing year and 2025 will be even better when neutron launches. I'm a strong believer in this company. I've gained 6,126 shares all I can say is I wish could have bought more. Once neutron is online the company should be worth no less the 30.00 per share
Hi Dave, are you planning to revisit your 2924 predictions/forecasts and discuss what you got right/wrong? Might be interesting to reflect on that.
Sure, I'll wait 900 years for that reflection
@zupinu2000 whoops, danger of mobile typing!
@@jamesclark3911 great idea!
@@jamesclark3911 So hard to predict that far out. I'd invest in warp drive.
Thanks for the video
If I were Peter Beck, I'd aim for a barge landing. The dynamics are well understood and you've got every opportunity to deliberately miss the barge if anything is off nominal.
I've been thinking about this aspect of Rocket Lab a lot, lately, and I don't know why. I might have missed it, but have they talked at all about their R&D in regard to their subsidiaries? They've talked about scaling their solar panels, reaction wheels, star trackers, and other components, but have they discussed expansion or innovation, when it comes to those branches?
They've touched on their carbon composite manufacturing expanding out to do other Aerospace production.
@@aaronbarnard9816 not a Ton, the new larger reaction wheels are a fairly sizeable innovation and they obviously just got 50 Million of govt funding to expand and work on new products for Solar. I think there may have been a new separation system in 2024 but not positive.
LUNR crash after IM-1 can be attributed to their hard landing. They do a soft landing for IM-2, you might see prodigy taking but I very much doubt a ‘crash’
I think a reasonable portion of RKLB revenue is directly or indirectly associated with Government infrastructure or defense. Either by direct contracts or supply chain to other contractors for component supply including space management, controls and launch... On that basis, I am expecting a minimum increase on share value of 25% for the coming 12 months...If Q1 and Q2 look good with Neutron ready to launch Q3, I expect a 50% share price gain by next Christmas... I don't see a significant pull back post Neutron launch, as that launch qualifies RKLB to the big time... And the value goes to the moon...
i agree but what if the first launch of Neutron fail and that could happen
My prediction for RKLB - $50 by the end of 2025.
70
@@HypaWave1701 I can see it at 70$ too.
60 😂
@@boomshanka8743 bold prediction! I hope you are right
100 by 2030
Dave check Sidus Space, two Lizziesat now in orbit, the Lizziesat-3 in Q1, the company start to growth and generate revenue and maybe in the future profits...
I'm going to be happy even seeing a fully interrogated Neutron on the pad in 2025. Bonus points if they get a static fire done.
11:35 - seriously! I doubt that - NASA should award contracts based on the merits of the applicants - It probably wouldnt be decided by Jared and he should not just award contracts to anyone just to show that he is being fair.
Perhaps I am being too jaded.
I love Rocket Lab, I'm a shareholder, I wish them nothing but success, however, Relativity's Aeon-R engine does appear to be superior to Archimedes.
@@schrodingersjet1043 care to expand on that? From what I understand their engine cycle type is considered less effecient.
@@daveginvesting Admittedly we'll never know for sure unless/until both start launching frequently (which is much more likely for Neutron than Terran-R) but the predicted ISP for Archimedes is 320 seconds while for Aeon-R it's 350 seconds, so Aeon-R is somewhat more efficient and is rated to generate more thrust (0.75 kN for Archimedes vs 1.15 kN for Aeon-R). But you are absolutely correct, an open cycle engine does use a percentage of fuel for the turbo-pump that never finds its way back into the combustion chamber because it's dumped away as exhaust. A staged combustion design, AKA a closed cycle engine, does not waste this fuel but routes it back into the chamber after running the turbo-pump, so that usually results in a better ISP, you're right. I'm willing to stash my assessment on the shelf until both have several launches to provide more accurate figures, as opposed to just predictions. No major debate from my side. Thanks for another excellent video.
@@schrodingersjet1043 thanks for that info, very detailed! They do seem to be going very conservative on the engine front.
@@daveginvesting Aeon-R = open, Archimedes = closed, sorry if unclear. Closed is usually better but open was good enough for Saturn-V.
@@schrodingersjet1043What a gracious and considered reply. Miaow.
The renovation looks so different.
It's almost looks unreal! 😂
@@braydeny LOL I contemplated turning the background off but not quite yet...
@@daveginvesting Looks good, you look more professional now!
@bouchmakaveli5325 lol, "Look" is the key word there!
@@daveginvesting hahaha can't wait to see the room
Why do you feel so strongly that Jared will reverse the decision for MSR?
@@rodneyhuffman4112 I wouldn't say strongly, just kind of a guess but it's more like 60-40.
The LVR program big contract potential for IM...
🚀 🚀 🚀
Possibly a big year for space and quantum stocks 🤞
First :)