Space Portfolio Updates: Rocket Lab, Redwire, Intuitive Machines & More!

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  • เผยแพร่เมื่อ 23 ธ.ค. 2024

ความคิดเห็น • 83

  • @dphuntsman
    @dphuntsman 2 หลายเดือนก่อน +9

    RKLB also benefits from the SpaceX effect; i.e., since most folks can’t invest in SpaceX, RKLB really is the next closest thing to ‘the next SpaceX” that the non-space public can really invest in; not really any other alternative. - Dave Huntsman

  • @professorquack8895
    @professorquack8895 2 หลายเดือนก่อน +6

    Havnt even watched this yet and I know it’s gonna be a good one. Thanks Dave 👊

  • @camonthecoast
    @camonthecoast 2 หลายเดือนก่อน +4

    Nice update Dave. It certainly is easy to reflect back and say ‘I wish I bought more’ as many do, but I’ve held firm to what was committed was enough given the risk. Great to see the stocks up. It may still be a rollercoaster yet but it’s a long term ride on a company I have a deep belief in and also their ability to find their niche and execute profitably in time. I recall we both thought via X that RLKB had jumped up earlier than expected. It sure has! But I’m far more comfortable with the holding now because of it. 2025 could be massive if they execute all they have planned on time.

    • @daveginvesting
      @daveginvesting  2 หลายเดือนก่อน +1

      Excited to see what this company has in store for us over the next 5 years!

  • @happyplace8900
    @happyplace8900 2 หลายเดือนก่อน +7

    I'm still here with rocket lab!

  • @deezmemes7253
    @deezmemes7253 2 หลายเดือนก่อน +2

    Nice summary at start - Arnold underground as TSLA was the cherry on the cake - and congrats for the returns.
    Went from zero to all in RKLB right after rate cut - have no others in your portfolio - no options nor trading, just holding for long.

    • @daveginvesting
      @daveginvesting  หลายเดือนก่อน +2

      That is some very strong conviction! seems to have been working well for you!

  • @RandallAmes
    @RandallAmes 2 หลายเดือนก่อน

    That was great, Dave! Missed your reporting and analysis, thank you for bringing this to us and sharing your strategy and decisions on your portfolio. Really helps a lot. Looks like you made some very good and careful decisions.

  • @nickfutter6544
    @nickfutter6544 2 หลายเดือนก่อน +1

    Great video and congrats on the portfolio performance. I will be playing long On RKLB for a long time

  • @j.m.7715
    @j.m.7715 2 หลายเดือนก่อน +2

    MIT has a page on Morning Star Venus missions. First will be the Rocket Lab Venus Life Finder with targeted launch Jan 2025, that's in 2-3 months. The next missions are 2026 series of Venus habitability missions, and 2041 Venus cloud sample return mission. If Rocket Lab does the 1st mission well, it has a chance for more business with these subsequent progressively more sophisticated planetary science missions. And a successful MSR, if Rocket Lab is so lucky to get it, would further help as a reference.

  • @cyberface3000
    @cyberface3000 2 หลายเดือนก่อน +5

    Great portfolio performance!

    • @entwine
      @entwine 2 หลายเดือนก่อน

      Yeah, that was very good

  • @brentandrews5945
    @brentandrews5945 2 หลายเดือนก่อน +2

    Still in RKLB, and RDW, 😊😊 thanks for the update...

  • @Matt-lab
    @Matt-lab 2 หลายเดือนก่อน

    Nice video. Like the transparency and very relatable as always.
    Been following and liking for a while but will comment more to help your algorithm. 😜

  • @ClydeBosco
    @ClydeBosco 2 หลายเดือนก่อน +3

    Love these videos, Dave!

  • @dphuntsman
    @dphuntsman 2 หลายเดือนก่อน +3

    A bottom line difference between Redwire and RocketLab: RocketLab is a ‘well-integrated” company; even as it’s done acquisitions, its management has ended up making sure that its parts make up a better integrated whole. I don’t consider Redwire really ‘integrated’ per se; it’s more an amalgam- a collection- of the companies they’ve acquired. The parts do Not synergistically help each other and the greater whole like the equivalent on RocketLab. So that’s essentially kudos to Peter Beck, and the Board of Directors that supports him. - Dave Huntsman

    • @deezmemes7253
      @deezmemes7253 2 หลายเดือนก่อน +2

      This ☝ - I have been in multiple big Silicon Valley companies and it is unbelievable how badly most acquisitions end up after absorption. I was blown away reading how well Beck and team actually was able to make all their acquisitions fire with all cylinders after the mergers. That alone pointed to exceptional execution. Add to this technology execution and we are talking about an exceptional company. Long RKLB.

  • @joev5336
    @joev5336 2 หลายเดือนก่อน +2

    LUNR will get a RKLB type run soon. Dont forget about it.

  • @gccchc2449
    @gccchc2449 2 หลายเดือนก่อน +1

    OK. OK. Now I get why RKLB went x the last little while.
    Mrs Dave G was distracted and the market went wild.

  • @Mark_Kiwi
    @Mark_Kiwi 2 หลายเดือนก่อน +2

    Nice video Dave. Might have another look at redwire... my 2027 $RKLB LEAPS are doing well... 🙂

    • @mdewsnip6076
      @mdewsnip6076 2 หลายเดือนก่อน

      Hi Mark, if you don't mind sharing I'm curious how you get on with FIF tax. Do you have an accountant that calculates it for you? How much does it work out to be, as a percentage of your portfolio? I'm just under the $50k limit on overseas shares and would like to keep buying RKLB but don't want too much hassle. Cheers

    • @Mark_Kiwi
      @Mark_Kiwi 2 หลายเดือนก่อน

      @@mdewsnip6076 hah! I get around that by living in the good ol' USA! All my RKLB stock is in my retirement account, so no capital gains tax either...

  • @SpielbaerLP
    @SpielbaerLP 2 หลายเดือนก่อน

    I had to sell my RDW and a fourth of my RKLB position when i came close to a real estate buy that unfortunately did not happen in the end. Bought back into RDW but left RKLB unchanged, it is still my second largest holding as of now. RDW is now half the position size as before but i am going to add more on pullbacks just as usual. I also added a new but small position in ASTS which i intend to grow further. It is painful to sell such positions after all these years of holding especially when they are finally in the green and continue climbing. Thankfully they did not run too much since my sell.

    • @daveginvesting
      @daveginvesting  2 หลายเดือนก่อน

      Hopefully you won't have too big of a tax bill with those capital gains! I am also looking at a new house soon ish and will be needing to make some sales :(

  • @label2487
    @label2487 2 หลายเดือนก่อน +1

    At the price RKLB is right now would it still be good to invest ?

    • @j.m.7715
      @j.m.7715 2 หลายเดือนก่อน

      IMO RKLB is a multi-bagger from current only near-IPO level, given the many huge growth catalysts (Neutron, deep space/MSR, satellite division, constellation biz, nat sec launch and satellites) and Sir Peter's and team's excellent technological and financial execution record. The end-to-end vision provides long term competitiveness and a big moat in the fast growing soon trillion-dollar TAM space industry.

  • @GB-os5yy
    @GB-os5yy 2 หลายเดือนก่อน +1

    Welcome to Redwire, would like your take on constellations vs habitats vs in space manufacturing vs on surface ops, ect. For business growth, profit, ect.

  • @thegreatgiginthesky387
    @thegreatgiginthesky387 2 หลายเดือนก่อน +3

    Still holding onto my RKLB. $3.87 avg. wished I could’ve gotten more back then but that’s the way it goes…

    • @daveginvesting
      @daveginvesting  2 หลายเดือนก่อน +2

      Yep, no matter how many shares I bought I probably would've always felt that way!

  • @Beveelyhillbilly
    @Beveelyhillbilly 2 หลายเดือนก่อน

    I just buy the stocks. Thanksnfor the report great content.

  • @j.m.7715
    @j.m.7715 2 หลายเดือนก่อน +2

    Looks like markets will have a correction thanks to the Fed suddenly refusing to continue interest lowering. Unfortunately the small cap will suffer from this more than large cap as now money again wants to go from risk to safety. I wish the Fed would stop the long lasting policy that so hurts investing in new businesses.

    • @daveginvesting
      @daveginvesting  2 หลายเดือนก่อน +1

      I will have to keep watching to see if this leads to a good buying opportunity!

    • @j.m.7715
      @j.m.7715 2 หลายเดือนก่อน +1

      @@daveginvesting That's the positive take as (I share this view) RKLB has unique huge company-specific catalysts and if the upswing without news turns to correction, news will have a bigger relative impact up. NASA days ago published the MSR committee and select criteria where timeliness was underlined, architecture recommendation result due by end of year. MIT representation (Venus mission) in steering, ESCAPADE situation, Neutron progress and certain other tidbits make me think RKLB has an improving chance. Hoping for a positive outcome.

  • @peterpalumbo1963
    @peterpalumbo1963 หลายเดือนก่อน

    Bottom line is do what you feel is right and do not worry too much about what others say.

  • @nickfutter6544
    @nickfutter6544 2 หลายเดือนก่อน +1

    I think you should have a closer look at Blacksky. They are very undervalued

    • @AlaTaiwanStair
      @AlaTaiwanStair 2 หลายเดือนก่อน

      He did like a month ago.
      The EO industry as a whole might be undervalued, but it’s also kind of a crap business. That said I at least have a small position in BKSY.

  • @GONIO2024
    @GONIO2024 หลายเดือนก่อน

    THANKS FOR VIDEO

  • @stanmarge6326
    @stanmarge6326 2 หลายเดือนก่อน +1

    I bought 5 Jan $500 $TSLA call yesterday for $10K. Seems like everything is stacked against them at the moment.
    I would have loved to get in at a lower price point but

    • @daveginvesting
      @daveginvesting  2 หลายเดือนก่อน

      Wow, that is an interesting one!

    • @stanmarge6326
      @stanmarge6326 2 หลายเดือนก่อน

      @@daveginvesting I kept $12K on the sideline in case it breaks below the $200, I’ll add to my position and will be all in 80% $RKLB leaps and 20% $TSLA leaps

    • @stanmarge6326
      @stanmarge6326 2 หลายเดือนก่อน

      @@daveginvesting these were $41 one month back I bought them @$22.1. If they hit $41 again I’ll sell and buy something else, unless $TSLA keeps ripping which could really happen giving the new car coming soon.
      New product line = hype. True for Neutron, true for the cheap Tesla car

  • @khale740
    @khale740 2 หลายเดือนก่อน

    Dumped Redwire today after nice run. Cash flow is there Achilles heel. Holding Rocket Lab. Look for 10-15% pullback around 13. Then again, my crystal does get foggy sometimes.

  • @Beveelyhillbilly
    @Beveelyhillbilly 2 หลายเดือนก่อน +2

    Added small amount to rklb this day

  • @theotherside93
    @theotherside93 2 หลายเดือนก่อน +1

    Blacksky should be in there right now?’ Much love Dave if not I got BKSY leggoooo rocket labs also 🔥

    • @daveginvesting
      @daveginvesting  2 หลายเดือนก่อน +2

      I have not added Blacksky but they could be interesting, I need to take a deeper look at them!

    • @theotherside93
      @theotherside93 2 หลายเดือนก่อน

      So you think $LuNR has more upside potential? I can tell you off the top of my head that they had 3 straight quarters positive adjusted ebitda and should have and announce over 320 million in contracts on their next earnings call I think you’d like what they focus on for the NGA national geospatial intelligence agency for the 🌍 🌎

    • @theotherside93
      @theotherside93 2 หลายเดือนก่อน

      So you think $LuNR has more upside potential? I can tell you off the top of my head that they had 3 straight quarters positive adjusted ebitda and should have and announce over 320 million in contracts on their next earnings call I think you’d like what they focus on for the NGA national geospatial intelligence agency for the 🌍 🌎

    • @dphuntsman
      @dphuntsman 2 หลายเดือนก่อน

      @@daveginvestingPlease do. I’m confused about its performance. - Dave Huntsman

  • @Pennywise505
    @Pennywise505 2 หลายเดือนก่อน

    I have both RKLB and RDW in my portfolio. I’ve made a good chunk of change trading LUNR…

  • @jimmypage1969
    @jimmypage1969 2 หลายเดือนก่อน +1

    Sold all my Rklb shares. I'm going to buy back in if it drops by 20% or more, if not, oh well. No regrets.

    • @ItsSeals
      @ItsSeals 2 หลายเดือนก่อน

      You’ll regret it you need to pay taxes on those gains too

    • @jimmypage1969
      @jimmypage1969 2 หลายเดือนก่อน +2

      @ItsSeals I've accounted for that, and now im currently looking at a new motorbike and drumkit. Like I said, no regrets.

  • @Krasinski1
    @Krasinski1 2 หลายเดือนก่อน +1

    30,000 RKLB shares and holding... I wana say I wish I bought more in the 4's, but I damn near spent every penny on this earth I had... 🤣

    • @daveginvesting
      @daveginvesting  2 หลายเดือนก่อน

      Well Played sir!

    • @Krasinski1
      @Krasinski1 หลายเดือนก่อน

      @daveginvesting not celebrating until 50

  • @Ahdbfbfbeh
    @Ahdbfbfbeh 2 หลายเดือนก่อน +1

    Should I still be buying rocket lab?

  • @theotherside93
    @theotherside93 2 หลายเดือนก่อน

    I’m getting the same hate for $BKSY I have $RKLB and $LUNR as well but haters will hate ignore them please dude your 🔥

    • @dphuntsman
      @dphuntsman 2 หลายเดือนก่อน +1

      I’d like someone smarter than me financially to do a dive into BKSY. I honestly don’t understand why they don’t seem to behave financially as well as I think they are doing technically. (Past experience says, that usually means I’m missing something…..) - Dave Huntsman

    • @UghIHateTheseThings
      @UghIHateTheseThings 2 หลายเดือนก่อน

      @@dphuntsmanI agree Mr huntsman

  • @make6766
    @make6766 2 หลายเดือนก่อน +4

    I would not worry about the haters, you can only be good when you have haters 😂😂😂. I just ignored those comments and stopped following them! Love your insights and keeping it level headed!

    • @daveginvesting
      @daveginvesting  2 หลายเดือนก่อน +1

      Thank you, I will do that!

    • @dphuntsman
      @dphuntsman 2 หลายเดือนก่อน

      @@daveginvesting”It is good that a man has enemies; it shows that he has lived a life of worth’. Old Cherokee Chief.

  • @MrSoriano91
    @MrSoriano91 2 หลายเดือนก่อน

    Bravo

  • @lionheart93
    @lionheart93 2 หลายเดือนก่อน

    u a billionaire now. remember us little ones sir

    • @lionheart93
      @lionheart93 2 หลายเดือนก่อน

      what made u put 66k into rklb just like that?

  • @gccchc2449
    @gccchc2449 2 หลายเดือนก่อน

    No surprise about Tesla..
    The competition have plenty of market given the premium placement of Tesla vehicle.
    Technology quickly age's.

  • @Jeff-so9lt
    @Jeff-so9lt 2 หลายเดือนก่อน +2

    Rocket Labs has their own rockets. 🛰🚀

    • @j.m.7715
      @j.m.7715 2 หลายเดือนก่อน

      Yes, RKLB still cheap if one prices in its growth potential and execution track record.

  • @BlackDiamondWoodCraft
    @BlackDiamondWoodCraft หลายเดือนก่อน

    I'm up $500 in 2 months trading LUNR

  • @terrya448
    @terrya448 2 หลายเดือนก่อน

    I agree, analytics isn't everything. I got to like the management most of all. Only exception is Elon.

    • @dphuntsman
      @dphuntsman 2 หลายเดือนก่อน +1

      Well, remember; there are TWO Elons. The “Good Elon” is the Elon of planet-changing SpaceX, Tesla, and hopefully Neuralink. He’s totally fact, data, and “first principles’ driven. The “Bad Elon” is none of those, unfortunately; he was created when he started watching Fox in early 2020. - Dave Huntsman

    • @terrya448
      @terrya448 2 หลายเดือนก่อน

      @@dphuntsman I agree with you completely. But my wife will never allow me to buy a Tesla because of him.

    • @dphuntsman
      @dphuntsman 2 หลายเดือนก่อน

      @@terrya448 See, that’s recently also become an emotional quandary for me as well: It’s one thing to have stupid or even dangerous opinions. BUT…..when Elon uses his Tesla stock to FUND (including backing up/serving as a backstop, to his donations) to a known insurrectionist and threat to the country and the planet…..it then crosses a line for the first time ever: it means that when i consider buying a Tesla- which is a dream of mine, that I really WOULD be supporting that activity. Really. - Dave Huntsman

  • @joblesstess
    @joblesstess 2 หลายเดือนก่อน

    Could you please add chapters to you videos??

  • @peterarmstrong8613
    @peterarmstrong8613 2 หลายเดือนก่อน +2

    Your wife must be cheesed off about selling her RKLB at 7.

  • @Beveelyhillbilly
    @Beveelyhillbilly 2 หลายเดือนก่อน

    I wisssh i bought redwire

  • @joblesstess
    @joblesstess 2 หลายเดือนก่อน

    Could you please add chapters to you videos??

    • @daveginvesting
      @daveginvesting  2 หลายเดือนก่อน +1

      I will try to make a note to do that! I have automatic chapters enabled but it doesn't seem to work well.