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The original was posted on /r/wallstreetbets by /u/Aggravating-Ad-6777 on 2024-08-19 19:13:27+00:00.
RKLB finally getting the attention it deserves.
Great vertically integrated space company run by competent management.
No matter where the commercial space industry goes, RKLB is gonna have a piece. Whether that's satellite building, space solar panels, space related software, etc... RKLB is planning on doing it all.
Launch is a low margin business that doesn't make any money and no-one wants to compete on launch. What is important is what being a big launch provider enables. And that is to be primed to grab whatever piece of the space economy pie that shows itself. Essentially, if something like space mining is shown to be viable, then whoever has launch capabilities can immediately pivot to that. You can already see the transition as the space systems (non-launch stuff like satellites) part of rocket lab is printing money and is quickly going to overtake launch as the primary revenue generator at RKLB. IMO, it's gonna be RKLB and SpaceX in the end and everyone else is just going to be fighting for scraps.
Edit: Added positions
