Takeaways From My Peter Beck Interview & The Questions I didn't have time to ask!
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- čas přidán 31. 05. 2024
- Discussing my takeaways from the interview with Peter Beck & Adam Spice as well as the state of the channel.
Channel Membership: / @daveginvesting
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Twitter: / daveginvesting
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Thanks for the follow-up. Congratulations on doing the interview! I'm so glad we have people like you who keep retail investors like us in the know. Much better information than we could ever get from the mainstream media.
Your subs will go through the roof once the thesis starts to play out and the stock starts running up. You have set an outstanding foundation for the future of the channel.
Thanks, hope so!
I don't care about retail investing but I am interested in Rocket Lab. That's why I'm here. I suspect that I'm not the only one.
EDIT: there's northing wrong with retail investing. I'm saying that I'm only interested in Rocket Lab and its products and services. There's an audience for that alone.
You should consider investing 💰
He mentioned the retail community, which, without it, this interview probably wouldn't have happened.
@@braydeny I do invest - almost my entire income is from investing - but I don't invest in individual companies. I regard that kind of investing as gambling and I don't gamble.
@@jchidley All forms of investing is a gamble. I think you mean investing in individual companies is risky.
@@Admimistrator All investing is risky. It's all about risk vs reward. Investing in a small number of stocks is inherently way more risky than any kind of balanced portfolio of many stocks. I don't invest in individual stocks because I believe that that kind of risk (and volatility and costs) isn't worth the reward. Other reasonable people feel differently about those kind of trade offs.
The editing was also especially nice. That little close up on the fairing question was particularly funny, well done Dave
Long time listener, many times commenter.... Dave. That interview was awesome, great guidance, good questions.
Im hoping that Rocket Lab will actually have a project to have a LEO Destination. And also a LEO Fuel Destination.
Any partnership with any logistics company? Ocean vessels tracking?
Will Rocketlab get into producing their own fuel company for their own rockets?
Will they have a Photon RocketLab Constellation for tracking, GPS type , communication?
Last question, are data from Classified Haste Projects Rocket Labs property? Does the Haste classified flights appear in the quarterly or annual earnings? Or will they even reveal in that years results? Are they gonna do Neutron Haste?
Yeah they do reveal the haste revenue it's just the payload stuff that is super secret. A Leo destination would be super cool!
It was a great interview, Dave!
I work at RL and watched a lot of your content while preparing for job interviews last year. Keep doing the good work!
Great to know we have a connection to someone who works at RKLB. We retail investors- I would venture to say that most of us are space nerds. So our support and belief in your company is genuine. We aren't just here to try and make money from the stock.
Thanks Damian, Always cool to hear from RL employees!
NZ or stateside?
This interview was a inflection point for the channel Dave
It was an awesome interview and nothing to regret. I wish everyone interviewing Peter and Adam would ask good questions like you. We would know much more about Rocket Lab. I am sure you qualified for a second interview in the future. Happy for you that you got the chance to interview both. You earned it!
Don’t worry about “flooding” us, Dave! Love all the content you put out.
Not gonna lie Dave, I thought you were super composed and did a nice job. Quite professional. Vince was nervous 😂 Matt was slightly excited and possibly turned on 🍆 😅
LOL thanks Adam, not sure I needed that thought in my head about Matt though 🤣
Great. I was waiting for this one after the interview. 👍🏼
Great interview…it looks like a really well run company, just imagine the company in 15 years. 🚀
Well done Dave!
You did great Dave!
Thanks!
Beck was polite about RTX "giving up" more like they got canned and lost the certification fought it and lost again. I feel this is massively important as investors to pay attention too...
again awesome stuff, def one of the more comprehensive channels I stumbled upon a while back I do appreciate the time you spend I know it is labor some! gracias
Game changer for sure!
You cleaned up your office for the interview. I agree with your comments on Peter Beck. 👍🏼
Now it's time for the Fiance to make a mess again 😅
Awesome interview! thanks, Dave!
Thanks again :)
You should be proud of the achievement, I can imagine it was very tough to start and keep up a channel and wait for traction to come, but your consistent, honest and no click bait videos clearly show you deserve every follower, well done and to the next video with PB and AS! 🎉
Super congrats for gaining access. Next great questions.
PB keeps his cards close to his chest yet is very approachable.
Where is it going?
New channel member here. Thanks Dave! I appreciate your take on RKLB!
Thanks, Welcome aboard!
Both Peter and the Accountant are very well grounded in there respective specialties... That is what I look for in an investment in a company. I never trust the car sales pitches, or the over hyped rubbish you see from time to time. 30% of my portfolio is with RKLB... Very safe bet...
Great video Dave. Awesome work.
I hope one day we can look back on these videos talking about being a good buy @ $4 like some old tesla investing videos when the company was still comming together and there were a lot of people saying they would fail
Hope so! I could see it happening.
Great Dave 😊😊
I was hoping you’d ask… Should I buy more Rocket Lab in the morning?
Do you think there will be any satellite damage from the G5 geomagnetic storm? Perhaps RKLB will get some emergency contracts to replace some damaged birds. The storm made me realize how valuable RKLB really is. Imagine a Carrington Event or greater.
When they say they're going to be launching 50% of their own payloads, it still needs customers that reach out to buy a service. They build the satellite, launch it, and get the service to them. Rocket Lab owns the satellite but provides the service. So this still needs demand, I don't think they will launch themselves satellites for no reason without knowing what service is needed. It's not going to be like StarLink where they are establishing a whole new market segment and delving into telecommunications.
Good job Dave 👍✌️
Well done!
Thanks!
Would love to hear someone ask him about the replacement of the bridge over Cat Creek - 2027 completion. Not sure how RL is going to get their first stage over the existing bridge which is quite steep and has structural issues.
I added another 1k shares
After watching your interview with Peter it’s made me even more bullish!
How can you be optimistic? Electron rockets are still not fully reused, neutron rockets are lagging behind with their first launch in the middle of next year, and competitors are at least ahead of Rocket Lab in engine hotfire tests. What is the basis for that?
@@user-rn1qw1de5y Oh brother! What competitors have 47 successful launches in the bag?
We are moving it
Its happening bro. So happy for you
TY.
Two things, one you need to learn to control the conversation, don't just let them ramble on. Two would you do other ceo's like Relativity, Firefly or Redwire? Other than that cool interview.
I would love to interview other CEO's if I get the opportunity.
@@daveginvesting Firefly would be awesome. I'm almost certain if you approach them they will be receptive.
Cute fur baby.
SpaceX is successful because Musk/Shotwell joint leadership. RL has similar leadership structure with Spice doing good job of running company day to day allowing Beck to focus on technology side of business. If the unthinkable happens to Beck, RL will still be in good hands.
I think that is a great observation, didn't even really consider that similarity.
The monkeys on acid (market) has been having fun all week :)
Nice job Dave! Great interview and follow up videos.
Surprised you didn’t asked him about a Neutron Heavy or the human capsule
While the capsule is interesting we've heard the question asked before so I didn't think there's much new to be learned right now. Neutron Heavy didn't occur to me, do you think it will happen one day?
Where’s the plant?😂
Lol it went back outside now that winter is over but unfortunately it didn't make it :(
First
I think technically I was still first 😁