Rocket Lab Weekly Hostile Takeover

A discussion about market activity and performance for various space sector companies. Provides an overview of events for rocket lab and other companies and provides financial insight from the participants

• Rocket Lab (RKLB) :
     Bullish outlook - Portfolio is down, but seeing market dips as buying opportunities. Good things are happening with Firefly and new launches. Still believes in Flatlight and Neutron projects. Views prices below $20 as a buy.
• Redwire (RDW) :
     Bullish outlook - Bought back into the stock for $0 after trimming position in November and December. Position size increased by 14%.
• High Tide (HITI) :
     None outlook - Mentioned High Tide as a company, but no opinion was provided
• Shift4 (FOUR) :
     None outlook - Considering buying more, but waiting to see how a few things pan out.
• ASTS (string) :
     None outlook - ASTS was mentioned in terms of Flatlight market, but no view was provided.
• Starlink (None) :
     None outlook - Starlink was mentioned in terms of Flatlight market, but no view was provided.
• Intuitive Machines (LUNR) :
     Bearish outlook - Mission didn't complete most of its objectives. Landed sideways and the discussion thinks there could be additional fallout from it.
• Firefly Space (None) :
     Bullish outlook - Firefly Blue Ghost successful landing was good for Rocket Lab, thinks when the market realizes it's not so easy to just put a lander up it only amplifies Firefly
• Blue Origin (None) :
     Bullish outlook - Starship failures were viewed as a benefit to Blue Origin
• SpaceX (None) :
     None outlook - SpaceX has a different development philosophy and seemingly endless amounts of money.
• Black Sky (SGLY) :
     Neutral outlook - Thinks the selloff after their earnings was an overcorrection and that earnings were positive. Management compensation and SBC is a flag.
• Planet Labs (PL) :
     None outlook - still has some shares of planet labs, no view was provided.
• Viasat (VSAT) :
     None outlook - Viasat is a customer but its impact or value was not clear.
• Lockheed Martin (LMT) :
     None outlook - Northrop Grumman vs Lockheed Martin - Haste comparison of program, but no view was provided.
• Northrop Grumman (NOC) :
     None outlook - Northrop Grumman vs Lockheed Martin - Haste comparison of program, but no view was provided.
• Amazon (AMZN) :
     None outlook - One of the participants thought, but was unsure, that they could be the 11% customer discussed.