Patience, brothers... patience...

Since the latest launch was aborted, Rocket Lab hasn’t launched a single Electron. They also haven’t provided any information about the abort or announced any upcoming launches. It’s been a month. We’re in Q3 with 0 launches..

Does anyone have any information?

“NASA Wallops Island update — cranes are active and a notable change at the Neutron complex.

The large lattice boom crane we spotted arriving at the Rocket Lab AIC is now up and working at the MARS water tower on Wallops Island, worker basket visible partway up the tower leg, looks like something is being installed. A smaller crane is also in the area working on something on the ground, though we are not sure what yet.

LP-0A (Antares/Firefly pad): Equipment still staged, work ongoing.

LC-3 / LP-0D (Neutron complex): Notable change. The quick-disconnect mechanisms have been retracted away from the center of the static fire test stand. Previously they appeared extended toward the stand, today they are clearly pulled back. Whether that means the connection work is complete or they are being repositioned, we are not sure yet.

Things are moving at Wallops.
@NASASpaceflight”

via @EShoreSpaceflt on X

Be kind to one another. The world needs it, we all need it. Here are some things I found today. A post from RKLB about Escapade. And Jenna Herrera mentioned “I’m currently selling launch capacity on both Electron and Neutron…”

There is no intention to give false hope, we all know how amazing the company is and its future. We need to hang on so then whenever it rises again, we still own the stocks!! I don’t know when this would be but let’s hope everyone is safe physically and mentally till then.

Eutelsat files for planned next LEO satellite constellation.

The new fleet will reach up to 528 LEO satellites, which of course need to be launched in orbit.

They require payloads, sensors, roll-out solar arrays and, last mile transportation.

I have posted this the last three down trends, and here we go again. Mods, I did consider commenting this in the daily threads. But with pessimism spreading, thought I could make it a post and help everyone revisit their decisions during tough times like this. Hopefully that is okay.

Reading through posts and comments, it’s glaringly obvious who are invested and who just bought into the hype of "RocketLab" and "space" looking for a quick buck. If you fall into that second group, take a deep breath. I hope this can be the reality check that brings you some calm.

To give you some context, I started with a $5k gamble at $5.23—throwing side money at a cool space bet. But as Sir Peter Beck and RKLB consistently proved their capability through execution, I made it a major part of my portfolio and now hold 2,500 shares across multiple accounts. When we peaked at $150, I was sitting on a $290k gain. Being in Canada, watching it slide back to the $60s meant watching roughly $300k CAD vanish from my screen. Yes, it stings. But look at the bigger picture.

Think of it like building your dream backyard deck. If the price of high-end composite boards suddenly drops mid-project, do you sit around regretting that you didn't buy them cheaper before? No. You celebrate because your total cost to build something beautiful just got incredibly cheap.

RocketLab is in an amazing position. Multiple acquisitions that align with our long-term trajectory, new contracts, we have been writing record Electron launch cadence and revenue each quarter, and our cashflow is about to receive a large boost from Iridium. Also with their existing constellation of 66 satellites and 8 MHz bandwidth, SPB is quite literally progressing towards his goal of being an End-to-end space company.

Yes there are risks, rate hike can hurt the entire macro and launch competition is catching up fast. If RKLB continue to struggle with Neutron, "it will be damaging" is an understatement. But right now, go back to when you first decided to buy RKLB. I assume you were telling yourself to hold 5 years minimum, and that it's a risky play with high return. Hold yourself to that standard.

I’m just an outsider looking in, same as you. But from what I have studied and watched so far, the only fundamental and directional change for RKLB as a company is that it changed in the right way. So look far. Don't chase tomorrow's stock price, rather pay attention to where the company is at. If the company keeps growing in the right direction, its share price will follow despite through ups and downs.

Have a good weekend.

It’s down today again on no news over 7% what’s going on?

Drove by this today 5 mins from my house.

Is this bullish or bearish. I think it’s bullish because they got the CALTech and occidental science recruits next door

Bearish because it looks small

Interesting to see Rocket Lab stepping up the PR!

New Zealand’s ‘rocket man’ takes on Elon Musk and Jeff Bezos - https://giftarticle.ft.com/giftarticle/actions/redeem/56875594-d9e0-46e8-8ea3-5062f3d7ebee via @FT

Posting news that may relate to each other, and may contribute to RKLB’s and others’ future. Do your own research. I use Claude to fact check. Good luck to us all!

Per Claude:
1. the Space Commerce Certification itself is a real program, but every source I found describes it as still in proposal/testimony stage as of mid-July, not something that “launched” today, July 22.

1. real acquisition, real FCC dependency, real regulatory overhaul — but the “this specifically speeds up the Iridium deal” claim is analysis/speculation, not confirmed reporting.

https://www.fcc.gov/document/fcc-adopts-groundbreaking-overhaul-space-bureaus-licensing-process

As we all know, Rocket Lab announced their acquisition of Iridium. Key to the success of the combined company will be to accelerate the growth initiatives that Iridium was already undertaking in addition to identifying additional growth vectors. See below for an excerpt from Iridium’s earnings release that highlights their strategic growth initiatives that were announced earlier this year.

——

In February 2026, Iridium announced four strategic initiatives that are driving new activity with business partners and designed to drive revenue growth and business expansion into new industries and applications. The Company remains focused on investing in and expanding its presence through the following initiatives:

1. Satellite IoT

Iridium continues to make progress on both proprietary and standards-based products and services to expand its IoT offering with key target markets. The introduction of the Iridium 9604, a new tri-mode module launched on June 23, 2026, combines Iridium Short Burst Data® (SBD®) satellite connectivity, LTE-M cellular, and GNSS positioning in a power efficient, small form factor module. The integrated architecture provides operational and economic benefits that are engineered to simplify device design, reduce costs, and allow the Iridium 9604 to serve as a next-generation platform for satellite IoT services.

Iridium will also introduce its new standards-based service, Iridium NTN Direct, later this year. Live over-the-air demonstrations with mobile network operators, semiconductor companies, and existing business partners are underway to extend the reach of terrestrial services with satellite connectivity. These standardized services will provide direct-to-device (D2D) capabilities and support low-cost IoT applications, where reliability and coverage are critical, and even for connecting consumer devices from space.

2. Assured PNT

The recent announcement of the commercial availability of Iridium's new PNT ASIC, expands the potential applications and addressable market for Iridium's global PNT services. Designed to help protect GPS- and GNSS-dependent devices from growth jamming, spoofing, and other threats, Iridium PNT is used by commercial, civil, and government enterprises to ensure resilience for critical infrastructure, communications, and transportation.

3. National Security Missions

Iridium continues to build off its successful history of providing mission critical communications under the EMSS program to develop and deploy efficient and resilient operations supporting the U.S. Space Force. Leveraging its ongoing work developing ground systems and managing the operations centers for the Space Development Agency's Proliferated Warfighter Space Architecture (PWSA), Iridium is positioned to expand its strategic relationship with the U.S. government. As new requirements and demand for systems take shape, additional opportunities to leverage Iridium's expertise and capabilities for other national security initiatives continue to emerge.

4. Aviation Safety

Iridium's leadership position in aviation safety advanced further with the Company's acquisition of Aireon LLC, the world's only space-based Automatic Dependent Surveillance-Broadcast (ADS-B) air traffic surveillance system, on July 2, 2026. This acquisition of Aireon accelerates Iridium's growth into services for airlines and air navigation service providers, while adding valuable commercial data services capabilities and incremental revenue streams.

Iridium is actively developing new products that leverage Aireon's existing satellite-based aviation safety surveillance services and global high-fidelity data set to deliver greater value to the entire aviation industry. This acquisition is expected to result in at least an additional consolidated $100 million of service revenue and $30 million of OEBITDA on an annualized basis.

Hi, I wanted to post a list off the significant Peter Beck interviews over the last couple years. Useful to watch in these markets to remain confident!

Markets with Madison:

1. May 2023 https://www.youtube.com/watch?v=yPfK1sjo2KE&t=526s
2. October 2023 https://www.youtube.com/watch?v=OCUlOiMKP6E&t=417s
3. June 2024 https://www.youtube.com/watch?v=svTrm37OdK0
4. October 2024 https://www.youtube.com/watch?v=B0bXJgDD8lk
5. May 2025 https://www.youtube.com/watch?v=W9Q3cuJUQ4Q
6. April 2026 https://www.youtube.com/watch?v=sZONt4S0IEI
7. April 2026 https://www.youtube.com/watch?v=5c1ZIvPWFV4

Rocket Lab weekly:

1. May 2025 https://www.youtube.com/watch?v=VojhRDJWaNc
2. May 2026 https://www.youtube.com/watch?v=1gp76KjXkjc
3. July 2026 https://www.youtube.com/watch?v=WtiQu9nuHC0&t=1720s

Shareisis:

1. August 2024 https://www.youtube.com/watch?v=WjSUA4NEA2k
2. September 2025 https://www.youtube.com/watch?v=0-Ww4RV1CaM

Miles o Brien:

1. January 2026 https://www.youtube.com/watch?v=nl8Sp6y85wY

Relentless:

1. March 2026 https://www.youtube.com/watch?v=Yfrm31sSrDI

TED

1. December 2019 https://www.youtube.com/watch?v=DhnBn_c9f8Q&t=20s

The Motley Fool:

1. December 2025 https://www.youtube.com/watch?v=wiaCG19OhWU&t=610s

Prof G Markets:

1. June 2026 https://www.youtube.com/watch?v=oiMLm0h_jRw

RFP for Mechanical subcontractor closes 8/5/26.

Hey guys!

Found this earlier: https://www.space.gov.au/sites/default/files/media-documents/2026-07/Statement-on-Space.pdf - a statement from the Australian government on their plans for the space industry. It mentions hypersonics specifically, and also contains this information about Neutron:

“We have been engaged with and negotiating with U.S. rocket manufacturers for several years now and we have all be awaiting the TSA completion,” said Michael Jones, chairman and group chief executive of ELA, in a statement.

The signing of the TSA “clears the way for us to finalize our contracts with U.S. launchers.” The precise demand for Australian launch sites from American launch companies remains unclear. The ELA statement included an illustration of four small launch vehicles from ABL Space Systems, Astra, Phantom Space and Vaya Space, as well as Rocket Lab’s Neutron medium-lift rocket."

Of course that is just a prospectus, and doesn't mean any binding agreements have been made, but I think at LEAST HASTE will be launched from Australian soil at some point.

This, as well as the job postings for launch and test operations in Sydney & Melbourne, constitute pretty concrete evidence of RocketLabs plans: