Key insights
- Blue Origin's launch mishap, impacting ASTS satellites, highlights the importance of reliable launch capabilities. This incident underscores the competitive advantage of companies like Rocket Lab ($RKLB) and SpaceX, which possess more robust and frequent launch schedules. While not directly bearish on ASTS, the event emphasizes the superior business models of RKLB and SpaceX in the long term.
You can’t make this shit up, out of the hundreds of payloads in this rideshare rocket, they manage to fuck up $ASTS satellites
Maybe $RKLB will be generous and launch their payload for them on their next electron mission, but this emphasizes the importance of end to end space business models, because now $ASTS has to wait 6 months for the next available slot on a rocket while $RKLB and SpaceX can launch whenever the fuck they want
Long $RKLB
Positions: $RKLB SHARES
Edit: holy fuck ASTS holders swarming here, I’m not bearish on ASTS and I think this is an over reaction but I’m just saying this is why $RKLB and SpaceX have superior business models and therefore the reason they will be bigger long term