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Rocket Lab Remains On Course

May 04, 2021 11:41 AM ETRocket Lab USA, Inc. (RKLB) Stock13 Comments


  • The trajectory towards de-SPACing has been off-nominal, but Rocket Lab remains on track.
  • Yesterday, the company refiled accounts following the SEC's requirement that certain SPAC warrants be filed as derivative liabilities.
  • The market shrugged in response.
  • We remain at Buy on the Rocket Lab SPAC, Vector Acquisition Corp.
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Analyst’s Disclosure: I am/we are long VACQU, VACQW, NSH, NSH.WS, SFTW, SFTW.WS, HOL, HOLUW.

Business relationship disclosure: See disclaimer text at the top of this article.

Cestrian Capital Research, Inc staff personal account(s) hold long positions in VACQU, VACQW, NSH, NSH.WS, SFTW, SFTW.WS, HOL, HOLUW,

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Comments (13)

I'm in this one for the long haul. Have a placeholder position of 100 shares. Will add another 500 at least.
Cestrian Capital Research profile picture
@NotAnInfluencer We're in for the long haul too. Good luck to all space cadets!
Final.Boss profile picture
Gotta say with SpaceX making their large moves it'll just be a matter of time until attention get reapplied to the space stocks. If SpaceX lands on Mars which is quite probable, RKLB will gain much needed attention. It's just a wait and see kind of play which I have 4,000 shares of. Also in ASTS and Redwire.
Cestrian Capital Research profile picture
@Final.Boss The SEC warrant focus is also starting to resolve.
Zorgo profile picture
I'm personally long VACQ, HOL, SFTW, NSH, MAXR, IRDM and even ASTS. Space Race 2.0 is about to start. To the moon (so to speak)!
Cestrian Capital Research profile picture
@Zorgo Yep we own all those too. Time for liftoff!
LikesToLearn profile picture
Glad to see the coverage, thank you. I love the fact there are so few comments, and most names I recognize. Hi everyone! Shows most people aren't paying attention and as you said the market just doesn't care right now. The kind of forgotten corner of the market that I like. If this keeps up, it might even break 10 after the merger is complete. Even better!
SEC Kabuki dance.

Thanks for the article. I say, ignore their dance and and pay attention the gigantic icebreaker (SpacX) breaking up the ice.
I've been long VACQ, but it's been painful. Thanks for your right up.
LikesToLearn profile picture
@jayurbain hang in there, Rocket Lab continues to deliver. Just be prepared for it to break $10 due to the weak SPAC market.
Mr.Sir profile picture
just a Spac buy for me...
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