6 Comments
User's avatar
Gannon Capital's avatar

Interesting analysis. I never worry too much when I see insiders selling, because it could be for one of a million reasons. The timing was a little sketchy, I’ll agree there. Now when insiders buy, they do so for one reason only.

Conviction Queue's avatar

Good sights, thanks for the sharing. I'm also not too worried about the CEO sell as insiders sell for a variety of reasons.

The Optimus ☄️'s avatar

Yeah exactly, but the dilution is a real problem in my eyes. I think the stock has more meaningful upside when dilution stops.

Jeff Mayhew's avatar

I think the bigger problem is Rocket Lab is now going after a very competitive space against two competitors that have way deeper pockets, and SpaceX has a launch cost advantage for its satellites as well.

The Optimus ☄️'s avatar

Yes also true, this is just a small segment of the story.