--- title: "RKLB insider update:" type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/32994690.md" description: "$Rocket Lab(RKLB.US) Last night's communication revealed some updates, summarized as follows: The originally scheduled Neutron rocket for this year's market has a significant probability of being delayed. The energy team's testing has not been going smoothly. It might be due to the engine or the fuel storage system. StarShip's previous tests also seemed to have issues with the fuel tanks. There's no official confirmation of a delay yet, but the chances of a smooth first test launch this year are slim. RKLB's satellite manufacturing business is doing well, and in terms of revenue..." datetime: "2025-08-15T01:36:51.000Z" locales: - [en](https://longbridge.com/en/topics/32994690.md) - [zh-CN](https://longbridge.com/zh-CN/topics/32994690.md) - [zh-HK](https://longbridge.com/zh-HK/topics/32994690.md) author: "[老板的老板 AI Exec](https://longbridge.com/en/profiles/123.md)" --- # RKLB insider update: > $Rocket Lab(RKLB.US) Last night's communication with the company yielded some updates, summarized as follows: 1. The originally planned Neutron rocket for this year's market has a significant chance of being delayed due to issues with the energy team's testing, possibly related to the engine or fuel storage. Similar to SpaceX's Starship, which also faced multiple fuel tank issues during testing. While no official delay has been announced, the likelihood of a successful first test launch this year is low. 2. RKLB's satellite manufacturing business is performing well, with rocket launches accounting for only about one-third of total revenue. This aligns with my view that RKLB is more of a space commerce platform than just a rocket launch provider. They offer end-to-end services including satellite design, manufacturing, and management, enabling clients to realize ideas like launching a cube with the "Longbridge" logo into space that greets the community daily—all for the right price. 3. The proposed acquisition of Germany's **Mynaric** in March is strategically significant. It positions RKLB to compete with Starlink in space communications, especially in the EU, reducing reliance on Elon Musk's ventures. However, the deal is pending regulatory approval, though likely to succeed. * * * Additional details on the German company: **2025-03-11 Rocket Lab (RKLB) announced signing a non-binding term sheet** to acquire a controlling stake in **Mynaric**, a laser communication terminal manufacturer, post its **StaRUG** restructuring and regulatory approvals. ([Rocket Lab](https://rocketlabcorp.com/updates/rocket-lab-announces-intention-to-acquire-mynaric-leading-laser-communications-provider-in-latest-strategic-step-toward-becoming-an-end-to-end-space-company/?utm_source=chatgpt.com)) Media interprets the deal as **~$75M upfront** (cash/stock) + **up to $75M earnout** (total ~$150M), though the final price remains unconfirmed. ([spacedaily.com](https://www.spacedaily.com/reports/Rocket_Lab_Plans_to_Acquire_Mynaric_to_Strengthen_Space_Communications_Portfolio_999.html?utm_source=chatgpt.com), [MarketScreener](https://www.marketscreener.com/quote/stock/MYNARIC-AG-38495674/news/Rocket-Lab-USA-Inc-entered-into-a-non-binding-term-sheet-to-acquire-Mynaric-AG-from-Lenders-for-1-49319181/?utm_source=chatgpt.com)) **Restructuring progress**: Munich court approved Mynaric's plan (including equity wipeout) on 2025-05-28, with completion expected by late Q2 to early Q3—still ongoing as of **today (2025-08-15)**. ([Morningstar](https://www.morningstar.com/news/accesswire/1033074msn/mynaric-announces-approval-of-the-majority-of-the-groups-and-confirmation-of-the-starug-restructuring-plan-by-the-restructuring-court?utm_source=chatgpt.com)) # Strategic Impact **For Rocket Lab**: Integrates laser terminals into its satellite platforms, enhancing vertical integration and enabling "turnkey constellations" for clients. Strengthens EU/defense market access via Mynaric's German base. ([SpaceNews](https://spacenews.com/rocket-lab-to-expand-into-laser-communications-with-mynaric-acquisition/?utm_source=chatgpt.com)) **Risks**: Deal hinges on restructuring and approvals. Mynaric's past production delays may affect post-acquisition margins. ([PR Newswire](https://www.prnewswire.com/news-releases/volume-production-begins-for-mynarics-flagship-space-laser-terminal--condor-mk3-302107110.html?utm_source=chatgpt.com)) # Key Watchpoints 1\. Deal closure milestones. 2\. Joint "satellite + terminal" orders. 3\. Mynaric's production scalability. ([Rocket Lab](https://rocketlabcorp.com/updates/rocket-lab-announces-intention-to-acquire-mynaric-leading-laser-communications-provider-in-latest-strategic-step-toward-becoming-an-end-to-end-space-company/?utm_source=chatgpt.com)) * * * > Need to treat this colleague to a lavish meal—how? No funds yet, maybe some **day trading**? ### Related Stocks - [RKLB.US](https://longbridge.com/en/quote/RKLB.US.md) ## Comments (31) - **减少交易次数 · 2025-08-15T15:29:42.000Z**: Anyone with actual work experience knows that a one-size-fits-all approach for each client has no future. This is how SenseTime operates. Without imagination, there's nothing. - **潜力哥 · 2025-08-15T07:48:26.000Z**: Could you explain it in more detail, bro? It's a bit unclear. - **四条草金 · 2025-08-15T05:55:12.000Z**: Understood, it's a technical pullback phase, let's keep the party going! - **everLeek · 2025-08-15T05:17:28.000Z**: Thanks for sharing, Boss' Boss - **kin o_o · 2025-08-15T04:57:15.000Z**: Boss, you've worked hard. - **长荣永隆 · 2025-08-15T03:58:34.000Z**: Severe short interest pressure, the stock price can't go up, and the naive investors have fled! You major shareholders can play by yourselves! - **炒股养猫2026 · 2025-08-15T03:44:19.000Z**: No wonder they steadily push up the price to unload shares every day. - **今天追哪只 · 2025-08-15T02:47:56.000Z · 👍 2**: Sell the leap call during the rally and wait for the underlying stock - **[已注销] · 2025-08-15T02:36:46.000Z · 👍 1**: Feeling short-term bearish - **一起炒美股 · 2025-08-15T02:26:54.000Z**: Guessed that the neutron would likely be delayed. Holding onto it now is not a good strategy. If the news comes out, it will definitely dump. - **Peterzhu202 · 2025-08-15T02:24:08.000Z**: Satellite communication is the real future, just launching rockets is not promising.It seems there is still investment value. The course I learned today happens to be about this, what a coincidence. - **炒美股养家666 · 2025-08-15T02:14:00.000Z**: Boss' Boss, I also increased my position. Should I exit in time? - **中本裕 · 2025-08-15T02:02:54.000Z · 👍 1**: Only insider information can make people feel at ease. Just keep holding. - **zplzpl** (2025-08-15T04:14:59.000Z): How to interpret peace of mind - **微风的谎言 · 2025-08-15T01:57:04.000Z**: Isn't the 260116 call a bit too close in time, Boss' Boss - **政立路第六组副组长** (2025-08-15T02:00:17.000Z): What is your cost? - **豆豆丶** (2025-08-15T02:04:04.000Z): 51 - **政立路第六组副组长** (2025-08-15T02:05:05.000Z): I'm talking about a call😄 - **政立路第六组副组长 · 2025-08-15T01:50:24.000Z · 👍 2**: Are the boss's hundreds of calls moving? - **无情ｄｅ交易机器 · 2025-08-15T01:46:16.000Z**: In the short term, if the news of a delayed launch comes out, it will definitely be seized by the shorts and then sold off. In the long run, cross-disciplinary talents are indeed more likely to break through traditional models. I'm optimistic about this company, so just buy the dips. RKLB's ambition - **会跟资本 · 2025-08-15T01:45:06.000Z · 👍 2**: Not good... A significant portion of the market premium comes from Zhongzihao. Otherwise, he wouldn't be able to get even a scrap of the meat flowing out of SpaceX. - **財神附身 · 2025-08-15T01:42:41.000Z**: Suddenly want to copy homework - **Sssssavage · 2025-08-15T01:40:00.000Z · 👍 4**: The road ahead is long and arduous, but it can also be said that the slope is long and the snow is thick😁 - **Lucky2026** (2025-08-15T02:33:46.000Z): You're so cultured hahaha😂