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Tran Profile picture
@trypto_tran
May 2 • 5 tweets • 2 min read • Read on X
$RKLB

Yet another development that appears to have flown under the radar 🕵️‍♂️

Rocket Lab was awarded a $10M contract by AFRL late last year (with $1.5M obligated so far) for the Rocket Cargo program

Presumably building on the 2022 CRADA with USTRANSCOM

rocketlabusa.com/updates/rocket…Image
Interesting blogpost on the strategic implications of rocket cargo for military logistics:

johnwlittle.com/rapid-response…
P2PD = yet another acronym to keep tabs on:

breakingdefense.com/2024/03/rocket…
Two test landing pads brewing at Johnston Atoll:

spacenews.com/air-force-sele…
Preliminary considerations underway at Wallops for an RTLS pad that will also support P2P:

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More from @trypto_tran

Tran Profile picture
Jan 18
$RKLB

Definitely give this Payload report a read if you haven't already 👍

Re: constellation opportunities, CFO Adam Spice has mentioned in recent interviews that RL is considering inorganic ways to enter the space applications market

🧵 continued below...
My and many others' first thought on hearing this is M&A, with an emphasis on the *A*

But don't discount the possibility that they could JV with an existing operator, especially if commercial satcom is in play.
What might this look like?

RL could bring the satellite design + build + launch + operations, while their partner could bring spectrum + distribution + end customer relationships.

CFO Spice touches on this in a recent Deutsche Bank podcast:
Read 13 tweets

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