Scott O
Scott O
  • Видео 61
  • Просмотров 116 531
Full Interview with Varda Co-Founder Delian Asparouhov
This interview with Varda Space Co-Founder Delian Asparouhov was hosted December 10 by Space Investors Daily.
Thank you to everyone involved,
and thank you for being a listener ❤️
Patreon
► patreon.com/scotto2050
X/Twitter
► x.com/scotto2050
► x.com/SpaceInvestor_D
► x.com/zebulgar
► x.com/VardaSpace
00:00 Space-Based Manufacturing
12:19 Timeline from Compound to Commercialization
15:42 Timeline for Upcoming Missions
17:47 Satellite Architecture
19:42 Launch Provider(s)
21:43 Competition / Differentiation
24:33 Launch vs. Re-entry Cadence
26:12 Re-entry Geography
26:57 The Future of Space Applications
@vardaspaceindustries #Varda #VardaSpace
Просмотров: 445

Видео

Full Interview with Rocket Lab’s Sir Peter Beck and Adam Spice
Просмотров 1,1 тыс.Месяц назад
X/Twitter ► x.com/scotto2050 ► x.com/daveginvesting ► x.com/vinceisbullish ► x.com/RealMattMoney ► x.com/Peter_J_Beck ► x.com/RocketLab Timestamps 00:00 Stock Price 03:04 SPB Billionaire Status 04:35 Headcount / Stock-Based Compensation 07:25 Archimedes Testing 12:16 Archimedes Production 14:31 Neutron Production 16:43 Neutron Barge Landing 18:35 Neutron Transportation 19:26 Point-To-Point 20:4...
The Numbers Behind Neutron’s Demand (Rocket Lab)
Просмотров 5 тыс.Месяц назад
Valuation models (including 2030 price targets) ► patreon.com/scotto2050 X/Twitter ► x.com/scotto2050 Neutron Landing Animation ► x.com/nickhenning3d Earth-Venus Heliocentric Model ► astro.unl.edu/classaction/animations/renaissance/venusphases.html
Q3/Q4 Preview: Rocket Lab’s Best Quarter Yet (By Far)
Просмотров 2,5 тыс.2 месяца назад
Valuation models (including 2030 price targets) ► patreon.com/scotto2050 X/Twitter ► x.com/scotto2050 @RocketLabNZ #RocketLab #RKLB $RKLB
Neutron's Archimedes Engine Goes Live | Rocket Lab Weekly - Episode 52
Просмотров 6823 месяца назад
Rocket Lab valuation model (including 2030 price targets) ► patreon.com/scotto2050 X/Twitter ► x.com/scotto2050 ► x.com/vinceisbullish ► x.com/RealMattMoney ► x.com/daveginvesting @RocketLabNZ #RocketLab #RKLB $RKLB
Insider Selling / Heading to Mars | Rocket Lab Weekly - Episode 48
Просмотров 7414 месяца назад
Rocket Lab Valuation Model ► patreon.com/scotto2050 X/Twitter ► x.com/scotto2050 ► x.com/vinceisbullish @RocketLabNZ #RocketLab #RKLB $RKLB
Too Early To Sell? | Rocket Lab Weekly - Episode 46
Просмотров 1,1 тыс.4 месяца назад
Rocket Lab Valuation Model ► patreon.com/scotto2050 X/Twitter ► x.com/scotto2050 ► x.com/vinceisbullish ► x.com/RealMattMoney @RocketLabNZ #RocketLab #RKLB $RKLB
Why Rocket Lab’s Q2 Was Better Than Everyone Realized
Просмотров 3,9 тыс.4 месяца назад
Valuation Model (includes 2030 price targets) Post-Q2 Update NOW LIVE 😎 ► patreon.com/scotto2050 X/Twitter ► x.com/scotto2050 00:00 Introduction 00:36 Electron 05:13 Neutron 06:08 Space Systems 06:37 Backlog 07:27 Wrap-up @RocketLabNZ #RocketLab #RKLB $RKLB
FULL INTERVIEW | Sir Peter Beck & Adam Spice of Rocket Lab
Просмотров 5345 месяцев назад
Rocket Lab Valuation Model (includes 2030 price targets) ► patreon.com/scotto2050 X/Twitter ► x.com/scotto2050 ► x.com/vinceisbullish ► x.com/RealMattMoney ► x.com/daveginvesting 00:00 Intro 00:54 Vince 10:35 Dave 21:16 Matt 30:54 Scott 45:21 Wrap-Up @RocketLabNZ #RocketLab #RKLB $RKLB
Post-Q2 Q&A with Sir Peter Beck & Adam Spice of Rocket Lab
Просмотров 3,6 тыс.5 месяцев назад
Rocket Lab Valuation Model (includes 2030 price targets) ► patreon.com/scotto2050 Pt.1 | Vince: ruclips.net/video/nYirK_3WRYA/видео.html Pt.2 | Dave: ruclips.net/video/dfIHhLd9Wjs/видео.html Pt.3 | Matt: ruclips.net/video/WAoYVU3pnXY/видео.html Pt.4 | Scott: You’re already there 😎 X/Twitter ► x.com/scotto2050 ► x.com/vinceisbullish ► x.com/RealMattMoney ► x.com/daveginvesting 00:00 New Launch T...
Q2 Earnings + Hot Fire | Rocket Lab Weekly - Episode 44
Просмотров 6495 месяцев назад
Q2 Earnings Hot Fire | Rocket Lab Weekly - Episode 44
Rocket Lab Q2 Earnings Preview
Просмотров 3,1 тыс.5 месяцев назад
Rocket Lab Q2 Earnings Preview
Danimer Scientific | The Company Everyone Uses (That No One Has Heard Of) DNMR
Просмотров 9835 месяцев назад
Danimer Scientific | The Company Everyone Uses (That No One Has Heard Of) DNMR
Rocket Lab Analysts Don't Agree
Просмотров 2,5 тыс.6 месяцев назад
Rocket Lab Analysts Don't Agree
Firefly vs Rocket Lab - What Comes Next
Просмотров 2,5 тыс.6 месяцев назад
Firefly vs Rocket Lab - What Comes Next
Neutron Delayed into 2026?! Rocket Lab Weekly - Episode 39
Просмотров 1 тыс.6 месяцев назад
Neutron Delayed into 2026?! Rocket Lab Weekly - Episode 39
Redwire vs Rocket Lab | Round 1
Просмотров 2,8 тыс.6 месяцев назад
Redwire vs Rocket Lab | Round 1
Ahem...
Просмотров 7426 месяцев назад
Ahem...
Why Wall Street Is Wrong About Rocket Lab
Просмотров 6 тыс.6 месяцев назад
Why Wall Street Is Wrong About Rocket Lab
Rocket Lab, According to Wall Street
Просмотров 3,5 тыс.7 месяцев назад
Rocket Lab, According to Wall Street
Planet Labs Q1 - By the Numbers
Просмотров 1,1 тыс.7 месяцев назад
Planet Labs Q1 - By the Numbers
The Last Bearish Video I’ll Make on Rocket Lab (For Now)
Просмотров 2,8 тыс.7 месяцев назад
The Last Bearish Video I’ll Make on Rocket Lab (For Now)
A Closer Look at Rocket Lab’s Satellite Business
Просмотров 3,3 тыс.7 месяцев назад
A Closer Look at Rocket Lab’s Satellite Business
How Rocket Lab Will Survive Neutron’s Delay
Просмотров 3,8 тыс.7 месяцев назад
How Rocket Lab Will Survive Neutron’s Delay
Rocket Lab Q1 Earnings Preview
Просмотров 3,5 тыс.8 месяцев назад
Rocket Lab Q1 Earnings Preview
Rocket Lab Quietly Raises Guidance
Просмотров 3,9 тыс.8 месяцев назад
Rocket Lab Quietly Raises Guidance
A Warning to Tesla Investors
Просмотров 2 тыс.8 месяцев назад
A Warning to Tesla Investors
How I Was Wrong About Planet Labs
Просмотров 2,9 тыс.9 месяцев назад
How I Was Wrong About Planet Labs
Tesla Robotaxi - What to Expect
Просмотров 1,8 тыс.9 месяцев назад
Tesla Robotaxi - What to Expect
Rocket Lab’s 2024 Is Busier Than Ever
Просмотров 3,5 тыс.9 месяцев назад
Rocket Lab’s 2024 Is Busier Than Ever

Комментарии

  • @montyspearo
    @montyspearo 2 дня назад

    I'm from NZ and housing situation is same. My first entry level 3bedroom home was 3x average wage in early 90s with 12% interest, now that same house is 10x average wage at 6%.

  • @shermanwhuster4694
    @shermanwhuster4694 14 дней назад

    27$🤗✌️🐾🐯🎼🌈🕊️🌎

  • @TheRealAndreScorman
    @TheRealAndreScorman 19 дней назад

    These two companies are not comparable, they offer different services.

  • @joelcorley3478
    @joelcorley3478 23 дня назад

    RE the ULA tweet: I would guess that refueling a Starship is probably going to cost on the order of $10M+/launch in the near-term. That $2M in fuel and $8M in equipment/depreciation and operations. I think the figure of 5 refueling flights for Starship is just the minimum to get to lunar orbit, so it could be more since I would bet that doesn't completely fill the propellent tanks. So the refueling flights to get the HLS to the moon is probably going to cost SpaceX on the order of $100M, assuming the refueling tanker and on-orbit refueling station gets reused frequently. Ultimately the marginal cost to get to the Moon or Mars is just the fuel, which will probably be around $20M assuming frequent and rapid reuse and automation of most of the launch, rendezvous and refueling operations.

  • @jekatskin3860
    @jekatskin3860 23 дня назад

    How much per cent of your portfolio brother?

  • @puertasss
    @puertasss 24 дня назад

    i think the neutron launch is for Varda. i'm pretty sure that contelation is for Varda. i feel it!

  • @puertasss
    @puertasss 24 дня назад

    wait what?! have you my age Vince?! no way! you are from 1989?

  • @JJR265
    @JJR265 24 дня назад

    Getting in early .. HAPP HAPPY XMAS to Scott and Vince…enjoy the snow .. while we enjoy the heat and sunshine downunder.. thanks for all the fab interviews and weekly reports

  • @deezmemes7253
    @deezmemes7253 24 дня назад

    Thanks - nice year for Rocket Lab indeed. And Happy Holidays.

  • @sam808sam
    @sam808sam 24 дня назад

    Congratulations Scotto, Such good news for Rocketlab family! 🎉🎉🎉

  • @colinboniface194
    @colinboniface194 Месяц назад

    This guy sounds like he just snorted a couple lines of coke... He spoke so fast half of what he said was unintelligible...

  • @Mark_Kiwi
    @Mark_Kiwi Месяц назад

    maybe if Varda go to SpaceX, Pete & RKLB should duplicate Varda...

    • @scotto2050
      @scotto2050 Месяц назад

      Agreed. Either that or go with Redwire 🤞

    • @Mark_Kiwi
      @Mark_Kiwi Месяц назад

      @@scotto2050 I mean, he even said what they [Varda] do in the reactor isn't very difficult!

  • @Mark_Kiwi
    @Mark_Kiwi Месяц назад

    thanks Scott O

    • @JJR265
      @JJR265 Месяц назад

      @@Mark_Kiwi : I concur with Mark Scott.. thank you and Happy X-mad from down under

  • @richardoates8103
    @richardoates8103 Месяц назад

    "Deep state trying to block our success" ... well good to know the company i considered investing my money in is led by a crackpot conspiracy theorist

  • @deezmemes7253
    @deezmemes7253 Месяц назад

    Nice interview of a very interesting emerging area of the new space economy.

  • @JJR265
    @JJR265 Месяц назад

    The Varda guy needs to speak more s l o w l y

  • @v_seraphain
    @v_seraphain Месяц назад

    "Despite the Deep State's best efforts at blocking us from our success..." yikes bud.

  • @dphuntsman
    @dphuntsman Месяц назад

    I appreciate this interview. The one criticism I have, tho: is both interviewer and CEO referring to the political ‘deep state’ bs with respect to space- without explanation. As a long-time proponent of commercial space development from within the Federal government (a couple of decades ago) I’m all too familiar with the frustrations, believe me; and whatever happened with the first Varda entry approval was unacceptable. But I come from the school where, you do post-mortems; ie., you find out what was broken- including procedurally & go fix it; you don’t’ just bitch about it. And I for one have not seen a clean report about what- EXACTLY- happened, and why. Nor did I hear any additional clarity here, unfortunately. - Dave Huntsman

    • @Purplebass
      @Purplebass Месяц назад

      Deep state is right wing propaganda to bring about oligarchy

    • @user-sh9fu7cy1n
      @user-sh9fu7cy1n Месяц назад

      An onslaught of frivolous time wasting requests. Elon goes over in more detail. Of course a smaller company like Varda is not going to be specific on these details, because sharong specific departments puts a huge target on their backs. Yet, I'm pretty sure you know all this, and you're just rhetorically preening

  • @f.u.n5323
    @f.u.n5323 Месяц назад

    Hmmmmmm

  • @Americansikkunt
    @Americansikkunt Месяц назад

    Thank you for speaking the truth regardless of the feathers it ruffles. People are SO sensitive nowadays, and that’s wrong.

  • @sam808sam
    @sam808sam Месяц назад

    Amazing Scotto! Thank you.

  • @boybitschua
    @boybitschua Месяц назад

    shouldn't do covered calls on high momentum/high growth companies unless you really want out

  • @pilot5183
    @pilot5183 Месяц назад

    Scott Dm sent in X

  • @MB032MB
    @MB032MB Месяц назад

    Scott, I just want to say that you are next level men. Your work it's incredible. Thank you

  • @willikusche3587
    @willikusche3587 Месяц назад

    Scott, please disconnect from Vince and do your own thing. Vince is too damn wordy.

    • @braydeny
      @braydeny Месяц назад

      Vince has been a real driving force in the community. Competition can still happen with cooperation also scotto offen doesn't feel like doing one every week like Vince does.

    • @zupinu2000
      @zupinu2000 Месяц назад

      L take

  • @nunobartolo2908
    @nunobartolo2908 Месяц назад

    i don't get it as soon as spacex assigns starlink launches to starship all the bandwidth of falcon goes to the open market again , who is going to want to launch on an unproven neutron when they can launch in a falcon at the same price and much lower insurance costs given the track record of hundreds of successful launches ?? i get it you want to pump a stock and can't invest in spacex but still

    • @onafunjourney
      @onafunjourney Месяц назад

      You’re right. You don’t get it.

    • @nunobartolo2908
      @nunobartolo2908 Месяц назад

      @ so you are one of the idiots buying rocket lab stock just because you can’t buy space x stock

  • @PEDRODIY2
    @PEDRODIY2 Месяц назад

    🚀

  • @kurtneven6612
    @kurtneven6612 Месяц назад

    Go rocket lab 👍✌️✌️✌️

  • @zupinu2000
    @zupinu2000 Месяц назад

    I've got 35 and 36 CCs for December 20(that I wrote when the stock was at 19-20) and now I'm sweating 😅)

  • @camonthecoast
    @camonthecoast Месяц назад

    I agree Scott - it’s not a stock to trim, but to hold.

  • @aznbrosss
    @aznbrosss Месяц назад

    some questions were not the best imo esp the 1st one cmon

  • @TommyEquities
    @TommyEquities Месяц назад

    Well, done all of you gentlemen. That was a very informative and moreover, just well done interview.

  • @kurtneven6612
    @kurtneven6612 Месяц назад

    Love rocket lab 🚀🚀🚀👍✌️✌️✌️✌️

  • @danygauthier605
    @danygauthier605 Месяц назад

    Very good interview. Very good question better then the last Q&A. Thanks Peter and Adams to take time for this interview.

  • @tommy-73-dash
    @tommy-73-dash Месяц назад

    Thanks!

  • @tommy-73-dash
    @tommy-73-dash Месяц назад

    Gentlemen, I sincerely appreciate your recent Podcast with Sir Peter Beck and Adam Spice. Your understanding of Rocket Lab was very apparent in the questions. I believe Mr. Spice and Mr. Beck actually enjoyed the questions. As a retired businessperson I cherish the time I spend listening to all of you. Thank you for sharing. Love getting to see Mr. Spice for the first time answering accounting questions.

  • @mikeunleashed1
    @mikeunleashed1 Месяц назад

    insane amount of juicy qualitative information in this interview, good job guys

  • @1a9Cj5
    @1a9Cj5 Месяц назад

    Excellet interview. Thanks guys.

  • @JakubKudlacz
    @JakubKudlacz Месяц назад

    Thank you for doing this interview. Great questions and a lot of useful and insightful information about progress with Neutron and space system. I think big order for Reaction Wheels was very informative, especially how scalability will improve margins for any additional orders of same components.

  • @puertasss
    @puertasss Месяц назад

    such a good questions guys!

  • @deezmemes7253
    @deezmemes7253 Месяц назад

    Nice interview!

  • @Yousefs-p4b
    @Yousefs-p4b Месяц назад

    Well done guys, scott your questions were very interesting, thank you 🙏😊

  • @TheNotoriousNEV
    @TheNotoriousNEV Месяц назад

    Well done and congratulations Scott! So much of your hard work pays off 🎉

  • @plazma1215
    @plazma1215 Месяц назад

    It’s interesting to see a South African (Elon Musk) v a New Zealander (Peter Beck) as rivals in the space industry. The two nations have a long history of rivalry on the Rugby field. A rivalry/relationship which became extremely political at times (think Invictus and beyond).

  • @mikeshandle
    @mikeshandle Месяц назад

    Thanks!

  • @endeuinable
    @endeuinable Месяц назад

    Great video breaking down all the potential opportunities for Neutron. That explains PB's confidence in demand. Subject to development and reliability being ok, RL will fare really well this decade.

  • @mikeshandle
    @mikeshandle Месяц назад

    Thanks!

  • @gregoryallan3137
    @gregoryallan3137 Месяц назад

    Call me stupid. Why one launch in 2025? I want two.

  • @kurtneven6612
    @kurtneven6612 Месяц назад

    Go rocket lab 🚀🚀🚀👍✌️✌️✌️

  • @Matt-lab
    @Matt-lab Месяц назад

    Nice video. In the first few 2 years Neutron will ramp initially like electron, due to the learning curve / manufacturing ramp up. But Neutron will have far more demand than Electron (which slowed Electron ramp up) and also be reusable, so will ramp much faster after year 2. Definitely going to beat electrons record of fastest to 50 launches!! 😮