{"id":5907,"date":"2025-08-31T15:33:31","date_gmt":"2025-08-31T05:33:31","guid":{"rendered":"https:\/\/murrayslatter.me\/?p=5907"},"modified":"2025-08-31T15:33:34","modified_gmt":"2025-08-31T05:33:34","slug":"what-i-am-investing-in-and-why-rocket-lab-rklb","status":"publish","type":"post","link":"https:\/\/murrayslatter.me\/?p=5907","title":{"rendered":"What I Am Investing In and Why: Rocket Lab (RKLB)"},"content":{"rendered":"\n<p><strong>Betting on the Backbone of the New Space Economy<\/strong><\/p>\n\n\n\n<p>I initiated my position in Rocket Lab in December 2024, after years of quietly watching the evolution of space tech and telecom converge\u2014and seeing one company consistently show up with pragmatism, precision, and momentum.<\/p>\n\n\n\n<p>Having spent much of my early career working across telecommunications and satellite infrastructure, I\u2019ve long understood the stakes of the space industry\u2014not as science fiction, but as critical infrastructure. From satellites to ground-based redundancy systems, the future of global communication, defense, weather tracking, and even finance will be underpinned by who gets space right.<\/p>\n\n\n\n<p>That\u2019s why Rocket Lab stood out.<\/p>\n\n\n\n<p><strong>Why Rocket Lab?<\/strong><\/p>\n\n\n\n<p>Rocket Lab is not just a launch company. It\u2019s an end-to-end space infrastructure company\u2014from design to deployment. What attracted me most was the clarity and focus of its CEO, Peter Beck, whose leadership strikes the rare balance between technical depth and commercial execution.<\/p>\n\n\n\n<p>While others in the space industry focused on the spectacle, Beck focused on:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Reusability (Electron &amp; Neutron class rockets)<\/li>\n\n\n\n<li>Vertical integration (design, launch, and spacecraft manufacturing)<\/li>\n\n\n\n<li>Speed and frequency (delivering missions in weeks, not years)<\/li>\n<\/ul>\n\n\n\n<p>Rocket Lab isn\u2019t chasing headlines. It\u2019s chasing operational efficiency, launch cadence, and market trust\u2014and it\u2019s earning all three.<\/p>\n\n\n\n<p><strong>The Macro Trend: More Satellites, More Often<\/strong><\/p>\n\n\n\n<p>One of the fundamental reasons I backed Rocket Lab was because the unit economics of space have changed.<\/p>\n\n\n\n<p>Historically, satellites were:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Big, costing hundreds of millions<\/li>\n\n\n\n<li>Long-life, with 15\u201320 year cycles<\/li>\n\n\n\n<li>Government-sponsored<\/li>\n<\/ul>\n\n\n\n<p>Now, they\u2019re:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Smaller and smarter (CubeSats, nanosats, etc.)<\/li>\n\n\n\n<li>Built on 5\u20137 year cycles, or even shorter<\/li>\n\n\n\n<li>Funded by both public and private markets<\/li>\n\n\n\n<li>Launched in constellations for LEO-based redundancy<\/li>\n<\/ul>\n\n\n\n<p>This transition demands a different type of space company\u2014nimble, cost-efficient, and vertically integrated.<\/p>\n\n\n\n<p>The end result? Demand for launches has exploded.<\/p>\n\n\n\n<p>Every satellite constellation deployed\u2014whether for internet (like Starlink or Amazon Kuiper), defense, earth observation, or telecommunications redundancy in wartime\u2014requires frequent launches and dedicated solutions.<\/p>\n\n\n\n<p>That\u2019s exactly where Rocket Lab thrives.<\/p>\n\n\n\n<p><strong>Why This Is a Classic \u201cAsymmetric Bet\u201d<\/strong><\/p>\n\n\n\n<p>The barriers to entry in space launch are immense:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Rocket science still matters<\/li>\n\n\n\n<li>Regulatory navigation is complex<\/li>\n\n\n\n<li>You can\u2019t iterate quickly if you don\u2019t control your supply chain<\/li>\n<\/ul>\n\n\n\n<p>Rocket Lab has cleared those hurdles. And while still early in its commercial journey, the company:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Has a growing backlog of missions<\/li>\n\n\n\n<li>Is manufacturing spacecraft as well as launching them<\/li>\n\n\n\n<li>Has strong relationships with NASA, DARPA, and commercial satellite clients<\/li>\n<\/ul>\n\n\n\n<p>This positions Rocket Lab not just as a niche player, but as a foundational infrastructure company for the space economy.<\/p>\n\n\n\n<p><strong>Final Thoughts<\/strong><\/p>\n\n\n\n<p>Rocket Lab fits perfectly into my G3 portfolio\u2014moonshots with asymmetric upside and long-term strategic optionality.<\/p>\n\n\n\n<p>They are:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Solving a critical pain point (space access, fast deployment, trusted delivery)<\/li>\n\n\n\n<li>Operating with clear product-market fit<\/li>\n\n\n\n<li>Led by a pragmatic, visionary CEO<\/li>\n\n\n\n<li>Positioned at the intersection of defense, data, and deep tech<\/li>\n<\/ul>\n\n\n\n<p>If we are truly entering a decade of space industrialization\u2014and I believe we are\u2014then Rocket Lab has every opportunity to become a core utility provider to that ecosystem.<\/p>\n\n\n\n<p>I\u2019m watching it closely, accumulating slowly, and holding with a 20-year view.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Betting on the Backbone of the New Space Economy I initiated my position in Rocket Lab in December 2024, after years of quietly watching the evolution of space tech and telecom converge\u2014and seeing one company consistently show up with pragmatism, [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":5961,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"content-type":"","_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[11],"tags":[],"class_list":["post-5907","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investing","clearfix"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - 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A Journey from Scepticism to Strategic Conviction For many years, I stood at a distance from Tesla\u2014not because I didn\u2019t believe in its product or mission, but because I had deep reservations about its leadership style and governance. Elon Musk, the enigmatic founder and CEO, has always been a\u2026","rel":"","context":"In &quot;Investing&quot;","block_context":{"text":"Investing","link":"https:\/\/murrayslatter.me\/?cat=11"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/08\/IMG_1796-scaled.png?fit=1200%2C555&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/08\/IMG_1796-scaled.png?fit=1200%2C555&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/08\/IMG_1796-scaled.png?fit=1200%2C555&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/08\/IMG_1796-scaled.png?fit=1200%2C555&ssl=1&resize=700%2C400 2x, https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/08\/IMG_1796-scaled.png?fit=1200%2C555&ssl=1&resize=1050%2C600 3x"},"classes":[]},{"id":5926,"url":"https:\/\/murrayslatter.me\/?p=5926","url_meta":{"origin":5907,"position":1},"title":"What I Am Investing In and Why: Oklo (NYSE: OKLO)","author":"Murray Slatter","date":"August 31, 2025","format":false,"excerpt":"1. 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In late 2024, I took a small but deliberate position in Oklo\u2014not because they had revenue (they don\u2019t), and\u2026","rel":"","context":"In &quot;Investing&quot;","block_context":{"text":"Investing","link":"https:\/\/murrayslatter.me\/?cat=11"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/08\/IMG_1797.jpeg?fit=1200%2C534&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/08\/IMG_1797.jpeg?fit=1200%2C534&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/08\/IMG_1797.jpeg?fit=1200%2C534&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/08\/IMG_1797.jpeg?fit=1200%2C534&ssl=1&resize=700%2C400 2x, https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/08\/IMG_1797.jpeg?fit=1200%2C534&ssl=1&resize=1050%2C600 3x"},"classes":[]},{"id":5930,"url":"https:\/\/murrayslatter.me\/?p=5930","url_meta":{"origin":5907,"position":2},"title":"What I Am Investing In and Why: CrowdStrike (NASDAQ: CRWD)","author":"Murray Slatter","date":"August 31, 2025","format":false,"excerpt":"1. 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It is an intelligent operating system\u2026","rel":"","context":"In &quot;Investing&quot;","block_context":{"text":"Investing","link":"https:\/\/murrayslatter.me\/?cat=11"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/08\/IMG_1795.webp?fit=1200%2C675&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/08\/IMG_1795.webp?fit=1200%2C675&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/08\/IMG_1795.webp?fit=1200%2C675&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/08\/IMG_1795.webp?fit=1200%2C675&ssl=1&resize=700%2C400 2x, https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/08\/IMG_1795.webp?fit=1200%2C675&ssl=1&resize=1050%2C600 3x"},"classes":[]},{"id":5916,"url":"https:\/\/murrayslatter.me\/?p=5916","url_meta":{"origin":5907,"position":3},"title":"What I Am Investing In and Why: Toast (NYSE: TOST)","author":"Murray Slatter","date":"August 31, 2025","format":false,"excerpt":"A New Bet on Restaurant Tech\u2014With Eyes Wide Open Every so often, a company emerges that reminds me of one I\u2019ve seen before\u2014offering similar value, facing similar hurdles, and potentially riding a similar wave. Toast feels a lot like that. Back in 2017, I bought Square\u2014now Block (SQ)\u2014on the back\u2026","rel":"","context":"In &quot;Investing&quot;","block_context":{"text":"Investing","link":"https:\/\/murrayslatter.me\/?cat=11"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/08\/IMG_1804.jpeg?fit=640%2C480&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/08\/IMG_1804.jpeg?fit=640%2C480&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/08\/IMG_1804.jpeg?fit=640%2C480&ssl=1&resize=525%2C300 1.5x"},"classes":[]},{"id":5922,"url":"https:\/\/murrayslatter.me\/?p=5922","url_meta":{"origin":5907,"position":4},"title":"What I Am Investing In and Why: Microsoft","author":"Murray Slatter","date":"August 31, 2025","format":false,"excerpt":"The Simplest Thesis in My Portfolio Some companies require deep analysis to understand their edge. Microsoft isn\u2019t one of them. In my view, Microsoft is perhaps the single most mission-critical company in the world. Not in theory, but in practice. It powers the core operations of enterprises, governments, schools, and\u2026","rel":"","context":"Similar post","block_context":{"text":"Similar post","link":""},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/08\/IMG_1799.jpeg?fit=1200%2C675&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/08\/IMG_1799.jpeg?fit=1200%2C675&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/08\/IMG_1799.jpeg?fit=1200%2C675&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/08\/IMG_1799.jpeg?fit=1200%2C675&ssl=1&resize=700%2C400 2x, https:\/\/i0.wp.com\/murrayslatter.me\/wp-content\/uploads\/2025\/08\/IMG_1799.jpeg?fit=1200%2C675&ssl=1&resize=1050%2C600 3x"},"classes":[]},{"id":5902,"url":"https:\/\/murrayslatter.me\/?p=5902","url_meta":{"origin":5907,"position":5},"title":"What I Am Investing In and Why: NextDC (ASX:NXT)","author":"Murray Slatter","date":"August 31, 2025","format":false,"excerpt":"Australia\u2019s Backbone for the Cloud Future I began building my position in NextDC in 2013, right as I was pivoting away from a deep 15-year career in mining technology. 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