$IRDM Iridium Tape Reports
Per Ticker.id: $IRDM Iridium Tape Reports — 6 podcast mentions across 2 podcasts (30 days), latest 2026-08-12 08:15 UTC.
And it's not just a gold miner. I think that's one of the issues here. I don't say issues, one of the things to understand. Could be a good thing, could be a bad thing, but that it's not a pure play gold mining business. They have some US recycling. Uh, let's see here. They do have, yeah, they do some processing, uh, of different metals. Especially battery metals. They mine for, once again, more than just gold and silver. You're talking about palladium, rhodium, iridium, nickel, chrome, copper, cobalt, et cetera. So fairly diversified in that sense. So when you, when you go and look at this name, yes, they do mine some gold and silver, but that's not really the business. Alone, right? It's, it's well more diversified. In fact, in fact, palladium and platinum is 53% of the mining. Gold is only 36%. So really, this is more of a platinum and palladium play than a gold play. Once again, not saying that's a bad thing, but you called and said that I was a gold miner. Well, yeah, but that's a minority of their business. So if I'm playing gold, this would not be the name to own. Thanks for the call. Let's pivot to the InvestTalk Voice Bank. You know the number, it's 888-99-CHARLIE.
Justin Klein — InvestTalk · Germany's Aging Population and Record Social Spending: A Preview of America's Fiscal Future? · 2026-08-27Well, both Rocket Lab and AST are trying to emulate SpaceX. They're trying to vertically integrate. So Rocket Lab started off building rockets. It moved into satellite systems. Now it's buying Iridium to add the application layer to that service. So that's the same as SpaceX, which started off with rockets, building satellites, built up Starlink itself. AST started in a different direction. They started building satellites to launch their own constellation. They've just raised over $1 billion a couple of months ago to try and move into the launch business because they're struggling to get launches from third parties. And as you said, they had the problems with Blue Origin, which were amplified when the New Glenn rocket exploded on the pad just after their failed launch. And now they're scrambling for launches. So, you know, all these companies are trying to put those three things together and build up their companies, but they're suffering from delays. So AST has got this problem trying to find launches to launch its satellites. It's struggled to build as many satellites as it wanted to do as well. And then after that, it has obviously to stand up a service and try and compete head to head with Starlink. Rocket Lab, you know, they're launching their small rocket, but they've got this new bigger Neutron rocket coming along and that's really, really delayed. You know, last year they were saying it was going to launch in '25. Now they're saying, we hope '26. A lot of analysts are thinking probably '27, and that's really critical to launch more and bigger satellites and take advantage of this consolidation with Iridium.
Tim Farrah — Prof G Markets · Inside Nvidia’s $500B AI Financing Loop · 2026-08-12Well, I think both Rocket Lab and AST had got very inflated valuations based on their current business. I mean, that's a lot the same as SpaceX. It also has a really high valuation for the size of the business it actually has. So the fall in SpaceX has been mirrored by a fall back in, in these valuations as well. But I think the difference between the two companies is that Rocket Lab is buying an established business with Iridium that, you know, should be a fairly solid business. It generates a bunch of cash flow. In a way, you could say maybe it's a bit like AOL back in 2000 buying Time Warner and exchanging its shares for real assets. But it's a good thing to do if you have a high-flying stock. And AST, on the other hand, has really been trying to do it all itself and now has sort of been stranded by the lack of launches.
Tim Farrah — Prof G Markets · Inside Nvidia’s $500B AI Financing Loop · 2026-08-12I think that's right. I think certainly where those companies have gone up to based on the current revenues and the profitability, I think it's hard to know how they will trade relative to SpaceX because SpaceX is so dominant in this business now. It's got all this cash on its balance sheet. Yeah, it may spend most of that on AI and stuff like that, but it's competing really heavily against, particularly against AST. We've heard all this news about SpaceX getting into the mobile business, competing with the mobile carriers, building a whole new generation of Starlink mobile satellites. And that's exactly what AST is trying to do as well. So, you know, Rocket Lab, I think, has a slightly better position. It's trying to avoid the head-to-head competition with SpaceX. Iridium is very much in the safety services, things like position navigation and timing, things like aviation and maritime safety, not quite so threatened by SpaceX, but still, yeah, these things are going to trade. If people are negative about SpaceX, they're going to start to be negative about some of these other companies as well, at least on a valuation perspective.
Tim Farrah — Prof G Markets · Inside Nvidia’s $500B AI Financing Loop · 2026-08-12Rocket Lab investors are still waiting on the pad. Motley Fool Hidden Gems Investing starts now. Welcome to Motley Fool Hidden Gems Investing. I'm your host, Tyler Crowe, and today I'm joined by longtime Fool contributors Travis Hoyem and Matt Frankel. A little bit of an end-of-the-summer sort of mix-up as everyone gets those last-minute vacations in before kids go back to school. Earnings are still coming in. We're starting to wind down the earnings season, but we still got a couple coming online. We had On Holdings report. Gonna talk about the state of the electric vertical takeoff and landing industry because there's been a lot of moves lately, but we're gonna start today with Rocket Lab's earnings, which came in yesterday, but obviously didn't get a chance to talk about it yesterday. Shares of Rocket Lab are down a little bit, about 2% as we're taping after earnings. But let's be real, earnings wasn't really the topic du jour. I went through the earnings call transcript and the word neutron appeared in the conference call 61 times. Iridium, which is the acquisition it just made, came up 30 times and only 17 times for Electron, you know, the rocket they're actually used to generate those earnings. So guys, what did you see in the report and what were some of your reactions?
Tyler Crowe — Motley Fool Hidden Gems Investing · RocketLab’s Neutron Update, On Holdings Earnings, and the eVTOL Rivalry Heats Up · 2026-08-12Yeah, I think this is a story that we've seen over and over again this earnings season. What is expectations and then what's reality? If you actually just take a step back and look at Rocket Lab, I mean, the stock's up 1,100% over the past 3 years. So it's been a phenomenal run. Let's not take one day as too much of a positive or a negative, but you know, Matt mentioned $50 billion market cap, $2.36 billion in backlog. That is a very small fraction of that market cap. So investors have very high expectations. Any sort of blip in, you know what, we may be a little bit delayed, has been just hammered by the market. So I'm, I'm actually a little bit surprised that the market's not reacting a little bit more negatively since this is such a long-term growth story. You know, anything that pushes that revenue out is gonna be a negative, but they're really trying to convince investors. The reason that they're talking about these Next generation products about their acquisition of Iridium is because they're trying to solidify that business model and sort of vertically integrate, show that they're going to be able to generate that value long term. So it's still, they're still trying to convince investors. It's a little bit surprising that it's just a little bit of a ho-hum reaction from the market today.
Travis Hoyem — Motley Fool Hidden Gems Investing · RocketLab’s Neutron Update, On Holdings Earnings, and the eVTOL Rivalry Heats Up · 2026-08-12The Iridium deal is like a, a what we can be sort of investment that they're making. But at the same time, Iridium is a cash generative business. So you can kind of stem the cash burn that's been having for the rest of the business. You can use that to kind of maybe shore up the balance sheet a little bit. It's not going to solve all those problems, but it's certainly going to be a nice salve for what we've seen so far. Now, let's broaden out the lens a little bit here because there's some key things that have been happening in the space industry. And I'm not even mentioning like, yeah, SpaceX did an IPO and everyone's been talking about SpaceX, but there's a lot of like trends to watch in space recently. And it's part of the reason why people are so excited about investing in space. We've got the Golden Dome, this major defense space investment priority at Pentagon. We've got the new International Space Station, and then just a lot of commercial interest going on. So with all of this in mind, and yes, the space industry is kind of combed over in terms of investment at this point, but where do you see some of the compelling investment opportunities in this particular space?
Tyler Crowe — Motley Fool Hidden Gems Investing · RocketLab’s Neutron Update, On Holdings Earnings, and the eVTOL Rivalry Heats Up · 2026-08-12