Down nearly 20% this week
Welp, it’s been one of those weeks fellas. We got reK’eD! Long term thesis stays intact. CDA still paying for the development of Canadarm3, although it will get repurposed for the lunar base pushing it back a couple of years. MDA still the second largest satellite manufacturer in the world. I still expect MDA to snag some more govt contracts, especially with the new addition of 49North. Most people on here either forget or don’t know that the commercial/govt split for MDA is 70/30, much better than other aerospace companies (such as LMT or NOC).
Posted Mar 27, 2026, 8:09 PM UTC
3127