Has anyone here looked into MDA Space (MDALF)?
Seeing this is a space company that has been around last 50 years and manufacturers satellites + robotics/sensors for space operations.
Financials looks solid with positive GAAP net income + 32% revenue CAGR past 5 yrs. Their backlog is $4.4 billion (and growing) which is almost a 2 yr revenue run rate.
They are currently investing in a new factory that can produce 2 satellites/day, which if secure orders for will really accelerate their revenue anymore.
narrative wise- GoldenDome + their broad space exposure on almost all aspects outside of launch could be a positive tailwind.
any thoughts for or against this one?