Join today and have your say! It’s FREE!

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Please Try Again
{{ error }}
By providing my email, I consent to receiving investment related electronic messages from Stockhouse.

or

Sign In

Please Try Again
{{ error }}
Password Hint : {{passwordHint}}
Forgot Password?

or

Please Try Again {{ error }}

Send my password

SUCCESS
An email was sent with password retrieval instructions. Please go to the link in the email message to retrieve your password.

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Quote  |  Bullboard  |  News  |  Opinion  |  Profile  |  Peers  |  Filings  |  Financials  |  Options  |  Price History  |  Ratios  |  Ownership  |  Insiders  |  Valuation

MDA Ltd T.MDA

Alternate Symbol(s):  MDALF

MDA Ltd. is a provider of advanced technology and services to the global space industry. The Company designs, manufactures, and services space robotics, satellite systems and components, and intelligence systems. It also provides geo intelligence and earth observation solutions that incorporate data from the Company’s owned and operated satellite, RADARSAT-2, as well as third party satellite missions. It operates across three business areas: Geointelligence, Robotics & Space Operations, and Satellite Systems. In Geointelligence, it provides end-to-end solutions and services related to earth observation (EO) and defense intelligence systems. In Robotics & Space Operations, it provides autonomous robotics and vision sensors that operate in space and on the surfaces of the Moon and Mars. In Satellite Systems, it provides systems and subsystems used in low earth orbit (LEO), medium earth orbit (MEO), and geosynchronous orbit (GEO) satellites and offers digital payload expertise.


TSX:MDA - Post by User

Post by Possibleidiot01on Apr 15, 2024 1:58pm
82 Views
Post# 35989829

James Telfser - BNN - TOP PICK

James Telfser - BNN - TOP PICK

MDA (MDA TSX)

We believe growth in the space economy will be robust for many years to come. MDA is a pure player in this market and we believe has some exciting years ahead. The cost to launch a satellite has declined in a meaningful way, driving more and more businesses to utilize space for communications, observation, and other activities. This fact is key to our thesis and has driven predictions that this market can grow from $400 billion to more than $1 trillion in the coming years. MDA has some big launches coming up and a backlog of $3.1 billion and recent commentary suggests they have another $17 billion in the pipeline. Catalysts will be driven by new wins, free cash flow and proof that they can execute during the high growth years. The current valuation multiple of eight times next year’s EBITDA is much to low for the growth and margins we are expecting.

Owned in portfoilio but not personally or by family
 



<< Previous
Bullboard Posts
Next >>