RE:And it's backOkay I'm in with a starter position. My Aerospace&Defense holdings is perennial mutt BBD, composites supplier PKE, and now MDA (for indirect exposure to TSAT).
My favourite of the three is PKE. They sell engine nacelles into GE/CFM Leap engines for AB 32xNeo and China's soon to be certified Comac919 plane. No exposure to BA's deathplane aka 737Max. A bit of recent news on C919 for those interested.
>>>The first C919 narrow-body passenger jet, which is set to be delivered to China Eastern Airlines before the year-end, will enter the final assembly stage soon, said its manufacturer Commercial Aircraft Corp of China or COMAC at a recent meeting in Shanghai. COMAC said the domestically manufactured C919 model is on the fast track to receiving airworthiness certification before its commercial debut. The C919 production certification board, which is responsible for granting the production and type certificates to the aircraft model, held a meeting on Sept 10 in Shanghai and reviewed COMAC's reports on batch producing the jet.
https://global.chinadaily.com.cn/a/202109/16/WS6142985ca310e0e3a6821e09.html