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Why is Reddit bullish on MDA Space? This company's business model look mediocre.
$DFSC - Calian Group and general dynamics, the bridge across valley of death?
10 defense/space stocks, one snapshot. The valuation and drawdown gaps across this group is interesting. As at closing on Friday 24th July 2026
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So buy SPace X and not MDA Space?
Multi-Billion Dollar Backlog: MDA sits on a multi-billion-dollar backlog (hovering around the $4 billion CAD mark), providing exceptional multi-year revenue visibility.
RKLB PL MDA FLY ASTS :dance:
MDA - just ate some boner pills, big volume...upcoming news???
MDA - Canadian Space company - With Canada signing something with the europeans, it opens up the MASSIVE european defence spending spree to canadian companies.....MDA is a space/defence company that is about to see it's revenue explode (in my opinion)
Alibaba released some shit! Definitely dump tomorrow https://www.bloomberg.com/news/articles/2026-09-22/alibaba-unveils-ai-chip-to-drive-20gw-of-data-centers-by-2032?accessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTc5MDA0NDMyOSwiZXhwIjoxNzkwNjQ5MTI5LCJhcnRpY2xlSWQiOiJUTFAzMFZUOU5KTFUwMCIsImJjb25uZWN0SWQiOiJGMUZCOTdDMjkxODQ0OUM1QUQ4MTk0RUM0NjQzMjhCMiJ9.fxSnnhKjkH00-dl06CWMbDxLZcqakSkrj24piQryRXY
I'm not going to weigh in on whether MDA and NVDA specifically were good picks, that's not really something to crowdsource confidently, but the buy quality companies when down and hold strategy you described is genuinely solid long term investing philosophy, not the reckless part people usually worry about with beginners
I wouldn’t call MDA Space Ltd. a very larg company.
I am 😁 but you know that, as I am obsessed with EnSilica! Given their progress, a forward PS of about 3 seems like a bargain to me when compared to the US semiconductor 10 year average PS of 6.8 and UK of 4.5 (according to Simply Wall St data). We’ve also seen competitor Satixfy acquired by MDA Space for 13x revenue and SealSQ is currently trading at about 16 PS. The coming years look very promising to me if EnSilica keeps building upon the record results from earlier this year.
I'd ask you why you are considering a sizable position in a stock making multi-year lows that is not even performing as well as its peers like RKLB, MDA, RDW, FLY, SATL? No argument with dipping toes into the space sector given how beat up it has been, but choosing the one with the worst relative strength is likely not a wise idea.
Naysayers of RKLB are in denial of the growth and TAM of the nascent space economy. 25+ years ago the same denial song was sung of the internet economy. RKLB is currently the only real competition to SPCX, and its mcap and growth potential reflect that. The space economy also includes a defence angle. A sleeper space stock with defence exposure i think has huge potential is MDA. And a sleeper defence name with huge potential is PNG.V (which also gives you indirect exposure to Anduril). Many (including OP) talk about the 1000x of the mag7 but forget to mention how many pullbacks, corrections and doom and gloom moments occurred over the past 25+ years to realize the 1000x. You want to cash in (paper profits are worthless) on a 1000x multibagger super duper home run? Then the trillion dollar question is: how strong are your nerves when it comes down to holding on and withstanding the urge to not panic sell on drawdowns of up to 50%? It’s easier said than done. I think one way to help that is to risk manage your multibagger positions by not betting the house on it. Maximum 5% allocation (3% is probably more reasonable and realistic) will help your nerves to hold on during those drawdowns as well as stocking your portfolio with ETFs that give you broad index exposure - there is too much evidence against the success of single stock picking (hence my recommendation to risk manage with how you size your positions). Oh and always remember: Time in the market will always beat timing the market. Good luck to all!
I bought ONDS last month and dumped it because I realized they were too closely affiliated with Israel's military (I realized they were defense butni don't really want to be involved with them so I dumped it. Switched it to SLS (better karma for me I think), still carrying AVEX, AMPX and MDA in my aerospace and defence sleeve.
Not super badly, but yeah, space etfs for example, have tons of legacy junk and charge 0.8-0.6% while there are only a handful of companies (literally around 10 or less) worth investing Same for critical minerals/uranium etfs, they have tonns of "literally who?" miners, but the absence of name recognition means that they can stay underappreciated even if the theme itself plays out, so that's why i'm only sticking to popular names i can make an informed decision about, not outsourcing it to a passive manager for 0.8% For space i swapped the etfs for RKLB, ASTS, MDA and SPCX , no globalstar, echostar, cock and ballstar , eutelsat & other junk For uranium/critical minerals i switched to CCJ, LEU, UUUU and KZAP
I always compare it with MDA space, and MDA is already profitable at a similar market cap
Much more reasonable valuations and growth potential in MDA space
Surprised people don't invest in MDA space more. Higher revenue, profitable company, ~5B$ valuation
Too much MDA got me feeling retarded today. Someone pointed me in this direction and told me I'd fit in. Calls?
MDA would like a word
I had moved some of my gains from the December sell off into MDA and it's been doing very well since.
Lame - Canadian space companies are best, MDA! Buy WEEDSTOCKS
Plenty of non launch companies get far more interest than MDA.
MDA is just a body shop. They don’t have products. They don’t scale.
Canada MDA is partially a defense company too dude. For the others I mentioned their space sectors are profitable since you want to cherry pick and you clearly do for some reason.
MDA is the only space stock that’s not completely overextended
Just buy MDA SPACE,VOYGER TECHNOLOGIES and chill
Compared to the only profitable space company in north america, the Canadian MDA space. SpaceX revenue is 13 times larget yet their market cap is **270** times larger.
If yall want a legit profitable space company look at $MDA
> Every single space stock is down 60+% from highs MDA isnt. The only profitable company
MDA also sold more shares for an acquisition, which hurt them in the short term while also dumping with the "space" name sentiment.
Same with MDA in canada. Like 0 correlation and it drops 10% lol
MDA space is friday before open!!!
I like the etf HUMN, but it’s a smaller position for me compared to the task robotics like ROK, ATS, Teradyne, MDA Space (most people miss this as a robotics company). You can also go down the vision, motion road but then your port ends up being crowded. Just buy Nvidia and forget it, lol.
It don't matter. This pile of crap is causing my MDA space port to tank.
Im down 32% on MDA space lol