Stock Ideas
This is not a stock recommendation, it is an idea. Used chiefly for myself to keep track of information for future reference. An investor must always evaluate the price of the underlying asset before buying. The key question to ask is!...What is the intrinsic value of the business?
Mda Ltd (MDA - TSX)
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Profile
MDA Ltd is a developer and manufacturer of technology and services to the burgeoning space industry. It is an international space mission partner and robotics, satellite systems, and geo-intelligence pioneer. Geographically it serves the United States, Europe, Asia, the Middle East, and Others whilst generating key revenue from domestic sales in Canada.
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Comments from Stockchase
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Investor Insights
This summary was created by AI, based on 3 opinions in the last 12 months.
MDA Ltd. is positioned as a global leader in the space economy with a strong backlog, impressive revenue and EBITDA growth projections, and recent addition to TSX Composite. The company has displayed solid momentum, strong cash flows, and has secured major contracts, leading to positive earnings and revenue visibility. Experts believe MDA is well positioned for continued growth and expansion in the satellite components market.
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Very strong company that is a leader within the space satellite sector. Capex investments are starting to payoff as cash flow begins to rise. Expecting company to win large government contracts. Runway for space exploration limitless. Excellent pick for long term investors.
James Telfser, April 15, 2024
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Global leader in the field. There's a new "space" economy, and MDA is well positioned to capture a good share. $3B backlog. Clear visibility for 20% revenue and EBITDA growth per year for the next few years. Recently added to TSX Composite, underfollowed stock. 9x EBITDA, really cheap considering massive growth potential. No dividend.
Stephen Takacsy, March 28, 2024
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Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research
Forecasts call for sales growth of 23.5% and EPS growth of 21.1% in 2024. MDA has displayed nice momentum following a solid Q3 and has a large backlog of business. Additionally, MDA has started to see cash flows begin to increase. MDA is up 59% in the last year and a valuation of 17.9x forward earnings is decent considering the strong momentum in the last year and forecasted outlook. We are comfortable adding to MDA at the current levels.
January 17, 2024
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Last week, the Telesat deal surprised everyone. Nobody saw it coming. MDA developed a technology that really dropped the costs, so they were able to raise the financing. That deal was a feather in the cap, but MDA's demand will grow anyway. He likes the story and is hanging on, not selling any shares.
John Zechner, August 22, 2024
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Source
https://stockchase.com/company/view/6739/MDA-T
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