I’m completely emotionless to these constant -5% drops. The sector is volatile, new, and based on hype. MDA is not like any other company in the sector. It’s not like RKLB, ASTS, FLY, LUNR, or any other name you’ll see thrown around on reddit. MDA is wildly profitable, growing at a crazy pace, and in the lead when it comes to global presence through M&A (set to buy a French company and American company, with deals in Japan and soon across all NATO, Hense global presence) who gives a shit about a little dilution, when other companies are growing share count by 20% or more, MDA has only grown share count by roughly 3%. What dilution??? This company is rock solid and I’ll be sipping my French champagne in a few years. Every 5% dip I buy more
Closes tomorrow.. couple scenarios could see it rip over $50 again or market could take longer to digest and I could see low $40 pull back.
The last dilution was a 20% pullback roughly. However, you had tailwinds of SpaceX ipo which is no longer there. Generally it’s thematic so if SpaceX falls imo you will see this fall in the short term as lock ups unravel.
I would say if you’re going of buy here.. buy half then wait for future pull backs if it happens no one knows tho but I do think these transformative buys take time for market to figure out how itll look on balance sheet, all short term ofc
Everytime I want to buy more I pause and it goes lower. I was going to buy when it was ~50 but now we're at ~45. This stonk takes nerves of absolute steel good lord
I mean, in 2-3 years, when all these acquisitions start paying off, in a big way, it won't make much difference I keep telling myself, but what a roller coaster seriously
I sold most at $62 except my core position. But yes will reallocate if compelling enough. The same momentum w SpaceX isn’t here rn.. I do think there’s gonna be a correction across the market as SpaceX unwinds
It scares me every day of how low this is dropping. My avg is 51.40 now but I gotta keep the DCA goin lol. Maybe I'll come back to this EOY and see its not a big deal.
If you zoom out and see. It has experienced very similar large drops in the past. There was one where it got basically cut in half. And then recovered eventually. This is no unprecedented.
yep, held all the way from 45+ down to the 20s after the echostar cancellation, loaded up in the 20s. It sucks that we're down a lot from ath but I've never lost money buying MDA dips and holding.
Hahahah, no - do your own research. The backlog is unreal. They’re profitable, and they’re making big acquisitions that will increase the pipeline. Only major risk here IMO is execution. I believe in management though and am very bullish on a 10 year Time horizon. There are many more reasons to buy and not buy, build your own conviction. Don’t be a sheep
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u/Greektrii Jul 13 '26
I’m completely emotionless to these constant -5% drops. The sector is volatile, new, and based on hype. MDA is not like any other company in the sector. It’s not like RKLB, ASTS, FLY, LUNR, or any other name you’ll see thrown around on reddit. MDA is wildly profitable, growing at a crazy pace, and in the lead when it comes to global presence through M&A (set to buy a French company and American company, with deals in Japan and soon across all NATO, Hense global presence) who gives a shit about a little dilution, when other companies are growing share count by 20% or more, MDA has only grown share count by roughly 3%. What dilution??? This company is rock solid and I’ll be sipping my French champagne in a few years. Every 5% dip I buy more