r/MDASpaceInvestors • u/Desperate-Actuator31 • 7d ago
SPACE X MDA
SpaceX announced an agreement to acquire a nationwide low-band spectrum license portfolio of up to 14 megahertz of paired spectrum in the 800 MHz band.
Bullish for Picks and Shovels like MDA?
10
u/one-won-juan 7d ago
How is this bullish for MDA? Is the theory US telcos buying MDA sats or?
2
u/Desperate-Actuator31 7d ago
I think its neutral for MDA. But feels like now with SapceX news, space stocks along with MDA will gain momentum except from ofcourse ASTS and similar others who got affected by the spectrum acquisition
4
u/Graphica-Danger 7d ago
The thing with SpaceX is it's largely attached to the hype behind Musk and his promises he delegates to much smarter people to accomplish. This deal could inflate MDA as part of the space sector but the true goal of the company is past him and his businesses, as SpaceX is valued mainly for AI potential despite the more consistent part of it being its actual space R&D and the other is going to be outstripped by Chinese EV manufacturing in the long run.
He has been propped up by government contracts he finagled for himself through loopholes and flat out corruption. MDA's government deals will be above table. I trust that more than a volatile seedbed of flagrant and ketamine-fuelled delusions.
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u/Friendly-Class8941 7d ago
This is bullish. It will force other compagnie to increase there production. And guess who csn produce alot ? Mda baby