What are your thoughts on todays earnings and the potential growth that they are setting up for next year and beyond?
I thought todays earnings were good. Mild and predictable, and I am excited to see the potential 50% revenue increase for next year when the new acquisitions close. Even if its on the low end of estimates, and does not account for other potential contracts, it should bring us up to the 3b range perhaps.
Where do you think our stock price will be mid 2027? Will MDA move into launch capabilities eventually or acquire a company that does?
I think its exciting to see the moves being made and the company has such a low market cap at 8 billion. I think its just the predictable margins that keep it low, and im hoping with the acquisition of CLS that they can increase those margins significantly. Some juicy U.S. defense contracts would be nice as well.