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  5. MDA: which one would you side with? [MDA Space Ltd.]
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Q: which one would you side with? With the space theme growing in interest would like exposure to the sector to catch any tailwinds over the next 5+ years. If there are other names worth exploring please do advise

Asked by Sal on November 30, 2024
5i Research Answer:

SPCE is another company in the 'space' (ha ha) but we would not recommend it. We like both MDA and RKLB. We would side with MDA as it has a significantly higher revenue base right now and is profitable with cash flow. RKLB is becoming a momentum, FOMO stock somewhat, but is losing money and cash flow is negative. 

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