In short: "MDA, which we don't own" — named while counting how few listed Canadian defence/space names exist ("then okay, we're done"), which is what made BlackBerry's defence optionality "not a huge leap of faith." Explicitly not held.
28:07MDA which we don't own and then okay we're done right that's it then okay there's BlackBerry okay then you could has a little bit of defense maybe to it but there's it's hard to find publicly they didn't even have Kraken Robotics is not there from the Maritimes but we're not blessed with a ton of opportunities there and so to me it didn't take a huge leap of faith to think Blackberry would find a way to get in front of some of that money
In short: Rather own MDA than SpaceX to play the satellite boom — beat numbers, raised guidance, ~$4.3B backlog, great balance sheet, and a growing defense angle as warfare shifts to satellites.
MDA Space is a Toronto-listed satellite-technology company. A viewer asked whether to play the space race through MDA instead of buying into SpaceX's IPO, and Harris agrees: "better to own MDA than SpaceX."
His case: MDA beat its numbers, raised its forecast, has a big order book (~$4.3B of work already booked) and a strong balance sheet. The satellite business is the genuinely good part of the space story, and as modern defense shifts from big rockets to satellites and other tech, MDA increasingly benefits from rising defense budgets too.
14:33Okay, the first question is actually about MDA space. Rather than buying SpaceX, I'm considering getting into the space race with MDA. What does Paul think? Now MDA got a huge pop, right? Uh thanks to SpaceX as did all space related stocks and then um you know as SpaceX became public some of these struggled.
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