The Traders Digest™️

Comments and tweets are not investment advice. Protect your money and do sòme due diligence.

[The Traders Digest™️ @MyTradersDigest]

How a Maritime Launch SVS executive helped SpaceX get started. $MAXQ $MAXQF $ASTS $LUNR $FLY $RDW $MDA $TSAT $GSAT #NASA #ElonMusk #JeffBezos #SpaceX
https://t.co/gIhD5dEgN6

[Monsieur Gustave H. @_Gustave_H]

"Isar Aerospace is expanding its multinational launch infrastructure to serve a broader range of orbits and customers. A Letter of Intent with @maritimelaunch adds Spaceport Nova Scotia as a second launch site alongside Andøya, Norway, covering mid- to high-inclination orbits critical for Earth observation and communications."

[Stephano🍁Barberis @HelloStephano]

These numbers are not able to be ignored. Huge for Canada.

[Alex @alexdbanks]

$MDA - Canada’s annual defence spending is projected to grow from ~$45B USD in 2025 to ~$97B USD by 2031, but analysts still expect just 11.8% annual revenue growth from the country’s only scaled pure play space prime with a $40B CAD (~US$29B) pipeline.

Investors still don't realize the extent which Canada has shifted its defence procurement stance and more importantly its budget.

Some notes that keep validating the $MDA thesis for me:

- Canada is preparing for $180B CAD (~$130B USD) in direct defence procurement and $290B CAD (~$208B USD) in defence-related capital investment over the next decade (almost half a trillion Canadian dollars combined!)

The government wants 70% of defence acquisitions to be awarded to Canadian firms.

It even listed its 10 areas of focus, with space (for the first time in Canadian history) finally being named as a sovereign industrial capability.

Alongside that, you have:

- A new Defence Investment Agency to accelerate procurement
- A $4B CAD (~$2.9B USD) BDC defence-financing platform
- A global Defence, Security and Resilience Bank likely to be headquartered in Toronto
- New government support for R&D, capex, exports, domestic IP, tax incentives ITB, etc.
- A framework to identify Canadian "defence champions" and commitment to an anchor customer model
- A global shift towards sovereign defence and space capabilities (non-US)

There is only one, nearly 6 decade old scaled, publicly traded, pure play Canadian space prime positioned directly in the middle - $MDA

And unlike almost every other public space company (aside from $SPCX), it's already consistently profitable but the entire market cap is $5.4B USD (vs. $RKLB at $66B USD, $ASTS at $36B USD, $PL at $12B USD).

It's already been working with the government for decades on the country's largest and most sensitive space missions.

Over the next year(s), you're going to get:

- Follow on orders for RADARSAT
- Contract award for ESCP-P (a massive > $5B CAD program)
- Contract award for for DESSP (another massive > $5B CAD program)
- Follow on orders Surveillance of Space 2
- Launch of MDA CHORUS and recurring data revenue (very underrated)
- MDA MIDNIGHT space bodyguard orders
- More antenna wins across allied constellations, especially from Europe
- Lunar robotics and surface logistics
- Telesat $TSAT follow on satellite orders
- New AURORA constellation awards
- Acquisitions
- International and allied sovereign space demand - it just inaugurated what seems to be largest capacity satellite manufacturing facility outside the US (around 400 satellites per year).

$MDA grew revenue from approximately ~$342M USD in 2021 to ~$1.17B USD in 2025 (a CAGR of roughly ~36%).

But consensus expect growth to slow to 11.8% from 2025 through 2029 with revenues reaching ~1.83B USD in 2029. To believe that you need to believe that just as Canada:

- commits nearly half a trillion dollars
- targets 70% of acquisition dollars to Canadian firms
- declares space sovereign
- prioritizes Canadian suppliers
- accelerates procurement
- finances industrial expansion
- pulls major space programs forward

that the country’s only scaled space prime materially slows down.

[Maritime Launch @maritimelaunch]

Today, our team continues preparations on-site alongside T-Minus Engineering, regulators and community partners as we work toward our next launch opportunity.

We are not launching today. Teams remain focused on readiness, safety and mission success as we continue to evaluate conditions throughout the launch window 🇨🇦 🚀

[SpaceNews @SpaceNews_Inc]

Isar Aerospace raises 270 million euros for global launch expansion https://t.co/p0OH6ZpP7c

[StockRocketeer @StockRocketeer]

@SpaceInvestor_D “Our launch clients are separately working on their pad layout designs,” Matier said, developing “finishes needed for their specific rockets.” One of these tenants will be Isar, which will help finish its own pad....
@maritimelaunch #nasanorth
https://t.co/6Oh2yzQ3iR

[Monsieur Gustave H. @_Gustave_H]

Just to clarify: Isar Aerospace isn’t building a new site from scratch in Canada. They signed an LOI to partner with @maritimelaunch to develop and use infrastructure at their Spaceport Nova Scotia. As stated by the company - "Isar Aerospace is expanding its multinational launch infrastructure to serve a broader range of orbits and customers. A Letter of Intent with Maritime Launch Services adds Spaceport Nova Scotia as a second launch site alongside Andøya, Norway, covering mid- to high-inclination orbits critical for Earth observation and communications."

[The Traders Digest™️ @MyTradersDigest]

@isaraerospace Nova Scotia and Spaceport Canso are open for business $MAXQ $MDA

[The Traders Digest™️ @MyTradersDigest]

@isaraerospace Nova Scotia and Spaceport Canso are open for business $MAXQ $MDA

[Isar Aerospace @isaraerospace]

We’ve raised €270 million in Series D funding. This strategic backing powers our global expansion, accelerates serial production of our Spectrum launch vehicle, and drives new global launch sites. Backed by leading European and international investors, we deliver scalable orbital launch systems to secure sovereign space access for Europe, NATO, and allied nations.
Read more: https://t.co/rgxjTVa9Jb

[Rocket Lab @RocketLab]

“Launch is access to space and if you don’t have access to space, everything else is irrelevant.”

Peter Beck joins @edels0n to talk about what it means to be an end-to-end space company, the biggest challenges in space that need solving, and what the industry will look like over the next decade.

📺 Watch: https://t.co/MAqNhIqCKG

[Cindy Sutch Whitelaw @cindysutch]

NEWS: A publicly traded Spaceport is currently being constructed in Canada. If you are an investor, you may want to have a look at this up and coming launch provider. #canada #dnd #spacex #stockmarket #investing #usa #maxq #investing #maxq #mdaspace #spaceport #launchsites

[Maritime Launch @maritimelaunch]

🚀 Update: Our launch window opens today, but after this morning’s review of conditions, the winds are not favourable for launch.

Our team will continue to monitor conditions throughout the day and reassess opportunities tomorrow.

As always, safety comes first. We’ll keep you updated as the week progresses and look forward to the next launch opportunity.

[Cult MTL @cultmtl]

Pierre Poilievre is pushing people away from the Conservative Party.

“A growing number of Conservatives want Poilievre to be replaced as party leader.” https://t.co/ZYq2xVIqg3

[The Traders Digest™️ @MyTradersDigest]

@Diamie_x Thats my boat, please dont post pictures.

[The Traders Digest™️ @MyTradersDigest]

Podcast: A Defining Moment For Blue Origin | Aviation Week https://t.co/gjRxYcwS50

[Evan @StockMKTNewz]

CrowdStrike $CRWD quarterly revenue history

Q1 2018: $47M
Jan '20: $152M
Jan '21: $265M
Jan '22: $431M
Jan '23: $637M
Jan '24: $845M
Jan '25: $1.1B
Q1 2026: $1.4B

[The Traders Digest™️ @MyTradersDigest]

We're Holding Rocket Lab Despite 356% Rally - 24/7 Wall St. $RKLB https://t.co/Z12vJmUF5j

[The Traders Digest™️ @MyTradersDigest]

Google to Pay SpaceX Nearly $1 Billion a Month in Cloud-Computing Deal - WSJ https://t.co/HI74U4mmfG

[Stockyards Media @StockYardsmedia]

$MAXQ $MAXQF