Letters by company
MDA Space Ltd.
6 letters discussing MDA. Everything written about it on this site is on its ticker page.
- Jemekk Capital Management Q3 2026 Commentary Jemekk Hedge Fund added WSP Global and maintained its core MDA Space position after MDA’s acquisitions broadened its space and geointelligence platform. The portfolio favors precious metals, defence and selected resources, while using index hedges against risks from energy disruption, tighter financial conditions and concentrated AI-led market leadership. Q3 2026 MDA $4.7BWSP $15B
- PenderFund Capital Management Ltd. Pender Small Cap Opportunities Fund - July 2026 Pender Small Cap Opportunities Fund shifted to a defensive stance, holding elevated cash while seeking undervalued small-cap businesses amid a cooling AI trade, rising yields and widening credit-risk concerns. Kinaxis raised guidance after solid second-quarter results, while MDA Space funded its CLS acquisition and Telesat secured a major Canadian military-connectivity contract. July 2026 KXS $3.6BMDA $4.7BTSAT $694M
- PenderFund Capital Management Ltd. Pender Small Cap Opportunities Fund - June 2026 Pender Small Cap Opportunities Fund increased cash and merger-arbitrage exposure while adding technology holdings and favouring catalyst-driven situations. It argues that McDermott’s rights issue should strengthen its balance sheet, views Kneat’s acquisition as evidence of small-cap technology undervaluation, and backs Telesat and MDA Space on government-linked demand and visible backlogs. Q2 2026 MCDIF $124MMDA $4.7BTSAT $694M
- Baird Equity Asset Management Q2 2026 Commentary and Market Outlook Baird Small/Mid Cap Growth added software, AI-infrastructure industrials and commercial-stage therapeutics while exiting holdings where conviction or the original thesis had weakened. The strategy argues that data-center spending supports demand for cooling, power and infrastructure, but maintains discipline as AI-led market leadership becomes increasingly concentrated. Q2 2026 AAON $6.4BAGYS $3.1BALKS $6.7B
- PenderFund Capital Management Ltd. Pender Alternative Special Situations Fund Manager’s Commentary Pender Alternative Special Situations Fund added to Telesat after its Canadian Armed Forces connectivity agreement and backed McDermott’s rights offering as a catalyst for balance-sheet repair and future liquidity. The portfolio raised cash, increased time-bound catalyst exposure and retained hedges amid geopolitical, trade and commodity-market uncertainty. July 2026 NEO $842MVNP $1.8B
- Jemekk Capital Management Q2 2026 Commentary Jemekk Hedge Fund kept a high net-long stance and an overweight precious-metals allocation, expecting softer labour data and eventual rate cuts to revive its HALO trade. The fund reduced index hedges after their drag and added Extendicare, citing its diversified care platform, demographic demand and home-health expansion. Q2 2026 EXETF $1.8B
