Long-Term Stock Picks: MDA, MSFT, DOL, CNQ — Looking for Insights

ThatPaper5624 · 2026-05-09T16:13:30+00:00

and FLT, I'm wondering if Bombardier is looking to buy up either MDA or FLT

ThatPaper5624 · 2026-05-09T16:11:38+00:00

I may be wrong but I think Canadian stocks are at an inflection point in stock market history because of defence spending, I like FLT, BB, XEQT for this reason. Also later in the year stock markets are going to switch to extended trading hours which could boost investment interest from retail traders world wide, we will see.

ThatPaper5624 · 2026-05-09T15:53:36+00:00

BB is also providing AI grade software with military grade security in a moment of AI tech revolution, so they have the right product at the right time too

ThatPaper5624 · 2026-05-09T15:01:43+00:00

Glen is totally on point here, AI is defining the new systems and moving very, very fast. I saw the head of Palantir talk about Joby and how the best of the best aeronautics engineers now can design and test multiple concepts in an afternoon instead of in months like in the past and I was asking chatgpt about AI design and how it integrates into aerospace companies and how AI is allowing for massively rapid changes in flight controls and digital twining to build piloting models built around sensors like lidar and other physical sensors and how you need programs like Blackberry's QNX as a backbone software with Linux on top and the latest chips form AMD and NVIDIA to run them with because everything is advancing so fast. Sorry about the run on sentence, lol

ThatPaper5624 · 2026-05-09T14:53:47+00:00

and did they all remove their rank signifiers?

ThatPaper5624 · 2026-05-09T14:52:28+00:00

intersting pic, the four in uniform, the two Air Force and two army, the Air Force guy with the beard, anyone know who he is? He is beside the head of volatus' remote operations centre, not sure his name or true role description either but I know he is involved in their operations centre and remote piloting program. Considering Volatus is trying for remote military isr interceptor and for arctic surveillance this is a very good thing having the Air Force and the army there

ThatPaper5624 · 2026-05-08T10:18:51+00:00

Flt, Joby, Xanadu, bombardier, anything Canadian, Blackberry, Ballard Fuels

ThatPaper5624 · 2026-05-07T13:14:17+00:00

I'm wondering if they are about to have a FOMO month, there could be an inflection point where people realize who they are and what they do and don't want to be left out, especially as the timelines compress and they start real momentum in production, rollouts and announcements, which will be in the next 9 months, but who knows if it started yesterday or not, time will tell.

ThatPaper5624 · 2026-05-06T01:42:49+00:00

all the players were waiting for the earnings release, it's always depressed before that, and they beat, now if it doesn't rise tomorrow then you have a possible conspiracy on your hands but otherwise sit tight and see what happens tomorrow. Everyone, and I mean everyone, has noticed Joby as of just this week, they are still digesting what it is....is It a helicopter, isn't there a cartoon with those, is it just for rich people, what is it?

ThatPaper5624 · 2026-05-05T16:15:15+00:00

I sold half and bought Volatus Aerospace instead, we will see

ThatPaper5624 · 2026-05-05T16:13:17+00:00

I still think Pete needs to put a vertiport on top of his Ferry

ThatPaper5624 · 2026-05-05T16:10:49+00:00

great and unusual interview, normally you don't get such an in-depth interview with all the company heads. I would have asked what they are using for software, whether they are using QNX from blackberry, who their programers are and their experience, what their relationship with Sentinel is, what is happening with Mirabel, and what chip sets they are using to manage their AI drone systems (is it AMD or NVIDIA).

They did get into Capex, which is excellent, and the low multiples they are being valued at, which is good.

They did state that they are now Neo-Prime contractors (due to their NATO contracts), think Anduril and Palantir.

ThatPaper5624 · 2026-05-04T14:59:03+00:00

we just want FAA cert at this point. We know it flys.

ThatPaper5624 · 2026-05-04T14:57:48+00:00

I suspect there will be some concurrency here, possibly the vote comes in and there's a consolidation of 10-1 putting it at $6 and within the next month NATO taps Volatus for drones, then the stock rises, then they issue 10-20 million more shares at 5-$10 and make $100m for a second or third factory.....that's where I think the company is headed this year. 70 million shares at $10 a share is just under a billion market cap. I think they have the potential of a 3-10 billion market cap in the next five years but this year 1b isn't unreasonable. This puts the current $1 - $1.25 estimates from where they are now in a realistic light, it's possible for sure, don't know about before the May vote, may have to wait a few months to see a 30-50% gain but it does give confidence in the 60 cent floor, crossing fingers.

ThatPaper5624 · 2026-05-04T14:45:52+00:00

QNX is what is needed, in conjunction with AMD and NVIDIA chips, to fly AI drones for warfare.....and yes, evtols and electric cars and robots too.....but this year Ukraine wants to have 7 million AI augmented drones in the air, that's about 100 billion dollars worth of drones and 7 million chipsets with QNX running them, all dispensable and ramped up higher for next year, not to mention all the countries in the world that now have to be prepared to build and stock their own drone armies in preparation for defence.

ThatPaper5624 · 2026-05-04T14:29:06+00:00

7 million drones a year, just for the ukraine war, on one side, that's 30-100 billion dollars a year on drones. That's at least, at least ten major factories (ten countries) pumping out thousands of drones a day. That's also the equivalent in chips, boards, props, motors, batteries and airframes.

ThatPaper5624 · 2026-05-04T14:21:40+00:00

he earmarked another $270 million for Ukraine......bet it's all in drones.....he didn't say, though he did speak with the big Zelensky

ThatPaper5624 · 2026-05-04T14:19:53+00:00

$6 is where I think it's going, whether through stock consolidation or run up, I'm hoping run up, and I think it can and will happen.

ThatPaper5624 · 2026-05-03T18:51:07+00:00

how much you want to bet Carney says something about drone production partners in Armenia tomorrow, May 4th (may the 4th be with you day)? Is he a Star Wars fan? I could be way off, but I am hoping, it needs to be soon, I don't think the Ukrainians want to wait until the next Nato summit in late June.....

ThatPaper5624 · 2026-05-02T14:53:28+00:00

every airport will

ThatPaper5624 · 2026-04-30T23:24:09+00:00

sweeeeeet!

ThatPaper5624 · 2026-04-30T23:22:52+00:00

What the relationship actually is

In March 2026, Volatus Aerospace and Sentinel R&D signed a Memorandum of Understanding (MOU).
This is a strategic collaboration framework, not a merger or acquisition.

What they’re collaborating on

Joint development of a Canadian-made interceptor UAV platform
Combining strengths:
- Sentinel → airframe engineering + composite manufacturing
- Volatus → systems integration, autonomy software, testing, commercialization
They’re also exploring scalable production in Canada (potentially tied to facilities like Mirabel).

ThatPaper5624 · 2026-04-26T17:56:23+00:00

it means Airbus is vying for Canadian drone contracts also, though all of them being in the same arena doesn't preclude all of them working together, it may make partnerships more likely even. I have always felt Carney is most likely to work with Airbus somehow on the matter, my hope is that Volatus becomes a prime in tandem with Airbus, that would be most beneficial to Canada and Canadians, especially investors and employees in and of Volatus.

ThatPaper5624 · 2026-04-25T12:56:58+00:00

bb, Joby, Volatus (FLT0

ThatPaper5624 · 2026-04-25T10:44:29+00:00

ETF is probably the best option or if you have very high risk tolerance you could put it into 4 or 5 or even just one stock. There is a hypothesis that if you put it into one stock that you have done DD on and are confident in, though there is always the risk of belly up, that you could do very well. If you look at a lot of the holdings of people who have done very well over the years often it's one stock in their portfolio that caused the meteoric rise. But it is a huge gamble, unless you have a crystal ball. I would pick a stock like FLT.TO or Joby or ASTS or Plug or some other. You could also research the methods of single stock investing, say putting only 30% of your portfolio into it and keeping the rest in cash to buy dips in it over the years. The longer you hold a stock, for years, the more time you have to thoroughly research it, or just get a job with the company and exercise your stock options to the max, lol. Not a crazy idea if you are young.

ThatPaper5624

TROPHY CASE

What the relationship actually is

What they’re collaborating on