u/swordedwarrior

I’ve been looking into M-tron Industries (MPTI) and wanted to get some eyes on it. It’s a sub-$250M market cap company in the electronics/defense space that seems to be flying under the radar.

Unlike a lot of micro-caps, the fundamentals look surprisingly solid: they’re consistently free cash flow positive, have growing revenues (double-digit YoY growth recently), and specialized product lines in RF/microwave components for defense and aerospace. Given that they are profitable and scaling in a sector with high barriers to entry, do you think a 220M–230M valuation is still a massive discount, or is the small size and lower liquidity already priced in? Curious to hear if anyone is tracking this or sees any major red flags I'm missing.