r/MaritimeLaunch

Just looking for insights and to understand

https://mda.space/article/mda-space-inaugurates-high-volume-satellite-manufacturing-facility-in-montreal

The new facility is a critical piece of a larger strategic partnership between MDA Space and Maritime Launch Services (MLS) aimed at building a complete, domestic "ground-to-orbit" space supply chain for Canada. [1, 2]

While the Montréal facility focuses on manufacturing satellites, its operations are tied to Spaceport Nova Scotia through the following connections: [3]

• Strategic Investment: In November 2025, MDA Space made a $10 million equity investment in Maritime Launch Services to accelerate the construction of Spaceport Nova Scotia.
• Operational Partnership: MDA Space is an "operational partner" at the Nova Scotia site. This means the satellites built at the new Montréal plant—specifically the MDA AURORA™ line—can eventually be launched from Canadian soil rather than relying on foreign launch sites.
• Sovereign Launch Capability: The goal of this collaboration is to ensure that Canadian-made satellites (from Montréal) can be integrated and launched by a Canadian company (MLS) at a Canadian facility (Spaceport Nova Scotia), which is particularly important for national defence and security missions.
• Board Representation: As part of the deal, MDA Space has the right to nominate a member to the Maritime Launch Board of Directors, further aligning the two companies' manufacturing and launch strategies.

I was doing some napkin math to calculate what’s the best case real revenue projection is for Maritime Launch Services (not incl govt hand out). Here’s what I calculated:

Max revenue per launch: $1M (feels high but easy to work with. I assume most launches will be rockets in the Electron category which have sticker price of $9M so I doubt they can afford $1M each launch to a third party pad)

Max number of launches per year: 30 (feels high but I’m going to assume they are more efficient than rocket lab in New Zealand where they max out at 20 per year so far with 2 pads a very efficient operation and vehicle with better weather)

Around $30M is the best base and I think that is high.

I checked Spaceport America earned less than $10M last year so I think I am not far here.

What do you guys think

Who all is planning to attend the virtual meeting tomorrow? Do people have any intel on the potential risk directors and auditor?

Assuming that someone from MLS is monitoring this subreddit, at least occasionally, I wonder if they could give us an update on construction at the site. Pictures would be great. So many of us are excited that things are happening. Knowing more would make our day!

NOTE TO MODERATOR: This NOT stock hype. It is about the real world importance of seeing Spaceport Nova Scotia succeed as a strategic piece of infrastructure that could position Canada as a serious player in the global economy while at the same time benefiting our allies.

There’s something different about a company like Maritime Launch Services (MAXQ). It’s not just another ticker moving up and down on a screen. It represents a real, tangible step forward in an industry that’s only going to grow. The global demand for launch capability is increasing, and having a spaceport positioned in a geographically strategic location like Nova Scotia isn’t just interesting, it’s rare. When you look at MAXQ through that lens, it becomes less about short term price action and more about being early to something that could matter on a much larger scale.

That’s where individual conviction comes in. Retail investors don’t need coordination or hype to justify an investment. What matters is recognizing potential and acting on it independently. If you believe in the long term trajectory of commercial space, in the need for diversified launch infrastructure, and in the execution path MAXQ is building toward, then choosing to buy and hold becomes a natural decision. Not because others are doing it, but because the fundamentals and the vision make sense to you personally.

There’s also a certain strength in holding through the noise. Early stage companies, especially in emerging industries, are almost always volatile. But volatility doesn’t change the underlying mission. Investors who understand what they own and why they own it are far less likely to be shaken out by short term fluctuations. That kind of steady, conviction driven participation is what builds a resilient investor base over time.

At the end of the day, the most powerful force in the market isn’t coordination and it’s belief backed by understanding. If enough individuals independently see the same long term opportunity in MAXQ, that shared conviction can support the stock in a way that’s both organic and sustainable. Passion for the company, grounded in what it’s actually trying to achieve, is more than enough reason for investors to take a position and stay committed to it.

It's up to us to put MAXQ where it needs to be.