7/18/25 - $mpti - It's a buy, too

7/18/25 :: VROCKSTAR :: MPTI
It's a buy, too

- in the world of meme everything
- it helps to trade closer to $1, bc apes like to talk about $1 going to $100.
- it's also helps to have an active options chain
- but nevertheless, there are good businesses that are growing, generate cash and have good stories in the right industries that don't necessarily check those boxes
- while i'll probably not neck out on this one today, mainly bc i have my hands full w higher conviction stories, it's one of the top names on my space list (MDALF really got away from me, even before i felt comfortable writing about it... kept going higher)
- i'd put this one as probably a close #2 even tho it's much smaller, in a totally different domain, and more defense oriented (and for the record, all war is evil, almost self evidently). however, protection and protecting oneself is a necessary element of the world we live in. these guys supply some cool warez

here's a description from koyfin

M-tron Industries, Inc. designs, manufactures, and markets frequency and spectrum control products to control the frequency and timing of signals in electronic circuits in various applications in the United States and internationally. The company offers radio frequency, microwave, and millimeter wave filters; cavity, crystal, ceramic, lumped element, and switched filters; high performance and high frequency oven-controlled crystal oscillators (OCXO), integrated phase-locked loops OCXOs, temperature-compensated crystal oscillators, voltage-controlled crystal oscillators, and low jitter and harsh environment oscillators; crystal resonators, integrated microwave assemblies, and solid-state power amplifier products. It serves commercial and military aerospace, defense, space, avionics, and industrial markets. The company was founded in 1965 and is headquartered in Orlando, Florida.

- so while MSD+ fcf yields are "good", they're not really in my "it's obvious" zone. then again, typically this is the case for good co's running just fine
- i'd want to get some clarity on why CEO left, which i haven't - any ideas or digs here on the comments wb appreciated
- what do u think anon?

V