Coda Octopus Group Inc (CODA)

[Omarabsu]

I’ve thought about this in the past when the word came out that NASA was kicking the tires on the technology. The space is starting to fill up with solutions and I don’t see Coda having the wherewithal to pivot into a macro tailwind nor win a competitive fight against another firm.

Coincidentally, the contract that MSFT just won for the army is like the on land version of the DAVD that coda has for divers; if the company was more aggressive they could probably enter the space but I don’t think they would ever.

Fun food for though.