[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Chaotropy [@chaotropy](/creator/twitter/chaotropy) on x XXX followers Created: 2025-07-21 10:26:05 UTC $MIND is a seriously under-the-radar winner. The company makes mission-critical marine tech—think GunLink seismic source controllers, BuoyLink tracking systems, and side-scan sonar—for defense, offshore energy, and oceanography. Backlog has surged ~72% YoY to about $31–38M, showing repeat demand and runway ahead. With no debt, improving margins (EBITDA margin hitting ~17% this year), and a profitable pivot after shedding non-core units, it’s cheap—trading near single-digit EV/EBITDA. Not flashy, but for a micro cap deep value play in defense and marine tech, this one’s got solid fundamentals and real upside. XXX engagements  **Related Topics** [debt](/topic/debt) [$3138m](/topic/$3138m) [coins energy](/topic/coins-energy) [stocks defense](/topic/stocks-defense) [$mind](/topic/$mind) [mind morpheus infrastructure node](/topic/mind-morpheus-infrastructure-node) [coins ai](/topic/coins-ai) [Post Link](https://x.com/chaotropy/status/1947241663434301736)
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Chaotropy @chaotropy on x XXX followers
Created: 2025-07-21 10:26:05 UTC
$MIND is a seriously under-the-radar winner. The company makes mission-critical marine tech—think GunLink seismic source controllers, BuoyLink tracking systems, and side-scan sonar—for defense, offshore energy, and oceanography. Backlog has surged ~72% YoY to about $31–38M, showing repeat demand and runway ahead. With no debt, improving margins (EBITDA margin hitting ~17% this year), and a profitable pivot after shedding non-core units, it’s cheap—trading near single-digit EV/EBITDA. Not flashy, but for a micro cap deep value play in defense and marine tech, this one’s got solid fundamentals and real upside.
XXX engagements
Related Topics debt $3138m coins energy stocks defense $mind mind morpheus infrastructure node coins ai
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