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![chaotropy Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1810582250876289024.png) 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

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947241663434301736/c:line.svg)

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[Post Link](https://x.com/chaotropy/status/1947241663434301736)