Optex Systems Holdings Inc. (OPXS)

[kai-zen]

Because of their military contracts, demand will continue to grow in my opinion. Couple that with commercial expansion on the AOC side and I think we have ourselves a sleeper.

It seems those that were here before the rushed IPO have left and stayed away and I can't blame them, it looks like whatever bad debt they had hanging around may be gone and some changes are on the way, atleast thats how I'm reading the changing of board members. Shoening, Bates, and Hawkins are the ones who really run the company and I think the dividend is a thanks to those that stuck around through this rough patch.

I'm still curious exactly what all the IPO money was used for, there was a confidential treatment filing awhile back, maybe they needed quick cash to fund a larger military deal?

Only time and 10-k will tell. In the meantime, if the dividend does pan out Ill enjoy the cash. Who knows maybe Ill reinvest here or pick up some more Mantra. ; )