Optex Systems Holdings Inc. (OPXS)

[littlefish]

? I'm long this company, it is a decent holding actually. I just tend to talk what I think is the truth.

How can a company write up not talk about the AMPV? I think that is the potentially single biggest organic growth driver for the company's periscope line going forward involving their higher margin periscopes with 'known knowns' and yet wasn't even brought up. Paladin wasn't mentioned either I don't recall although I'm not as excited about the Paladin's potential 60 per year build after the 48. AMPV could run 300 vehicles per year at full rate for 10 years. You can see 4-5 periscopes just on the driver's hatch and think there are 8+ per vehicle in total.


All IMO only. Good luck.