Optex Systems Holdings Inc. (OPXS)

[gilead23]

A 35 million contract is significant even shared.

Some uncertainty on realizable size given it’s an IDIQ, but yeah great contract.

And they should start booking orders for G&H early next year which is another sweetener.

Will be interesting to see where the current quarter lands and what the delivery schedule looks like for the next couple quarters. I have been a bit concerned about margins but typically higher revenues mean better margins for them and they were guiding for a high revenue quarter.