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Re: hweb2 post# 105770

Wednesday, 06/28/2023 10:21:02 AM

Wednesday, June 28, 2023 10:21:02 AM

Post# of 129860
OPXS agree its a good hold and I have some

I've always been acutely aware of IDIQ's and how they translate into orders. This started with ECKS if you remember that one at all from maybe 20 years ago. They announced some ridiculous IDIQ of like 100 million dollars for facility security products for the military. Not sure they ever got much of anything. In the case of OPXS if you talk to Danny the orders are much less uncertain. This is mostly stuff that the military will need at some point. Its mostly about timing. They aren't likely to get every penny of every IDIQ, but they should get at least a substantial chunk.

At some point this year they should be announcing a big quarter, and it isn't as if there aren't tailwinds around military spending. Ukraine is basically a massive furnace for taxpayer dollars.

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