Replies to post #21159 on Optex Systems Holdings Inc. (OPXS)

[littlefish]

Agreed. The paid pumpers/advertisers are gone, let me know if U see them return (even if it's a cheesy $50k pump). I'm interested in operations and their potential, not paid promoters.

I like this one right now and know the history. They aren't fooling me, I see where they've come from and looked carefully at their holders and what they do/have done. The big holder no longer controls the company thru debt.

One thing I might push for if they start making enough to pay out the dividend and build cash is an increase/renewal of share buyback. I think they will be starting to realize profits soon and as mentioned won't be a capital intensive company. It would be a plus to continue to downsize the role Viking/Longview play and diversify their shareholder base while strengthening potential future earnings thru reduction in share count. I was glad to see the debt settlement and reduced role (board resignations) of them. I wish them well, just not seeing the benefit of having them on the board.

I was all for the 700k block the company bought back from Longview. Another couple chunks like that and Longview may feel more relaxed with their position.

All IMO only. Good luck.

[littlefish]

Fireopal, you state: "lol unfortunately i do know the time frame >> Alpha - Longview- Hirschman got everything set up in a few short months and closing date was end 3/09. This trio is definitely very good at what they do beyond any doubt and they have been making bank on the backs of their investors here too!!"

If they're doing so well at what they do why wouldn't you do even better if given the chance? Both Alpha and Longview I'm venturing were in on the placement of shares potentially. That means paying $1.2 per share vs current $1.08 price. You can buy a piece of the business for less than them (can add 4-8 cents to your cost basis for divi already paid to them and warrants assuming they got warrants). Even after accounting for divs U can buy cheaper shares. Yes U don't get warrants but if those get exercised, the company is bringing in cash at a higher price than we trade (by a wide margin).

Also, Longview settled that large chunk of debt for dollars per share if you calculate their value of debt to shares issued. Plus, Hirschman is no longer a shareholder I believe?

So, today you can get a piece of the biz as things are turning better at a cheaper price than they did when things were still pretty cloudy on outlook over a year ago, share structure was murky and they had a bunch of debt thru Sileas IMO... You'd be doing better than that crafty trio by a wide margin today- cheaper price per share, cleaner balance sheet, improving outlook, and that ugly potentially caustic debt gone...

All IMO only, good luck.

[littlefish]

By the way fire, I think you were right up until the Longview transaction that worked out the debt. People that bought in before that major question mark being figured out were playing with fire potentially.