Replies to post #21371 on Optex Systems Holdings Inc. (OPXS)

[fireopal]

ROTFL >>"Reality view that is not tunnel vision focused on the past"-- History repeats for a reason & too bad some bought into pretty much the same line of reasoning used back in 2014 which ended up costing one that we know a bunch of money :)

Not to mention - SEC investigation/discipline for insider connected to Longview/Alpha/Hirschman for eons along with 2 investor rip-off's etc, etc is NOT tunnel vision.

And clearly have some REAL big accumulation going on here. Last couple days have been little retail investors with no 5-10-15K sells going through so 420 shares (today) x 1.09 (hod) = $457.80 which is no where near $10-$30K worth of shares today lol.

Also not sure what chart you are looking at b/c no way "this has traded side ways near 3 year highs for ages now". As we both do know - trading sideways is not uncommon for this thing & PPS (pre r/s) was like around 01 cent 3 years ago & OPXS chart clearly reflects that PPS is now trading sideways way below that 01 cent range so >> http://stockcharts.com/h-sc/ui

[littlefish]

With Alpha Anstalt probably holding over 500k-600k shares still (including series C converts), I don't see any great upside if they funnel their shares out into the market as they have the last year or so around that approximate $1 level. Maybe Feb Q report will show operational profits compared to last year's loss. Hopefully margins start firming fairly soon in next couple Qs. That could help bridge us to potentially more meaningful growth assuming AMPV can ramp up before long.

Will be nice to put them (Alpha) behind us eventually. They seem less willing to sell down to where I'd continue accumulating but I have enough of a chunk to keep fairly close watch on the company going fwd. Kinda reminds me a little bit of SMID in early 2016. Company has had a tough industry environment for years, some competitors have gone BK, company has clean balance sheet and trades slightly under tangible book (minus warrant liabs which I consider a wash given exercise price), company has potential growth drivers coming in a year or so (for SMID it involved patiently waiting for state legislative funding and FAST Act money to funnel thru which happened more in earnest in 2017 on). For OPXS, we still need to see fed funding appropriated. Hopefully that gets taken care of to some extent in the fairly near term. Last Q was disappointing on margins, but that too may resemble SMID where they had good revs but real weak margins early in 2016 working off some older contract work before getting newer stuff at potentially a bit better margins going.

All IMO only.