There are several reasons for investors to be excited here. However, I think that the biggest reason has little to do with the orders announced today and more to do with the potential long-term value offered by this relationship.
It’s important to keep in mind that CETX is selling its products to a company in a hot button space right now. As election season works its way back around, the Trump Administration will be working to fulfill his campaign promises. Whether or not that can be done is for another website, we’re not talking politics.
Nonetheless, one of the biggest parts of the campaign promise was stronger border security. As we near election season, the Trump Administration is likely to double down on the border to show that they were able to accomplish something.
Ultimately, this means that there’s likely to be a strong push with more spending on border security ahead. As this continues, CETX and other companies that are working their way into the fray have the potential to benefit greatly.
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