Mar. 11 at 2:57 AM
$GEO Final Valuation Defense
The argument for a
$2.4 Billion purchase price for 18,000 GEO beds rests on Time-to-Value.
The Delta: If the government chooses to build 18,000 new beds via warehouse retrofits, they will spend roughly
$2.7B to
$3.2B (Acquisition + Retrofit) and won't be ready until 2027.
The "Buy" Choice: By paying you
$2.4B, they save
$300M+ in cash and get the beds immediately to meet the November 30, 2026, "Mass Removal" deadline.
