Feb. 19 at 10:36 AM
đź“Š
$CETX at
$1.33 — Let’s Talk Facts + Macro
52-wk low
$1.31. Market cap ~
$13M. P/B ~0.46. Float ~10M. Volume ~600K.
That’s near book value for a multi-segment security, industrial & aerospace/defense company.
Macro backdrop matters:
🇺🇸 Rising defense budgets
🛡️ Homeland security + border focus
🏫 School & community safety demand
🏗️ Infrastructure + industrial resilience
Regardless of politics — Trump headlines, budget debates, global instability — the world is increasing spend in exactly the areas CETX operates.
Recent filings showed institutional accumulation over the past few months while price compressed. That divergence is interesting.
Revenue improving. EPS trend improving. Acquisitions integrated. Yet trading near lows?
Look at peers like
$KTOS,
$AVAV,
$OSIS — once sentiment flips, re-rating can be fast.
At
$13M market cap, it doesn’t need perfection — just execution + volume.
Cheap ≠broken. Sometimes it means early.
Let’s see who’s watching 👀🚀
$TOVX