GEO GROUP WKN: A11662 ISIN: US36162J1060 Kürzel: GEO Forum: Aktien Thema: Hauptdiskussion

Noch was. Nach dem aktuellen SEC 13f filing von Burry, hat er für 17,8 mio usd 2,5 mio Aktien von Geo gekauft. Das is ein Ek von 7,12 usd je Aktie. Umgerechnet etwas über 6euro.

Achtung die Aquisition fand bereits im Jahr 2011 statt. Is also net neu.

Besonders interessant wegen der aktuellen Situation an der Mexikanischen Grenze

Folgenden Abschnitt find ich ja besonders interessant: (Extra von oben nochmal rauskopiert) "BI is the sole provider of monitoring and supervision services for U.S. Immigration and Customs Enforcement (“ICE”) through the Intensive Supervision and Appearance Program (“ISAP”), which is a core component of ICE’s Alternatives to Detention program. BI supervises non-criminal aliens who are required to comply with ICE’s Executive Office of Immigration Review court process."

https://www.businesswire.com/news/home/20110211005372/en/The-GEO-Group-Closes-415-Million-Acquisition-of-B.I.-Incorporated

B.I. Incorporated Founded in 1978, BI is the largest provider of comprehensive electronic monitoring services, tracking more than 60,000 offenders on behalf of approximately 900 federal, state and local correctional agencies located in all 50 states. BI applies a full continuum of technologies including radio frequency and global positioning system equipment, voice identification, and remote alcohol detection systems. BI also provides community-based reentry services for approximately 1,700 parolees on behalf of state and local correctional agencies at 26 non-residential day reporting centers across the United States. BI is the sole provider of monitoring and supervision services for U.S. Immigration and Customs Enforcement (“ICE”) through the Intensive Supervision and Appearance Program (“ISAP”), which is a core component of ICE’s Alternatives to Detention program. BI supervises non-criminal aliens who are required to comply with ICE’s Executive Office of Immigration Review court process. Financial Impact The acquisition is expected to increase GEO’s total annual revenues by approximately $115 million to more than $1.6 billion in 2011. The acquisition is also expected to materially increase GEO’s EBITDA and cash flow on a fully annualized basis. In addition, GEO anticipates annual cost synergies from the acquisition of $3-5 million. Excluding one-time transaction-related expenses and transitional costs, GEO expects the acquisition to have a neutral impact on its 2011 pro forma earnings per share and to become accretive to pro forma earnings starting in 2012.

https://jobs.geogroup.com/en-US/search

Alle ü900 Stellen wurden ab ca juni 2021 bis heut ausgeschrieben

Hab noch ma geguckt. Scheint von 22k runter auf ca 20k gegangen zu sein wegen C0r0na. Is also wohl erst ma ein wiederbesetzen von zuvot abgesägten Stellen

Wobei, kann auch sein, dass das Stellen si die in Folge von C0r0na zuvor abgebaut wurden...

Um es in nen Kontext zusetzen, Geo hat so 22tsd Mitarbeiter. Das wäre also so 4% an offenen Stellen bei Geo

Den reddit post mit den aktellen Stellenausschreibungen is interessant. Über 900 neue Mitarbeiter werden gesucht

https://www.reddit.com/r/GeoGroup/comments/peu2ma/bi_incorporated/