Overview of Thesis
Orbit International CORP. (OTCPK:ORBT) is on the cusp of a huge cash flow generation period that, by my estimation, will result in more than half the current market cap in cash. After winning a huge government contract, the company is going to see 2+ years of outsized growth with a record high backlog of orders. Recent commentary by management suggests this will continue: “follow-on orders expected on a majority of our major military programs along with several additional opportunities that could result in significant awards”. The company is set