Yeah lexi, it's funny how folks sell when they should be buying and buying when they should be selling.

I don't think it's a given that they will sell the prison RFID business without a good return. It's hard to believe wireless transpo monitoring is growing faster than prisoner monitoring, but I guess the FFE contract sealed the deal on where they wanted to focus.

Below is why Alanco is a core holding for me...

"•StarTrak’s subscription-based recurring revenue business model, with three to five-year, negligible churn, service contracts providing a highly profitable, stable revenue stream currently representing over 50% of total sales.

•StarTrak’s 90% share of the rapidly growing refrigerated transportation wireless monitoring market, now providing subscription data services covering approximately 30,000 refrigerated trucks, railcars and containers.

•Proprietary, industry-leading technology platform backed by a significant patent-pending portfolio.

•Large potential market opportunity comprising an estimated 450,000 refrigerated trucks, railcars and containers in North America, with a minimal market penetration for all providers, including StarTrak, of less than 10%."

•New business development opportunities through the extension of StarTrak’s technology and network infrastructure beyond refrigeration transport, e.g. to hazardous transport monitoring, as well as growth through ‘bolt-on’ related vertical acquisitions.”