GEO Geo Group, Inc.

$GEO Team, now the dust has settled in. Let´s digest all this good news. First,we have a reduction of debt by $650 million AND a change in their revolving credit line to total flexibility. So nothing can endanger the company on the cash side any more, no bad bank, no market interest increase. This is so valuable, it is a gamechanger Second, we see again the huge value of owned beds. $950 million for 2644 beds means $359K per bed. We still own more than 40.000 so the value of company has now topped $14 billion because there is not much debt left. We are at Mkt Cap of $3.94B with a 30$ share price....even a 3rd grader can see that the NAV has surpassed all old estimations..guess we have $100 per share as real value... Third, and really interesting. $GEO announced debt reduction AND buyback increase. But the latest sale covers the debt reduction...so we expect more sales in near future. Let´s buy more, somebody is desperately trying to keep the price down, just use it..GL to all smart longs

$GEO I love the shorts! They’ll have to cover eventually. And with the massive buyback in place, the company could, over time, rip their heads off. Go GEO!

$GEO Hmmm, lemmie get this straight. Lemmie understand this $900MM sale. Total equity goes up something like 60%. That’s from $1.5 billion to $2.4 billion and the stock goes up 3% I think the best is yet to come. Should be $40 today. Maybe tomorrow? $$$

$GEO Team, again we have the chance to secure some cheaper shares before we rise further. We experienced a retreat of the share price in the last days without a reason except one....somebody needs cheaper shares. It is not a selloff, it is simply a very smart share price manipulation. Also, it is not shorted, the actors sell mainly to themselves and by doing that they fish enough SL Limits and people who don´t have the patience and nerves to take ebb and flow of a share price. It is always perfectly combined with a sudden drop in Sentiment by the paid bashers. Remember, we started with 144 mio. shares at the beginning of the buyback phase. Buyback volume has been increased to $1.25 B, which gives us around 40 mio. shares +++ less. If most institutions hold till they get their payout of 50$ shareprice, there is not much left to trade..isn´t it. And if I would be short based on the past, I really have a urgent need to get shares cheap...before it is too late. So, keep cool and buy more..

$GEO Sidoti raised its GEO estimates across the board: FY26 EPS to 1.37 from 1.30, FY27 to 1.86 from 1.67. The FY27 number is 21% above Northland's own FY27 estimate of 1.54. Same direction, very different magnitude. Also moving: the 8-K filed last week covers redemption of all 650 million dollars of the 8.625% senior notes due 2029 at 104.3 (about 678 million dollars), funded from recent asset-sale proceeds. That follows the completed 950 million dollar sale of the three Adelanto detention facilities to the DHS. The revolver was restated at 550 million dollars with maturity pushed to 2031, and the new terms allow unlimited buybacks as long as leverage stays under 2.25x. JonesTrading initiated coverage with a Buy last week.

$GEO And to all my GEO friends on this site. You know who you are! At $45, I will be treating you and your significant other to a weekend of all-expense paid luxury accommodations in Las Vegas. This includes dinner and a show. THEN another trip to Las Vegas when the stock hits $65. Possible this year, but 2027 probably the better chance. Go GEO!

$GEO Massive buyback still in effect. I would think company would be active at prices under $30. Why? Because NAV is somewhere around $45 +++

$GEO That Broken Stock syndrome, gotta luv it..Huge institutions own it so Anything can and will happen here in this name...

$GEO The Stock is taking a beating with no news. Hopefully we finally get the run on earnings but typically GEO always beats earnings and it still tanks. I don't how there can be such heavy shorts if 90% of the shares are owned by institutions.

$GEO 1: California government is a failure at nearly every level. Corruption is rampant. Incompetence is apparent. 2: Money Managers I spoke to think the debt reduction over straight buybacks was a disappointment to the momentum funds and they sold it off. 3: Long term less debt brings higher consistent earnings essentially is a big plus. Holding $$$

$GEO Team, whoever is here for a while knows this scheme. Somebody selling to himself driving the pricing down as hard as possible to pick up all SL Limits which he can get. Then this paired with typical bullshit comments in the different investor boards. Some asked, what has happened. Well, $GEO sold their first facility to DHS, probably not the last. They get rid of all debt and they increased their buyback volume. I even read "dilution"...hehe, we have the opposite. The amount of shares are shrinking and the profit per share is rising. So, keep cool, in a day like that I hope you did it like me, bought some new shares to either increase your position or to sell them in 1-2 days when it rises by 10% again. Here you are on the save side, the stock will ultimately hit the NAV level because of the buybacks. It will drive slowly but surely the shareprice to 45$ or more, while we will have similar trading patterns like today from time to time. GL to all longs, enjoy the profits

$GEO 🚀 SCOTUS just agreed to hear whether illegal entrants can be held in mandatory detention without normal bond hearings. If the government wins, that could mean longer average ICE detention stays and more sustained demand for detention beds. More bed days = more revenue opportunity for GEO. Important: SCOTUS has only agreed to hear the case — no ruling yet. But this could become a major 2027 catalyst.

$GEO looks like Aurora ICE facility contract was given 60 day extension until 12/15/2026

$GEO | BULLISH SETUP 🐂 🏢 Company Profile: Premier government services provider operating secure facilities & processing centers ($2.95B–$3.05B FY26 rev guidance, $550M–$560M adj EBITDA). Revenue up +15% YoY ($732.1M Q2) with strong $0.37 adj EPS. 📉 Technical Setup: Squeezing tight at the upper trendline of an 8H descending wedge/channel around $30.80–$31.25 spot! Multi-month consolidation building a base right on horizontal support. ⚡ 🔎 Options Flow: Ask-side call sweepers stepping in! • Oct 16 $30C (2.5% ITM) ($41.9K sweep) 💸 • Nov 20 $34C (10.4% OTM) ($45.6K sweep) 🚀 • Jan 2028 $45C (46.2% OTM) ($135K sweep LEAPS) 🐋 🎯 Key Levels to Watch: • Bulls Want: Hold $28.35 & claim $31.50 ➡️ Targets: $34.00 / $36.45+ 🚀 • Bears Want: Breakdown under $26.90 support. 🛑 • Wall St Target: $40.00 consensus target (~30%+ upside). #GEO #options #trading #hovdid

$GEO This is to develop Gov owned properties. It is replacing the failed warehouse plan. You are right, it will have no impact on facility sales. Sales are needed for multiple reasons. Number one is to prevent states from impeding detention thru inspections and other regulations.

$GEO so they sell a facility for nearly 1 billion and we drop 5 bucks over the next few days.. makes sense 🤔... expecting this to be at 0 after they sell the rest for a few billion more.😵‍💫

$GEO buy buy buy Sale is accretive to EPS by 10-16%. Interest savings out weighs the loss of NOI for an owned and managed contract to a managed only contract. forward PE ratio just dropped by 9-14%.

$GEO As usual good news always gets sold I'm we are going to have to wait a few more quarters with GEO it couldn't even break a new 52 week high on blockbuster news

$GEO Tight Range since last Earnings..100% not touching Anymore 1 big reason big Capitol Gains for year 2026, Up Huge here still as well.. All ok but im hanging for sure till next earnings..lets do this

$GEO not thinking it dives below $28 but it's not impossible b4 the call. The call should provide good clarity.