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 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 I need a $45 GEO stock price to be able to place my order in for my new 2027 Porsche 911 Targa (MSRP $204,000). It’s all spec’d out with all my options. I call the color GEO metallic.

$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 all prisons should be private. States especially with leftist nazi mayors like mumdummy and the vile racist in chicago cant run shit. All they can do is steal. At least private companies can be held accountable.

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

$GEO hopefully, we'll know tomorrow whether there's any other companies that can even compete with geo's buildings..

$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 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 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 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 paired its $950 million sale of three ICE detention centers with a bigger $1.25 billion buyback, but little sale cash is left for it: about $678 million of the roughly $705 million it keeps pays off its 8.625% notes on October 15. That cuts interest by about $56 million a year, and the $950 million is about 16% of GEO's value including debt. GEO, a detention operator, keeps running the centers, but ICE now owns them and can cancel the contract for convenience. Q4 results, likely in mid-February, are the first that can show whether ICE pays less.

$GEO Almost like Bad Guidance going forward.. Holy shi* Always manipulation @ its Finest here...

$GEO Good luck. Don't wait for that tree to fall. LOL. They have enough to repurchase 25% of the outstanding shares. LOL.

$GEO there’s the possibility that we are buying shares of a company that might or might not lock us up in jail. Ironic. In the name of “national security”, they can claim anything and just throw us behind bars. Yeah give me 1000 shares today. And then tomorrow, I walk out and some aggressive ICE agent says where’ my ID and I say I forgot it in my house. Next thing I know words are exchanged and I’m locked up and they won’t let me out …