A micro-cap defense supplier just won a 3.5-year war with the SEC.

Five weeks later it uplisted to OTCQX.

Two months after that, management filed an 8-K guiding to 22% revenue growth and a record backlog that's more than doubled in 12 months.

The largest direct competitor just got bought by Koch Industries. Customers now have a supplier-diversification problem, and there is exactly one independent U.S. alternative qualified to fill it.

$50M market cap. $9.6M cash. Zero long-term debt.

40% of the market cap is sitting in the bank.