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Hail But Not Really Farewell To the Readers of TheSecurityAnalyst.com.

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I am gratified by the encouragement and response from the thousands of unique visitors to the site, TheSecurityAnalyst.com since I started it in May.  We also appreciate being picked up by Seeking Alpha at the end of June, which multiplied the readership.  I would note that since our last blog, two items of interest have popped up for investors who have been reading our missives:  (1) Brinks has announced the it will host its Q2 conference call on Thursday, July 31, at 11:00 a.m. (ET) to review second-quarter results – with keen interest focused on the pending spin-off of Brinks Home Security, and (2) the announcement by L-1 Identity Solutions on July 22 that its combination of Passport Card and U.S. Border Crossing card prime contracts had virtually doubled in value since the original announcement in March — to $239 million over five years—underlies our contention that U.S. driver license and border card programs are going to consolidate more rapidly and grow much larger than observers are expecting.

 

So with all these events developing, it with great anticipation that I announce, that as of tomorrow, I will be coming on as a managing director at Imperial Capital, a leading investment bank in the security industry.  This anticipation comes from joining a firm with such smart people, which has been so highly successful in the niches on which it has focused — one of them being the security industry.  Perhaps the one regret is in announcing that as of now, there will be no further contributions by me to this web site –TheSecurityAnalyst.com.  However, it is the intention that my current blogging can eventually continue at Imperial, as readers of TheSecurityAnalyst.com will be redirected to a special subsection of the Imperial Capital website, which will contain industry information and comments that are reviewed and approved by Imperial’s Compliance Group.  So wait and watch for the date – I will still be out there providing fodder for users of information and those thinking about the security industry.  I also look forward to working with all my new colleagues at Imperial.

 

Imperial’s New York office telephone number is 212-490-0004, and its Los Angeles headquarters number is 310-246-3700.  Their website is www.imperialcapital.com.

 

Thank you all,

Jeff Kessler

 

 

 

 

 

 

 

 

 


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