Telecommunications Systems (TSYS) enjoys a good balance of government military orders and commercial sales to cellphone networks. Its recent acquisition of LocationLogic removes the #2 player in the location-based services (LBS) space, and adds a number of applications, technologies, expert staff, patents and patent applications to its existing portfolio of 74 with 200 or so pending.
I speculate that a new government order for its SwiftLink secure communications systems, or a new cellphone network deal for text messaging or LBS would be the catalyst needed to push TSYS shares above $10 to test new highs. I believe this could easily happen within the next 3 months (before September 2009).