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Todd Lyons 0.3 2 ideas

Senior Official, U.S. Immigration and Customs Enforcement (ICE)
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Todd Lyons confirms there are 1.6 million final orders of removal currently at large. Senator Hassan mentions ICE has identified a commercial warehouse in Merrimack, NH, for a *new* detention center, despite local opposition. The administration's strategy relies on mass processing and detention. Even as the specific "Minnesota Surge" ends, the identification of new sites (NH) and the sheer volume of targets (1.6M) implies a structural shortage of bed space. Private prison operators are the only entities with the swing capacity to handle this volume. LONG. The "standing down" of the surge is a tactical shift, not a strategic retreat. The infrastructure build-out continues. Political risk; local jurisdictions (like Merrimack, NH or Mississippi) successfully blocking specific facilities.
GEO CXW CNBC Feb 12, 18:25
Senior Official, U.S....
Todd Lyons (Senior Official, U.S. Immigration and Customs Enforcement (ICE)) | 2 trade ideas tracked | GEO, CXW | YouTube | Buzzberg