Replies to post #20 on Cubic Corp (fka CUB)

[DewDiligence]

Good question insofar as CUB does not fit into a recognized pigeonhole. I could see conglomerates such as GE and HON having an interest in CUB for both the defense and transit businesses. Moreover, any of the leading defense companies might want to acquire CUB with the intention of divesting the transit segment. All told, CUB probably has more buyout vig than any industrial company I follow.

[DewDiligence]

what are your thoughts about an exit strategy for the 39% of CUB's outstanding shares which are owned by its [then] 95 y.o. founder/Pres/CEO and "Chairman of the Executive Committee," Walter J. Zable, "indirectly through Trusts and a public benefit charitable corporation"?

I think Zable’s death means CUB is more likely to be sold, which is probably why the shares were up 4% on a down day for the market (#msg-76957330). What do you think?