Hya Paul, re TXT--thanks for your analysis. I like it here, seems to have lost the bottom (hate myself every time I don't buy because of a couple of points)). IMHO, the best value to the shareholders would be if they spun off the aircraft business, which could be a nice fit for UTX or BA. Also, the land systems, could be a nice fit for GD or United Defense (Carlyle Group). Then, we may see another NNS phenomenon. The two spun-off businesses would sky-rocket while the remaining portion would find itself where TEN is today. DISCLAIMER: This is all pure fantasy and I am not the CEO, nor the investment banker <GGG>.
I did, though, buy a ton of NNS after the spin-off from TEN. Invested, and traded that one a ton, but very sadly missed a lot of the last rise. That one is conspicuously missing from my IRA, which is like a small defense mutual fund <.
P.S. Have you looked at PTV? It was the old TEN (now automotive, trading as a penny stock <G>, but PTV was the last spinoff, the packaging component. |
