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Lockheed Martin Exchange Offer Final Results

by John Huber | Aug 26, 2016 | Ideas, Special Situations

Just a quick post to comment on the results of the LMT/LDOS exchange. To quickly recap, LMT sold a subsidiary business to LDOS using a Reverse Morris Trust. LMT shareholders were given the option to tender their shares of LMT in exchange for shares of LDOS at a 10%...

An Attractive Special Situation Arbitrage

by John Huber | Aug 11, 2016 | Ideas, Special Situations

There is a unique opportunity to take advantage of a merger between a Lockheed Martin (LMT) subsidiary company and Leidos (LDOS). Earlier this year, LMT announced that it was looking to sell its Information Systems & Global Solutions (ISGS) business. LDOS emerged...

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