I wouldn't. AUKUS is about the subs and not much else to date....

I wouldn't. AUKUS is about the subs and not much else to date. Maybe ASB gets similar sub related contracts to what they have won to date in the States but the lions share of submarine work will be done in South Australia. Austal Australia has never won a decent sized contract from the Australian Govt and until we know more from the fleet assessment being done right now its hard to speculate. I will say that the expectation is that the surface fleet is likely to be smaller rather than larger post the assessment and that companies like CVL are better positioned to win work from Govt than ASB.

I'm not saying ASB doesn't have great prospects but they are almost entirely in the US. Australia is a sideshow and so is the Philippines until there is a major turnaround in the large ferry market.