Ann: Quickstep Investor Presentation October 2016-QHL.AX, page-4

This presentation seems to confirm that the Quickstep process is not getting used for JSF tail spars, as originally intended :
page 14
JSF F-35 Lightning II Program...
» Components are supplied from Bankstown, Australia to all JSF aircraft globally

This is disappointing, as the JSF project would have been outstanding validation of the technology. And I suspect that this may account for capital expenditure at Bankstown that seemed to go on for longer than expected and cost more than expected. Perhaps they have needed to install additional autoclaves and other tooling for traditional manufacture.

On the other hand, it looks like a whole pile of shiny demo panels have been produced for automotive and aviation - hopefully this development cost is well targeted and leads to sales in the near future.

exee