as per bisalloy guidance last announcement feb 2024,improved gas and electricity contracts signed and commencing 1/1/2024 including reduced transportation costs quote reduced ocean freight and stronger export revenues and 'margins'.
'Nuclear sub hull deliveries they suggest start FY25'.
As per media 'Hanwha vic ready to go re red back and K9,K10 ' i believe armor plate would be first hanwha contract for red back.
Steel pricing has corrected from an abnormal rise during oct,nov,dec 2023 now its back to pre oct 2023 pricing.
.
Protests during may/june really could that be the reason such for such a correction as per CFO's comments.?,
ETC otherwise i'm having trouble understanding the CFO comment regarding some holders may have knowledge of public market information in the public realm it can only be the steel price or the protests ?.
If its the steel price look at the BSL sp chart and BSL comments re steel prices due to the collapse of chinese construction steel demand.BSL holding up and the steel price is global not just Australia.
The steel price dropped well before bis feb announcement they had a couple of months to inform holders if material .They did not.
That leaves the palestinian protesters,really 2 or 3 protests and the sp collapses.?
Upcoming AGM, page-44
-
- There are more pages in this discussion • 33 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add BIS (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$3.14 |
Change
0.080(2.61%) |
Mkt cap ! $150.4M | |||
| Open | High | Low | Value | Volume |
| $3.06 | $3.14 | $3.06 | $217.2K | 70.43K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 1042 | $3.06 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.14 | 3937 | 1 |
View Market Depth
| Last trade - 16.10pm 05/11/2024 (20 minute delay) ? |
| BIS (ASX) Chart |