Article in the Australian, page-13

In many regards, news of an alternate airframe is immaterial and irrelevant.

What we known is that composites do play, and will continue to add value, and increase capability in modern warfaighting.

Question here is not about the airframe, but what contract has QHL been awarded in the delivery of that capability.

So in the absence of any contracts/announcements, and the take up of options as claimed by AndyV - i continue to wait out.

These sort of reports are critical for situational awareness, but really is just noise in the context of investing, and continue to watch and see from the sidelines.