QHL

1.92%

26.5¢ quickstep holdings limited

Triple bagger for QHL ?, page-23

First 23 Last

Share
Profile

Follow
silence

7,457 Posts.

209

11/06/21

07:54

Post #: 53782748
Share
Originally posted by krager: ↑

Appreciate the optimism but all we're doing is returning back to the 8-10c range we've been at for 5+ years, which in theory, is a fair value for the current business based around existing contracts (you know, expected future cashflow and all that). Nothing has changed. There won't be any breakout when we hit 7c as there is no new business. There may be an adjustment to the price based around what the new MRO business can bring in, but nothing major.

New JSF orders don't really mean much in the short term as that's a production line that is going to run for years and is already baked into the current price. By my basic math after reviewing the Flight Global World Air Forces Directory (https://www.flightglobal.com/download?ac=75345) there are:
677x F-35 on order for foreign military sales (FMS)
2072x F-35 on order for US
LM are smashing out around 160-170 per year presently, so the F-35 has around 15-16 years to run. That's assuming costs are kept under control and there are no cancellations (which there will almost certainly be from the US).

On the C-130J side, this is a dying beast. Only a bit over 100 tails in the backlog with 32x C-130J on order for FMS and 80x C-130J on order for US. Not sure what the current production rate is. From past press releases QHL has been punching out around 20 sets per year, so there's maybe 5-6 years left on this contract.

I've been a long believer in this stock and have held it for very long time, but I'm getting skeptical now. The technology hasn't been widely adopted and their current contracts are in the regular autoclave market in which there are plenty of competitors. To be honest I would have probably cashed out already if I hadn't lost so much money. I'm down so much now there's no point in selling unless I wanted to offset a massive gain in another part of my portfolio.

Expand

what about ongoing micro X manufacturing ?
QHL Price at posting: 5.5¢ Sentiment: Buy Disclosure: Held
1 Upvote

0 Great analysis

Reply

Top Stories

WCN

White Cliff jumps 24% on 'bonanza grade' copper rock chips at Rae project, Canada

BUX

Buxton projects new graphite province discovery at WA Narryer play

NTI

Neurotech knocked back by FDA as agency declares target condition not rare enough for special status

ACW

Actinogen Medical ramps up Alzheimer’s treatment trials, targeting fast-track global approvals

Week 40 Wrap: China's nonsensical stimmy hype wanes (shocking!); HotCopper's picks; oil & inflation

BCI

BCI reaches close of funding facility for salt-first part of Mardie project

COD

Coda Minerals (ASX:COD) enters rights issue to further exploration in South Australia

CKA

Cokal upgrades infrastructure for BBM ramp-up in Indonesia

RCE

Recce eyes Indonesia for novel anti-infective as Indo-Aus ties grow stronger

SLS

Solstice Minerals to ramp up drilling campaign at Yarri Gold Project

There are more pages in this discussion • 21 more messages in this thread...

First 23 Last

Add QHL (ASX) to my watchlist

(20min delay)
Last 26.5¢		Change 0.005(1.92%)		Mkt cap ! $19.00M

Open	High	Low	Value	Volume
27.5¢	27.5¢	26.0¢	$15.10K	56.58K

Buyers (Bids)

No.	Vol.	Price($)
1	472	26.5¢

Sellers (Offers)

Price($)	Vol.	No.
28.5¢	35129	3

View Market Depth

No.	Vol.	Price($)
1	472	0.265
1	6832	0.260
1	4500	0.220
1	2400	0.210
2	3810	0.205

Price($)	Vol.	No.
0.285	35129	3
0.290	10000	1
0.300	35083	2
0.310	33000	1
0.330	83076	2

Last trade - 15.29pm 04/10/2024 (20 minute delay)

QHL (ASX) Chart

Triple bagger for QHL ?, page-23

White Cliff jumps 24% on 'bonanza grade' copper rock chips at Rae project, Canada

Buxton projects new graphite province discovery at WA Narryer play

Neurotech knocked back by FDA as agency declares target condition not rare enough for special status

Actinogen Medical ramps up Alzheimer’s treatment trials, targeting fast-track global approvals

Week 40 Wrap: China's nonsensical stimmy hype wanes (shocking!); HotCopper's picks; oil & inflation

BCI reaches close of funding facility for salt-first part of Mardie project

Coda Minerals (ASX:COD) enters rights issue to further exploration in South Australia

Cokal upgrades infrastructure for BBM ramp-up in Indonesia

Recce eyes Indonesia for novel anti-infective as Indo-Aus ties grow stronger

Solstice Minerals to ramp up drilling campaign at Yarri Gold Project

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Triple bagger for QHL ?, page-23

Top Stories

White Cliff jumps 24% on 'bonanza grade' copper rock chips at Rae project, Canada

Buxton projects new graphite province discovery at WA Narryer play

Neurotech knocked back by FDA as agency declares target condition not rare enough for special status

Actinogen Medical ramps up Alzheimer’s treatment trials, targeting fast-track global approvals

Week 40 Wrap: China's nonsensical stimmy hype wanes (shocking!); HotCopper's picks; oil & inflation

BCI reaches close of funding facility for salt-first part of Mardie project

Coda Minerals (ASX:COD) enters rights issue to further exploration in South Australia

Cokal upgrades infrastructure for BBM ramp-up in Indonesia

Recce eyes Indonesia for novel anti-infective as Indo-Aus ties grow stronger

Solstice Minerals to ramp up drilling campaign at Yarri Gold Project

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News