and just read july 22 i read boasteel produces q&t they grade 610.
First i would like to understand their market share.
Second to understand the new corporate structure established between bis and shangdong.
etc etc
I will make a non material phone call to bis just to see what they have to say about the boasteel take over and new corporate structure market share etc.
Bottom line for me,5 cents eps contribution to bis by cjv is material but as posted if 3 contracts are received by bis then i expect an upgrade in guidance for fy23 onwards.
I could suggest a few reasons why boasteel would not want to absorb/close the bis partnership but i will first ph bis just to see what they have to say ,again no difference to a face to face interview with substantial shareholders media etc.
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