Ann: Update on US Market Expansion, page-3

I like the sound of this, something of substance, ticking the right boxes.

As previously mentioned :
”A focus on sustainable competitive advantage, margin and core market segments is needed = increasing profitability and value”

Issues to navigate:
Execution history of QHL has been poor, CEO to convince “the market” this will be delivered! Get an investor relations person working with QHL, who knows how to convey benefits, milestones and timelines “regularly updated to the market”

CAPEX and OPEX needs this expansion? Is a capital raising coming? How about tapping some boutique US funds, to convey to the market that the USA expansion is a backable strategy. Given it seems to be a quick ramp up in production capability, signalling small CAPEX and quick staffing recruitment?

Are we still about to take a hit on the performance in F2023, and asset write down for the poor previous period acquisition?

Just maybe, QHL can turn the corner on this. Let’s see if existing shareholders get an uplift, or a “capital dilution hit”.