Upcoming AGM

First I managed to top up below $4.I'm not going to chase this because I still feel there are some potential hurdles.

Having said that imo only at below $4 bisalloy should be supported by current fundamentals.
Above $4 sp always reflected AUKUS potential and why I trimmed at higher levels.
Having said that if one ignores the politicians and 95% of the media again imo only AUKUS is still presenting game changing opportunities for bis.

I have no idea how bis will report on 30/08/24 my guess it should be positive.
Mid sept approx 11/12th HII will present a morgan stanley presentation which I feel should be a positve for bis.
Imo only the potential in the US for bis is strong due to trilateral agreement,in one announcement HII Australian division mentioned they had approx 12 Australian partners,in another announcement they mentioned their partners but only bisalloy by name.

The UK is still a mystery which it should not be,this govt gave the the UK approx $5 billion to expand their submarine and nuclear reactor production,at the very least we should expect the steel hull business for their astute and aukus and dreadnaught subs.
Shield forgers is interesting and confusing but I don't believe they actually produce the steel hull HY80/100 steel just the HY80/100 values etc components.Maybe a JV partner for bisalloy ?

gl