Tri2, have you called them?
I have been going over things and am not happy about the possible LTA side of things, but I have a few things potentially showing as positives.
- Why would the spp happen at such a high level if there wasn't ST potential support / activity etc
- They couldn't surely flaunt such a positive ann on the $700m deal off the back of a single LTA without confidence of more to come
- The move to Sydney and the expansion plans with the Boeing facility could not occurr off the same small ST committments from the LTA as well
drifting south, page-9
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