QHL 7.84% 27.5¢ quickstep holdings limited

The Boeing announcement shows good entry to the last remaining...

  1. 905 Posts.
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    The Boeing announcement shows good entry to the last remaining aerospace player - therefore fantastic news.

    What was concerning is that with the huge improvement in shipping military aircraft parts, there isn't a similar improvement in topline sales growth. What we were told is that the more volume we ship, the bigger the discounts - therefore the increase is offset largely by the revenue per part - very concerning, as this means that with a doubling of ship-sets in the next 18 months - our revenue increase will be small.

    Not sure which bright spark negotiated that - but could alsl have been because we were small and a price taker.

    Still we should become a 90M company soon, and with the lean practices being implemented, some direcotrs not being renewed etc - we will save 3.5M each year as well, and get to breakeven.
 
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24.5¢ 28.5¢ 24.5¢ $36.29K 137.5K

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