QHL 5.15% 25.5¢ quickstep holdings limited

Ann: Appendix 4C and Quarterly Commentary , page-8

  1. 13,243 Posts.
    lightbulb Created with Sketch. 73
    24 mill cash to use sam

    They are leasing the facility of Beoing, maybe they can do a deal on subsidised parts to bring that cost to bugger all

    Shipping will be costly, but i bet the NSW gov are subsidising it to get them there

    They may also save money by source Beoing (industry) workers

    New contracts will come, as per ann, so this 700 mill just forms a base to work from


    On a SP point of view

    Ann today, for full support it needs to be analysed by brokers as it will change the risk rating on the company, not a 2 hour process (probably a week). In 2-3 weeks we will see the full extent of the ann priced in, say 80c min.

    CK
 
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