Has anyone done an analysis on QHL (Quickstep)? Their offering is similar to CFO's.
Their market cap is only ~30m, however they have direct deals with,
- Lockheed Martin
- Boeing
- BAE Systems
and other big names (https://www.quickstep.com.au/customers/)
It's interesting that defence are looking to spend big money, however CFO and QHL are not reflecting this in their SP.
Ann: Innovaero Update, page-13
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