QHL 5.00% 19.0¢ quickstep holdings limited

All fair enough comments dgoynich, although the money is rolling...

  1. 199 Posts.
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    All fair enough comments dgoynich, although the money is rolling in and will increase in the next few years for the c130 and JSF, and profitably so as we've seen the Bankstown capacity builds fully self funded. Now we have Hawkei also, a small Ford contract, the recently announced Futuris and the KIST deal to add to our increasing auto footprint. KIST could be anything and a real thumbs up for QHL's technologies beating competitors in the process, let alone Futuris which would dwarf KIST in potential. With a forward order book of 120m what's important to me and alluded to by others, is the ability to chase new markets. This derisks the investment massively and couldn't be done without having those defence centric contracts as a baseline. Yes we all want to see more cash coming into the business, the pleasing thing from my perspective is that the Marino steering committee is positioning the business to do just that and from multiple sources.
    Cheers....
 
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