The market sees QHL as a serial underperformer now. To reverse...

The market sees QHL as a serial underperformer now. To reverse this trend it needs to demonstrate the following:
1. Margin improvement in it business
2. An emphasis on Profit not Revenue
3. The sweat equity (another drone deal) translates to items 1 & 2
4. That QHL actually has a sustainable competitive advantage that can reliable deliver 1 & 2, instead of being a high volume low margin price taker on its sales contracts

Its obvious (as predicted) the maintenance aftermarket airline business was a dud acquisition (the write down), and likely leaves a profit leakage ongoing in QHL, so a further drag on the company.

Look out for the capital raising, can you feel it coming?

The market reaction to the new agreement announced today looks so weak.



This Board doesn’t seem to have seen the obvious in how this company has structurally underperformed over extensive periods. What deep questions and due diligence are they imposing on the CEO’s strategy (is there one?) to turn this around? It looks like one big “Group Think” session, lacking curiosity and innovation of thought.

This Board should be ashamed of the performance they have overseen at QHL.