QHL 6.58% 40.5¢ quickstep holdings limited

Hey kickstarter, Now that QHL have built in extra capacity, I'd...

  1. 199 Posts.
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    Hey kickstarter,
    Now that QHL have built in extra capacity, I'd like to think price per part can inherently be produced cheaper, meaning more fat to derive additional profits from. So without knowing the nuances of the contracts they've signed and whether for instance they're "locked" in with perhaps CPI caveats in place, even if the US demanded reductions from their contractors, hopefully for QHL that would only mean we lose some of our additional margin fat, but still meaning we are net better off after our productivity improvements. All IMHO of course.
    I'd be interested in what others here think.
    Cheers..
 
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