Got my re-order in at last... Just need the capper to take one more drop to catch me, then will be set. If not will shift my price up.
Not sure on the composite components in the F-15 deal. I don't think these would have any bearing on QHL, as they would be using existing facilities that they already have in place (too expensive to setup new ones).
The contracts we should be chasing are civilian contracts such as the Boeing 787 Dreamliner (high composite %), new airbus aircraft - same again, and even approaching the Chinese as well, as their aircraft industry is picking up.
Till then would like to see the deal with CTRM in Malaysia signed for licensing, and obviously the F-35 contract signed by Xmas.
Just a question - was that $700m contract for the JSF in Australian dollars or USD? If it is in USD - then based on when the first mentioned it - I'd say the contract would be worth around $600-620m now. Just a thought.
Got my re-order in at last... Just need the capper to take one...
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