QHL

Hi All,

Many frustrated holders here... Very justified.

A depressed and declining share price is nothing to smile about.

The simple reason is… You were all far too early. A good, and bad thing.

I have been watching QHL for a year. But have been watching the share price very closely in 2015.

With over 60% of the register in retail hands the outcome was always going to be wild swings. The impatience and lack of understanding has led to a slow and steady sell down as retail investors get impatient.

FY2014 was the year QHL transformed from a research and development company into a fully-fledged manufacturer.

This is the year you want to buy into QHL as they edge closer to commercialisation and positive cash flows. That’s when they big SP runs occur.

IMO it’s pretty clear QHL will re-rate this Fin-Year.

Their order book is vaulted at $56m with most of that falling into FY15 and FY16.

JSF program is worth $700m over 20 years and at peak will produce around $40m per year alone.

$75m MOA with Lockheed for the C130. And QHL are actually the only producer of these parts.

$6m for the ORPE plant in Europe.

The list goes on...

These are not numbers of a $60m MC company… More like $1b with the tech IP they hold.

Enjoy reading everyones posts. As you all know, the automotive market could turn out to be juicy. QHL pretty much have the best process for vehicle production of carbon fibre parts.

We know they are developing in partnership with Lamborghini / Audi - what a headline that will be…

At this time, with the debt facilities and revenue ramping up i can't see the need for more capital. Sydney plant capacity for manufacturing is around $100 M p.a. without further substantial investment. Only 60% utilised by JSF and C130 at peak.

I've taken some nibbles at these levels. I can't see it going lower than $0.16.