Rolling,
As we don't know what sort of orders are going to be forthcoming it is any ones guess so options remain open. What OPEX will be required etc. My main point was the Aus Dollar the rest was pie in sky really.
They will have to take into account the Aus Dollar as far as CR's are concerned. Our dollar is pretty high at the moment. Will US raise rates this year? They have indicated they will. Of course they have the option of raising in the US to SI's and they wouldn't mind the Dollar Difference. Just raising a few points to consider. Without more info guessing really.
SC
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