BIS 2.03% $3.37 bisalloy steel group limited

Upcoming AGM, page-13

  1. 9,741 Posts.
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    First I just added to my holdings.
    Second after last year i'm not making any predictions on dividend.
    I don't believe the correction is taking into account the AUKUS agreement ,probably more headlines like ' Bluescope steel warns of rough times for 'team Australia' on China slump'.
    imo only CJV effect probably wont have a material effect on bisally.
    The drop in steel price may have an effect on wear plate margins.

    Now for my positive spin but we may have to put up downward pressure until the following imo only.

    On the 30 /8/24 report should be interesting.
    On the 11th till the 13th bisalloy has a display in melbourne exibition.I have no interest in exibitions but when you combine the HII jpmorgan AUKUS presentation same timing it could be interesting.
    Or i;m wrong.


 
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