QHL 5.45% 26.0¢ quickstep holdings limited

wake up pre open, page-8

  1. 1,227 Posts.
    lightbulb Created with Sketch. 246
    When you read the ann it says they will supply parts for various helicopters, most of which are in build, subject to the Aussies buying Sikorsky.

    If Australia goes Sikorsky, I would say orders will flow very quickly for existing parts as they will want to clear their supply line to make way for new build aircraft.

    A good play by Sikorsky to tie up QHL and add support pressure to their bid.

    IMHO the value will match or exceed the current JSF work we have MOU'd. Helicopter parts are about as expensive as you get per pound.

    CD

 
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