QHL 13.3% 19.5¢ quickstep holdings limited

triumph group Strategic Partnerships, page-4

  1. 954 Posts.
    lightbulb Created with Sketch. 39
    @plough -- Thanks for the response. 

    Your first chart assumes F35 production out to 2040 - is that optimistic ?  

    Well I'm not sure.  It says in articles QHL will make 36000+ parts.  I'm scratching my head saying is that 36000+ under the Northrop contract or inclusive of the tail, spars & fairings?  

    Suppose 36000 total parts - 12600 tail, spars & fairings = 23400 parts for Northrop for 20 years from 2012?

    So the chart details the current known run/output and future full production rate: 

    Since 2015 = 23400-466+558+716+1057+1384+1579=17640 parts to year 2020.

    17640/1637=10 more years.  Or to 2030?  That is including the tail, spars & fairings figures.

    Or 

    I was not including them in the calculation.  So might have been optimistic till 2040 or not?  Maybe I will send a question to Mark Burgess if he can explain it for me a little better -- rough ending date.  Whether they make money from this coming year going forward for the next 10+ years would be nice to see as well.


    Your second chart has no years column nor does it have input columns to show how you worked out the profit and loss

    It is a run on from the previous chart otherwise the full chart is not legible.  See below:

    https://hotcopper.com.au/data/attachments/1386/1386975-2d958579ee288415ce862afe747e6268.jpg

    But for you I'll correct it.  All of the figures in the profit and loss are from the reported figures over the years, but there has been no profit as of yet!!

    https://hotcopper.com.au/data/attachments/1386/1386983-0f8e5e36ff5fb69c990474e461ae32a0.jpg
    https://hotcopper.com.au/data/attachments/1386/1386984-c245a8677772460d0d35272970b1c659.jpg

 
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