ASB 0.31% $3.18 austal limited

austal's second lcs launched in us, page-32

  1. 77 Posts.
    Hi Stu
    Yup have read the Macquarie one a while back. These notes are always backward looking, as the market priced in these issues long before the notes came out.
    I also feel stocks that have manufacturing facilities in the US will slowly get re-rated. The impact of cheap gas is going to give them a huge competative advantage. Long term story, but good nevertheless.
 
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