Share
15,785 Posts.
lightbulb Created with Sketch. 547
clock Created with Sketch. 12/12/17
12:12
Share
Originally posted by joewolf
↑
Tell us more about caterpillar. Amazing how your view has changed... Over the past few years you have suggested buy @73c as a sentiment and now sell and ageing assets... I am not sure what you mean ageing is relative surely. I don't see how all the assets are suddenly ageing - Not even sure much technological change has happened in diesel generators in 2 years. If you are suggesting that solar and batteries can supply @ reasonable pricing we are about to see how much that costs. I agree there could be a oil price spike ... We could be seeing a change in future but maybe they seem to be realistic in what they do.
Expand
Yes Ide like to hear more about Cat in Africa problem if you would ? the latest report didnt have MUCH to be too concerned about outside of the obvious sovereign risks dealing in the African continent.
(20min delay)