Not a lot, I would imagine. Can't find any direct reference to...

Not a lot, I would imagine. Can't find any direct reference to automotive / car industry in recent annual reports / presentations.

I tend to see CAA as an ever increasingly good deep value play with potential for an upside surprise. The macro factors supporting this are:
- lower AUD making imports less viable;

- lower input costs with aluminum prices coming off;
http://www.infomine.com/investment/metal-prices/aluminum/5-year/

- increasingly strong housing starts and strong commerical property sector (https://mninews.marketnews.com/index.php/australia-construction-index-further-new-orders-increase?q=content/australia-construction-index-further-new-orders-increase)

Positive micro factors include:
- significant operational cost cutting;

- capacity to purchase OneSteel Aluminium business (with placement);

- cap on labour costs with unemployment as it is;

- institutional support (eg, CBA recently upping it's holding at 18c).