The bull case is that in the automotive world, and in particular the performance market, options become standard equipment in the following generations of a given vehicle. Ferrari buyers often tick every optional performance extra as adds resale value, and they can simply afford to.
The bear case is that companies like OZ Racing will produce their own CF wheel, or OEMs will make their own CF wheel, like Porsche is doing.
I have invested in CBR as they are currently the market leader and have a significant first-mover advantage. The Ford Performance and Ferrari contracts are a bonus that adds to the credibility.
CBR Price at posting:
$3.89 Sentiment: Hold Disclosure: Held
