BOL 0.00% 14.0¢ boom logistics limited

Compelling case for an investment., page-3

  1. 7,936 Posts.
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    Jaco,

    In recent months as the A$ has fallen, like you, I had thought about the prospects of selling cranes into overseas markets, but I'm not sure of the practical feasibility of doing so.

    My sense is that the cost of the logistics might make it a bit of challenging exercise, especially in relation to second-hand machines on offer.

    As for capex being revised upwards, I suspect there is a very firm hand on the tiller that will mitigate against anything other than only the most necessary expenditure.
 
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