Ann: Half Year Report - ASX Release, page-10

Slide 7 seems to suggest that BOL will look at other methods of financing the "Profitless Prosperity" growth during the supercycle - perhaps trying to appease the shareholders whom have seen it all before.
What I read is they will maximise flexibility of the balance sheet (open to interpretation), forgo operating profit margins but reduce risk by short term leasing large cranes, purchase small cranes when longer term (again open to interpretation) contracts are won, purchase transport assets to deliver efficiencies - I would suggest these would be logistic rather than financial efficiencies as transport assets are a convenience thing - very hard to make a reasonable return out of.
Another point of interest in the crane market is there is a much better ROI on smaller cranes than larger cranes - this may be why they will short term lease them - clip the margin.
I'll be most interested to see whether their outlined disciplines remain in place as the work load ramps up.