"I would add further, that the margin trend of late (lat few years), even allowing for currency influences on the GM, is very telling too. I would finally add (and this obviously related to the former) that the trend of cash consumption (total_capex to OCF) is quite telling also."
@MarsC
My curiosity has been piqued by these observations, because I'm not sure what it was about the margin trends and the Total Capex-to-OCF that you find to be telling.
Because, looking at graphical representations of EBIT Margins and Total Capex[*]-to-Operating Cash Flow (refer below), while the trends in the past few years are satisfactory, there's nothing I can see that makes them especially remarkable, for mine.
Can I ask what it is that you are seeing that has caused you to comment in the specific manner you did?
[*] As you can see in the labels for the relevant charts, Total Capex I've defined as Payments for PP&E plus Payments for Intangibles
Ann: Preliminary Final Report, page-39
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