@LightForce appreciate your insights. I haven't read the CAT thread in about 2 months, but have really enjoyed reading your analysis. I hold CAT and NEA, and I see similarities in the trajectory of the businesses, albeit not as high a growth... Going back through the guidance it is interesting to note the assumed 75c exchange rate - no doubt if we average 70-72c this will be a positive to CAT.
What is more interesting to note has been the reaction to the group FY21 cash flow breakeven statement - a fairly dire SP reaction in the face of a significant growth as per guidance... It will be quite interesting when further information comes out about Prosumer, IMO this still has the potential to be an absolute game changer, you take one look at how smart watches have become one of the leading tech purchases and then think about the potential of PLAYR, it retails for just $279 at the moment...
The below is from the NEA thread FYI.
@LightForce appreciate your insights. I haven't read the CAT...
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