Well then,,,,,,,,, my advice to you would be to margin with puts. Just think how much you will make. Bet on it,,,,,, easy money.
I only hope for your sake that CMI or some other unknown entity doesn't make a surprise bid.
You seem very sure of this so I would recommend you go with your instincts because your upside will be boundless.
I will hold at this time but, that's just me.
earnings is not as important versus engines shipped and backlog.
If the report of 12,000 nat gas engine sales by year end is any indication, don't worry....
Cummins reports before wprt, I'm sure all the analysts will be quizzing them on nat gas engine sales and forecast..........if
Thus news is a few weeks old but still good: The on-highway tractor displayed at the show was built for UPS , a global leader in logistics that offers a broad range of solutions for the transportation of packages and freight. UPS put the vehicle into test service in Greensboro, N.C., and the truck has been running two 350-400 mile shifts per day, hauling loads of up to 80,000 pounds with both single and double trailers. UPS has since placed an order for 122 additional units scheduled to be delivered throughout the fourth quarter of 2013.
The Mack natural gas Pinnacle model is equipped with a Cummins Westport ISX12 G engine and offers maintenance-free after treatment meeting both EPA 2010 and CARB emissions standards. Four hundred horsepower and 1,450 lb.-ft of torque offer the perfect balance of power for LTL and regional haul applications, as well as fuel savings for customers. LNG currently costs 30-40 percent less than diesel based on a diesel gallon equivalent, enabling customers to receive a significant return on investment.
Sentiment: Strong Buy
Looks like these trucks are the early release 400hp field test engines. The 400hp is due for release in august.
From the ATC EXPO Jim Arthurs, President, Cummins Westport talks about the engine.
Search: Cummins Westport ready to ship 400-hp ISX12G