Zelda7 Oct 2009 18:30
hey mate, hope the trading is going good for u.
as of 2007, caterpillar represented 10% of TSW's sales :-
http://business.scotsman.com/6983/Titan-Europe.3281396.jp
besides Caterpillar, there are loads of other customers including Argo, Atlas Copco, Wirtgen-Voegele, CNH, JCB, John Deere, Hitachi, Komatsu, Liebherr, Same-Deutz, Australian Defence(back in 2006) and Volvo. i reckon it is some of these "lead" customers that are the catalyst for the Q4 figures.
now with the goodyear tie-up, TSW will soon be providing the complete package - undercarriages, wheels and tyres. still a potential multibagger at these prices. dyor...