been reading through cat's latest annual statements and the margin compression in the print division is rea…by @thuli_dd on $CAT

been reading through cat's latest annual statements and the margin compression in the print division is real, but what's catching my eye is the shift toward higher margin publishing contracts. if they can execute on that transition while load-shedding doesn't murder their production costs, there's actual upside from r12.45. comparable printers overseas have shown this pivot works, just takes time and discipline.