Saturday, July 23, 2016 4:47:12 PM
Occasionally, but very occasionally, I'm a man of few words.
This is one of those times.
I had mentioned in the past the US $ strength headwind and also when it began to abate.
Now look ...
That's roughly two years. I expect we'll move above the blue line easily.
DJ & crew, regardless of cost reduction progress, may end up cutting margins to offset US$ (DXY) strength and keep sales up.
Alternately, use of the JV and/or ESCOs might be used to ameliorate the DXY strength effects.
MHO,
Bill
This is one of those times.
I had mentioned in the past the US $ strength headwind and also when it began to abate.
Now look ...
That's roughly two years. I expect we'll move above the blue line easily.
DJ & crew, regardless of cost reduction progress, may end up cutting margins to offset US$ (DXY) strength and keep sales up.
Alternately, use of the JV and/or ESCOs might be used to ameliorate the DXY strength effects.
MHO,
Bill
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