Sunday, December 19, 2010

Caterpillar Leaps to the Top of Mining Equipment

Wow! Caterpillar Inc. announced it will purchase Bucyrus Intl. Inc.
(BII) for $7.6 billion cash plus assumption of $1 billion of BII debt
for a total transaction price of $8.6 billion or $92 per share, a 32%
premium to the BII closing price the day before. The deal is expected to
close in mid-2011.

This year BII will have revenues of approximately $3.75, which are all
<a href="http://www.mhmhd.com/spare-parts-for-mining-industry/">mining
</a>related. Caterpillar's estimated 2010 mining related revenues are
$3.9 billion. With only one possibly redundant product category between
the two companies (electric-drive trucks, where Cat products are still
in development), it is reasonable to add revenues from both companies
totaling $7.65 billion in mining equipment sales if they were one
company today.

More than 18% of Caterpillar's revenues would be from mining, making
Caterpillar far and away the largest manufacturer of mining equipment
worldwide. Komatsu is expected to have 2010 mining equipment revenues of
$4.8 billion and BII's direct competitor, Joy Global (P&H Mining
Equipment and Joy Mining Machinery), will have 2010 revenues of
approximately $3.4 billion.

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