Greenbrier Companies Inc GBX

tankers

[testomax]

Anyone have some intel they can share on GBX's tanker business...plans to upgrade designs etc....looking for a re-entry based on the fact that much of the NA tank fleet will need to be upgraded to safer designs if these de-railments and accidents continue to occur.
Thoughts or insight?

[Arjay0001]

The recent conference call indicated that there was no cutback whatever to their tanker orders. The sole exception was one small customer who wanted a delay in deliveriers, but this was offset by a larger customer who wanterd earlier delivery. They indicated that the oil price seemed to have no apparent effect. What would greatly increase their tanker business would be the release of the new

[testomax]

Thanks....those deep in the money options are the way I am playing it....by 2017 there will be a oil price recovery as well.