I disagree that the market has priced in a CAT manufacturing agreement.
If it had, then assuming as a previous poster mentioned that CAT would only agree to be a manufacturer of significant quanities of units, then the assumption can be made that this would equate to significant FBR revenue.
Again it comes down to how much FBR give away in the deal.
FBR
Price at posting:
16.5¢ Sentiment: Buy Disclosure: Held
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.