Ce-UnPac’d Special : Hallmark – The Red Postbox And The Red Flags Core
Don’t call it a comeback, we’ll be here for years! Hallmark sells comfort like it’s oxygen. Cards that weaponise glitter. […]
Cummins Confidential : Warehouses, Wankery And The Founder Rolling In His Grave
Cummins is busy again. Expanding. Announcing. Congratulating itself. Pumping out press releases like a nervous salesman spraying aftershave before a
Cummins Confidential Q4 Special : Strong Quarter, Weak “Awards” – The Data Centre Dependency And The Hydrogen Hangover
I read Cummins’ results the way you read a menu outside a dodgy restaurant. Big numbers in bold. Friendly adjectives
Cummins Confidential : Mining – Stop At Nothing, Breathe Later
Last week, we slowed down temporarily. Dring this time, Cummins published a mining “legacy” piece. It’s the usual hymn: humble
Shareholder Spotlight : Rakuten Investment Management – Cashback Sharks Buying Diesel Quiet Time
Rakuten Investment Management has wandered into the Cummins register with 25,248 shares. Not a moral stance. Not an accident. Just
Cummins Confidential : Careers Day, Again
Cummins has reposted the same technician story two weeks apart. Same “mission critical” cosplay, same hospitals and data centres, same
Supplier Series : Donaldson – Filters For Cummins, Receipts For California
Donaldson sells “clean”. Filters, monitors, tech talk, the lot. The problem is the public record keeps whispering the same thing.
Cummins Confidential Special : Give Us a Brake, Pass The Sick Bucket
I announced a publishing pause because I was struck down. In the middle of a legendary run, infamous even, it
Cummins Confidential : Hospital Heroes and Airport Angels
Cummins has released another ‘watch now’ pep talk about hospitals, airports, microgrids, BESS, and the AI data-centre arms race. It’s