Thank you so much for sharing this, this is an extremely well researched article with a lot of valuable insights for investors who do not follow the industry as closely. From a purely financial statement analysis angle, this company screams the word "execution risk" while multiples are low, capex high, free cash flow volatile, margins highly profitable and debt rising. I am curious to see how your analysis continues.
Thank you so much for sharing this, this is an extremely well researched article with a lot of valuable insights for investors who do not follow the industry as closely. From a purely financial statement analysis angle, this company screams the word "execution risk" while multiples are low, capex high, free cash flow volatile, margins highly profitable and debt rising. I am curious to see how your analysis continues.
Thanks, all parts are available for Premium Members :)