I think that general framing is right. Superior margin profile, capital intensity, and ROCE than most of the market, yet still priced lower. Idiosyncratic risks weighed vs. unique advantages, and most market participants uninterested
I think that general framing is right. Superior margin profile, capital intensity, and ROCE than most of the market, yet still priced lower. Idiosyncratic risks weighed vs. unique advantages, and most market participants uninterested
I think that general framing is right. Superior margin profile, capital intensity, and ROCE than most of the market, yet still priced lower. Idiosyncratic risks weighed vs. unique advantages, and most market participants uninterested