Another excellent quarter
Interesting company.
It is!
I was considering CPQ but walked away because of leverage
It’s certainly levered. But like much infrastructure it is also cash generative and highly contracted. And the leverage is going the right way, with multiple ratings upgrades now over many years.
Interesting company.
It is!
I was considering CPQ but walked away because of leverage
It’s certainly levered. But like much infrastructure it is also cash generative and highly contracted. And the leverage is going the right way, with multiple ratings upgrades now over many years.