Undervalued, negative sentiment, highly profitable, potential for "spring loaded" EPS growth

Another deeply contrarian name - follow up on last article

It is not often that you find the following characteristics:

• High ROIC, highly cash generative, most revenue coming from near-unbreakable long-term contracts

• Contrarian - deep value equity price

• Structurally positioned to benefit from recent distress

• History of capital return (+5% yield, special dividends)

within the same security. This is just such a case.

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