3Mon·
14
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Sounds like an interesting investment. However, I interpret the statement to mean that they currently have too much cash and are therefore paying out? The dividend would then have to be reduced again. 100% of the free cash flow is probably not sustainable in the long term. But if the dividend averages 8-10% in the long term with gentle growth. It would still be a strong investment.
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Already in the portfolio since last year and very satisfied with it. Good performance so far and the distribution is also appropriate👍
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Thanks for the article, let's see what happens next. I built up a position at the beginning of the year, good performance and a decent dividend on top. I'll let it run for a while yet
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