10% CAGR in distributions since 2008.
12-15% ROIC long term target.
This one is huge to in my opinion. Generate stable cash flows with ~95% of adjusted EBITDA supported by regulators or long term contracts.
Sole provider of rail network in southern half of Western Australia.
About 14,000 miles of rail track in north America.
In transport division, they have $754M to deploy on growth projects. Up from $582M last year.
$415M of growth capital for data operations, up from 193 last year.
They just bought 137,000 operational telecom towers in India, which is arguably one of the fastest growing emerging markets.
$140M going towards the build out of additional towers in India.
Have 3.5Billion of liquidity to take advantage of attractive investment opportunities or to withstand adverse economic circumstances.
21% growth in total borrowing but a subsequent 42% gain in total cash retained.
5B deployed last year in growth initiatives, of which 4.5B was internally generated funds.
RBC Target price is 77.38, street consensus is 75.46.
52.36% institutionally owned.
0.3% short float
I’m sure I’m missing lots. This is just from the most recent slide deck and some factset researching.
Would be interested to hear other opinions, as well as opposing views.
Submitted February 21, 2021 at 08:29PM by StudCap https://ift.tt/3dB7XJA
