The numbers on this company looks ridiculously cheap.
EV/FCF = 4.5
Valued at 1.2bn USD, with FCF of 282m
Which means its probably too good to be true. Hit me with why I shouldn't buy this one?
It feels like a situation where if AI squashes it you still get your money back as it declines in next 10 years (cigarette butt). And if AI is a tailwind or it just treads water the price will strongly outperform and re-rate.