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Fairlight Letter re: HXL/WWD merger... any thoughts?

REDDIT / kermamigo100 / Jan 28, 2020

Hexcel seems like a pretty strong company with nice commercial aerospace tailwinds. There is a lot to like about HXL: nice balance sheet, mid-teens ROIC%, line-of-sight to better FCF Conversion, better-than-average topline growth for an industrial, etc. I'm not as …

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