OPFI offers value with stable free cash flow, a 6-7% shareholder return and a spin-off now worth $3 billion; however, management appears desperate promoting robots/drones to fit the S&P 500 narrative, which the market is not buying, and the speaker prefers a 10% shareholder return.

" Optive", a good return for shareholders of 6-7%. Like the other companies we discussed. However, when I see this in a presentation, I say that management has become desperate.

Everyone wants robots and drones and for them to be in the exciting part of the S&P 500 index, but the market is n't buying that. However, there is value. They did an interesting spin-off of Versagent some time ago, and it is now a $ 3 billion company.

The instructions are available. Free cash flow is stable, but I prefer a 10% shareholder return as we discussed for Pentair.