“Optive”,股东回报不错,为6-7%,和我们讨论过的其他公司一样。然而,当我在演示中看到这一点时,我会说管理层已经走投无路了。每个人都想要机器人和无人机,想要它们处在标普500指数中令人兴奋的那部分,但市场并不买账。
不过,其中是有价值的。他们前段时间对 Versagent 做了一次有趣的拆分,现在它是一家30亿美元的公司。相关说明是有的。自由现金流稳定,但我更倾向于我们为 Pentair 讨论过的10%股东回报。
" 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.