MSA.V - stevehemingway/trading GitHub Wiki
tags:
- thesis/good FCF
- analyst/brandon-at-Micro Ops
- sector/gold mining ...
We bought the stock for three main reasons:MSA has torque on higher gold prices, which should lead to outsized free cash flow generation over the next few years. The company will use those cash flows to eliminate all outstanding debts. MSA can juice shareholder returns once debt-free via increased dividends and/or buybacks.