RE:RE:RE:RE:People say
There's some seasonality to the business as can be seen by the quarterly trends for last few years so not sure it's appropriate to use Q4 for full year earnings. Also only 2 analysts cover it so not a great sample size. But do agree that adjusting the quarter for stock compensation, it looks good. Good growth in other markets (India) if growth in the US moderating somewhat and dividend increase suggests management has a lot of confidence in the future. Capacity of $900 mln. toward later part of 2024/early 2025 shows lots of runway as well. With a market cap of $1.5-2.0 bln., it will start to hit institutional screens.