Started a position today Good enough for me. Nice yield (that they'll grow) and this is one of the select few names in the sector making deals every few months.
You can almost guarantee that in 5 years, this name will be one to look back on and say "I wish I bought some".
Buy some, don't look at it every day and time will be your friend.
Great mgmt & they don't sit on their hands.. their synergies with TOU are excellent. TOU can acquire (as they will continue to do) and TPZ take on a royalty and provide some of the up front funding.
Eventually a large % of the FCF will be paid out via dividends.. this is just the start.