RE:RE:ebidtaI concur Hammon Power is still cheap and looks to have a lot of runway for growth. It will be interesting to see how they manage dividend increases with growing FCF.
They have been more disciplined than in the past with acquisitions and growth capex. Over the longer term, I think we'll see more capital being returned to shareholders through increasing dividends, no or very small/safe acquisitions and low-risk, capacity expanding organic investments.