Would you invest in this company? Not going to name it to avoid any bias


$86B market cap, $70B book value, $40B net debt, 2023 P/E 3x, annual EBITDA between $30B-$60B over the last 5 years, Capex $10-15B annually, mandated to distribute 100% of cash flow after capex and interest expense as dividends every year which meant 21% dividend yield for the trailing 12 months.

Feel free to ask questions but I want to resist revealing the sector and the name for a bit.


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