Took a glance at their results. No longer vested but the initial thesis still stands. Nothing changed and It’s still a cash generative machine, and price should reflect the current macro sentiments.
Personally think it’s fair valued now and it still is a dividend play albeit there being slight room for growth as the industry consolidates. No longer a value play for me, but it is safe as a short-mid term hold. Not so much a long term holding for me