Hi Chris,
Not sure that the market doesn't care per se...
Maybe more that this management team so consistently offers conservative guidance and then beats said guidance... again , again, again.
So perhaps it could be that the market knows to expect that SDF consistently beats guidance and there is no surprise...
This is not to take away from a most excellent management team and business model - these guys execute brilliantly and consistently deliver value regardless of business cycles, weather events, macro events, etc.
Cheers.
Cuppa
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