Mayfield Group is a microcap worth looking into more details. Laggard among stocks linked to electrification, it gave a rather positive update today. The stock had a disappointed H2 24, so the market forgot about this stock. But it now looks that it was just a one off (due to their telecom business). According to my estimates, its underlying free cash flow yield for FY 25 is well above 10 % (in particular due to the fact that the company is paying no taxes).
