Mayfield Group : 7th consecutive day of increase, again in large volumes. Curious that there is almost no discussion on this stock, while it looks a rather simple story (of course, unless I miss something). According to my estimates, the stock still has an underlying free cash flow yield of 14.5 % (based on H1 25 estimate, annualised), while its business is driven by electrification. Figure a bit boosted by the lack of income tax : free cash flow yield more around 9.7 % if we put a normal tax rate.
