CYPC

company on 1 show · 2 statements across 1 episodes

Capital Allocators

2 statements about CYPC, every show

CAPITAL ALLOCATORS Assertion Supported
China Yangtze Power converts 98% of its cash flow into free cash
“98% of their net free cash flow was Free because they had so little maintenance requirements on maintaining the dams.”
Richard Lawrence Aug 14, 2017 ▶ 55:15 Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21)
Dam depreciation schedules artificially distort China Yangtze Power's P/E multiple
“CYPC or China Yangtze Power had debt. Well, it should have debt. If there ever was a business on Earth that should have debt, that's it. But likewise, it depreciates its dams over 26 and a half years, but they're going to last over a 150 years, so that's wrong…”
Richard Lawrence Aug 14, 2017 ▶ 52:24 Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21)

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