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Hexcel: Time Is A Friend Of This Wonderful Company

Summary

Composite materials provide real benefits that support the investment thesis of increased penetration of advanced composites in aerospace and industrial markets.

Substantial barriers to entry, market leadership, and above-average growth prospects give Hexcel a moat you won’t typically find in such a relatively small company, making it an attractive acquisition.

Soon, capital expenditures will peak and then start to gradually decline, resulting in significant free cash flow growth that will benefit the shareholders.

This article is the second in a series where I will be covering my investment positions and the underlying logic for allocating my hard earned capital towards them. I started back in May 2016 with investment thesis for Endo International (NASDAQ:a>


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