The infrastructure monopoly trading at 8x earnings

There is a remarkable opportunity sitting quietly in South America's energy infrastructure sector. This isn't just another utility company, it's the backbone of one of the continent's most promising energy stories.

The company is currently trading at just 8.65x owner earnings and 7.46x EBITDA. In a market where infrastructure companies routinely trade at 15-20x earnings, finding a dominant monopoly at single-digit multiples feels like discovering a $20 bill on the sidewalk.

But this isn't just about cheap numbers on a screen. This business controls critical energy transportation infrastructure in a region sitting atop one of the world's largest unconventional energy reserves. While everyone talks about the next big thing in energy, this company is already there, collecting tolls on every unit of energy that flows through the region's economic arteries.

The business just delivered massive revenue growth of 24% year-over-year, with operating margins that would make most businesses jealous. Yet the market seems to be pricing in permanent stagnation rather than recognizing the infrastructure investments and regulatory tailwinds driving this operation forward.

My take? This is exactly the kind of overlooked, cash-generating infrastructure play that creates generational wealth for patient investors.

In this article you will learn about:  
- The introduction of the company 
- Revenue streams 
- Footprint and market presence 
- Ownership structure 
- Competitive landscape and the company’s market position incl. a SWOT analysis 
- Market outlook and trends 2025-2030 
- Deep dive into business operations per business segment 
- The company's growth strategy
- Business risks 
- The moat 
- Financial analysis of the company 
- Valuation 
- Verdict