Alaris Royalty Corp ALARF

Industrials Conglomerates

"Alaris Royalty Corp is engaged in investing in operating entities. Its operations consist primarily of investments in private operating entities, typically in the form of preferred limited partnership interests, preferred interest in limited liability corporations in the United States, loans receivable, or long-term license and royalty arrangements."

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Alaris Royalty Corp > Q3 Results After Market

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Post by Aggirl7on Nov 06, 2017 11:12am

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Post# 26911658

Q3 Results After Market

I think there are a few things that could happen to drive the share price higher after results (aside from announcing a new investment):

- The writedown of SM is correctly excluded from Adj EPS given it's a one-time, non-cash charge
- Alaris reiterates how immaterial SM is to its overall value (2% of cash flow)
- Alaris has received or will receive a cash pymt >$5M from SM as a result of cash arbitration
- There are no negative updates on any of its investments (a +ve update would be even better)
- Adj EPS is in-line with consensus (a beat would be even better)
- BONUS - Alaris raises its dividend

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