posted June 24, 2022 10:57 am by Malpeque2
(79)
Ditto my post over at Uniteds Corp (UNC)
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posted June 16, 2022 02:29 pm by chuck84
(4)
sorry for late response. travelling. yeah like 6700 or so of each which is a decent clip over course of year but no stopping it falling with market like this. discount narrowing which is to be
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posted June 06, 2022 04:41 pm by Thor16
(18)
lt appears repurchase activity continued at a modestly steady pace throughout June.
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posted May 16, 2022 09:15 pm by Thor16
(18)
sent one back to you as well.
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posted May 15, 2022 06:15 pm by Thor16
(18)
Thank you much appreciated.
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posted May 15, 2022 08:39 am by chuck84
(4)
April end shares o/s were 3,674,000 and suspect they have got another 10k this month (#9 has buyback). HNR had 2,945,765 as per the annual information form (see note under directors table in
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posted May 10, 2022 05:10 pm by Thor16
(18)
Chuck - what would you think the actual public float sits at currently? 650k?
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posted May 10, 2022 12:52 pm by Thor16
(18)
24k really is a substantial number considering the "actual" public float. Should be interesting to see what they do in May. Maybe the day will come this year, who knows! :)
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posted May 10, 2022 12:30 pm by chuck84
(4)
as always EVT buyback less active due to limited float. it was ELF's buyback was referring to. got 8200 in march and a whopping 16200 in april. they are getting more daily as market
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posted May 09, 2022 08:54 pm by Thor16
(18)
At this point it may just be the two of us left! Thanks for the update - I appreciate it. I hadn't looked at buyback activity ( I should have ) as it slowed down. Today i thought to
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posted May 09, 2022 08:15 am by chuck84
(4)
thor, not too many of us left judging by lack of activity on various boards. NCIB has been more active than anytime since spring 2020 when maxed out that year after slow start, they got 8k+ in
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posted February 10, 2022 04:16 pm by Thor16
(18)
Ain't that the truth.... :) ELF is the endgame, EVT just a piece of the puzzle. Should be a great story to look back on one day.
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posted February 10, 2022 03:46 pm by chuck84
(4)
you mean +/- 5 years. we are on ELF time! do believe when it occurs, will be a share exchange so unless there is a cash component for minority, won't be quite the $300NAV one might hope for
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posted February 10, 2022 12:08 pm by Thor16
(18)
Just figure out the exact date and time it will be taken private and we are good :)
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posted February 10, 2022 09:23 am by chuck84
(4)
the definition of "net investment income" includes realized capital gains so would seem they had some realized gains above and beyond dividend income. spend most of my time modelling ELF but
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posted February 10, 2022 09:04 am by chuck84
(4)
yeah, definitely higher than i expected, which is nice. will await the financials to see where the extra net investment income came from. reads as though it was all generated in 2021 as opposed to
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posted February 09, 2022 06:17 pm by Thor16
(18)
It looks like we met in the middle. Thank you for compromising :) Assuming nothing else exciting happens 2022, reconvene same place same time next year?
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posted January 19, 2022 09:29 am by chuck84
(4)
actually my approach overly complicates matters. far simpler to just read financials... 2020 they earned 34.7mm of divs and paid out 29mm ($1.2/sh recurring and the $4 special - taxes being the
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posted January 18, 2022 10:15 pm by chuck84
(4)
worth noting that no reason they couldn't pay out more than just the divs received. after all ELF paid a large special from gains, not divs given EVT at nearly a 60% discount to true ELF adjusted
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