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Bullboard - Stock Discussion Forum Invesque Ord Shs T.IVQ

Alternate Symbol(s):  T.IVQ.DB.V | MHIVF | T.IVQ.DB.U

Invesque Inc. is a healthcare real estate company. The Company is focused on investing in a portfolio of North American properties across the health care spectrum. The Company's portfolio includes investments in independent living, assisted living, memory care, skilled nursing, transitional care, and medical office properties, which are operated under long-term leases and joint venture... see more

Bullboard (TSX:IVQ)

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Comment by Capharnaumon Oct 06, 2020 9:01am

RE:RE:Any new information about IVQ or its tenants?

Invesque only has a $10M Mohawk payment coming up as debt (other than renewing mortgages) until the Jan 2022 debentures. Without the dividend on the common shares, they should be able to pay that ...more  
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Discussion
Comment by 2young2investon Oct 05, 2020 10:19pm

RE:Any new information about IVQ or its tenants?

CFO bought $30k of debentures somewhere in June, I guess, it's positive. There was someone here on Stockhouse telling it's a better choice than common. What will happen, when/if Symcare ...more  
149
Discussion
Comment by CarmeloAon Aug 21, 2020 11:42am

RE:Need explanation

FFO (fund from operation) is less relevent; deduct capital expenditures to have AFFO (adjusted FFO). But you will still need to account for the principal portion of their mortgage AFFO minus Principal ...more  
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Discussion
Post by MatJackon Aug 14, 2020 9:47pm

Need explanation

This stock have a 1 year FFO of around 1$ per share. That make a 33% cash flow yield. Similar compagny like SIA trade at a 10% cash flow yield. Shouldn't IVQ be trading at 10$ CA ?
320
Discussion
Comment by CarmeloAon Aug 14, 2020 10:00am

RE:RE:Loss from joint Venture, Rent Cut and deferral

Magnetar which happens to be a hedge fund is the main owner of the company if we take into account their equity ownership and debt investment (preferred return). They are the one making money . To ...more  
260
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Comment by thompsonljon Aug 13, 2020 3:32pm

RE:RE:Loss from joint Venture, Rent Cut and deferral

I listened to the 10:00 call and was too slow or did'nt understand how get to ask a question but from the soft ball questios being asked the pandemic is ,and we all know this , is playing havoc ...more  
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Comment by Capharnaumon Aug 13, 2020 2:11pm

RE:Loss from joint Venture, Rent Cut and deferral

Not sure what to make of what you wrote. Technically, if they were trying to sell the company as a hedge fund play, that would mean buying shares right now is a good thing, as surely the hedge fund ...more  
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Post by CarmeloAon Aug 13, 2020 1:19pm

Loss from joint Venture, Rent Cut and deferral

On page 7, https://www.invesque.com/wp-content/uploads/2020/08/2020-Q2-MDA.pdf a big 25 million loss from the first six months of 2020 and still managed to get 0.37 AFFO per share for the first six ...more  
276
Discussion
Comment by Capharnaumon Aug 12, 2020 9:07pm

RE:RE:RE:RE:RE:RE:RE:More downside coming with a default of a potential operator

Some details regarding the loss: Loss in fair value of properties = $17.3M Loss from joint venture = $7.1M Allowance for credit losses = $5.6M Could be more losses coming soon. There's only $14M ...more  
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Comment by pjn0987654321on Aug 12, 2020 8:03pm

RE:RE:RE:RE:RE:RE:More downside coming with a default of a potential operator

The AFFO of $.17 US suggests they didn't need to suspend the dividend.  The business update says their rent collection is 94%.  They don't say why the net loss is so large.  ...more  
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Comment by thompsonljon Aug 12, 2020 7:56pm

RE:RE:RE:RE:RE:More downside coming with a default of a potential operator

i'd say a lot better than what was presumed to be the end of their business model . Not crazy about the net tho.I have to admit I'm not good at reading into the details of course the short ...more  
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Comment by CarmeloAon Jul 31, 2020 8:46pm

RE:RE:RE:More downside coming with a default of a potential operator

well.. two weeks is not far. We will know very soon if not earlier
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Comment by Capharnaumon Jul 31, 2020 1:43pm

RE:RE:More downside coming with a default of a potential operator

So, is an operator in a position of default? Or did you just want to hear the sound of your own voice?
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