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Great Ajax Corp T.AJX


Primary Symbol: AJX

Great Ajax Corp. is an externally managed real estate company. The Company’s primary business is acquiring, investing in and managing a portfolio of mortgage loans. The Company operates in a single segment focused on re-performing mortgages, and to a lesser extent non-performing mortgages and real property. The Company primarily targets acquisitions of re-performing loans (RPLs), which are residential mortgage loans and non-performing loans (NPLs), which are residential mortgages. It invests in single-family and smaller commercial properties directly either through a foreclosure event of a loan in its mortgage portfolio, or, less frequently, through a direct acquisition. It may acquire RPLs and NPLs either directly or in joint ventures with institutional accredited investors. It may also acquire or originate small balance commercial loans. Its manager is Thetis Asset Management LLC. It conducts its business through its operating partnership, Great Ajax Operating Partnership L.P.


NYSE:AJX - Post by User

Bullboard Posts
Post by JonathanJSmithon Aug 15, 2013 9:05am
251 Views
Post# 21672370

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There was an interesting comment made by the CEO regarding Cloud Services. Asking investors not to judge too quickly regarding 20% increase in sales but rather to consider the "potential" going forward. He is under the impression that the "elbow" of the Cloud's growth has yet to occur.

To further indicate confidence in AJX going forward, RH also recently bought a couple of hundred thousand shares to add to his already large position.

With the lower cost structure and the elimination of discontinued ops from the financial statements, they should manage to eek out profitability notwithstanding tempered sales during the second half; herein lies the crux of this investment (for longer term holders) - the risk is a lot lower than it has been in quite some time.

I'm curious as to how long AJX will stay on the TSE. Being an American based company now, I would expect them to move to the Nasdaq soon.

JJ

p.s. - this was my first post on Stockhouse!
Bullboard Posts