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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
Comment by dt_coreon Nov 11, 2013 4:58pm
257 Views
Post# 21895359

RE:RE:Great News Release Today

RE:RE:Great News Release Today
Not a 52 week high today unfortunately, but a lot of buying interest so much so that a lot of the shares at 1.08, which has been a wall, have been taken out. Overall a positive day.

I'm not expecting a lot for Q3 to be reported Thursday. Overall I suspect sales are up at least 5% with EPS around negative $0.02 and as high as negative $0.01. I don't think this quarter will matter much. Q4 will though, and the reason being that the usually slow quarter should be supplemented by the change in the business model that RH highlighted. With the new sales model we should see many dealers buying equipment in anticipation of a strong 1Q14 vs. the prior model where management stocked up on inventory. Any guidance regarding how the order book is shaping could be treated with shareholder reaction.






Bullboard Posts