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Aimia Inc T.AIM

Alternate Symbol(s):  T.AIM.PR.A | AIMFF | T.AIM.PR.C | T.AIM.PR.D

Aimia Inc. is a diversified company. The Company operates through three segments: Bozzetto, Cortland International and Holdings. The Bozzetto segment is a provider of specialty sustainable chemicals, offering sustainable textile, water and dispersion chemical solutions with applications in several end-markets including the textile, home and personal care, plasterboard and agrochemical markets. The Cortland International segment consists of Tufropes and Cortland Industrial LLC (Cortland). Tufropes is a manufacturer of synthetic fiber ropes and netting solutions for maritime and other different industrial customers. Cortland is a designer, manufacturer, and supplier of technology advanced synthetic ropes, slings, and tethers to the aerospace & defense, marine, renewables, and other diversified industrial end markets. The Holdings segment includes investments in Clear Media Limited, Kognitiv, as well as minority investments in various public company securities and limited partnerships.


TSX:AIM - Post by User

Bullboard Posts
Post by Turtleinvestoron Jul 02, 2017 9:18am
340 Views
Post# 26428122

Money is not the issue, share price is

Money is not the issue, share price isFCF means Free cash flow, free or net of all other financial obligations and expenses for example, banks interests, government tax, employees' salaries,.... anything after all that, what is left, is FCF. so, AIMIA is free to do anything with its FCF. banks have nothing to say,as it is fulfilling all its financial obligations, that is why on MAY 10, 2017, the dividends payment , shares buyback plans and early repayment of 4,35%due 2018 were announced, even banks was consent to the low impact of non renewal of contract with AC. banks will only step in to forbid the payment of dividends , when a company is not generating enough cash flow to pay dividends they would force it to abandon the idea. but that is not the case of aimia, aimia would generate over 220 millions FCF yearly, well enough to pay its all dividends( 121 millions), that was projected after the management's knowing of non renewal of AC contract. that was till the day of may 10,  the following day, may 11, AC quickly responded to aimia NR, by releasing its official non renewal of contract with aimia,  aimia 's  market value lost over 1bn in one single day, and what was changed between may 10 and may 11? nothing ,only share price, and what was changed up untill june 14, where the CEO announced all dividends are suspended due to laws requirement, the sudden violent decline of the share price was the cause to suspends dividends, in the same time , he also  updated : business is performing well, the company is generating strong cash flow, cash on hand is totaling over550 millions. again , nothing has changed. SO, aimia has 550 millions cash on hands, plus would get 450 millions premier club sale plus over 220 millions  FCF yearly, what is the hell , the banks would step in to tell aimia not to pay dividends? with the 220 millions fcf for 3 years that is well enough to pay all the dividends for another 3 years, BS, from that SEEKING ALPHA's author, after all, those stock writers are only sidewatchers, they are'nt the real experts on field , the management are, who would know the business better than the management?
commons VS prefs?the PREFS. C is with a yield of 17% trading at @9.00, while the commons, with a yield of around 45%, trading at 1,73,  is clear a better buy vs all PREFedS. even if it might skip some quarters  dividends, once the share price bounces back it would resume and eventually pay special dividends for it, as the dividends payout policy is adopted by aimia, it is tied to 55% of FCF yearly, not mention, the potential gains of 500% of its share price.
Bullboard Posts