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Virtus Diversified Income & Convertible Fund V.ACV.P


Primary Symbol: ACV

Virtus Diversified Income & Convertible Fund (the Fund) is a diversified, closed-end management investment company. The Fund's investment objective is to provide total return through a combination of current income, current gains and long-term capital appreciation. The Fund will normally invest at least 80% of its net assets (plus any borrowings for investment purposes) in a diversified portfolio of convertible securities, income-producing equity securities and income-producing debt and other instruments of varying maturities, of which at least 50% of total managed assets are invested in convertibles. The Fund has the latitude to write covered call options on the stocks held in the equity portion. The Fund's investment advisor is Virtus Investment Advisers, Inc., and its investment subadvisor is Voya Investment Management Co. LLC.


NYSE:ACV - Post by User

Post by TallerCraigon Feb 14, 2018 10:18pm
95 Views
Post# 27562426

Inventory out of Control

Inventory out of ControlLove the concept but operationally continues to struggles. The factory that inventory levels are up over 110% (10.879M vs 5.148M) at the same time the provision for invetory spoialage is down makes no sense to me!. You are an organic food company. Your product has a short expiry window. You put on a real provision then all of a sudden EBITDA might go negative.
 
They stuffed the main distribution channels and the sell through from aggregate demand wasn’t there for their 3 main channel partners. Now you are stuck with all this inventory.

With 5M in debt and no cash exsisiting shareholders are going to continue to be diluted away. On a per shre basis no growth. 

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