Alaris Royalty Corp ALARF

Industrials Conglomerates

"Alaris Royalty Corp is engaged in investing in operating entities. Its operations consist primarily of investments in private operating entities, typically in the form of preferred limited partnership interests, preferred interest in limited liability corporations in the United States, loans receivable, or long-term license and royalty arrangements."

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Alaris Royalty Corp > Announcement Coming?

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Comment by anon314on Jun 18, 2018 9:12pm

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RE:RE:RE:RE:Announcement Coming?

I agree that net deployment is the important measure. A net deployment of $100M (without issuing new equity) at 15% would result in an increase of $0.20 cash flow per share (using data on page 13 of the May 2018 investor's presentation). Given a current dividend of $1.62, that's a bit more than 12% of the current dividend. I believe that they are unlikely to get 15% and I wouldn't mind a little bit of caution through a lower payout ratio. So 7% looks doable even with my conservatism.

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