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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

Comment by dt_coreon Nov 13, 2018 10:11am
98 Views
Post# 28964697

RE:RE:RE:Well that was not expected

RE:RE:RE:Well that was not expectedIt was quite unclear to me from the quarter how the new royalties will work and where (and when) they will be recorded (i.e. is it other income). It doesn’t appear that any royalty or license income was recorded in the quarter so not sure when they kick in (maybe Q4). Also still no discussion on the rice planter opportunity, at least not in the press release.. if hear nothing on the call then I’ll assume it’s dead as is the R&D money they spent to develop it. And while it’s nice to hear that Wheelman is getting a lot of acclaim as a good product there was no discussion about sales volumes and potential so management needs to add some colour their. Great products that don’t sell are useless.

I still want to know want the potential is for a second big OEM purchase order, perhaps once the current one expires, was it made to be 12 months as a test and if successful it becomes a permanent part of the business? Or is this truly a one time deal. $19.5mm in the bank is great.




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