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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

Post by dt_coreon Nov 18, 2018 10:08am
103 Views
Post# 28991041

Royalty Income Colour

Royalty Income ColourManagement has filed Q3 results with additional colour on the royalty revenue. It appears they recorded ~$2.4mm in defered royalty revenue during the quarter (in other words they received the cash but haven't yet recognized them as sales). Also they disclose for reporting purposes that Royalties will be recorded as revenue rather than other income.

No additional colour on the royalites so we'll have to see if the defered amount is only "partial" recognition with more to come (i.e. an upfront partial payment from either Hemisphere GNSS or Raven). For now $448k of it is expected to be recognized in the upcoming 12 months (so me thinks much more is to come). Remember there are no costs associated with royalty revenue so that flows straight to the bottom line (100% gross margins). For reporting purposes going forward it would be nice to see the company improve segmented disclosure for the key business lines (OEM/VAR, HandsFree, Royalties).
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