Alaris Royalty Corp ALARF

RE:RE:RE:RE:Analyst negativity - faulty projections

[SunsetGrill]

Few more while im on a roll

Run rate vs payout ratio - check it out 

Show me where i show CONCERN about capital deployment. You stated that scotia has less then 100 million for next yrs deployment - WELL you even stated they only have 85 million left. Scotia cant assume they get more support.

In many ways your response to mine is more pathetic than your original QUESTIONS

Wont post here anymore- well we will try to carry on without you knowing what is going on even when you get answers. 

Talk to the company every quarter (im sure they love that conversation) why dont you ask why analysts have different calcs regarding ratios. It would take him less then 45 seconds to tell you. 

I dont have to listen to the call again once is good enough for me

SunsetGrill wrote: - if all the calc;s are correct AND THE SAME as scotia;s thn WHY do they differ - thats is mathmatically impossible and thats what i stated

-show me where i show CONCERN about company exits - i stated that CFPS was  higher this yr due to company exits as you could not figure out how they drop next yr.

- show me where i state the banks WONT give them more cash - i stated it may not be easy and you cannot rely on that as a given

- you cant give out all your cash, then BCC asks for another piece of action and you state "well let me go ask daddy". Not really a good PARTNER then are you

-show me where i agree with scotia analysts - first paragraph states i say its somewhat may be construde as criminal

- fade into the sunset - well its always sunny somewhere

- by your post and questions (which i answered all of) you were confused (ergo you had questions, like not knowing why cash flow was different)

- Ignoring me - NOW THAT REALLY HURTS how will i go on.

- your last paragraph - good luck with OUR investments- ahhh what

mickeymouse wrote: Thanks for the investing advice Sunset - you were quite condescending in your response and  garbage - does that sound like someone who follows investment advice blindly or needs to read up on how the game is played or go to a bank for advice - of course anlaysts promote their book and try to discredit some companies

If you read the post by Capharnaum you will see his payout projections are similar to what I was saying and they correspond to what managment has in their MD&A which you have probably not read - the payout ratio for this company is very easy to determine and I have talked to Curtis on a quarterly basis for the last three years about their ratio and have always found the company to be very transparent - thanks to Capharnaum for a useful post as opposed to the drivel you posted in your personal attack!!


So you are concerned about their ability to deploy capital - you are correct that they will have about $89 million CDN to deploy if they follow through on their second and third tranches to BCC but that is not a done deal as it depends on BCC hitting certain benchmarks - they have always been well within their lending convenants so it makes no sense for the banks not to increase their lending capacity if the additional tranches are completed.

Lastly you seem very concerned about company exits - I suggest you listen to the second quarter conference call again and pay attention to the part where the CEO states that they see no major redemptions in the foreseeable future - you seem to be quite willing to agree with the Scotia analyst and ignore what the company says - the funny part is you are supporting flawed analysis which is something you made a point of mocking in my post.

Good luck with our investments - hopefully your portfolio doesn't fade into the sunset - I apologize to the other people on this board as most of this post is not that useful and I won't bother posting on here again.