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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 Mar 22, 2019 11:12am
85 Views
Post# 29522971

RE:RE:Well, they held a CC....and nobody came.

RE:RE:Well, they held a CC....and nobody came.I've updated my numbers to reflect the new businesss model (outlook and satloc have been sold meaning a very different cost structure and sales growth trajectory). Obviously a lot of moving parts but even using far more conservative estimates than what I've previously posted, and not even considering the growth potential from Mahindra, the FMV of the stock price TODAY should be $1.20 at a MINIMUM, and here we are trading at 70 cents. That just shows you how terrible a job this IR team has done. 1 year from now FMV is closer to $1.80 to $2.50 with strong potential for upside (again I'm using a low/conservative scenario).

If management and the board are not willing to address shareholder concerns then I'm afraid it's time to put this company up for sale. A buyer would see the value and probably pay $1.50 today and north of $2.00 a year from now IF the share price moves.

Best way for shareholders to communicate their displeasure is through proxy voting.
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