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Virtus Diversified Income & Convertible Fund V.ACV.P


Primary Symbol: ACV

Virtus Diversified Income & Convertible Fund (the Fund) is a diversified, closed-end management investment company. The Fund's investment objective is to provide total return through a combination of current income, current gains and long-term capital appreciation. The Fund will normally invest at least 80% of its net assets (plus any borrowings for investment purposes) in a diversified portfolio of convertible securities, income-producing equity securities and income-producing debt and other instruments of varying maturities, of which at least 50% of total managed assets are invested in convertibles. The Fund has the latitude to write covered call options on the stocks held in the equity portion. The Fund's investment advisor is Virtus Investment Advisers, Inc., and its investment subadvisor is Voya Investment Management Co. LLC.


NYSE:ACV - Post by User

Comment by NYX2017on Nov 20, 2019 8:26pm
109 Views
Post# 30376283

RE:writing on the walls

RE:writing on the wallsI'm assuming you have a short position in this stock or you didn't bother to read everything... There is a lot of M&A and private equity investing going on in this space. A LOT!

They've generated over $1 million in adjusted EBITDA last Q, excluding IFRS 9 impact - that's HUGE!

They've been certainly getting a lot of proposals for brands and the whole business, but there is also the option of going private, because the market doesn't understand the value of the business. I know some people in this space and I've heard 1X sales is normal. They will probably have $60 million in sales this year. Currrent market cap is $11 million (!!!) - Need to say more??

Even - EVEN - if the deal was to be at only 0.5 X sales, it would be at 3X the current price, or a potential gain of 175+%... Lucky those that are buying now IMO!

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