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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 Apr 07, 2020 5:47am
167 Views
Post# 30885618

RE:Really?

RE:Really?That is horrible governance. This policy actually incentivized the director to profit from a share price collapse so they could pick up 5x-10x the number of rights and profit on the recovery. That means the stock could recover to a more reasonable level which would still provide little to no value for long term shareholders (the price ends up where it was) but the director would profit handsomely.

Jonathan Ladd better be negotiating and finalizing a takeout of the company at $1.00 or higher (I suspect not) otherwise there is no way to justify this grant of rights. Directors and management should never profit from the destruction of shareholder value! IMO if Jonathan had a strong moral compass he’d refuse the grant and reverse this transaction.

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