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MFS Charter Income Trust V.MCR


Primary Symbol: MCR

MFS Charter Income Trust (Fund) is a diversified closed-end management investment company. The Fund’s investment objective is to seek high current income, but also considers capital appreciation. The Fund primarily invests in debt instruments. The Fund also invests in corporate bonds of the United States and/or foreign issuers, United States government securities, foreign government securities, mortgage-backed securities and other securitized instruments of United States and/or foreign issuers, and/or debt instruments of issuers located in emerging market countries. It invests in a range of fixed income sectors, such as high yield corporates, emerging markets bonds, investment grade corporates, Non- United States government bonds, commercial mortgage-backed securities, mortgage-backed securities, collateralized debt obligations, municipal bonds, asset-backed securities and United States treasury securities. The Fund's investment advisor is Massachusetts Financial Services Company.


NYSE:MCR - Post by User

Comment by longrun86on Nov 30, 2020 12:26am
196 Views
Post# 31998455

RE:RE:RE:Hummm JV Honeymoon

RE:RE:RE:Hummm JV HoneymoonHi all,

A few items that I took away from the Q3 earnings are as follows:

1. Earnings Beat: These were better than I expected and still managed to beat analysts expectations if you remove the CEWS.

2. JV Relationship: Technical projects are always tough especially when you are trying to integrate two different technical teams. The key for me will be to ensure that Macro is still held in good standing with TC Energy and is at least amicable with Spiecapag. Based on the press release, the continued involvement of Macro's construction equipment and crews suggests that this is the case and would also bring in several million per quarter in revenue; furthermore, one could argue that they have mitigated downside risk associated with cost overruns. 

3. Strategy: The language in the release was a bit cryptic; however, if I read between the lines correctly, the JV swap will free up personnel to pursue another major project which I suspect is the NGTL work.

4. Valuation Gap & NCIB: Management has a history of not saying too much about the valuation gap. In my mind they are in growth mode so it may be difficult to imagine that they could throw too much at a share buyback but it would mean a lot to me if they got serious about the purchases under the NCIB program. I believe this program is up for renewal and I would encourage you to voice your support to Management over this initiative.

5. Privitization: Taking item #4 one step further, I believe that Macro's Management should take this company private at the end of 2021. Even if it were to be acquired at a healthy premium, I believe that there is substantial upside for Frank and the team. Being a public company does not appear to offer Macro any benefit and the Company does not have a need for public market capital. Frank is likely reminded of this every time he reviews the quarterly package and realizes he was essentially the only source of capital when they needed to to the Pref share raise. I would be curious to hear the thoughts of others regarding privitization especially if you have a dissenting viewpoint.

Sincerely,

LR
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