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Sir Royalty Income Fund T.SRV.UN

Alternate Symbol(s):  SIRZF

SIR Royalty Income Fund (the Fund) holds investment in SIR Corp (SIR). The Funds' investment, SIR is engaged in the business of owning and operating full-service restaurants in Canada. SIR has concept restaurant brands, including Jack Astor’s Bar and Grill, Scaddabush Italian Kitchen & Bar, and Canyon Creek Chop House, signature restaurant brands, such as Reds Wine Tavern, Reds Midtown Tavern, Reds Square One, and The Loose Moose, which are used by SIR under a license agreement with SIR Royalty Limited Partnership (the Partnership. The Fund receives distribution income from its investment in the Partnership and interest income from the SIR Loan. The Fund indirectly participates in the revenues generated under the License and Royalty Agreement through its Investment in the Partnership.


TSX:SRV.UN - Post by User

Post by logicandinertiaon Jan 27, 2021 12:32pm
205 Views
Post# 32399727

ENCOURAGING

ENCOURAGINGThis is not a competing offer, but rather a long-term, deep-pocketed holder of the stock (since 2010) who will obviously be underwater versus his purchase price, yet has enjoyed the steady dividends, sees both value at current price and wants to mitigate the risk of Fowler taking this private at ridiculous levels.   

Not sure how much stock will be tendered at $4.25, but also establishes a new level for investors.

And as time passes and vaccine rollout expands, restaurants will re-open and SIR will be legally obligated to start paying out to unit holders.  If SIR CORP continues to hold back accrued payments to ROYALTY unit holders, we could see some legal challenges IMO...

should be noted that SIR CORP management has not come out of this looking very good IMO...

good luck...
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