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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 flamingogoldon Jan 29, 2021 11:11am
133 Views
Post# 32420117

Is $4.25 good?

Is $4.25 good?Pre-covid the lowest SRV ever hit was an intraday low of $4.24 (just a penny below the Janes offer) on Nov 16, 2008 during the financial crises. It closed that same day at $4.50 marking the lowest closing price in the history of the stock.

No question, covid has been the darkest hour of our lives. But the vaccine rollout, although slow and challenging, is underway. And as with all pandemics, covid will soon end.

I am a believer in the science and the data says these vaccines are +90% effective. The annual flu vaccine on the other hand is only around 50%. Based on this:

$3.55 as we all know is an opportunistic bully offer and a stab in the back to loyal shareholders. $4.25 while better is still opportunistic based on historical share price data and should not be valued on just the last 90 day average, especially during a once-in-a-century pandemic that is certain to end as they all do. The third all cash offer is unknown. Unless it's north of $8 I will be voting no to that as well if given the chance.

Hopefully, more offers arise that put a fair price on this. Otherwise, I would rather hold my shares and wait for the post-covid economic boom that SIR owners here know very well will begin in less than a year.
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