RE:RE:Pricing of the sharesI appreciate you taking the time for such a detailed post.
The expectation of higher price (from today) is based on higher cash flow and new deals. But it does look like the market really does not care about DIV's model. I dont think this is a growth stock and neither should anyone else. It is pretty much a yielder (flow through like you said).
DIV is pretty much for those who want higher yield (with obviously higher risk to share price being a small cap and a differnt kind of business).
If one is not worried about the share price then it does provide a good dividend yield (on cost) and a distribution which is pretty sustainable and will probably grow in time later on as the management has shown that they do want to pass on most of their net free cash flow.