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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

Post by dt_coreon May 21, 2021 12:15pm
241 Views
Post# 33248184

Litigation Stay

Litigation StayOnly 2.5 weeks left until the 90 day stay is over. I'm basing that on the court filing day of March 9. One of three outcomes are possible:

1. Agreement - Ag Leader and AJX come to some sort of go forward business agreement. I doubt this will happen
2. Extension - Both companies feel sufficient progress has been made to ask the courts for an extension to continue talks. 
3. Back to court - The companies fail to reach a settlement. I think this is the most likely scenario

There is a bit of market speculation that both companies could merge to resolve the situation but I wouldn't put too much weight behind it. I would however highlight that AJX management would be exceptionally well compensated in the event of a change in control so the incentive for them to sell or merge the company exists (based on disclosure of change in control compensation in the 10K/AIF).
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