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Sir Royalty Income Fund SIRZF


Primary Symbol: T.SRV.UN

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 BlueJay2020on Jul 16, 2021 9:08am
159 Views
Post# 33558404

Keg vs Sir

Keg vs Sir

Is it an accident that distributions have been set at 84 cents, the exact same as the Keg? 

For the Keg, that equates to a yield of circa 5.55%. For Sir, it is 10.6%.  While the Keg is perhaps a premium brand, that massive difference is not justified. 

Meanwhile Pizza Pizza offers a yield of circa 6 per cent on 66 cents, and Boston Pizza circa 5.5 percent on 78 cents. 

As Flamingogold says, it gets better because the expectation is that this distribution level will rise over time.  I think a buck a unit is quite achievable and covered by sales levels in the quarter right before the pandemic.

 

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