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Chesswood Group Ltd T.CHW

Alternate Symbol(s):  CHWWQ

Chesswood Group Limited is a Canada-based holding company. The Company, through its subsidiaries, engages in the business of specialty finance (including equipment finance throughout North America and vehicle finance and legal sector finance in Canada), as well as the origination and management of private credit alternatives for North American investors. Its subsidiaries include Pawnee Leasing Corporation (Pawnee); Tandem Finance Inc. (Tandem); Waypoint Investment Partners Inc. (Waypoint), Chesswood Capital Management Inc. and Chesswood Capital Management USA Inc. (CCM USA); Rifco National Auto Finance Corporation, and 1000390232 Ontario Inc (Easy Legal). Pawnee, which finances micro and small-ticket commercial equipment for small and medium-sized businesses in the United States through the third-party broker channel. Tandem sources micro and small-ticket commercial equipment originations to small and medium-sized businesses through the equipment vendor channel in the United States.


TSX:CHW - Post by User

Comment by 419lornestreet9on Aug 27, 2021 11:23am
142 Views
Post# 33775746

RE:big insider buying returns to CHW

RE:big insider buying returns to CHWthanks for flagging. about 100k shares purchased this month.

marr purchased pretty heavily in august last year (250k) shares, but this was after the run up from high 3s/low 4s to high 5s/low 6s.

they also made about 500k in share purchases in november & december last year. However, again, this was after the run up from high 5s/low 6s to high 8s/low 9s.

i doubt this implies anything imminent apart from ongoing confidence. hope that i am wrong

i was a little dissappointed in seeing the loan funding facility that the company established with Waypoint (high effective interest rate & inconsistent with messaging around lower funding costs) and i was surprised that they did not press release the establishment of the Pawnee revolving warehouse facility when it was established in May. The effective interest rate seems very low and inline with the securitizations.

i expect the next news to be another securitization facility. the last two were announced in late september 2020 and early october 2019. then q3 results in november. then... four months until q4 results. that is a long time to wait for news.

these guys make me scratch my head a bit. they own a ton of the stock and are doing this growth kick. that is great, but there is little promotion of the stock. no presentations, no IR, no press  releases. the guidance that they talked about and the vision that was laid out at the AGM really wasnt touched on in the two sell side initiations. all very weird. why be a public company if you do not want to do basic public company stuff?
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