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Invesque Ord Shs T.IVQ

Alternate Symbol(s):  MHIVF | T.IVQ.DB.U | T.IVQ.DB.V

Invesque Inc. is a health care real estate company. The Company owns a portfolio of North American properties across the health care spectrum. The Company invests in a portfolio of predominantly privately paid senior housing communities. The Company's portfolio includes investments primarily in independent living, assisted living, and memory care, which are operated under long-term leases and joint venture arrangements with industry operating partners. The Company's portfolio also includes investments in owner-occupied seniors housing properties in which the Company owns the real estate, the licensed operations, and provides management services through Commonwealth Senior Living, LLC. It owns a portfolio of over 56 properties in the United States, comprised of 53 assisted living and memory care facilities and three skilled nursing facilities. In Canada, the Company owns an interest in four seniors housing assets.


TSX:IVQ - Post by User

Comment by Capharnaumon Oct 14, 2021 9:48am
111 Views
Post# 34004677

RE:RE:RE:RE:Value of U debentures

RE:RE:RE:RE:Value of U debentures
pjn0987654321 wrote: Seems odd to me that the debenture holders are all small retail.   I would have expected to see various funds, many of whom would have bought at par and be looking at a loss position and as stratochief says, be willing to accept the offer because of same payment and free up some of their money, the market being too thin to sell all at once.  Maybe your source is in error? 


If you look at the common stock, Tiptree owns 30% and Magnetar own 26%. Then, the next largest public holders are Dimensional Fund at 0.7% and Scott White at 0.54%.

I've verified and both Tiptree and Magnetar don't hold convertible debentures (either series). Magnetar had a $10M loan that they got reimbursed in cash a few months ago. No other holders own 10% either, so at best a couple of private funds could hold up close to 10%. However, that is highly unlikely.

Like I've said in my first few post about the U debentures, the issue is that Invesque seems to be trying to defend Tiptree and Magnetar's interests here, at the expense of the U debentures holders. Two elements point to this: no third party valuation of the offer (as they should have) and a 300% conversion rate on the offer. Note that the U and V debentures were issued with conversion rates of 15% and 45%, far from the 300% offer here.

The offer basically throws the debenture owners under the train with a lowball offer that doesn't reflect where an offering should be priced on the market to protect the interests of Tiptree and Magnetar.

Debentures holders of the U series shouldn't accept an offer that's worth less on the market than receiving shares as payment instead of cash, that's ridiculous. Considering the likely fractioned makeup of the debenture holders, it should be possible to get a 33% AGAINST vote to reject the offer and get an offer that's more reasonable. After all, debenture holders are ahead of common share holders in terms.
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