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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

Comment by dt_coreon Oct 27, 2021 10:33pm
103 Views
Post# 34057224

RE:RE:RE:RE:RE:AJX Valuation

RE:RE:RE:RE:RE:AJX ValuationThere are M&A arbitrage funds out there that will invest in situations like AJX. They buy at 74 cents and post a 1.4% return if the deal closes at 75 cents which equates to an 8.4% annualized return (assuming two months hold period). That's not great but at least its better than nothing. Of course if a sweetened offer comes in then they get additional upside and the call option is if another bidder comes in. So it's a riskless trade 95% of the time but of course if the deal unravels then loses are big. That's why M&A arbitrage strategies are often refered too as picking up nickels in front of bulldozers.
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