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Chesswood Group Ltd 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.


GREY:CHWWQ - Post by User

Post by Nashville35on Nov 04, 2021 8:26am
245 Views
Post# 34085696

q3 results and the gorwth continues

q3 results and the gorwth continueslooks pretty solid all around

growth in teh lending book +16% qoq and now $1.4 billion

expenses up due to acquisitions and spend on infrastructure.

free cash/earnings reduced by strength in cdn dollar.  but free cash still $0.55 for the quarter

in previous message, i said chw were becoming lower absolute risk due to better diversification of end markets, diversifying funding mechanisms, and move toward prime credits, which allows big ABS deals to be done.  

also announces formation of a private client business, which opens up another avenue for funding.

clear new management is moving this business from niche US equipment finance business with limited funding options to diversified special finance company with broad array of funding mechanisms.   will take time, but looks like rapid progress already being made.

+$20 stock by end of 2022.
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