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Sir Royalty Income Fund T.SRV.UN

Alternate Symbol(s):  SIRZF

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

Comment by JayBankson Dec 25, 2021 4:25am
108 Views
Post# 34262060

RE:RE:Fiscal 2022 First Quarter Results

RE:RE:Fiscal 2022 First Quarter Results

I haven't read many quarterlies from this company yet so I don't know thier normal tone, but that sounded somewhat ominous with few attempts at perks.

As you mention they compare where they have been during this pandemic, but I like your comparison of 75% of where they were, I think that's more useful info especially since this situation isn't over. It signals there is upside, but mentioning closed locations and one not contributing and laying out the already known restrictions kinda reinstalls they are still in rough shape.

The mention of losses followed by the section on "Liquidity and Capital Resources" sounded rough. I don't think there would be an issue negotiating longer term credit agreements and the like, but it seemed like a shot across the bow.

Does anyone that's used to this company think this is normal speak? Or am I reading too into these statements? It seems to signal they wouldn't be surprised to see a rougher outlook for themselves.

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