RE:RE:RE:Q4 2023 Next MonthHi Quint,
I agree with the two options that you have presented. While I would selfishly prefer #2 to happen, I suspect the conservative nature of ARC will lean it towards #1. Provide a token increase and leave cash available for buybacks or a safety buffer.
You get the sense that they know their investment audience fairly well and are focused on delivering what is needed to keep them interested. I suspect the audience is looking for a consistent, stable, long term investment. Having a secure, predictable future is more important than immediate rewards. This is the message that Terry gives in every quarterly video call. The share price suggests that this is working.
GLTA