Bullboard - Stock Discussion Forum Alaris Royalty Corp ALARF

Industrials Conglomerates

"Alaris Royalty Corp is engaged in investing in operating entities. Its operations consist primarily of investments in private operating entities, typically in the form of preferred limited partnership interests, preferred interest in limited liability corporations in the United States, loans receivable, or long-term license and royalty arrangements."

Add To Watchlist

GREY:ALARF - Post Discussion

Alaris Royalty Corp > Listening to the CC

View:

Post by Capharnaum on May 08, 2018 11:13am

Listening to the CC

Best conditions in 10 years for capital deployment. Expects to have a record year in 2018. Multiple opportunities both for larger and smaller investments.

That's what I like to hear.

177

Comment

Comment by Capharnaum on May 08, 2018 11:33am

From the sounds of it, they could deploy more than $200M this year. Shares might dwindle a bit for now but should move back over $20 when they deploy capital.

133

Comment

Comment by TG1960 on May 08, 2018 11:50am

I'm encouraged from the CC dialog.

108

Comment

Comment by nini222 on May 08, 2018 12:27pm

I hope they won't issue any equity to fund these investments...

116

Comment

Comment by Capharnaum on May 08, 2018 1:37pm

From the call, they have $170M available right now for investments. Add the $25M from the redemption and you have close to $200M. Also, as they ramp up capital deployment, it unlocks further available credit (since they raise their revenues). I don't think they're planning on a financing at this level since it's not accretive (if you look at their presentation). Also, while they ...more

225

Comment

Alaris Royalty Corp