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 > Conference call

View:

Post by sjc444 on Jul 25, 2019 4:19pm

Conference call

Anyone listen to the CC? Anything interesting?

102

Comment

Comment by DivysRock on Jul 25, 2019 5:04pm

A couple notable comments: 1) Lots of opportunities in front of them but they have limited capacity left and don’t want to draw their line all the way. They expect to sell Sandbox later in the year which will free up some capital. If they pursue too many opportunities they will come to the market with a sheer issue. 2) Someone asked about raising the dividend. They responded that they want to ...more

247

Comment

Comment by whodathunkit on Jul 26, 2019 1:30pm

I'd be happy if they left the divy where it is and focused on growth. At a current 7.75% that is an excellent return. Get the share price up to $27 still gives you a 6% divy. I don't think the market will push it that high until they can show a consistant bottom line growth. At that point, increase the divy so we get the best of both worlds. Solid capital gain ...more

150

Comment

Alaris Royalty Corp