Post by
retiredcf on May 09, 2024 12:57pm
Another View
Surprised that the SP is struggling. GLTA
Could you please provide your analysis of DHT.UN's results along with any general or specific commentary you might have about the name? I've done well by it and would like to continue holding unless something material has fundamentally changed, or looks like it might.
Revenue of $42.1M beat estimates of $37.6M. Net income of $26.26M was well ahead of estimates of $10.75M. $115M in capital was deployed. Net loss per unit was 11c. EBITDA margins rose 1 point to 87%. We like the strategy, the royalty portfolio and the positive momentum here. Valuation is quite decent as well. (5iResearch)
Comment by
HermannHaller on May 09, 2024 3:42pm
Just silly profit taking. All was good on conference call. I bought more this afternoon. More importantly, big insider buying yesterday.
Comment by
claritas on May 09, 2024 4:50pm
Just looked at InkResearch site and have not seen any insider trading in common shares in recent months. Can you point me to the site you are using where you see this insider trading?
Comment by
HermannHaller on May 10, 2024 9:07am
Reported on SEDI, InkResearch shows the following day (should be there now).
Comment by
claritas on May 10, 2024 9:58am
I just checked InkResearch and the only change I see from yesterday is a BUY by DRI Capital of 75,000 units at $11.95 which is a strange price unless it is in US funds.... What insider sale are you seeing and for what date? Thanks
Comment by
HermannHaller on May 10, 2024 10:28am
That's what I'm talking about, 75,000 bought at US$11.95.
Comment by
claritas on May 10, 2024 10:54am
My apologies. I totally mis-read your initial post and stamped 'sell' in my mind. Don't know where that came from!!! Anyways good to see the insider buy. Thanks for the correction to my posts.
Comment by
retiredcf on May 10, 2024 11:25am
With it trading a buck below what the insiders just paid, I couldn't resist and just tossed some more into a RRSP. GLTA