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Bullboard - Stock Discussion Forum Global Dividend Growth Split Corp T.GDV

Alternate Symbol(s):  T.GDV.PR.A

The Funds investment objectives are to provide holders of Preferred shares with fixed, cumulative, preferential quarterly cash distributions of 0.1250 per Preferred share and to return the original issue price of 10.00 per Preferred share to Preferred shareholders on the maturity date of June 30, 2021, subject to extension for successive terms up to five years as determined by the board of... see more

TSX:GDV - Post Discussion

Global Dividend Growth Split Corp > Successful Overnight Offering
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Post by Betteryear2 on Oct 06, 2021 5:43pm

Successful Overnight Offering

Not for distribution to U.S. newswire services or for dissemination in the United States.

TORONTO, Oct. 06, 2021 (GLOBE NEWSWIRE) -- (TSX: GDV, GDV.PR.A) Global Dividend Growth Split Corp. (the “Company”) is pleased to announce a successful overnight treasury offering of class A shares and preferred shares (the “Class A Shares” and “Preferred Shares”, respectively). Gross proceeds of the offering are expected to be approximately $39.7 million. The offering is expected to close on or about October 13, 2021 and is subject to certain closing conditions. The Company has granted the Agents (as defined below) an over-allotment option, exercisable for 30 days following the closing date of the offering, to purchase up to an additional 15% of the number of Class A Shares and Preferred Shares issued at the closing of the offering.

The Class A Shares were offered at a price of $12.25 per Class A Share for a distribution rate of 9.8% on the issue price, and the Preferred Shares were offered at a price of $10.05 per Preferred Share for a yield to maturity of 4.9%.(1) The Class A Share and Preferred Share offering prices were determined so as to be non-dilutive to the most recently calculated net asset value per unit of the Company (“Unit”) (calculated as at October 4, 2021), as adjusted for dividends and certain expenses to be accrued prior to or upon settlement of the offering.

The syndicate of agents for the offering was led by RBC Capital Markets, CIBC Capital Markets, National Bank Financial Inc., and Scotiabank and includes Hampton Securities Limited, Canaccord Genuity Corp., BMO Capital Markets, Raymond James Ltd., TD Securities Inc., iA Private Wealth Inc., Echelon Wealth Partners Inc., Richardson Wealth Limited, Manulife Securities Incorporated and Research Capital Corporation.

The Company invests in a diversified portfolio (the “Portfolio”) of equity securities of large capitalization global dividend growth companies selected by the Brompton Funds Limited (the “Manager”), the manager of the Company. In order to qualify for inclusion in the Portfolio, at the time of investment and at the time of each periodic reconstitution and/or rebalancing of the Portfolio, each global dividend growth company included in the Portfolio must (i) have a market capitalization of at least $10 billion, and (ii) have a history of dividend growth or, in the Manager’s view, have high potential for future dividend growth.


https://www.globenewswire.com/news-release/2021/10/06/2309935/0/en/Global-Dividend-Growth-Split-Corp-Announces-Successful-Overnight-Offering.html

Comment by BlueGuitar1 on Oct 13, 2021 1:41pm
With the successful offering at $12.25, the price for us went on sale.   As I write this the price is $11.70 giving a yield of 10.26%.  Pretty amazing if you ask me.  The unit nav is $21.04 as of Oct. 12, 2021 (from the website). This leaves a large margin of safety so that we continue to get the monthly payouts.  The price at $11.70 is at a premium to the nav of $11.02 ...more  
Comment by Sapho on Oct 14, 2021 10:14am
My cost is 12.20. i was under impression after the completion the SP will rise over 12.25. Am i correct on this? 
Comment by BlueGuitar1 on Oct 14, 2021 11:02am
The offering allows large buyers such as institutions to get large numbers of shares all at once without adding too much volatility to the shareprice.  GDV was at $12.50 at the time of the offering and the new big buyers got it for $12.25.  Dilution always brings the price down which offers smaller retail investors a chance to buy at an even bigger discount.  As long as another ...more  
Comment by Sapho on Oct 14, 2021 11:31am
Thanks for informative information. I got into SBC at 6.50. Trimmed some .. I also have LBS .. i enjoy the div but  i have many shares of LBS. 
Comment by EdPaquette on Oct 14, 2021 11:59am
All the other splits with navs over 20 are discounted, and any split of any value premium is an excellent target for another overnight offering. Don't count on the premium.   
Comment by BlueGuitar1 on Oct 14, 2021 1:55pm
On Oct 13, the Nav of class A shares was $11.20 and the closing price yesterday was $11.69.  So there was a premium of $0.49 per share or about 4.375%.   Right now, the price is $11.50. so the premium is even lower.  Since an offering was just done, I doubt they will do another one any time soon.  What is really nice about GDV is that it is so well diversified ...more  
Comment by EdPaquette on Oct 14, 2021 11:27pm
Brompton has been known to do overnight offerings one after another as long as there's a premium.
Comment by PileOfShit on Oct 19, 2021 4:56am
This post has been removed in accordance with Community Policy
Comment by BlueGuitar1 on Oct 20, 2021 11:42am
I expect that GDV will be valued at a premium to NAV.  In addition, I expect price inflation to remain high in the markets and therefore a capital gains.   This fund is so well diversified and global that it deserves the premium to NAV especially with the high Unit Nav.  In addition, by holding GDV, we are getting some return of capital too.  Therefore, you are receiving ...more  
Comment by Sapho on Oct 20, 2021 12:25pm
I loaded as much as i can. All valid points by Blueguitar 
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