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Bullboard - Stock Discussion Forum Richards Packaging Income Fund T.RPI.UN

Alternate Symbol(s):  RPKIF

Richards Packaging Income Fund (the Fund) is a Canada-based company. The Fund owns Richards Packaging Inc. (Richards Packaging), which serves a range of customer bases throughout North America comprised of approximately 17,000 regional food, beverage, cosmetics, healthcare, and other enterprises. Richards Packaging specializes in the design, manufacture, and distribution of packaging solutions... see more

TSX:RPI.UN - Post Discussion

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Post by felix10 on May 05, 2022 8:20pm

Earnings out

Not looking great, but the company has only issued the following news release which doesn't have a lot of detail. To get the actual numbers, you need to go to Sedar.


ORONTO, May 5, 2022 /CNW/ - Richards Packaging Income Fund (TSX: RPI.UN) (the "Fund") announced today results for the quarter ended March 31, 2022.
 
"March fully recovered the 5% January and February losses driven mainly by healthcare equipment sales and strong food and beverage packaging sales. The mix shifted as cosmetics dropped 7%, healthcare rose 3% and food and beverage increased 4%. Also, inventory reductions have been curtailed as logistics problems persist, additional inventory reserves were taken and higher freight costs were recovered without any additional margin which lowered the margin percent.
 
First quarter total revenue was flat with 7% organic growth offsetting a $7 million unwind of the coronavirus impact and the $1 million currency translation loss with the dollar steady at US/Cdn. 79¢ on $6 million lower Richards US sales." commented Gerry Glynn, Director and Trustee.
 
April revenue was down approximately 3%, due to the unwinding of the revenue associated with the coronavirus.
 
The leverage at 1.0x is up 0.7x from the level at December 31, 2021 reflecting the $53 million draw on the revolving debt to fund the payment of the Clarion contingent consideration and the special dividend. The Fund paid monthly dividends of 11¢ per Unit, which represented an annualized yield of 2.6% on the March 31st closing price of $50.82 per Unit along with a special dividend of 69¢ funded by its opening cash balance.
 
Details of the Fund's results are currently available on Richards Packaging's website at www.richardspackaging.com and on SEDAR at www.sedar.com.
 
About Richards Packaging Income Fund
The Fund owns Richards Packaging Inc. ("Richards Packaging") which since 1912 has served a wide customer base throughout North America comprised of approximately 18,000 regional food, beverage, cosmetics, healthcare, and other enterprises.
 
SOURCE Richards Packaging Income Fund
Comment by WDMBell on May 05, 2022 9:19pm
The reports are on Sedar.  What exactly isn't good? The revenue was flat to last year but there was all pandemic purchasing still influencing the industry.  Backing out the pandemic years 2020 & 2021 RPI has grown rather decent in my opinion. Personally I think they did well, but who knows what the market will think.  It seems that the good news isn't good enough ...more  
Comment by felix10 on May 05, 2022 10:28pm
What isn't good? How about $6 million decline in U.S. sales in the first quarter. First quarter revenue overall was flat. April revenue overall down 3%, How 'bout debt and borrowing leverage is up because they borrowed money to pay the special dividend in the last quarter. That doesn't seem too smart. How about a $1 million currency loss even with the Cdn. dollar being basically flat ...more  
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