Post by
BlueJay2020 on Nov 12, 2021 11:46am
Comparison to Q3 2019
We are at almost 75 percent of Q3 2019 revenue, despite the very disrupted 2021 quarter. Distributable cash 2 years ago was 29 cents compared to 24 cents now. As far as I can make out that excludes any catch-up of deferred royalties, meaning 9 cents each month should be covered by current inflows and catch-up is gravy. At a total of $900k per month extra from Oct to July as per the latest release, we could see a major bump to the distribution.