A financial researcher and avid investor with a keen eye for innovation and disruption, as well as growth buy-outs and value stocks. Keeping an eye on the pace of high tech and early growth companies, I write about current events and the biggest news surrounding the industry, and strive to provide readers with ample research and investment opportunities.Analyst’s Disclosure: I/we have a beneficial long position in the shares of GSBD either through stock ownership, options, or other derivatives. I wrote this ...

Since December 2023, I have been long Gladstone Investment (NASDAQ: GAIN ), making a case that the monthly yield here is safe and that investors could also expect stable performance going forward, even though the BDC market, currently, seems to be rather challenging.Roberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework ...

CHICAGO, Nov. 12, 2024 (GLOBE NEWSWIRE) -- Monroe Capital Corporation (NASDAQ: MRCC) today announced its financial results for the third quarter ended September 30, 2024. Except where the context suggests otherwise, the terms “Company,” “we,” “us,” and “our” refer to Monroe Capital Corporation (together with its subsidiaries). Third Quarter 2024 Financial Highlights Net Investment Income ("NII") of $6.5 million, or $0.30 per shareAdjusted Net Investment Income (a non-GAAP measure described below) of $6.6 mi ...

LOS ANGELES, Nov. 12, 2024 (GLOBE NEWSWIRE) -- Crescent Capital BDC, Inc. (“Crescent BDC” or “Company”) (NASDAQ: CCAP) today reported net investment income of $0.64 per share and net income of $0.41 per share for the quarter ended September 30, 2024. Reported net asset value per share was $20.20 as of September 30, 2024. Dividend Declarations   The Company’s Board of Directors (the “Board”) declared a fourth quarter 2024 regular cash dividend of $0.42 per share to stockholders of record as of December 31, 2 ...

Welcome to another installment of our BDC Market Weekly Review, where we discuss market activity in the Business Development Company ("BDC") sector from both the bottom-up - highlighting individual news and events - as well as the top-down - providing an overview of theCheck out Systematic Income and explore our Income Portfolios, engineered with both yield and risk management considerations. Use our powerful Interactive Investor Tools to navigate the BDC, CEF, OEF, preferred and baby bond markets.Read our ...

NEW YORK, Nov. 07, 2024 (GLOBE NEWSWIRE) -- Chicago Atlantic BDC, Inc. (“LIEN” or the “Company”) (NASDAQ: LIEN), formerly Silver Spike Investment Corp., a specialty finance company that has elected to be regulated as a business development company, today announced its financial results for the third quarter ended September 30, 2024. Third Quarter 2024 Highlights and Subsequent Events Total investment income of $3.2 millionNet investment income of $0.0 million, or $0.00 per shareInvestment portfolio of $55.8 ...

BDC-4182 demonstrated compelling anti-tumor activity and an acceptable safety profile in preclinical studies BDC-4182 outperformed cytotoxic claudin 18.2 ADCs in syngeneic model Learnings from BDC-1001 data suggest Boltbody™ ISACs with enhanced immune activation could offer greater efficacy, warranting further testing REDWOOD CITY, Calif., Nov. 07, 2024 (GLOBE NEWSWIRE) -- Bolt Biotherapeutics (Nasdaq: BOLT), a clinical-stage biopharmaceutical company developing novel immunotherapies for the treatment of c ...

I am a writer with diverse interests from creative writing to physics to tennis and music. Another interest is markets/investing. I live on the Israeli Golan Heights.I believe in research as a critical component of any investing decision. I find company dynamics and adjustments to market conditions a very interesting interplay. I enjoy writing about companies and managing my portfolio - and learning about the markets.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of t ...

Welcome to another instalment of our BDC Market Weekly Review, where we discuss market activity in the Business Development Company ("BDC") sector from both the bottom-up - highlighting individual news and events - as well as the top-down - providing anCheck out Systematic Income and explore our Income Portfolios, engineered with both yield and risk management considerations. Use our powerful Interactive Investor Tools to navigate the BDC, CEF, OEF, preferred and baby bond markets.Read our Investor Guides: ...

财务数据和关键指标变化 - 第三季度收入为6.55亿美元，环比增长8%，超出预期的6.5亿美元 [6][17] - 每股收益为1.70美元，环比增长13%，高于预期的1.65美元 [6][19] - 调整后的EBITDA利润率环比上升70个基点，达到17.2% [6][19] - 自由现金流为2.11亿美元，符合预期 [8][26] 各条业务线数据和关键指标变化 - 自动化解决方案部门收入同比下降2%，EBITDA利润率为21.4% [20][22] - 智能基础设施解决方案部门收入同比增长13%，EBITDA利润率为12.7% [21][22] - 自动化解决方案的订单环比下降1%，同比增长25% [20][18] - 智能基础设施的订单环比增长18%，同比增长31% [23][18] 各个市场数据和关键指标变化 - 美洲地区的有机收入增长为1%，是自去年第二季度以来的首次有机增长 [7] - EMEA和APAC地区的业绩仍然温和，但美洲市场的有机增长回暖 [7][31] - APAC地区的销售渠道项目销售漏斗呈积极倾斜，预计将改善 [61] 公司战略和发展方向和行业竞争 - 公司正在执行解决方案转型，专注于具有良好增长趋势和高数据需求的关键垂直市场 [31][33] - 计划通过收购增强和扩展解决方案产品组合，近期收购了Voleatech以提升网络安全能力 [11][10] - 公司将继续寻找高回报的收购机会，并在适当时机回购股票 [10][33] 管理层对经营环境和未来前景的评论 - 管理层对未来的展望持谨慎乐观态度，预计第四季度收入将在6.45亿至6.6亿美元之间 [28] - 经济指标如通胀有所改善，制造业PMI数据也有所提升，但尚未完全恢复到扩张区间 [34] - 客户在投资和部署方面的规划正在增加，尤其是在美国和北美市场 [65] 其他重要信息 - 公司在第三季度收购了Voleatech，交易金额为600万美元，旨在提升工业OT网络的防火墙技术 [9][11] - 公司在本年度已回购120万股股票，使用了1.15亿美元的自由现金流 [10][26] 问答环节所有提问和回答 问题: 关于Precision Optical的收购 - Precision Optical的收购在第二季度末完成，第三季度的收入为3450万美元，符合预期 [36] 问题: Voleatech的战略重要性 - Voleatech的收购虽然金额较小，但其技术能够加速公司在所有边缘设备上的安全层统一 [38][39] 问题: 对于2025年每股收益8美元的目标 - 公司仍在努力实现2025年每股收益8美元的目标，预计将通过中等单一数字的有机增长和30%的增量EBITDA利润率来实现 [58] 问题: APAC市场的前景 - APAC市场的销售漏斗呈积极倾斜，预计随着中国的刺激政策，市场将改善 [61] 问题: 客户投资计划的反馈 - 客户在投资和部署方面的规划正在增加，尤其是在美国和北美市场，销售漏斗上升中 [65]