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Chicago Atlantic BDC: Underwhelming Growth Metrics And Growing PIK Interest Income
Seeking Alpha· 2025-09-22 00:15
As the name implies, Chicago Atlantic BDC (NASDAQ: LIEN ) is structured as a business development company that generates its earnings by providing capital to middle-market businesses looking to develop and expand their operations. What makesFinancial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 15 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering high quality dividend stocks and other assets ...
What Will It Take To Halt BDC Dividend Cuts? 1 Catalyst On The Horizon
Seeking Alpha· 2025-09-21 13:15
Since March, this year I have been quite vocal about how vulnerable the BDC dividends have become due to the gradual relaxation of monetary tightness.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 in Latvia to boost the liquidity of pan-Baltic capital markets. Other policy-level work includes the development of n ...
Golub Capital BDC, Inc. Prices Public Offering of $250 Million 7.050% Notes Due 2028
Businesswire· 2025-09-19 20:05
NEW YORK--(BUSINESS WIRE)--Golub Capital BDC, Inc. (the "Company,†"we,†"us†or "our†), a business development company (Nasdaq: GBDC), announced that it has priced an underwritten public offering of an additional $250 million in aggregate principal amount of 7.050% notes due 2028 (the "Notes†). The Notes will mature on December 5, 2028 and may be redeemed in whole or in part at the Company's option at any time prior to November 5, 2028, at par plus a "make-whole†premium, and thereafter at par. ...
Crescent Capital: Time To Moderate My Expectations (NASDAQ:CCAP)
Seeking Alpha· 2025-09-19 13:18
Crescent Capital BDC, Inc.'s (NASDAQ: CCAP ) shareholders, including myself, faced CCAP's negative stock price performance in 2025. Since the beginning of the year, its stock price has dropped by over 18%. Luckily for us, that negative performance is somewhat offsetWelcome to Cash Flow Venue, where dividends do the heavy lifting! Blending my financial chops with the timeless wisdom of value investing (and love for steady income), I’ve built a rock-solid pillar in my financial foundation through dividend inv ...
FSK Prices Public Offering of $400,000,000 6.125% Unsecured Notes Due 2031
Prnewswire· 2025-09-19 12:00
Accessibility StatementSkip Navigation PHILADELPHIA and NEW YORK, Sept. 19, 2025 /PRNewswire/ -- FS KKR Capital Corp. (NYSE: FSK) announced that it has priced an underwritten public offering of $400,000,000 in aggregate principal amount of its 6.125% unsecured notes due 2031 (the "Notes"). The Notes will mature on January 15, 2031 and may be redeemed in whole or in part at FSK's option at any time at par plus a "make-whole" premium, provided that the Notes may be redeemed at par one month prior to their mat ...
Blue Owl Capital: Still A Solid BDC But NAV Is Trending Down (NYSE:OBDC)
Seeking Alpha· 2025-09-19 03:19
Blue Owl Capital Corporation (NYSE: OBDC ) operates as a business development company that aims to generate its earnings through a diverse portfolio of debt investments. As the name implies, OBDC lends capital to businesses toFinancial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 15 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering high quality dividend stocks and other assets that offer pot ...
Blue Owl Capital: Still A Solid BDC But NAV Is Trending Down
Seeking Alpha· 2025-09-19 03:19
Blue Owl Capital Corporation (NYSE: OBDC ) operates as a business development company that aims to generate its earnings through a diverse portfolio of debt investments. As the name implies, OBDC lends capital to businesses toFinancial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 15 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering high quality dividend stocks and other assets that offer pot ...
Main Street Capital: Overpriced And A High Premium To NAV
Seeking Alpha· 2025-09-19 00:40
Main Street Capital (NYSE: MAIN ) is expensive. The business development company ("BDC") is trading at 2x its net asset value per share ("NAV") and offers an aggregate dividend yield that's only 240 basis points above the U.S. 10-year Treasury yield (The equity market is a powerful mechanism as daily fluctuations in price get aggregated to incredible wealth creation or destruction over the long term. Pacifica Yield aims to pursue long-term wealth creation with a focus on undervalued yet high-growth companie ...
Main Street Capital Stock: Overpriced And A High Premium To NAV (NYSE:MAIN)
Seeking Alpha· 2025-09-19 00:40
公司估值水平 - Main Street Capital交易价格达每股净资产价值2倍[1] - 总股息收益率仅比美国10年期国债收益率高240个基点[1] 投资策略方向 - 长期财富创造聚焦于被低估高增长公司[1] - 重点关注高股息股票、房地产投资信托及绿色能源企业[1] 分析师持仓情况 - 分析师通过股票、期权或其他衍生品持有TRIN和CSWC多头头寸[2]
Blackstone Secured Lending’s NAV, Valuation, And Dividend Versus 11 BDC Peers – Part 2
Seeking Alpha· 2025-09-17 15:45
Focus of Article: The focus of this two-part article is a very detailed analysis comparing Blackstone Secured Lending (NYSE:BXSL) to some of the company’s business development company (“BDC”) peers (all sector peers I currently fully cover). I am writing this two-part article due to the continued requests that such an analysis be specifically performed on BXSL and some of the company’s BDC peers at periodic intervals. For readers who just want the summarized conclusions/results, I would suggest to scroll do ...