1Settimana·

What's next? The divis are great, but the price.....

$OXLC (-1,66%) Oha....am a little undecided about the share price performance here. It looks more than gloomy at the moment, even if the majority of analysts here are currently formulating a STRONG BUY, with a target price of between $4.5 and $4.8 I certainly won't be selling, but the question arises as to whether we shouldn't increase the existing 1800 to 2K at this price... What do you think? I've been here for several years.

7 Commenti

N@Khlmysee

1Settimana

"OXLC's share price decline is the result of a combination of fundamental business issues, a challenging market environment for CLOs and structural weaknesses in the business model. Continued NAV erosion, repeated dividend cuts and the need for a reverse stock split signal serious financial challenges. While the high dividend yield may seem tempting for income-oriented investors, it is based on unsustainable cash flows and carries significant risks for long-term investors."

Absolutely a falling knife for me. Sounds like a total loss, sooner or later. The actual business doesn't seem to be working in that form anymore.

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John@Transporter

1Settimana

Search for Frankimharz on youtube these days. He is a high yield investor and he follows Oxford Lane, among others, very closely and is also invested there. He prepares all the quarterly figures and has a great understanding of the companies he is invested in. After watching the video, you will be able to form a very good opinion.

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Matthias@ZaphodB

1Settimana

Perfect, many thanks for the tip.

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Matthias@ZaphodB

1Settimana

I found the video by "FrankimHarz" quite enlightening - it actually only confirmed my previous assessment of the situation:
- don't panic, we are back on the road to a potential recovery, so far this is in line with the analyst reports
-buy more - you could, but I will not do so at the moment, but wait and see - which is also "Frank's" recommendation
-Sell - no - at best reduce a little, if short and development imply this
-Reverse split, planned for September - has no impact on the financials - 5 shares become one, price and share price are simply added together.
-Dividend cut in the 4th quarter by 1 cent (before split) - can be lived with in view of the current dividend yield.
CONCLUSION for ME personally: dividends will have to flow for a few more years to really get back into the profit zone - so I will hold if nothing else happens.

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