Goldman Sachs BDC has been under-performing of late where some of its fundamentals are concerned and this is becoming increasingly reflected in its stock price. Could matters get worse?
Bain Capital Specialty Finance books a major – although not unexpected – realized loss in the IIIQ 2023. We discuss the impact and which other BDCs are involved in this notable credit setback.
Goldman Sachs BDC has surprised us a little and announced a secondary stock offering. We review the background and the numbers while awaiting the final price.
Here are the key issues drawn from Goldman Sachs BDC’s IIIQ 2022 reports and the BDC Reporter’s comments thereon.
Goldman Sachs BDC posts a relatively straightforward – almost dull – IQ 2022 performance. We also discuss the outlook for the rest of 2022 in light of changing rate and economic conditions.
The major indices slumped just before the close but the BDC sector stood steady. The BDC Reporter kept busy with the review of a new financing facility for a large cap BDC and further credit updates. Plus, we updated the BDC Fixed Income Table.
Goldman Sachs BDC had a third quarter balanced between good and bad news. The BDC Reporter weighs the information and comes away with a mostly positive conclusion.
The BDC Reporter annotates Goldman Sachs BDC’s IQ 2021 conference call transcript and reviews earnings, credit and what’s to happen to the distribution.
The BDC Reporter reviews Goldman Sachs BDC’s IVQ 2020 results in the wake of its recent merger with an affiliated fund.
The BDC Reporter annotates the Goldman Sachs BDC IIQ 2020 conference call transcript and gets drawn into the debate as to whether the BDC can sustain the current dividend.
Several public and private BDCs with over $100mn in exposure are benefiting from an upgrade to a portfolio company. We discuss the details and make an observation about what’s happening in the bankruptcy arena.
Goldman Sachs BDC maintains its dividend unchanged after a better-than-some-expected IIQ 2020 financial performance. The BDC Reporter provides an update.
We republish an article from the BDC Credit Reporter about the seventh BDC-financed company to file for bankruptcy in June. Two public BDCs are affected and will be booking significant realized losses shortly.
“What goes up will come down” as BDC sector prices proved this week as volatility resumed. Also there were other notable developments including equity capital raised; a surprise dividend and important shareholder approvals. We also discuss the surprising change the size of the BDC sector is likely to take in the days and months ahead.
With BDC earnings season around the corner, the sector’s prices stabilized but individual BDCs remained highly volatile both up and down. The BDC Reporter discusses the upcoming earnings and portfolio releases and their importance in the short and longer term in what looks like a critical year in the history of the sector.
