The BDC Reporter spells out the questions investors should be asking when Apollo Investment reports mid-year 2021 results. This will be a pivotal quarter for the BDC.
BDC stock prices dropped again, more or less across the board. News-wise, the BDC Reporter has two credit stories about BDC portfolio companies to share and a preliminary report of an expected unsecured debt offering.
At the end of a turbulent week, BDC prices increased to end where they started. On the news front, we discuss a new unsecured debt offering with unclear purpose or benefit and a routine amendment to a secured facility.
Over the past two days BDC sector prices have dropped, but not very far. Also one BDC has reported earnings and two others provided previews of second quarter activity.
BDC sector prices rally for an 8th day. We also learn about a new BDC portfolio company and undertake more credit updates of companies and BDCs.
BDC stock prices climb for the seventh day in a row to new record highs. Meanwhile two large cap BDCS issue a huge amount of unsecured debt at the same rock bottom yield. Plus, some unusual bad news where credit is concerned…
BDC prices reached a new apex on a day when a BDC CEO moved on and we learned more about a new portfolio company at another BDC lender.
BDC stock prices continue to rise on the first day of the week. We review two developments and suggest an upcoming BDC forum.
Two weeks after a short, sharp shock BDC stock prices are back at new heights. We discuss the trends and some specifics.
The glass is either half full or half empty at Apollo Investment as the BDC approaches a fork in its long and winding road.
We re-publish an article from the BDC Credit Reporter about developments at Sequential Brands that could materially impact FS KKR Capital and FS KKR Capital II.
The BDC Reporter previews at the market open what we’re working on for Monday April 5, 2021.
A portfolio company of Apollo Investment has filed for Chapter 11. We re-publish an article from the BDC Credit Reporter and review the impact on the BDC.
There’s much to unpack in Apollo Investment’s IVQ 2020 conference call transcript.
A public company, which is in the portfolio of three different BDCs, has been charged with accounting fraud by the SEC, as recently mentioned in the BDC Credit Reporter. We re-publish the article and discuss which BDCs are involved and for which dollar amounts.
