We review Carlyle Secured Lending’s first quarter with a new name and changing management team. We focus in on credit; future earnings and what might be happening in the C-suite.
The BDC Reporter annotates TCG BDC’s earnings conference call transcript, following a successful 2021.
BDC prices dropped for the third time in four days. We also discuss a new transaction booked by one BDC and an analyst’s rating of a large cap BDC.
BDC stock prices drop for the first time in nine business days even as earnings season comes to an end. The BDC Reporter also has some strong words about the sector’s corporate governance.
Just as BDC earnings season heats up, several other developments occur just as sector prices slump…
The BDC Reporter annotates TCG BDC’s IIQ 2020 conference call transcript.
A TCG BDC Inc. portfolio company files for Chapter 11, which may result in material realized losses shortly. Re-published from the BDC Credit Reporter with a foreword from the BDC Reporter.
In May, the Carlyle Group finds an innovative way to support TCG BDC’s liquidity and leverage metrics. We review the details and debate whether the BDC’s shareholders should be delighted or not.
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.
Carlyle’s public BDC – TCG BDC – provides an update on key metrics, but leaves much unsaid. The BDC Reporter connects the dots as much as possible and offers up our assessment of the principal challenge that lies ahead for this recently public BDC with the famous parent.
BDC Fixed Income prices surprise the BDC Reporter in the first few days of the new year. Plus, a BDC taps the unsecured market for the first time.
For a second quarter in a row, the BDC Reporter summarizes a small mountain of data of all sorts regarding TCG BDC’s performance through September 2019. As you’ll find, the trends set in the second quarter have continued into the third…
The BDC Reporter discusses 4 key issues to look out for when Carlyle-managed TCG BDC reports third quarter results. This could prove an important for the relatively recently public BDC with a new CEO recently appointed.
A BDC winning streak comes to an end this week, but the market remains buoyant nine months into the year. Little in the way of major developments to report, but credit continues to be a source of concern “maybe not today, maybe not tomorrow, but soon”.
Second quarter 2019 BDC quarterly results summarized for Carlyle’s TCG BDC. Second in a new series and part of a new Earnings Table soon to be added to our Subscriber Tools as soon as the season of reporting comes to a close.
