We annotate the Bain Capital Specialty Finance IIQ 2022 earnings conference call and – amongst other items – weight the chances of substantially higher earnings and distributions in the second half of this year.
After 4 weeks, BDC prices turned and moved the other way – along with the broader markets. We review the damage, where the sector stands and discuss what readers should expect to see on the BDC Reporter’s pages next week.
We annotate the recent Capital Southwest Corporation conference call and find many subjects to discuss, including the promising look for earnings and dividends.
We annotate Golub Capital BDC’s IIQ 2022 earnings conference call. The results for the period were stable and in-line with the sector. The next few quarters, though, could be very different…
Blackstone Secured Lending Fund, in its IIQ 2022 earnings conference call described a quarter much like the one before. However, management also suggested that might all be about to change…
We annotate WhiteHorse Finance’s IIQ 2022 earnings conference call. Results were stable both for profits and net book value but is a big change coming ?
BDC sector prices increased for a record 4th week in a row. We assess where the sector has landed price-wise and what the short term and long term might bring. Unusually, the BDC Reporter has more confidence in its view of the latter than the former.
The BDC Reporter undertakes a great deal of commentary and analysis while annotating Barings BDC’s IIQ 2022 conference call. We cover issues both relevant to Barings BDC itself and the BDC sector more generally. Settle in for a long read or focus on the highlights at the top.
Newly public Cion Investment – whose stock has tanked in recent months – has reported IIQ 2022 results which include a sharp increase in its dividend. We annotate the BDC’s conference call transcript.
First Eagle Alternative Credit may have increased its dividend but its NAV Per Share dropped sharply, raising many questions which the BDC Reporter reviews in the BDC’s earnings conference call transcript for the IIQ 2022.
The BDC Reporter annotate an unusually optimistic conference call from Carlyle Secured Lending Fund, and provides the key highlights.
We annotate and provide highlights from OFS Capital’s IIQ 2022 earnings conference call.
The BDC Reporter annotates the earnings conference call of investor favorite Main Street Capital and reviews such topics as the outlook for earnings and distributions, credit quality and more.
The BDC stock price rally rolls on and we have the numbers to prove the point. We also review what we’ve learned more than halfway through earnings season ands what might lie ahead for the BDC sector.
The BDC Reporter annotates – and provides highlights – of TriplePoint Venture Growth’s second quarter 2022 earnings conference call and finds the venture-BDC remarkably bullish.
The BDC Reporter annotates BlackRock Capital’s IIQ 2022 earnings conference call and wonders how long shareholders will have to wait for the BDC to catch up with the rest of its peers.
The BDC Reporter annotates Owl Rock Capital’s IIQ 2022 earnings conference call transcript and summarizes the key take-aways.
The BDC Reporter annotates Horizon Technology’s IIQ 2022 earnings conference call transcript and offers highlights for readers in a hurry.
Apollo Investment is going to change its name and ticker symbol and much more besides. The BDC Reporter analyzes whether the BDC’s proposed transformation will be truly “transformative”.
The BDC Reporter updates the Fixed Income Table and shows how Baby Bond prices have been changing recently, YTD and over the long term. We also get out of the business of projecting early Baby Bond redemptions.