A sister company of Medley Capital’s Investment Advisor is buying big blocks of stock in the BDC. Thereby hangs a tale…
Medley Capital borrows from Peter to pay Paul.
Medley Capital redeems a public Note. Impact analyzed on Note holders and shareholders.
The BDC Activist questions if insider purchases of MCC’s stock are a good sign for existing shareholders.
The CEO of Medley Capital buys ever more stock. Increasing confidence or increasing control ?
PhenixFIN closes out BDC earnings season by disclosing its fiscal results ended September 30, 2023. There’s much positive news but uncertainties – and losses – linger.
Yet another BDC taps the public “Baby Bond” market. We review both the micro and macro consequences.
We’ve undertaken a deep dive – using both our resources and that of the BDC Credit Reporter – to analyze the credit outlook for Barings BDC. The data we’ve collected points in two different directions.
After years of not holding an investor call, PhenixFin opted to do so on March 8th. We highlight the main points made and tell you what we’ve learned and what not.
Another week of the comprehensive BDC News Feed begins.Tuesday includes MidCap Financial’s results, a medley of dividends from Fidus Investment and multiple troubled portfolio companies at Golub Capital. And we’ve just begun…
As summer 2022 officially gets going, the BDC Reporter has a sector wide look at how well the BDC sector is doing where distributions to shareholders are concerned. We offer up our proprietary data aggregation and much in the way of individual BDC color.
In the final two weeks of the year, the BDC sector closed strongly, near its highest levels. We review both the latest data and the full year metrics and take a stab at a 2022 forecast.
The Santa Rally rolled on but the BDC sector was left behind again. There was no news but the BDC Reporter undertook interesting research into a small-cap BDC’s portfolio.
One of the most mysterious BDCs issues a new Baby Bond but only causes more questions to be asked about what the future holds.
BDC sector prices reach a notable new record. We look forward to the rest of the year with optimism, but warn about what is likely to spoil the party down the road.
The BDC Reporter pens the second part of its primer on newly public Cion Investment Corporation. We dive into future leverage expectations and changes in compensation arrangements with the advisor. However, there’s still much we don’t yet know.
After two weeks down, BDC sector prices were up. We provide color and also discuss – partly based on developments this week – why we remain sanguine for the rest of 2021.
The BDC Reporter annotates Baring BDC’s discussion of its acquisition of Sierra Income. This is one of the biggest BDC-related transactions of 2021 and involves multiple moving parts.
