BDC sector prices dropped as a difficult year comes to a close, but remain caught in limbo between earlier highs and lows. We discuss what might cause a break-out, either up or down.
We’ve taken BlackRock Capital’s IIIQ 2022 earnings conference call, keeping only the content relating to credit issues. We’ve added annotations based on our just completed review of the BDC’s 111 company portfolio.
Runway Growth Finance taps the publicly traded unsecured note market for a second time in 2022. We review how the debt financing markets are operating and the outlook going forward – an important factor in BDC liquidity.
We re-publish an article from BDC Best Ideas which dissects a Barron’s feature on the BDC sector.
BDC sector prices move up after a week’s pause but remain well below the April highs. We discuss the credit challenges ahead and how prices might respond.
No great surprises from Golub Capital’s IIIQ 2022 conference call, but confirmation that earnings and distributions are headed higher to record levels.
BDC prices slip back after several weeks in the black. With 5 weeks left in the year, we assess where the sector stands.
The BDC Reporter offers up highlights from Gladstone Capital’s latest conference call, our conclusions and an edited version of the transcript.
We discuss why Trinity Capital has announced a stock repurchase program and whether that will revive its out of favor stock price.
Good news on inflation lifted all boats, including the BDC sector.We discuss what needs to happen for the rally to continue.
The BDC Reporter highlights the key issues involving BlackRock Capital Investment, drawn from its recent conference call.
We annotate where we can a very brief Oxford Square IIIQ 2022 earnings conference call.
We begin by describing how the BDC sector held up price-wise for the week. We follow up with our thoughts about what might happen to the BDC sector in the critical quarters to come.
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