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San Juan Basin Royalty Trust Message Board

hotpanera2 3 posts  |  Last Activity: Jul 9, 2016 11:19 AM Member since: Dec 17, 2002
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  • Reply to

    Is this metrics correct...?

    by garp_seeker Jul 5, 2016 11:03 AM
    hotpanera2 hotpanera2 Jul 9, 2016 11:19 AM Flag

    Garp seeker,

    I am not interested in insulting anybody or speculating about the factors that affect short term trading in the stock. I suggest you look at a 10-year chart of the stock compared to IWM, an index of small-cap stocks. The chart indicates that AMNF is up 344% over 10-years while IWM is up 89.4% That comparison understates things since AMNF has consistently paid a much higher dividend than IWM and has paid periodic special dividends. The EPS growth rate for AMNF has been very strong over the years, making the valuation reasonable, the balance sheet is conservative, the growth potential is substantial and ultimately a buy-out is a good possibility. The stock has never been very liquid yet has managed to keep rising, with good reason I would suggest. I have been there with a large holding for all 10 years (even earlier) and plan to remain in the stock going forward, unless something changes which I don't expect. The multi-year history of success, good dividends and reasonable valuation with likely continued growth is for me all that matters.

    Good luck to you in the market.

  • hotpanera2 by hotpanera2 Jun 9, 2016 2:19 PM Flag

    to .02

    I wasn't expecting an increase before September, and assume that things are going well with the estimate of the cost of the expansion, and otherwise. If they had any concerns, they could easily have done nothing now and re-evaluated in September.

  • hotpanera2 hotpanera2 Jun 3, 2016 9:04 AM Flag

    Nice note this morning from Sun Trust:
    Sun Trust sees value in BDCs:

    Apollo Investment (NASDAQ:AINV), PennantPark Investment (NASDAQ:PNNT), and Fifth Street Finance (NASDAQ:FSC) are "highly oversold," turning the risk/reward in the trio positive, says SunTrust. They've got 25-40% upside, but patience will be required.

6.42+0.10(+1.58%)Aug 25 4:02 PMEDT