You have to agree that at least NOI is now taking steps in the right direction over Q4. With almost 50% of assets sitting in SFRL's you can't have high NOI expectations.
is in the long term value of silver and gold compared to the current values of the metals. At current metal prices Exk is basically just treading water. But what if silver goes to 20 or 25 this year? I believe that this outperformance outcome isnt being priced in properly. If silver goes to 25 we could easily be around $7-8. If silver goes to 10 we could be looking at 1.00. I like that risk reward ratio. And with hardly no debt its like we are holding an option with no expiration.
why dont they just use freakin diagrams instead of Malon's incoherent blabbering about this and that? Visuals PEOPLE!!!
they should just sell off their commercial loan exposure. Stay in the commercial underwriting, bundling, and selling business. Good business.
It actually should give us a good picture of noi going forward for the year. Last qtr's numbers had a lot of severance expenses built in along with a higher headcount than now. Numbers should be better than last q.
less property because they are selling? Are they selling that much? They competition on the conduit sales would that really effect CAD by 10 cents or more? Seems a little heavy.
Why would CAD be projected lower than 2014 when RAS has more properties under management and more loans than in 2014? Also conduit loan sells seem to projected at or more than 2014. Wheres the leak?