Q: Could you please comment on last week's NR from DHT.UN (see below). The market responded favourably and so did the analysts with a multitude of raised targets. Thanks as always.
Immediate and accretive cash flow generation replaces structured annual caps –
– Increasing capital deployment guidance to over US$1.25 billion deployed for the five years ending 2025 –
– Now expecting high-teens Royalty Income CAGR through 2025 and mid- to high-single digit Royalty Income CAGR through 2030, excluding any new transactions –
this is the press release we are referencing.
https://drihealthcare.com/dri-healthcare-trust-announces-the-expansion-of-its-royalty-entitlement-on-the-us-net-sales-of-omidria-updates-deployment-and-cagr-guidance/
Immediate and accretive cash flow generation replaces structured annual caps –
– Increasing capital deployment guidance to over US$1.25 billion deployed for the five years ending 2025 –
– Now expecting high-teens Royalty Income CAGR through 2025 and mid- to high-single digit Royalty Income CAGR through 2030, excluding any new transactions –
this is the press release we are referencing.
https://drihealthcare.com/dri-healthcare-trust-announces-the-expansion-of-its-royalty-entitlement-on-the-us-net-sales-of-omidria-updates-deployment-and-cagr-guidance/
Q: Your thoughts on DRI Healthcare Trust please. I am reading outperform ratings in the Globe and Mail. It is a comfort to have 5i to ask questions - thank you. Barbara
Q: Hi Peter,
I'm a bit confused re: the dividend for DRI Healthcare. Your profile shows a current dividend of about 9.6% (even higher for DHT.U) but other sources such as G&M and Morningstar show it at 3.49%.
Why the difference? Please clarify.
Many thanks for your excellent service.
David
I'm a bit confused re: the dividend for DRI Healthcare. Your profile shows a current dividend of about 9.6% (even higher for DHT.U) but other sources such as G&M and Morningstar show it at 3.49%.
Why the difference? Please clarify.
Many thanks for your excellent service.
David