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ACAS

Page history last edited by vacplan 3 yrs ago

American Capital Strategies

American Capital Strategies is a business development company. It has three lines of business:

  • is an equity partner in management and employee buyouts;
  • provides mezzanine and senior debt financing for buyouts led by private equity firms;
  • and provides capital directly to private and public companies.

In other words, it loans money to small, profitable private companies at a high rate of interest, and often it takes an equity position. The interest if receives and the net capital gains fund the dividend payments. Sometimes it buys the company outright but retains the management. Since 1997, ACAS has invested $10 Billion composed of loans and buyouts. Most loans get repaid but ACAS has experienced losses, but at lower percentage than banks.

SEC filing

Outlook

Nov 1, 2006 - ACAS will now have more that $1 Billion, that previous did not earn income, now returning income. This includes the $443 million investment in European Capital, $670 for American Capital equity I, and $215 million in net of companies sold. This should boost earnings in 2007.

ACAS management seeks to change the way investors value ACAS. Currently, investors price ACAS based on its high yield. Based on today's close ACAS yield's 8.30%. In the future, ACAS management wants investors to value ACAS on its earnings growth and as a publicly traded manager of funds of private assets. Today, October 10, 2007, ACAS has a price to earning ratio, PE, of 8. In comparison, the T Rowe Price Group, which manages mutual funds, has a PE of 24. Should investors change the way they value ACAS, a substantial price appreciation could occur while the dividend increases slowly and yield declines. To change investor perception on its value, ACAS intends to create private funds. It has already created European Capital which could return $47 million in fees in 2006 to ACAS. On Oct. 4, 2006 ACAS created American Capital Equity I, more than doubling its asset management business. A group led by HarbourVest Partners and also including Lexington Partners and Partners Group has together, through various managed funds, committed the $1 billion to American Capital Equity I. ACAS sold 30% of its equity to the new funds of $670 million.

ACAS has plans to create private funds in the following categories: Finance, Real Estate, Technology, Energy and special situations. ACAS considers its data base of potential buy out candidates, investment selection skills, and company management as the key factors needed execute this plan successfully. For nearly a year, ACAS has taked about this plan yet aside from European Capital, it has failed to execute, although they have beefed up staff for execution. I think the time is near and when institutional investors observe the execution, then the share price will rise dramatically from today's close of $41.57.

Over the past years, ACAS has traded based on the dividend paid and yield (between 8-10%). ACAS boasts that the appraised value of its equity in the portfolio has grown. In recent quarter net asset has increased dramaticly and likely to continue since ACAS appraises 25% of its portfolio each quarter.

Year Increase Comments
2006 352 For 6 months
2005 365
2004 281
2003 118
2002 20

Although the equity continues to appreciate it earns no interest. When it sells the equity, American Capital realizes funds that it can reinvest to earn interest income. The more interest income, the greater the dividend payment to stockholder.

Outlook

ACAS's recent upward move from $33 to $38 can be attributed to two factors:

  • Federal Reserve stopped raising rates
  • Earning outlook for ACAS improved.
  • S&P includes ACAS on its 5 Star list (September, 2006)

 

Dividend Payment History

YEARAmount
2007
3.46
2006
3.29
2005
3.08
2004
2.91
2003
2.79
2002
2.67
2001
2.30
2000
2.17
1999
1.74

Company details

$3.29 Total Dividend Per Share Forecast for 2006

ô€€¹ 7% increase over total 2005 dividend

ô€€¹ Expected to be paid from 2006 ordinary taxable income

ô€€¹ Expect 2006 ordinary taxable income will exceed the dividend

and be retained

ô€€¹ Expect 2006 net capital gains will exceed the dividend and be

retained

􀂋 Q4 2006 Quarterly Dividend Forecast of $0.84 per Share

􀂋 No Bonus Dividend Planned for 2006

Notes

  • September 1, 2006. Ex-Dividend today. Also today, European Capital Credit Facility Increased from $513 million to $1.2 billion. This increase in European Capital's credit facility provides additional capital availability to meet the demands of its robust pipeline of investment opportunities and also establishes new relationships with several premier financial institutions," said Tom McHale, American Capital Senior Vice President, Finance. "The expansion also confirms the quality of the European Capital team and the portfolio, which consists of 29 leading European middle market companies." This fund will pay big dividends to its parent, ACAS.

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