NASDAQ$BCIC

BCP Investment Corp · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Reported strong investment activity, lower non-accruals, and reduced cost of capital.

Portman Ridge Finance Corporation announced its financial results for the second quarter ended June 30, 2022, reporting a net asset value of $261.7 million ($27.26 per share) and total investment income of $15.0 million. The company refinanced its Revolving Credit Facility, reducing the applicable margin and extending the reinvestment period.

  • Net asset value for the second quarter of 2022 was $261.7 million ($27.26 per share) as compared to $278.3 million ($28.76 per share) in the first quarter of 2022.
  • Total investment income for the second quarter of 2022 was $15.0 million, of which $11.9 million was attributable to interest income from the debt securities portfolio, inclusive of payment-in-kind income.
  • Net investment income for the second quarter of 2022 was $5.5 million ($0.57 per share).
  • During the second quarter of 2022, the Company refinanced its Revolving Credit Facility with JPMorgan Chase Bank, reducing the applicable margin to 2.80% per annum from 2.85% per annum.

Headline financials

Total Revenue

$15M

Previous: $21.5M-30.2%
EPS (adj)

$0.57

Previous: $1.50-62.0%
Net Income

-$8.43M

Previous: $10.8M-177.8%
Operating Income

$5.52M

No prior period
Cash & Equivalents

$22M

No prior period
Total Assets

$653M

No prior period

Revenue & EPS history

Portman Ridge · Revenue · Quarterly

$15M

Q2 2022-30.2%vs Q2 2021
Beat estimate in 0 of 12 quarters(0%)
ActualEstimate

Forward guidance

Portman Ridge believes that they are well-positioned to improve portfolio performance and investment income in the second half of 2022.

Tailwinds

  • Prudent investment strategy and seeking out strong companies to add to the portfolio.
  • Ended the quarter with a strong portfolio.
  • Reduced non-accrual positions.
  • Maintained a dividend of $0.63 per share.
  • Proactively restructured agreement with JPMorgan Chase to lower the interest rate and extend the maturity date.

Headwinds

  • Operations have been affected by the challenging economic environment.
  • Operations have been affected by the rising interest rates.
  • Operations have been affected by market volatility.
  • Originations are still lower than the second half of 2021.
  • Operations have been affected by rising interest rates and market volatility.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2022

Historical avgQ2 2022

-1.1%

Avg return

Earnings day

-1.0%

Avg return

5 days after

-6.0%

Avg return

30 days after

43%

10 / 23 earnings

Positive

+7.4%

Q4 2020

Best reaction

-15.3%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.5%+1.8%-7.6%
Q4 2025-13.1%-21.5%-33.1%
Q3 2025+0.4%+7.5%+8.4%
Q1 2025+1.0%+2.1%-3.8%
Q4 2024-4.0%-5.7%-28.1%
Q3 2024-3.5%-3.1%-10.5%
Q2 2024-2.5%-1.9%-3.4%
Q1 2024+1.6%+1.7%-0.1%
Q4 2023-1.3%+1.4%+2.1%
Q3 2023+0.0%-0.1%+0.3%
Q2 2023-1.6%+0.0%-5.8%
Q1 2023+2.3%+4.9%-1.2%
Q4 2022-6.2%-7.4%-12.9%
Q3 2022+2.7%+4.0%+3.2%
Q2 2022+0.0%+0.3%-7.5%
Q1 2022+0.0%-0.4%+0.0%
Q4 2021+0.4%+0.2%-2.5%
Q3 2021+4.6%+5.7%+1.4%
Q2 2021+1.7%+2.9%+1.6%
Q1 2021+3.4%+3.0%+5.6%
Q4 2020+7.4%+5.0%+16.3%
Q4 2019-15.3%-21.4%-60.9%
Q4 2018-2.2%-3.0%+0.3%

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