Q: Hello 5i,
What could be the purpose of scheduling an “investor day” on november 20th, with AIF in an official strategic review process? Note that this is only the 2nd time (to my knowledge) that AIF is doing such a “investor day” during the past 10 years (the other was in 2021). According to you, does it decrease your estimation of the probability of a sale of the whole company? The stock did not move today on this announcement. Thank you
What could be the purpose of scheduling an “investor day” on november 20th, with AIF in an official strategic review process? Note that this is only the 2nd time (to my knowledge) that AIF is doing such a “investor day” during the past 10 years (the other was in 2021). According to you, does it decrease your estimation of the probability of a sale of the whole company? The stock did not move today on this announcement. Thank you
Q: Hello 5i team, could you comment on the news about AIF. Were you expecting this end game? At this juncture, after selling a subsidiary last year? Who could be potential buyers? Brookfield? What range of price would you expect for a privatization? How long do you expect it will take to have news about a formal takeover over offer based on Tuesday’s news that the process has already begun? What is the probability that the current process initiated by the company will conclude on the sale of the company? Thank you for your collaboration
Q: Good morning 5i team
Altus receives little attention from your subscribers. Its share price has increased after the sale of its property tax business, debt pay down, and share re-purchase.
I am trying to decide if their shares represent a solid opportunity to now buy.
Several questions please.
Does 5i view Altus as having meaningful competitive advantage versus peers in providing CRE intelligence services?
Does 5i view Altus as a 'wide, narrow or no moat' company?
Does 5i feel that Altus has a significant runway to gain market share, grow revenue and profit in the CRE market over the next few years?
And finally, would 5i recommend buying Altus shares now, or perhaps wait for a pullback?
Thank you.
Edward
Altus receives little attention from your subscribers. Its share price has increased after the sale of its property tax business, debt pay down, and share re-purchase.
I am trying to decide if their shares represent a solid opportunity to now buy.
Several questions please.
Does 5i view Altus as having meaningful competitive advantage versus peers in providing CRE intelligence services?
Does 5i view Altus as a 'wide, narrow or no moat' company?
Does 5i feel that Altus has a significant runway to gain market share, grow revenue and profit in the CRE market over the next few years?
And finally, would 5i recommend buying Altus shares now, or perhaps wait for a pullback?
Thank you.
Edward