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@JPSInvestments
"Check out my (free) post on $CBL -Trading at XX% cap rate ($58 PSF) -3.7x P/FFO -XX% FCF yield -All non-recourse debt with $9/share in case (leverage in line w peers) -Optionality on cash trapped assets -Buying back shares with 9%+ 2025 dividend yield -Retail leasing tailwinds"
X Link @JPSInvestments 2025-07-14T14:46Z XXX followers, 20.4K engagements
"@valuedontlie Have you looked at $OMI Sale of legacy business to de-lever RemainCo is very cash generative with organic tailwinds in home healthcare. Lots of noise in cash flows right now temporary stranded costs but decent business and some small recent buybacks"
X Link @JPSInvestments 2025-10-02T21:26Z XXX followers, XXX engagements
"@taobanker Have you considered $GRG.L"
X Link @JPSInvestments 2025-08-14T12:28Z XXX followers, XXX engagements
"$CBL continues to recycle capital from non-core asset sales into performing assets in growing markets through accretive acquisitions using non-recourse financing. Almost all equity from The Promenade sale put to work in this acquisition.should support FFO NOI growth"
X Link @JPSInvestments 2025-08-02T15:47Z XXX followers, XXX engagements
"$CBL Significant sale on unencumbered asset The Promenade which should generate $2/share in cash (likely returned in the form of dividends given the expected corresponding +$50 million gain on sale). Sold at an XXX% cap lending credence to management's $48/share NAV estimate"
X Link @JPSInvestments 2025-07-22T20:12Z XXX followers, XXX engagements