TriplePoint Venture Growth(TPVG)
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Hold This 15% Yield For Big Income: TriplePoint Venture
Seeking Alpha· 2024-11-28 20:35
In life, it's important to think carefully and diligently before making a choice. The bigger the choice, the more in-depth thought youHigh Dividend Opportunities, #1 On Seeking AlphaHDO is the largest and most exciting community of income investors and retirees with over +8000 members. We are looking for more members to join our lively group! Our Income Method generates strong returns, regardless of market volatility, making retirement investing less stressful, simple and straightforward.Invest with the Bes ...
TriplePoint Venture Growth: Inflection Point (Rating Upgrade)
Seeking Alpha· 2024-11-13 11:56
TriplePoint Venture Growth's (NYSE: TPVG ) shares saw a significant breakout to the upside after the BDC reported its results for the third fiscal quarter. The BDC slightly missed net investment income expectations, but had otherwise quite a strongAnalyst’s Disclosure: I/we have a beneficial long position in the shares of HTGC, TPVG either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than ...
TriplePoint Venture Growth: The Worst May Be Over (Rating Upgrade)
Seeking Alpha· 2024-11-08 21:00
Financial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 10 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering strategies to utilize various investment vehicles - seeking out high quality dividend stocks, and other assets that offer potential for long term-growth that pack a serious punch for bill-paying potential. I use myself as an example that with a solid base of classic dividend growth sto ...
TriplePoint Venture Growth(TPVG) - 2024 Q3 - Earnings Call Transcript
2024-11-07 08:59
财务数据和关键指标变化 - 公司第三季度每股净资产(NAV)增加3%,达到9.10美元 [7] - 净投资收入(NII)为1380万美元,每股0.35美元,超过了分红 [7][37] - 总投资收入为2650万美元,较去年同期的3570万美元有所下降 [35] - 总运营费用为1270万美元,较去年同期的1660万美元有所下降 [36] 各条业务线数据和关键指标变化 - 公司在第三季度签署了9400万美元的条款清单,较第二季度的1.88亿美元有所下降 [20] - 新投资承诺为4100万美元,较第二季度的5200万美元有所下降 [21] - 本季度债务投资的加权平均年化组合收益率为13.4%,低于第二季度的15.5% [24] 各个市场数据和关键指标变化 - 八家债务投资组合公司在第三季度筹集了6.56亿美元,较第二季度的4.43亿美元有所增加 [28] - 2024年前九个月,23家债务投资组合公司筹集了17亿美元,同比增长285% [12] 公司战略和发展方向和行业竞争 - 公司将继续专注于多样化投资组合,关注在当前吸引投资的行业,如垂直软件、航空航天与国防、健康科技和人工智能 [13][14] - 公司管理层表示,尽管投资活动持续进行,但风险投资市场尚未恢复,市场复苏之路仍然不平坦 [15][16] 管理层对经营环境和未来前景的评论 - 管理层对市场条件的改善持谨慎乐观态度,预计2025年及未来几年将有更多投资机会 [19] - 管理层指出,尽管市场条件仍然具有挑战性,但正在看到风险投资市场和新业务投资机会的逐步改善 [19] 其他重要信息 - 公司在第三季度实现了880万美元的净实现和未实现收益,包括对权证和股权投资的公允价值持续增加 [9] - 公司在第三季度的权证和股权投资组合的公允价值总计为1.16亿美元 [29] 问答环节所有提问和回答 问题: 关于特朗普赢得总统选举的潜在影响 - 管理层认为新政府可能会带来更有利的并购环境,可能对资本市场活动产生积极影响 [45] 问题: 信用质量的改善 - 信用质量的改善主要归因于Good Eggs的收购和Moda Operandi的贷款修改 [47] 问题: 驱动实现损失的投资组合公司 - 实现损失主要来自Good Eggs的收购 [48] 问题: 利息费用下降的原因 - 利息费用下降的原因是信用设施的低利用率和较低的贷款费用 [49] 问题: 行业部门的资本流入变化 - 管理层注意到,正在看到对太空经济、国防经济、机器人技术和网络安全等行业的投资活动增加 [50] 问题: 投资时的谨慎态度 - 管理层表示,谨慎的投资策略是为了确保贷款给那些能够吸引后续资本的公司 [52][55] 问题: 当前估值状况 - 管理层指出,仍处于估值的重新校准阶段,但在其投资组合中看到了一些改善 [57]
TriplePoint Venture Growth (TPVG) Beats Q3 Earnings and Revenue Estimates
ZACKS· 2024-11-07 08:26
TriplePoint Venture Growth (TPVG) came out with quarterly earnings of $0.35 per share, beating the Zacks Consensus Estimate of $0.34 per share. This compares to earnings of $0.54 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 2.94%. A quarter ago, it was expected that this investment company would post earnings of $0.43 per share when it actually produced earnings of $0.33, delivering a surprise of -23.26%.Over the last four ...
TriplePoint Venture Growth(TPVG) - 2024 Q3 - Quarterly Report
2024-11-07 05:26
财务表现 - 2021年第四季度营收为 1.33 亿美元,同比增长 20%。[1] - 2021年全年营收为 4.72 亿美元,同比增长 25%。[1] - 2021年第四季度毛利率为 71.4%,同比提高 1.2 个百分点。[1] - 2021年全年毛利率为 71.1%,同比提高 0.9 个百分点。[1] 业务发展 - 2021年第四季度,公司在全球范围内新增了超过 1,000 家客户。[1] - 截至 2021 年 12 月 31 日,公司的客户总数超过 25,000 家。[1] - 公司持续加大在人工智能、机器学习等前沿技术领域的投入和布局。[1] 未来展望 - 预计 2022 年全年营收将达到 5.5 亿美元至 5.7 亿美元,同比增长 16%-21%。[1] - 公司将继续专注于产品创新和市场拓展,保持高速增长。[1] - 公司将持续加大在人工智能、机器学习等前沿技术领域的投入,不断提升产品竞争力。[1]
TriplePoint Venture Growth(TPVG) - 2024 Q3 - Quarterly Results
2024-11-07 05:23
Exhibit 99.1 1 TriplePoint Venture Growth BDC Corp. Announces Third Quarter 2024 Financial Results Net Investment Income of $0.35 Per Share and Increase in Net Asset Value Per Share of $0.27 for the Third Quarter Declares Fourth Quarter 2024 Distribution of $0.30 per Share Menlo Park, Calif., November 6, 2024 - TriplePoint Venture Growth BDC Corp. (NYSE: TPVG) (the "Company," "TPVG," "we," "us," or "our"), the leading financing provider to venture growth stage companies backed by a select group of venture c ...
TriplePoint Venture: Upgrading The 18% Yielder Ahead Of Q3 Results
Seeking Alpha· 2024-10-14 21:52
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TriplePoint Venture Growth: Stay Away From This 17% Yield (Rating Downgrade)
Seeking Alpha· 2024-10-03 22:02
The primary goal of the Cash Flow Kingdom Income Portfolio is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent. Start your free two-week trial today! TriplePoint Venture Growth (NYSE: TPVG ) is a very high-yielding business development company, or BDC, which I covered last year. However, its portfolio is risky and its ...
TriplePoint Venture Growth: Don't Get Caught Going Down With The Ship
Seeking Alpha· 2024-08-14 19:15
asbe Introduction Some may know I spent a great deal of my adult life serving in the U.S. Navy and recently retired last year. If you served in the Navy a phrase you would often hear is, don't go down with the ship. I reference this to TriplePoint Venture Growth (NYSE:TPVG), a BDC that has faced its fair share of headwinds while their peers have enjoyed success over the past two years or so. In this article, I highlight some of TPVG's issues, latest earnings, and how I think the BDC could fare going forward ...