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Post by vaelin on Mar 16, 2018 6:37:27 GMT
AC have just posted their March 2018 shareholder newsletter to the updates section on Seedrs. Shareholders will be able to access that via this link: www.seedrs.com/post_investment/16105/sections/updatesI thought I would start this thread to get some discussion going on results. On the surface it seems that AC is doing well. The business appears to be maturing. I am happy to see further evidence of AC reducing their cost of capital. Whilst I have seen some people complaining that returns aren't what they were, from a shareholder perspective that speaks to me of a more creditworthy loan book and thus a more robust business model. I am also quite happy with my 7.3% if it means I have access to high quality loans. The introduction of institutional funding is also a vote of confidence for AC's risk management team. The expansion of their Relationship Director network is a large boon, as this is something which really differentiates AC from the likes of Funding Circle. Expanding their employee base appears to be a core theme of the update, which I am hopeful will drive growth and sustainability. And of course, continuing growth in profits is always a nice result. Long may it continue! I'm keen to hear what others think - especially those people who have critiques.
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Post by slumberingaccountant on Mar 16, 2018 16:44:35 GMT
What is interesting is the sentence about what they are stopping - wind turbines and Some sort of Debentures that i dont fully understand. Seems like rational thinking to me.
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