Omega Healthcare Investors Inc. - Gewinnausschüttungen seit 1992 (Seite 21)
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ID: 1.206.515
ID: 1.206.515
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Gesamt: 42.093
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ISIN: US6819361006 · WKN: 890454 · Symbol: OHI
30,63
USD
-0,16 %
-0,05 USD
Letzter Kurs 02:04:00 NYSE
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02.05.24 · Business Wire (engl.)  |
18.04.24 · Business Wire (engl.) |
07.02.24 · Business Wire (engl.) |
26.01.24 · Business Wire (engl.) |
Werte aus der Branche Immobilien
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 1,5400 | +220,90 | |
| 3,3700 | +53,18 | |
| 6,0400 | +47,32 | |
| 4,9900 | +41,76 | |
| 3,0700 | +35,24 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 4,6500 | -32,02 | |
| 4,0600 | -39,49 | |
| 2,0500 | -39,71 | |
| 1,5000 | -40,48 | |
| 2,2700 | -46,59 |
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Antwort auf Beitrag Nr.: 68.723.972 von nordischboy am 08.07.21 15:40:57Hatte mein Limit auf 30.70 erhöht und bin jetzt drin. Kommt in mein Langfristrentendepot ;-)
Antwort auf Beitrag Nr.: 68.697.716 von GallowsBird am 06.07.21 10:53:15Heute könnte es was werden. Habe auch für 30.50 eine Order platziert. Mal schauen
Antwort auf Beitrag Nr.: 68.695.742 von habnurwenig am 06.07.21 08:22:01Hab den auch auf der WL und ne Kauforder für 30.50 Euro drin. Mal sehen, ob das heute oder die Tage mal erreicht wird...
Antwort auf Beitrag Nr.: 68.663.329 von nordischboy am 01.07.21 15:09:42
Noch nicht, aber habe den wert auf der Watchlist.
Zitat von nordischboy: Bin durch Zufall auf folgendes Video gestossen:
Klingt spannend. Noch jemand hier investiert?
Noch nicht, aber habe den wert auf der Watchlist.
Bin durch Zufall auf folgendes Video gestossen:
Klingt spannend. Noch jemand hier investiert?
Klingt spannend. Noch jemand hier investiert?
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Diese Diskussion wurde reaktiviert.
Timing of asset sales behind Omega Healthcare beat; full-year guidance held steady
May 7, 2018 4:57 PM ET
Q1 adjusted FFO of $161.3M or $0.78 per share vs. $176.7M or $0.86 a year ago. Dividend is $0.66.
Company attributes the big Q1 beat to the timing of asset sales - they happened later in the quarter than anticipated. Full-year adjusted FFO guidance is thus affirmed at $2.96-$3.06 per share.
May 7, 2018 4:57 PM ET
Q1 adjusted FFO of $161.3M or $0.78 per share vs. $176.7M or $0.86 a year ago. Dividend is $0.66.
Company attributes the big Q1 beat to the timing of asset sales - they happened later in the quarter than anticipated. Full-year adjusted FFO guidance is thus affirmed at $2.96-$3.06 per share.
9,7% Rendite, aber 5 großer Risiken
Das Management glaubt, dass es möglich ist wieder zum Dividendenwachstum zurückzukehren, aber der Markt ist angesichts des jüngsten Ausverkaufs und des hohen Anteils an kurzfristigen Zinsen nicht so zuversichtlich.Summary
- Do not confuse Omega’s sell-off as just another REIT facing macroeconomic headwinds. There is a lot more going on here.
- For starters, this Skilled Nursing Facilities REIT is considering draconian rent concessions for many of its operators, including Orianna, Signature, Daybreak, Preferred Care, and arguably Genesis and others.
- And beyond the dire operator environment, Omega faces huge risks from regulations, the market cycle/demographics, macroeconomics, and a shrinking dividend coverage ratio.
- Finally, this article considers a few things that could actually go right for Omega, before concluding with our views on who might actually want to consider owning this big-dividend REIT.
- We are long Omega Healthcare Investors. This article was originally shared within our Marketplace Service, The Value & Income Forum on March 3rd.
Many of Omega Healthcare Investors' (NYSE:OHI) operators (including Orianna, Signature, Daybreak, Preferred Care, and arguably Genesis and others) are increasingly unable to pay their rent, thereby forcing Omega to consider draconian rent concessions. And that's just one of the five huge risks Omega is currently dealing with. The others include a terrible regulatory environment, an over-hyped demographic wave and market cycle, massive macroeconomic headwinds, and a dividend coverage ratio (as compared to FAD, AFFO and shrinking cap rates) that is a flashing red flag. After reviewing these five huge risks, we consider a few things that could actually go right for Omega, and then conclude with some ideas about who might want to consider investing in this big-dividend REIT.....
https://seekingalpha.com/article/4155222-omegas-9_7-percent-…
Omega Announces Restructuring Plan for Orianna Facilities
Reaffirms Adjusted FFO Guidance
DALLAS--(BUSINESS WIRE)-- Omega Healthcare Investors, Inc. (NYSE:OHI) (the “Company” or “Omega”) today announced that its tenant, 4 West Holdings, Inc. (“Orianna”) and certain of its affiliates (the “Debtors”), commenced voluntary Chapter 11 proceedings in the United States Bankruptcy Court for the Northern District of Texas, Dallas Division.
The action is styled In re 4 West Holdings, Inc., Case No. 18-30777-hdh11 (Bankr. N.D. Tex.). Copies of all materials filed in this action are available at http://www.omnimgt.com/4west.
C. Taylor Pickett, Omega’s Chief Executive Officer, stated, “We supported Orianna’s decision to pursue a restructuring in the context of a Chapter 11 proceeding as we believe that this will ensure that the interests of the residents will be protected while at the same time providing for an orderly and balanced process that will address and definitively resolve the interests and legitimate concerns of the various constituencies involved in Orianna’s business. As described in Orianna’s filings with the Bankruptcy Court, Omega has entered into a Restructuring Support Agreement (“RSA”) that will form the basis for Orianna’s restructuring. The RSA provides for the recommencement of partial rent payments at $1.0 million per month (prorated for March) and establishes a specific timeline for the implementation of Orianna’s planned restructuring.”
While subject to Bankruptcy Court approval, the RSA provides for the orderly transition to new operators of 23 of the 42 facilities Orianna currently leases from Omega. The RSA contemplates that these transfers will be approved by the Bankruptcy Court within 45 days and thereafter such transfers will be completed promptly upon obtaining any required state-level regulatory approvals. The RSA also provides for the sale of the remaining 19 facilities pursuant to a plan of reorganization to be confirmed by the Bankruptcy Court. The RSA contemplates that the plan confirmation will occur within 110 days and that such sale will be concluded by the end of 2018.
In order to provide liquidity to the Debtors during their Chapter 11 proceedings, Omega has provided a commitment for up to $30 million in debtor-in-possession (“DIP”) financing. Subject to Bankruptcy Court approval, this DIP financing would be used to repay in full the Debtors’ current working capital lender and to provide the Debtors’ with additional liquidity to fund on-going business operations. Omega’s commitment to provide the DIP financing is conditioned on obtaining first priority liens on the Debtors’ assets and being granted superpriority claim status in the bankruptcy cases. It is anticipated that the Bankruptcy Court will provide an interim ruling on this request within several days and a final ruling within 30 days.
Mr. Pickett noted, “We continue to expect that our post-transition restructuring rent for the transition portfolio and rent equivalent for the 19 properties to be sold will ultimately be in our previously-estimated range of $32.0 million - $38.0 million. Last year, we recorded impairments on our Orianna direct financing leases reflecting assumed annual rents in that range, rental yields between 9% and 10%, and certain assumptions regarding current and projected operating performance of the facilities, coverage ratios and bed values. We do not believe Orianna’s filing for bankruptcy protection materially affects the fair value of the facilities, and accordingly, at this time we do not expect to record further impairments on the Orianna direct financing leases as a result.”
Regarding guidance, Mr. Pickett added, “Our previously announced guidance assumed the Company will not be recording revenue related to its Orianna portfolio for the majority of 2018. Orianna’s Chapter 11 filing does not change our estimates and, accordingly, we reaffirm the adjusted funds from operations (“Adjusted FFO”) guidance contained in our February 13, 2018 earnings release in the range of $2.96 - $3.06. Of course, our actual results will depend on the timing of the transitions and sales contemplated by the RSA.”
Reaffirms Adjusted FFO Guidance
DALLAS--(BUSINESS WIRE)-- Omega Healthcare Investors, Inc. (NYSE:OHI) (the “Company” or “Omega”) today announced that its tenant, 4 West Holdings, Inc. (“Orianna”) and certain of its affiliates (the “Debtors”), commenced voluntary Chapter 11 proceedings in the United States Bankruptcy Court for the Northern District of Texas, Dallas Division.
The action is styled In re 4 West Holdings, Inc., Case No. 18-30777-hdh11 (Bankr. N.D. Tex.). Copies of all materials filed in this action are available at http://www.omnimgt.com/4west.
C. Taylor Pickett, Omega’s Chief Executive Officer, stated, “We supported Orianna’s decision to pursue a restructuring in the context of a Chapter 11 proceeding as we believe that this will ensure that the interests of the residents will be protected while at the same time providing for an orderly and balanced process that will address and definitively resolve the interests and legitimate concerns of the various constituencies involved in Orianna’s business. As described in Orianna’s filings with the Bankruptcy Court, Omega has entered into a Restructuring Support Agreement (“RSA”) that will form the basis for Orianna’s restructuring. The RSA provides for the recommencement of partial rent payments at $1.0 million per month (prorated for March) and establishes a specific timeline for the implementation of Orianna’s planned restructuring.”
While subject to Bankruptcy Court approval, the RSA provides for the orderly transition to new operators of 23 of the 42 facilities Orianna currently leases from Omega. The RSA contemplates that these transfers will be approved by the Bankruptcy Court within 45 days and thereafter such transfers will be completed promptly upon obtaining any required state-level regulatory approvals. The RSA also provides for the sale of the remaining 19 facilities pursuant to a plan of reorganization to be confirmed by the Bankruptcy Court. The RSA contemplates that the plan confirmation will occur within 110 days and that such sale will be concluded by the end of 2018.
In order to provide liquidity to the Debtors during their Chapter 11 proceedings, Omega has provided a commitment for up to $30 million in debtor-in-possession (“DIP”) financing. Subject to Bankruptcy Court approval, this DIP financing would be used to repay in full the Debtors’ current working capital lender and to provide the Debtors’ with additional liquidity to fund on-going business operations. Omega’s commitment to provide the DIP financing is conditioned on obtaining first priority liens on the Debtors’ assets and being granted superpriority claim status in the bankruptcy cases. It is anticipated that the Bankruptcy Court will provide an interim ruling on this request within several days and a final ruling within 30 days.
Mr. Pickett noted, “We continue to expect that our post-transition restructuring rent for the transition portfolio and rent equivalent for the 19 properties to be sold will ultimately be in our previously-estimated range of $32.0 million - $38.0 million. Last year, we recorded impairments on our Orianna direct financing leases reflecting assumed annual rents in that range, rental yields between 9% and 10%, and certain assumptions regarding current and projected operating performance of the facilities, coverage ratios and bed values. We do not believe Orianna’s filing for bankruptcy protection materially affects the fair value of the facilities, and accordingly, at this time we do not expect to record further impairments on the Orianna direct financing leases as a result.”
Regarding guidance, Mr. Pickett added, “Our previously announced guidance assumed the Company will not be recording revenue related to its Orianna portfolio for the majority of 2018. Orianna’s Chapter 11 filing does not change our estimates and, accordingly, we reaffirm the adjusted funds from operations (“Adjusted FFO”) guidance contained in our February 13, 2018 earnings release in the range of $2.96 - $3.06. Of course, our actual results will depend on the timing of the transitions and sales contemplated by the RSA.”
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