great ajax corp is a company based out of 9400 sw beaverton-hillsdale highway, beaverton, or, united states.
Company profile
Ticker
AJX
Exchange
CEO
Lawrence Mendelsohn
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
Great Ajax Operating LLC • Great Ajax Operating Partnership L.P. • Great Ajax II Operating Partnership L.P. ...
AJX stock data
Latest filings (excl ownership)
8-K
Great Ajax Corp. Announces Final Conversion Rate
22 Apr 24
8-K
Results of Operations and Financial Condition
22 Apr 24
DEFA14A
Additional proxy soliciting materials
10 Apr 24
8-K
Other Events
10 Apr 24
ARS
2023 FY
Annual report to shareholders
9 Apr 24
DEF 14A
Definitive proxy
9 Apr 24
PRE 14A
Preliminary proxy
26 Mar 24
424B5
Prospectus supplement for primary offering
15 Mar 24
8-K
Entry into a Material Definitive Agreement
15 Mar 24
10-K
2023 FY
Annual report
27 Feb 24
Transcripts
AJX
Earnings call transcript
2023 Q3
2 Nov 23
AJX
Earnings call transcript
2023 Q2
3 Aug 23
AJX
Earnings call transcript
2023 Q1
4 May 23
AJX
Earnings call transcript
2023 Q1
4 May 23
AJX
Earnings call transcript
2022 Q4
2 Mar 23
AJX
Earnings call transcript
2022 Q3
3 Nov 22
AJX
Earnings call transcript
2022 Q2
8 Aug 22
AJX
Earnings call transcript
2022 Q1
8 May 22
AJX
Earnings call transcript
2021 Q4
4 Mar 22
AJX
Earnings call transcript
2021 Q3
6 Nov 21
Latest ownership filings
4
Paul M Friedman
18 Mar 24
SC 13G/A
Magnetar Financial LLC
11 Mar 24
SC 13G/A
Almitas Capital LLC
14 Feb 24
SC 13G/A
Beach Point Capital Management LP
9 Feb 24
SC 13G
Beach Point Capital Management LP
9 Feb 24
SC 13G/A
FMR LLC
9 Feb 24
SC 13G/A
Ithan Creek Master Investors (Cayman), L.P.
8 Feb 24
SC 13G/A
Bay Pond Partners, L.P.
8 Feb 24
SC 13G/A
WELLINGTON MANAGEMENT GROUP LLP
8 Feb 24
SC 13G/A
ELLINGTON MANAGEMENT GROUP LLC
17 Jan 24
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 63.91 mm | 63.91 mm | 63.91 mm | 63.91 mm | 63.91 mm | 63.91 mm |
Cash burn (monthly) | (no burn) | 748.83 k | 1.87 mm | 2.52 mm | 3.34 mm | 3.05 mm |
Cash used (since last report) | n/a | 5.15 mm | 12.88 mm | 17.32 mm | 22.97 mm | 20.95 mm |
Cash remaining | n/a | 58.76 mm | 51.03 mm | 46.59 mm | 40.94 mm | 42.96 mm |
Runway (months of cash) | n/a | 78.5 | 27.3 | 18.5 | 12.3 | 14.1 |
Institutional ownership, Q3 2023
23.8% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 24 |
Opened positions | 8 |
Closed positions | 49 |
Increased positions | 4 |
Reduced positions | 7 |
13F shares | Current |
---|---|
Total value | 65.11 bn |
Total shares | 8.79 mm |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
Bay Pond Partners | 2.07 mm | $15.00 mm |
Ithan Creek Master Investors | 1.32 mm | $9.56 mm |
Magnetar Xing He Master Fund | 1.19 mm | $10.80 mm |
Flexpoint Great Ajax | 958.75 k | $14.20 mm |
Almitas Capital | 893.65 k | $21.55 bn |
FMR | 738.36 k | $17.79 bn |
Flexpoint Special Assets Fund | 500.00 k | $6.11 mm |
BLK Blackrock | 357.65 k | $8.63 bn |
Wellington Management | 205.25 k | $4.95 bn |
Skaana Management | 131.21 k | $3.16 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
13 Mar 24 | Paul M Friedman | Common Stock, par value $0.01 per share | Grant | Acquire A | Yes | No | 4.87 | 3,080 | 15.00 k | 46,206 |
8 May 23 | John Kirk Ogren JR | Common Stock, par value $0.01 per share | Grant | Acquire A | No | No | 6.72 | 2,604 | 17.50 k | 70,320.715 |
8 May 23 | John C Condas | Common Stock, par value $0.01 per share | Grant | Acquire A | No | No | 6.72 | 2,604 | 17.50 k | 42,658 |
8 May 23 | Mary Haggerty | Common Stock, par value $0.01 per share | Grant | Acquire A | No | No | 6.72 | 2,604 | 17.50 k | 19,882 |
8 May 23 | Paul M Friedman | Common Stock, par value $0.01 per share | Grant | Acquire A | Yes | No | 6.72 | 2,604 | 17.50 k | 43,126 |
News
B. Riley Securities Reiterates Buy on Great Ajax, Lowers Price Target to $6
21 Mar 24
Great Ajax Q4 Adj. EPS $(0.07) Misses $(0.01) Estimate; Net Interest Income $3.17M, Down From $3.97M YoY
27 Feb 24
Rithm Capital, Great Ajax Enter Strategic Transaction; Great Ajax Enters One-year Term Loan Agreement With Subsidiary Of Rithm For Up To $70M
26 Feb 24
Press releases
Great Ajax Corp. Announces Record Date for Stockholders Meeting to Approve Strategic Transaction With Rithm Capital Corp.
10 Apr 24
Great Ajax Corp. Announces Results for the Quarter Ended December 31, 2023
26 Feb 24
Rithm Capital Corp. and Great Ajax Corp. Announce a Strategic Transaction
26 Feb 24