Conservative Income Portfolio targets the best value stocks with the highest margins of safety. The volatility of these investments is further lowered using the best priced options. Our Enhanced Equity Income Solutions Portfolio is designed to reduce volatility while generating 7-9% yields.It has been a tough few months for income investors. The popular asset class that delivered in the past, i.e. the BDC asset class, has been taken to the cleaners. If you spread your bets by buying CLO funds likeTrapping V ...

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh. ...

MCLEAN, VA / ACCESS Newswire / October 14, 2025 / Gladstone Capital Corporation (Nasdaq:GLAD) (the "Company") announced today that its board of directors declared the following monthly cash distributions for October, November and December 2025 and also announced its plan to report earnings for its fourth fiscal quarter ended September 30, 2025. Cash Distributions: Common Stock: $0.15 per share of common stock for each of October, November and December 2025, payable per the table below. ...

文章核心观点 - 人工智能是巨大的投资机会，但其发展面临能源危机，为能源基础设施公司创造了“后门”投资机遇 [1][2][3] - 一家拥有关键能源资产且被低估的公司，将受益于AI能源需求激增、美国液化天然气出口增长以及制造业回流 [3][5][7][14] AI行业能源需求 - AI是耗电量最大的技术，每个大型语言模型数据中心耗电量相当于一座小城市 [2] - AI正将全球电网推向极限，OpenAI创始人警告AI未来取决于能源突破，埃隆·马斯克预测明年将出现电力短缺 [1][2] 目标公司核心优势 - 公司拥有关键能源基础设施资产，包括核能和美国液化天然气出口设施，处于AI能源需求激增的核心位置 [3][7][14] - 公司是全球少数能执行跨石油、天然气、可再生燃料和工业基础设施大型复杂EPC项目的企业之一 [7] - 公司完全无负债，且持有相当于其市值近三分之一的现金储备 [8] 公司投资价值 - 公司估值极具吸引力，剔除现金和投资后市盈率低于7倍 [10] - 公司持有一家热门AI公司的巨额股权，为投资者提供间接的AI增长敞口 [9] - 该股未被市场关注，一些隐秘对冲基金开始在闭门投资峰会上推荐 [9] 公司业务驱动因素 - 特朗普“美国优先”能源政策将推动美国液化天然气出口 sector 爆发式增长 [5][7] - 特朗普提议的关税将推动制造业回流美国，公司将为回迁工厂提供重建、改造和再工程服务 [5] - AI基础设施超级周期、制造业回流繁荣、美国液化天然气出口激增以及核能领域的独特布局共同构成增长动力 [14]

In this article, we will take a look at some of the best BDC dividend stocks to invest in.Business Development Companies, or BDCs, play a key role in fueling the growth of smaller and mid-sized businesses across the US. Instead of relying on traditional banking models, they gather funds from investors by issuing shares and then channel that capital into a mix of loans and equity stakes in private firms. The idea is simple — to give these growing companies the financial boost they need to expand and thrive, ...

Gladstone Capital (NASDAQ: GLAD ) has been one of my first BDCs that I have covered here on the platform, assigning a buy rating. My original thesis was issued in December 2023, where I indicated aRoberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Baltic capital markets. Other ...

文章核心观点 - 分析师对Gladstone Capital首次覆盖并给予买入评级 该评级最初于2023年12月提出 [1] 分析师背景 - 分析师Roberts Berzins拥有超过十年的金融管理经验 曾帮助顶级企业制定财务战略并执行大规模融资 [1] - 分析师为CFA持证人 并持有ESG投资证书 [1] - 分析师曾实习于芝加哥期货交易所 并积极参与支持泛波罗的海资本市场发展的思想领导活动 [1]

债券赎回计划 - 公司计划于2025年10月31日赎回全部未偿还的5.125%票息2026年到期票据 [1] - 公司计划于2025年10月15日赎回全部未偿还的7.75%票息2028年到期票据 [1] - 赎回通知将由美国银行信托公司根据2018年11月6日签署的契约条款向注册持有人寄发 [1] 法律依据 - 赎回依据为2020年12月15日签订的第三补充契约和2023年8月17日签订的第五补充契约第1.01(g)条款 [1] - 契约文件由公司与信托公司共同签订 [1] - 所有赎回程序将严格按照契约规定执行 [1]

公司公告 - 董事会宣布2025年9月向普通股股东支付额外补充现金分配 [1] - 普通股每股补充分配金额为0.10美元 [1] - 分配支付时间表详见公告附表 [1]

融资规模与条款 - 公司定价1.3亿美元可转换票据公开发行 高于最初宣布的1.1亿美元规模 [1] - 票据按本金额98.5%的折价发行 票面利率为5.875% [1] - 承销商享有30天期权 可额外购买1950万美元票据 [1] 产品结构特征 - 本次发行票据为可转换债券 到期日为2030年 [1]