Passive, Synthetic Royalty Financing Opportunity
The investment thesis and approach allows them to "exit quarterly" through cash payments rather than relying on the capital markets to generate liquidity - as the investments begin to return capital immediately
Target returns that fall between equity and mezzanine debt, or the mid-teen’s to the mid 20’s, depending on the risk of the specific investment
Cinematic Content Ownership
Sustaining performance is easy because the world of content is limited only by imagination.
A quality series stands to benefit from: a lower cost of production - i.e. lowers the cost of breakeven and enhances the expected return stream from a series with average ratings.
Investing in the Australian Power Market
The single biggest threat is perhaps reduced volatility in the market, however, the market structure is actually set-up for volatility
„We believe that this approach, when applied to trading power derivatives in Australia as well as other markets related to power and the environment (e.g. carbon, renewable energy certificates), has a strong opportunity to access and profit from these inefficiencies.“