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Earnings Call Summary | BIMINI CAPITAL MANAGEMENT INC(BMNM.US) Q4 2023 Earnings Conference

Earnings Call Summary | BIMINI CAPITAL MANAGEMENT INC(BMNM.US) Q4 2023 Earnings Conference

業績電話會議摘要 | BIMINI CAPITAL MANAGEMENT INC (BMNM.US) 2023 年第四季度業績發佈會
富途資訊 ·  03/09 02:27  · 電話會議

The following is a summary of the Bimini Capital Management, Inc. (BMNM) Q4 2023 Earnings Call Transcript:

以下是比米尼資本管理公司(BMNM)2023年第四季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • Bimini Capital reported Q4 net income of $27.1 million and an increase in shareholders equity to $469.9 million.

  • Advisory Services revenue decreased by 6% compared to Q4 2022 with a value of $3.1 million.

  • The MBS portfolio market value saw an increase, going up to $92.7 million in Q4 2023 from $84.9 million in Q3 2023.

  • Bimini faced a net loss before taxes for the quarter totaling $400,000, resulting in a net loss of $4.5 million for Q4 2023.

  • Bimini reported an after-tax net loss of $3.58 million for 2023, an improvement when compared to an after-tax loss of $19.82 million for 2022.

  • Bimini Capital公佈的第四季度淨收入爲2710萬美元,股東權益增加至4.699億美元。

  • 與2022年第四季度相比,諮詢服務收入下降了6%,價值310萬美元。

  • MBS投資組合的市值有所增加,從2023年第三季度的8,490萬美元增至2023年第四季度的9,270萬美元。

  • Bimini在本季度面臨的稅前淨虧損總額爲40萬美元,導致2023年第四季度的淨虧損爲450萬美元。

  • Bimini報告稱,2023年稅後淨虧損爲358萬美元,與2022年的1,982萬美元的稅後虧損相比有所改善。

Business Progress:

業務進展:

  • Bimini successfully repositioned the pass-through portfolio in response to evolving market conditions.

  • The company plans to gradually grow its RMBS portfolio as the market stabilizes.

  • The future of Advisory Service revenues largely depends on Orchid's activities and its ability to grow its capital base.

  • Potentially increasing long-term rates and upward movements in funding rates pose a risk as they could apply pressure on asset prices.

  • Bimini成功地重新定位了直通投資組合,以應對不斷變化的市場狀況。

  • 隨着市場的穩定,該公司計劃逐步增加其RMBS投資組合。

  • 諮詢服務收入的未來在很大程度上取決於Orchid的活動及其擴大資本基礎的能力。

  • 長期利率的上升和融資利率的上升可能構成風險,因爲它們可能會對資產價格施加壓力。

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:欲了解更多詳情,請訪問投資者關係網站。本文僅供投資者參考,不構成任何投資建議。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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