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OXLCI
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Oxford Lane Capital Corp. 8.75% Notes due 2030 (OXLCI)

Upturn stock ratingUpturn stock rating
$25.78
Delayed price
Profit since last BUY2.34%
upturn advisory
Consider higher Upturn Star rating
BUY since 98 days
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Upturn Advisory Summary

02/27/2025: OXLCI (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

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Outstanding Performance

These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.

Analysis of Past Performance

Type Stock
Historic Profit 2.34%
Avg. Invested days 98
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 02/27/2025

Key Highlights

Company Size ETF
Market Capitalization 0 USD
Price to earnings Ratio -
1Y Target Price -
Price to earnings Ratio -
1Y Target Price -
Volume (30-day avg) 11952
Beta -
52 Weeks Range 23.59 - 25.59
Updated Date 08/30/2024
52 Weeks Range 23.59 - 25.59
Updated Date 08/30/2024
Dividends yield (FY) -
Basic EPS (TTM) -

Earnings Date

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Profitability

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Management Effectiveness

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Valuation

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Enterprise Value to Revenue -
Enterprise Value to EBITDA -
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Analyst Ratings

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ai summary icon Upturn AI SWOT

Oxford Lane Capital Corp. 8.75% Notes due 2030

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Company Overview

History and Background

Oxford Lane Capital Corp. is a closed-end management investment company focusing on CLO investments. The 8.75% Notes due 2030 are a specific debt issuance by the company. Oxford Lane Capital Corp. focuses on generating income from these investments. The date of incorporation, founding year, and significant milestones related to Oxford Lane Capital Corp. is limited because this is a debt offering rather than a company with publicly traded stock.

Core Business Areas

  • CLO Investments: Oxford Lane Capital Corp. primarily invests in collateralized loan obligations (CLOs). These are structured credit products backed by pools of loans. The 8.75% Notes due 2030 are directly linked to this CLO strategy.

Leadership and Structure

Oxford Lane Capital Corp. is managed by its executive team. Information specific to the management of the 8.75% Notes due 2030 typically resides in the debt offering's prospectus.

Top Products and Market Share

Key Offerings

  • 8.75% Notes due 2030: This is a specific debt instrument that provides a fixed income stream to investors until its maturity date in 2030. Its performance is tied to Oxford Lane Capital Corp.'s ability to manage its CLO portfolio and meet its debt obligations. Competitors are other fixed income investments (corporate bonds, treasuries, other CLO tranches).

Market Dynamics

Industry Overview

The CLO market is influenced by macroeconomic conditions, interest rates, credit spreads, and the performance of the underlying loans. Demand for CLOs is driven by institutional investors seeking yield.

Positioning

Oxford Lane Capital Corp. positions itself as a specialist in CLO investments, focusing on generating income for its shareholders. The 8.75% Notes due 2030 are a funding source for these investments.

Total Addressable Market (TAM)

The total CLO market is in the trillions of dollars. Oxford Lane's TAM is related to its specific CLO investment strategy and its ability to raise capital through debt offerings like the 8.75% Notes due 2030, but is a small part of this overall market.

Upturn SWOT Analysis

Strengths

  • Specialized expertise in CLO investments
  • Potential for high income generation
  • Defined maturity date (2030) for the Notes

Weaknesses

  • Vulnerability to credit market downturns
  • Complexity of CLO investments
  • Reliance on CLO performance to meet debt obligations
  • Sensitivity to interest rate fluctuations.

Opportunities

  • Expanding CLO market
  • Increasing demand for fixed-income investments
  • Potential for capital appreciation if credit spreads tighten

Threats

  • Economic recession
  • Increased regulation of CLOs
  • Rising interest rates
  • Defaults in underlying loan portfolios

Competitors and Market Share

Key Competitors

  • Other CLO Funds
  • Alternative Fixed Income investments

Competitive Landscape

Oxford Lane Capital Corp. competes with other CLO funds and fixed-income investments. Its competitive advantage depends on its ability to generate attractive returns and manage risk effectively.

Major Acquisitions

Growth Trajectory and Initiatives

Historical Growth: The growth trajectory of the 8.75% Notes due 2030 depends on Oxford Lane Capital Corp.'s ability to sustain its CLO investment strategy and meet its debt obligations. No numerical data readily available for these securities.

Future Projections: Future projections depend on the CLO market outlook and Oxford Lane Capital Corp.'s ability to manage its portfolio effectively. No numerical data readily available for these securities.

Recent Initiatives: Information on recent strategic initiatives can be found in Oxford Lane Capital Corp.'s investor relations materials.

Summary

Oxford Lane Capital Corp.'s 8.75% Notes due 2030 offer a fixed income stream tied to the company's CLO investments. The notes are sensitive to credit market conditions and Oxford Lane's ability to manage its CLO portfolio. While CLOs have potential for high yield, investors should be aware of the complexities and risks involved. Monitoring Oxford Lane's financial performance is crucial for assessing the sustainability of the debt obligations. Economic downturns and regulatory changes pose potential threats.

Similar Companies

  • BXSL
  • ARCC

Sources and Disclaimers

Data Sources:

  • Oxford Lane Capital Corp. Investor Relations
  • SEC Filings
  • CLO Market Reports

Disclaimers:

The information provided is for informational purposes only and should not be considered investment advice. Investments in CLOs and debt instruments carry risks. Consult with a financial professional before making any investment decisions.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Oxford Lane Capital Corp. 8.75% Notes due 2030

Exchange NASDAQ
Headquaters Greenwich, CT, United States
IPO Launch date 2024-07-09
CEO & Interested Director Mr. Jonathan H. Cohen
Sector -
Industry -
Full time employees -
Full time employees -

Oxford Lane Capital Corp. is a close ended fund launched and managed by Oxford Lane Management LLC. It invests in fixed income securities. The fund primarily invests in securitization vehicles which in turn invest in senior secured loans made to companies whose debt is rated below investment grade or is unrated. Oxford Lane Capital Corp was formed on June 9, 2010 and is domiciled in the United States.

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