LowFloatGoat, I just tried a quick comparison just based on OS, your analysis is probably better. My biggest concern is AMEP's past history, I have followed the RB board for about 2 years and too much "I've talked to the CEO", etc., etc. Look back at the old posts from a year or more and see the pumping going on....many of those "longs" aren't even posting now. Pumping while the company was doing major dumping.
Basically and JMO, all the great DD doesn't mean squat because this is a BDC and doesn't detail the investees figures for compensation, etc. If AMEP owns the investees 100%, why didn't they just merge and allow the shareholders to see all the details in the filings??? Too many red flags for a long term hold, IMO. Even now they are not meeting dates in PR's and most of the "updates" are phone calls to "Joe" who can't seem to hit a date either.
BTW, the DD on TDYH is only as good as the company's word, they can say anything because they aren't required to file. BUT, so far they aren't releasing pump PR's to dump shares, just a few updates... The big risk if they are being 100% honest, is, can they get it done???
Cash is King until further notice!!!
My comments on companies are usually my opinion of long term success (years). The PPS may go up or down greatly in the meantime depending on the number of greedy suckers with money.