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# Oxford Lane Capital: Q3 Results Confirms My Optimism On Deal Activity (Archive)
- URL: https://www.huntingalphas.com/oxford-lane-capital-q3-results-confirms-my-optimism-on-deal-activity-archive-copy/
- Published: 2025-01-28T13:00:00.000Z
- Updated: 2026-02-28T10:44:53.000Z
- Description: Record deal growth and rising CLO reinvestment periods, but dilution tempers per-share upside.
- Author: Vish (Hunting Alphas)
- Tags: 5-Minute Pitches, #noindex, Archive, #sa-origin, OXLC, CEF

*This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.*

## Elevator Pitch

- Going into OXLC's Q3 FY25 results, my analysis had suggested growth shoots in the overall deal environment.
- I am glad to see that yesterday's results release is confirming my thesis, as net investments activity reached record highs and warehouse investments too saw a growth revival.
- I expect these portfolio growth drivers to translate into upticks in net investment income (NII) and NAV. But I do not like how frequent dilution is depressing NII per share.
- OXLC's valuations are trading at a 6% premium to NAV, which is typical. Hence, I think it is close to fair value.
- OXLC's relative technicals vs. S&P500 look mixed. But comparing it vs. the largest CLO ETF JAA, OXLC looks bullish.

Read the full article [here](https://seekingalpha.com/article/4752386-oxford-lane-capital-q3-results-confirms-my-optimism-on-deal-activity?ref=huntingalphas.com).

#### Disclosures and Disclaimers

**Past performance ≠ future results. Not investment advice. See* [**full Disclaimer*](https://www.huntingalphas.com/disclaimer/)**.*