KKR Financial Holdings LLC Announces Preliminary Financial Results for the Fourth Quarter Ended December 31, 2009
January 11 2010 - 4:10PM
PR Newswire (US)
SAN FRANCISCO, Jan. 11 /PRNewswire-FirstCall/ -- KKR Financial
Holdings LLC ("KFN" or the "Company") today announced that based on
preliminary unaudited financial information, it expects to report
results for the fourth quarter ended December 31, 2009 in the range
of approximately $0.05 net loss per common share to $0.01 net
income per diluted common share, as compared to net income for the
third quarter ended September 30, 2009 of $0.42 per diluted common
share. The Company also expects to report book value per common
share between approximately $7.25 and $7.35 per common share as of
December 31, 2009 as compared to $7.01 per common share as of
September 30, 2009 (in each case computed based on 158.4 million
common shares) and $4.40 per common share as of December 31, 2008
(computed based on 150.9 million common shares). As discussed
below, the expected loss is primarily attributable to charges the
Company is recognizing on the value of its residential
mortgage-backed securities ("RMBS") portfolio and charges related
to certain corporate loans that the Company is reclassifying to
held for sale. The Company expects the non-cash charge on its RMBS
portfolio to be in the range of approximately $60.0 million to
$65.0 million and to report its RMBS investments at a market value
that is in the range of 40-45% of the par value of the RMBS. The
charges relate to all of the Company's RMBS exposure and bring the
remaining fair market value of its RMBS to a value of $120.0
million to $125.0 million as of December 31, 2009 from $192.2
million as of September 30, 2009. The non-cash charge to the
estimated fair value of the Company's investments in RMBS reflects
management's concerns related to U.S. unemployment figures and
their concomitant impact on the performance of the primarily prime
hybrid adjustable rate residential mortgage loans that
collateralize the Company's investments in RMBS. The Company's RMBS
investments represented approximately 2.6% of the fair value of the
Company's total investment portfolio as of September 30, 2009. The
Company also expects the reclassification of certain corporate loan
investments from held for investment to held for sale will result
in a non-cash charge of approximately $10.0 million to $15.0
million. Because the Company carries corporate loans held for sale
at the lower of cost or estimated fair value, the expected charge
reflects the difference between the cost and estimated fair value
of the loans reclassified as held for sale. The loans that the
Company is reclassifying primarily consist of loans held in CLO
structures and are part of the Company's ongoing efforts to
optimize both the performance of its CLO transactions and the
risk-adjusted return profile of its investments. In addition, the
Company believes that KKR Financial CLO 2007-A, Ltd. was in
compliance with all of its over-collateralization tests as of the
January 4, 2010 determination date for the CLO, reflecting an
improvement from September 30, 2009, when both KKR Financial CLO
2007-A, Ltd. and KKR Financial CLO 2007-1, Ltd. were out of
compliance with one or more of their respective
over-collateralization tests. When a CLO is out of compliance with
its over-collateralization tests, cash flows that would ordinarily
be paid to the holders of the mezzanine and subordinated notes of
the CLO, including the Company, are used to amortize the senior
notes of the CLO until compliance is achieved. The improvement in
KKR Financial CLO 2007-A, Ltd. is expected to result in the Company
resuming to receive cash flows from the CLO, subject to the CLO
maintaining compliance with its over-collateralization tests. The
foregoing estimates are preliminary and subject to change as the
Company completes the preparation of its year-end financial
statements. About KKR Financial Holdings LLC KKR Financial Holdings
LLC is a publicly traded specialty finance company that invests in
multiple asset classes. KKR Financial Holdings LLC is externally
managed by KKR Financial Advisors LLC, a wholly-owned subsidiary of
Kohlberg Kravis Roberts & Co. (Fixed Income) LLC, which is a
wholly-owned subsidiary of Kohlberg Kravis Roberts & Co. L.P.
Media Relations Contacts: Peter McKillop or Kristi Huller Kohlberg
Kravis Roberts & Co. Tel: 212-750-8300 Investor Relations
Contact: Laurie Poggi Kohlberg Kravis Roberts & Co. Tel:
415-315-3718 "Safe Harbor" Statement Under the Private Securities
Litigation Reform Act of 1995: This press release contains
forward-looking statements within the meaning of Section 27A of the
Securities Act of 1933, as amended, and Section 21E of the
Securities Exchange Act of 1934, as amended. These forward-looking
statements include, but are not limited to, statements related to
the Company's preliminary financial results for the fourth quarter
ended December 31, 2009, charges relating to the Company's
securities portfolio, the accounting classification of certain
corporate loan investments and the status of certain
over-collateralization tests of its collateralized loan
obligations. These forward-looking statements are based on
information available to the Company as of the date of this press
release and actual results may differ. These forward-looking
statements involve known and unknown risks, uncertainties and other
factors beyond the Company's control. Such risks and uncertainties
include, but are not limited to: (i) additional adjustments in the
Company's calculation of financial results or the application of
accounting principles, including as a result of review of these
preliminary estimates by the Company's independent auditors, (ii)
discovery of new information by the Company that alters its
expectations about its fourth quarter results or impacts valuation
methodologies underlying such results, (iii) errors in the
Company's assessment of its portfolio value, (iv) variations of
management's expectations as to factors impacting the Company's
cost structure and (v) accounting changes, as required by U.S.
generally accepted accounting principles. Any forward-looking
statements speak only as of the date of this press release and the
Company expressly disclaims any obligation to update or revise any
of them to reflect actual results, any changes in expectations or
any change in events. If the Company does update one or more
forward-looking statements, no inference should be drawn that it
will make additional updates with respect to those or other
forward-looking statements. For additional information concerning
risks, uncertainties and other factors that may cause actual
results to differ from those anticipated in the forward-looking
statements, and risks to the Company's business in general, please
refer to the Company's SEC filings, including (i) its preliminary
prospectus supplement, filed with the SEC on the date hereof, (ii)
its Annual Report on Form 10-K for the fiscal year ended December
31, 2008, filed with the SEC on March 2, 2009 and (iii) its
Quarterly Report on Form 10-Q for the quarterly period ended
September 30, 2009, filed with the SEC on November 5, 2009.
DATASOURCE: KKR Financial Holdings LLC CONTACT: Media Relations,
Peter McKillop, or Kristi Huller, +1-212-750-8300, , or Investor
Relations, Laurie Poggi, +1-415-315-3718, all of Kohlberg Kravis
Roberts & Co. Web Site: http://www.kkrkfn.com/
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