FRP Holdings, Inc. (NASDAQ:FRPH) Q1 2021 Results Conference Call May 4, 2021 10:00 AM ET Company Participants John Baker - Chief Financial Officer and Treasurer David deVilliers Jr. - President John Milton - Executive Vice President and General Counsel John Klopfenstein - Chief Accounting Officer David deVilliers III - Executive Vice President Conference Call Participants Kevin with - Mizner Capital Curtis Jensen - Robotti & Company Bill Chen - Rhizome Partners John Deysher - Pinnacle Value Stephen Farrell ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________ FORM 10-K _________________ (Mark One) [X] ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020. or [_] TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 001-36769 _____________________ FRP HOLDINGS, INC. (Exact name of registrant as specified in its charter) _____________________ F ...

FRP Holdings, Inc. (NASDAQ:FRPH) Q4 2020 Earnings Conference Call March 4, 2021 9:00 AM ET Company Participants John Baker II - Chief Executive Officer David deVilliers, Jr. - President John Baker III - Chief Financial Officer and Treasurer Conference Call Participants Bill Chen - Rhizome Partners Curtis Jensen - ‎Robotti & Company Advisors LLC Stephen Farrell - Oppenheimer Holdings Operator Excuse me, everyone. We now have all of our speakers in conference. Please be aware that each of your lines is in a l ...

For the quarterly period ended September 30, 2020 or [ ] TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from_________ to _________ Commission File Number: 001-36769 _____________________ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________ FORM 10-Q _________________ (Mark One) [X ] QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FRP HOLDINGS, INC. (Exact name of r ...

Financial Data and Key Metrics Changes - Net income for Q3 2020 was $5.455 million or $0.57 per share, compared to $2.001 million or $0.20 per share in the same period last year, reflecting a significant increase [4] - Interest expense decreased by $83,000 due to more interest being capitalized on joint venture construction projects [4] - The company repurchased 81,506 shares at an average price of $40.89 per share during the quarter, totaling 379,809 shares repurchased in the first nine months at an average price of $41.30 [5] - The company maintained liquidity with approximately $166 million in cash and equivalents, including investments [5] Business Line Data and Key Metrics Changes - In the Asset Management segment, total revenues were $721,000, up $291,000 from the same period last year, with operating profit increasing to $35,000 from an operating loss of $160,000 [10] - The Mining and Royalty segment reported total revenues of $2.507 million, an increase from $2.302 million in the same period last year, with operating profit rising to $2.2 million from $2.059 million [11] - The Development segment saw the initiation of construction on two speculative warehouse buildings totaling 147,000 square feet, with expected delivery in Q3 2021 [13] Market Data and Key Metrics Changes - The occupancy rate at Cranberry Run increased from 71.9% to 78.6% during the quarter, aided by a $2 million renovation project [9] - The retail component of Dock 79 remained at 76% occupied and leased, with retail tenants having resumed rent payments after being shut down due to COVID-19 [25][32] Company Strategy and Development Direction - The company is focused on redeploying funds from the warehouse sale while maintaining liquidity for future opportunities [35] - The company is optimistic about the long-term potential of its multifamily projects, despite current market challenges due to COVID-19 [55][81] - The company is actively seeking to expand its warehouse platform and is open to opportunistic investments in various asset classes [81][82] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the impact of COVID-19 but noted that the company has not been severely affected and remains operational at full capacity [29][32] - The management expressed cautious optimism regarding the recovery of retail tenants and the overall market, emphasizing the importance of maintaining communication with tenants [26][32] - The company is looking to capitalize on the trend of people moving to sunbelt areas like Florida, which is expected to benefit its aggregate assets [51] Other Important Information - The company is involved in several joint ventures and development projects, including residential developments in Greenville, South Carolina, and mixed-use projects in Washington, D.C. [22][93] - The company has a strong pipeline of multifamily projects and is committed to maintaining a balanced approach to capital deployment across various asset classes [81][82] Q&A Session Summary Question: Interpretation of leasing and occupancy changes at Dock 79 - Management explained that the decrease in leasing percentage while occupancy increased is due to lease renewals not being counted until finalized, despite units being occupied [43] Question: Economic trends at Dock 79 - Management noted that retail businesses are not operating at full capacity, impacting revenue, but occupancy rates are holding steady [45] Question: Future of aggregate business amid construction trends - Management indicated that single-family home construction is a strong component of aggregate sales, and Florida's market is expected to benefit from population shifts [51] Question: Thoughts on Bryant Street and 1800 Half Street projects - Management remains cautiously optimistic about these projects, despite current market challenges, and believes in their long-term potential [55] Question: Lending environment for construction projects - Management noted that banks are lending more conservatively, with loan-to-value ratios lower than before, reflecting the current market uncertainty [112] Question: Market conditions for multi-family collections - Management reported minimal rent collection issues, attributing this to the quality of the tenant base established prior to the pandemic [97]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________ FORM 10-Q _________________ (Mark One) [X ] QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2020 or [ ] TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 200 W. Forsyth St., 7th Floor, Jacksonville, FL 32202 (Address of principal executive offices) (Zip Code) 904-396-5733 (Registrant's telephone number ...

FRP Holdings, Inc. (NASDAQ:FRPH) Q2 2020 Earnings Conference Call August 6, 2020 10:00 AM ET Company Participants John Baker - Chairman & CEO David deVilliers - President Conference Call Participants Curtis Jensen - Robotti & Company Stephen Farrell - Oppenheimer Bill Chen - Rhizome Partners Operator The following is recording for John Milton with Florida Rock Properties on Thursday, August 6, 2020 at 9 A.M. Central Time. Excuse me everyone, we now have a presentation conference. Please be aware that each o ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________ FORM 10-Q _________________ (Mark One) [X ] QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2020 or [ ] TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from_________ to _________ Commission File Number: 001-36769 _____________________ FRP HOLDINGS, INC. (Exact name of regis ...

FRP Holdings, Inc. (NASDAQ:FRPH) Q1 2020 Earnings Conference Call May 7, 2020 10:00 AM ET Company Participants John Baker II - Chief Executive Officer David deVilliers - President Conference Call Participants Stephen Farrell - Oppenheimer + Close, LLC Curtis Jensen - Robotti & Company Advisors LLC Operator Good day and welcome to the FRP Holdings Conference Call. At this time, I would like to turn the conference over to John Baker, Chairman and CEO. Please go ahead, sir. John Baker II My name is John Baker, ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________ FORM 10-K _________________ | (Mark One) | | | --- | --- | | [X] | ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) | | OF THE SECURITIES EXCHANGE ACT OF 1934 | | | For the fiscal year ended December 31, 2019. | | | or | | | [_] | TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) | | OF THE SECURITIES EXCHANGE ACT OF 1934 | | | Commission | File Number: 001-36769 | | _____________________ | | | FRP HOLDINGS, INC. | | | (E ...