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Mathurin thank you kindly for that endorsement,
I have been looking at numerous investors advice from the usa, around what to buy and sell during this coming recession, and they all say the same thing, but recessionary proof shares, ones that can earn money and even increase earnings during any recessions, and burford fitted that bill perfectly, the American investors will either snap up our shares of slowly buy away at our shares, it won't take to long before they see the huge earnings this year and next, but the massive earnings will come the following years , 2/3/4/5 our earnings should explode, that's why there's a scramble to raise money for litigation funding in the usa, the opportunities are early of incredible proportions, there is numerous billions of dollars of Litigation lawsuits to win here. I stand by what I've stated before, that burford will ask for and get hundreds if not billions of more money to invest in litigation funding, and that means numerous hundreds of millions of profit for burford in the future.
I just can't wait to see how much burford will make form the Volkswagen funding case , my guess and only a guess is around $75 million dollars profit, it's not clear yet to our percentage of that win, but if we are putting up $30 million dollars then I would at least expect a a near tripling of our funding money, this could very well be much higher, I just don't know.
And also I would expect many others in Germany to now join that class action , I read the average private settlement figure was €17500, so it maybe safe to take that figure and multiply that by the number of cases to get a reasonable accurate figure,
And then find out our win percentage, and take it from there, though I guess most people already know that. If anyone knows our exact win percentage I would be very grateful . though very often these can be kept as a contractual secret.
The future is very bright for burford, when the shares catch up with its incredible potential then the shares should hit £8.20p + in just inside a year or so.
DYOR, always buy/ sell with extreme due diligence and care. GLA
TB - like you I have total confidence in the future of Burford ( be even better when the present chairman retires and freebie
holidays are a thing of the past ). This is a share with no real ties to the UK and the real energy comes via the USA - so U.K. investors ,many having been hit by the share drop, have little enthusiasm. But once on Nasdaq this share will always do well .
Just look at their excellent communication skills via an excellent website -
Above all look at the PER.
Finally with ThomasBrowne as cheerleader what more could you want .
Buy Gold. Buy Oil. But much much better buy the brains of intelligent lawyers .
Institutional sellers need to turn X amount of their shares into cash, they gets there orders and that's it, they need a certain percentage of there portfolio in cash during a recession, I can understand that, I'm no different.
Just relax and believe that burford will make hundreds of millions during this recession, that's the history of Litigation funding during any recessions. It's actually a fantastic opportunity to take advantage of the institutional need to turn shares into cash.
I know it doesn't look like that right now, this kind of selling makes investors nervous and despondent, Market makers will enjoy running burfords shares up and down at great speed to make more money, a legacy from the muddy waters attacks.
I'm relaxed about this retreat, as I know the future earnings will blast any doubts about burford away, look to the future not to the daily swings of burfords shares, I'm 100% confident in burford getting to at the very least 10 times PE. And making 3/4/5 hundred million $£ per year for its investors.
GLA
Huge volume of transactions around yesterday’s close, with bid price higher than ask. What does it all mean? My guess is that it’s the new management at Invesco have a clear out of the Woodford/ Barnett portfolio. It seems like a very bad piece of timing to be getting rid of a shed load of BUR, but maybe they are under pressure from withdrawals, and anyway they need to be seen to be reorganising their portfolio?
Whatever. Courage brothers! Maybe this is a dip that was needed. Now would be a good time for Messrs B and M to invest the rest of their bonus. That would be another 100,000 shares each. Surely a Court decision on the merits of Petersen can’t be that far away. And when the US quote comes to pass, and the shares are held say 50/50 UK/USA, where will the USA 50% come from? Existing shareholders? All will be concealed.