The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Reposting this from Sebastian marils twitter account for those that hadn't twitter,
Sebastian marils OPINION.
The responsible way to end this lawsuit is a out of court settlement , if both parties bet on waiting for a ruling from the judge,
Who ever loses will lose a lot, they both know that the monetary damage of the loser is significant.
Me,
I have immense respect for Sebastian maril, though before that burford have already substantially profited from the Peterson case and any monetary loss to burford surely would only be with a temporary share price retreat before burford found its natural earnings and fair value or price, that was the whole point in selling several parts of the Peterson case to negate any lawsuit loss , it's now a win win situation for burford other than a most likely billion ++ dollar + settlement win or a temporary loss of confidence in winning cases, and we all know Burford win around 87%+ of cases.
This has to be the best low risk high reward opportunity around today.
GLA
The excellent journalist Sebastian Maril has posted.
And Argentina the {Tax payers } if we loose we will have to pay more than $3.5 billion dollars on top of the $ 5 billion dollars that we have already paid to Repsol.
For this reason at the hearing , on Dec / 21 it will be the first opportunity to start negotiating a agreement.
Thanks Sebastian Maril for getting that info to your followers and our forum posters and readers.
Any good lawyer right now would say this is a done winning deal bar any settlement agreement , Argentina will have to settle this with sovereign bonds, it would be to damaging and humiliating to watch burford freezing Argentinean state assets held in America and around the world .
This share is going to fly either now, this year or next year , but it is absolutely going to fly to match this incredible opportunity for investors here and in America.
GLA
Warno01. That write -up was last weekend/ week’s edition, not next week, it was a large writ-up, though it did mention taking earnings estimates with a pinch of salt, though to be fair to Burford I genuinely feel those estimates are wrong and the earnings will be much higher, WHY!? Because I don’t think those estimates at all take into account the unsettled cases from our last 6 months of losses, so I’m expecting those to come through next year on top of our normal earnings and settlements and even without the Peterson case outcome and settlement,
I also feel that the confidentiality clause Is to help Argentina negotiate a final settlement with Burford.
Gla
Gtx1, how do you know about an IC write up this week?
Confidentiality order is promising for Burford.
Interesting tweet just now from Sebastian Maril. It can be paraphrased as:
"Argentina has managed to agree a confidentiality order with Burford. Draw your own conclusions."
Investors chronicle write up this week.
Brokers seem confident that its growing case portfolio will translate into profits ,
The factsheet broker consensus is that EPS will be 43.8p for the end of the year before jumping to 93.7p for FY2022.
ME.
So without any Peterson settlement money burford should achieve a share price of around say a low 13 PE or higher giving a share price of around £12+ that's 50% + higher than now, with the added free opportunity of making a massive win on our peterson case, what is there not to love about this business opportunity.
Good luck to everyone invested here.
I would imagine that Sebastian Maril would have paid access to some of the latest court submissions bar some personal and private testifying submissions. This may not get publicly accessed or revealed until next week, or until Sebastian maril can get his hands on anything materially significant.
The twist and turns of litigation cases seem never ending.
STIPULATION AND PROTECTIVE ORDER REGARDING DISCOVERY RELATED TO TESTIFYING EXPERTS.regarding procedures to be followed that shall govern the handling of confidential material. (Signed by Judge Loretta A. Preska on 9/23/2021) (filed: 09/23/2021)
Anyone able to access or know what the court document says? No mention from Sebastian Maril.
SP is $11.27 in USA as I type.
Docket 333 posted yesterday:
PROPOSED STIPULATION AND ORDER. Document filed by Argentine Republic..(Giuffra, Robert)
https://www.pacermonitor.com/public/case/7977221/Petersen_Energia_Inversora,_SAU_et_al_v_Argentine_Republic_et_al