Member Info for BlueWiley

Similar playbook and institutional participation- I hope it plays out the same..

Thanks Rider

Https://on.ft.com/4dBEWZy

Rise of ‘mega trials’ fuels fee bonanza for London’s top lawyers

Probably second week in November.

Gtx - Wise words… the SP performance is a sideshow considering world events

GTx - I agree with mainly with all of your points.

This is my point regarding exchange rate but welcome my logic to be challenged?

The current UK SP is led by US purchases usually at least 8 x higher than the amount purchased in the UK daily. The current US sp is $13.56 equivalent to UK Sp of £10.14 exchange rate of €1.34.

If the exchange rate was $1.21 as it was a year ago then the current UK SP would be £11.28.

It seems the stronger the £ the worse off we are as holders and the better value for buyers.. thoughts?

KBYK - apologies my reply was a fat thumb precursor to my For Sale post

Last week’s announcement is widely believed to be a come and talk invitation to PE and the wider market. City Spy on X messaged the same - not sure who he is and how he gains his “hit and miss” information but he did know about the Ingenuity announcement.

Last weeks announcement

MM take note…

The last 24 hrs not for the feint hearted but it’s broadly agreed in the market that THG is undervalued and that yesterday’s announcement brings the SP closer to a re-rating.

My call is a bid for the whole group is on the cards ..

Nutrition revenue decline was already raised in the Q2 update the Q3 update is in few weeks and revenue is expected to return to growth..

"Momentum in Nutrition is especially pleasing, with an expected return to revenue growth in September, providing a strong platform for both peak trading and the year ahead.

Will pay off the debts…

If the 6 months results are as expected and guidance is lifted this will fly……

RR 5yr Chart

https://www.lse.co.uk/ShareChart.html?sharechart=RR.&share=Rolls-Royce

THG 3yr Chart

https://www.lse.co.uk/ShareChart.html?sharechart=THG&share=Thg

Look at the charts… if as expected the news flow here on in is positive then 4x SP is on the cards over the next 12 months.

On Thursday, Deutsche Bank (ETR:DBKGn) initiated coverage on shares of Burford Capital (NYSE:BUR), a leading company in the litigation finance industry. The bank issued a Buy rating with a price target of $18.00, highlighting a significant potential upside for the stock.

The analyst from Deutsche Bank pointed out that Burford Capital is well-placed to benefit from a structural transition in the industry, as more corporations are choosing to outsource their litigation.

With the largest portfolio of commercial legal assets in the world, Burford's scale and unique access to proprietary data are seen as key advantages in meeting the increasing demand from corporate clients.

The price target set by Deutsche Bank suggests a 38% increase from the stock's closing price on September 4, 2024. The firm's shares are currently trading at approximately 1.25 times price to book value, which is below the historical average of around 1.5 times. Deutsche Bank views this as an attractive entry point for investors.

The bank's optimistic outlook is also driven by expectations of accelerating revenue growth for Burford Capital and favorable outcomes in ongoing litigation, such as the notable YPF case. These factors are anticipated to contribute to the stock's performance and possibly drive its value beyond the set target.

Deutsche Bank's coverage initiation and positive assessment reflect confidence in Burford Capital's strategic positioning and prospects for growth within the litigation finance sector. The $18 price target underscores the potential for shareholder returns if the company continues to capitalize on industry trends and achieves favorable litigation results.

Nothing more than friend of a good friend comment but I guess we will know in the coming days.