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It’s Pub talk - but we can only hope!

Interestingly the local Boots MyProtein stand was half full yesterday ..

Thank you Mr Marroc. What are the possible rulings Lady P could announce in the coming weeks?

Good afternoon Mr Marroc

Having seen the limited snippets from the submissions I fail to see anything that would give Burford anything to worry about or am I missing something?

I and I’m sure the board as whole would welcome your thoughts?

Supreme Court Summary Argumebt

“It is always appropriate to hold parties to their contractual promises-but

when it comes to foreign governments and international capital markets, it is

absolutely essential. Defendants' promises here were not offhand remarks or casual agreements. They were unusual and unusually clear commitments that were necessary to give would-be investors comfort and to allow a foreign nation with a

checkered economic past to access U.S. capital markets and raise billions of dollars.”

Will she follow up with a 💥 tomorrow ?

Lady P delivers again..

I suspect he is loading up his middle finger!

This happens when the volatility level rises and IG expect a big gap either up or down in the short term and it’s for both buy & sell positions.

Lots of good news flow and MM has not made a comment… I suspect he has a loading up his finger!

RNS

I wonder if Lady P will make a judgement today as a precursor for the discussions on Tuesday ?

SuperNova Seb has posted our latest submission

Your Honor:

Plaintiffs respectfully submit this response to the Republic's letter dated August 26, 2024

presenting its "views on the relevance of the Second Circuit decision in Attestor Master Value Fund LP v. Republic of Argentina, No. 22-2301, issued on August 21, 2024, to Plaintiffs' Motion for Injunction and Turnover." See ECF No. 639.'

Only Argentina could somehow try to transform the Circuit's unequivocal affirmance of this Court's decision - in an opinion that called Argentina's arguments without merit no fewer than seven times - into some sort of support for its position in this matter. But that attempt too is unavailing: Far from rejecting Plaintiffs' position in their turnover motion, the Attestor decision strongly supports it.

In Attestor, the Second Circuit affirmed this Court's orders granting attachment and turnover of Argentina's reversionary interests in certain collateral held by the Federal Reserve Bank of New York in accounts in New York, Germany, and Switzerland. Slip op. at 25. As relevant here, the Second Circuit held that the reversionary interests were not immune from attachment or execution under Section 1610(a) of the FSIA, for two reasons. First, Argentina had "used the reversionary interests in commercial activity" when it offered to alter or extinguish them in its 2005 and 2010 exchange offers. Id. at 11, 14. Second, in a section of its decision entitled "The Commercial Activity Was in the United States," the Second Circuit concluded that "the commercial activity in which Argentina used the reversionary interests took place at least in part in the United States," because both exchange offers "were made in the United States and registered with the Securities and Exchange Commission." Slip op. at 18, 21.

Champagne Super Nova….

Https://m.economictimes.com/industry/transportation/airlines-/-aviation/go-first-bankers-hire-burford-capital-for-litigation-against-pratt-whitney/articleshow/112720350.cms

The Times

It’s enough to have chic Parisians smudging their mascara with tears of envy. After dominating the beauty industry for generations, France is finally set to be overtaken by Britain.

Booming sales of skincare products and perfume combined with the success of British brands, such as Typebea and Charlotte Tilbury, mean the UK market is growing at nearly twice the

The British beauty industry is being propped up by a surfeit of big-hitting manufacturers and celebrities including, clockwise from left, Charlotte Tilbury, Victoria Beckham, Caroline Hirons, Rita Ora, Georgia May Jagger and Jourdan Dunn

pace and will eclipse France by the end of next year.

Figures released by Circana, a US market-research firm, show that sales of luxury or “prestige” make-up, fragrance, skincare and hair products in the UK jumped by nearly 11 per cent in the year to June to

reach £1.53 billion. By comparison, the French market, which has long been the pre-eminent and most prestigious in Europe, grew by 6 per cent, taking its value to £1.62 billion, only £90 million bigger than Britain.

Circana says that since 2019

the UK industry has grown at more than twice the pace of France. If this continues, the British market will outstrip the size of the French by the end of 2025. The UK beauty industry is already bigger than those in Germany, Italy and Spain.

Prestige beauty products are those not mass produced, such as shower gel, shampoo and soap, but produced by luxury businesses. This industry has traditionally been dominated by French companies, such as Chanel and Yves Saint Laurent, but is increasingly being challenged by British brands, including those set up by celebrities such as Rita Ora, Georgia May Jagger and Victoria Beckham.

The British Beauty Council says the growth in the UK market is down to innovative suppliers creating new and popular products and the impact of beauty influencers. Millie Kendall, the chief executive of the trade group, said: “British Beauty has

The French market is is increasingly being challenged by British brands, such as Victoria Beckham’s collection

VICTORIA BECKHAM BEAUTY/GETTY IMAGES

always been a hub of creativity, birthing the first ‘celebrity’ hairstylists — including Sam McKnight — and some of the most successful beauty brands of today, Charlotte Tilbury and Pat McGrath.

“Britain has also always been a global leader in sustainable beauty. The industry began pushing environmental

boundaries long before green issues became headline news and other markets are now catching on.”

She added that Britain’s beauty influencers are “astounding”. Influencers such as Lisa Eldridge and Caroline Hirons have built up huge followings by posting about their beauty regimes online and recommending products.

Eldridge has nearly two million followers on Instagram while Hirons has three quarters of a million, and their endorsements can send sales of a product soaring.

Celebrities such as Kate

Https://www.reuters.com/business/finance/berkshire-reveals-stakes-ulta-beauty-heico-it-retreats-apple-2024-08-14/

Lady P likes Fridays’s…

Good morning Mr Marroc

Seb for his own reasons on this occasion has chosen not to publish the latest briefs - why do you think this would be the case. How do you think this will play out over the coming weeks or do you think nothing positive for shareholders will occur until after the Supreme Court decision and when is that likely?

All the best

BW

Ace of Dudds you wrote very eloquently about how Just Group was a dogs dinner and the management useless and sold at 90p. .. sound familiar… would welcome your comments after the RNS today and the rise to £1.40..

Jefferies has price target of $22 and Wedbush $18.50…