Member Info for BlueWiley

* thanks Seb

Continuing move up today across the pond after we closed.. the market must like this snippet from the plaintiffs response…

“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.

If those promises can be shrugged off with impunity, Plaintiffs will be injured in the

short run, but everyone-investors and foreign governments alike—will lose in the

long run. This Court should uphold Defendants' clear promises and redress their

clear breaches.

Thank you .. very interesting

If you believe in the company then you should expect them to achieve the aims stated.. PeeL Hunt reckon if those aims are hit in the next couple of years that we can conservatively expect a share price of c£4.50.

HardWelly .. as I said ‘available’ cash and your comment underlines your lack of real world knowledge..

FCF is going to be huge catalyst for the SP growth .. I’ve said this before THG has a huge available cash position of c£600m and it’s growing… it’s hard but patience is required.

I’m betting a quarter of the house on this coming good.

Glad to see £5 again..

Lots of discussion about Sysco on blue board - **Kuk1doh seems to be very knowledgeable. My understanding is Sysco want to be seen to distance themselves from the litigation they started as they need to keep the relationship with the meat suppliers in good shape hence that are blaming Burford for the *rinsing they are going to get albeit they will ultimately benefit from the settlement !?!

*Rinsing - multiple billions

**Kuk1doh - Cookie Dough?? 😂

💥Excellent find TWT

Further text from article from today… Burford encroaching on YPY via the appeal will in my opinion help expedite a settlement with Mr Milei

“ Milei has said that YPF, in which Argentina expropriated 51 per cent of shares in 2012, would need to be “rebuilt” before he would sell state shares, which are worth roughly half of what they were in 2011.

Horacio Marín, the oil industry executive Milei appointed chief executive of YPF, said on an investor call that his plan to divest from less profitable sectors, improve efficiency and invest in liquid natural gas export infrastructure would “multiply the value of the company in the next four years”.

But Daniel Dreizzen, director of energy consultancy Aleph Energy, said previous YPF leaders had attempted similar reforms and met fierce resistance inside the company and among provincial governments.

“It’s possible the [direction of travel] Milei has set for the company will give Marín the leverage he needs to finally overcome that resistance,” he said. “But a lot will depend on his ability to manage the political and economic conditions, just like it will for Milei. YPF is like a mini-Argentina.”

From an article in the FT

“Under Milei-appointed management, energy group YPF, in which Argentina’s state holds a 51 per cent stake, has increased prices, previously held far below global market rates, by almost 180 per cent since November. The New York-listed group, which has a market capitalisation of almost $9.5bn, has announced plans to divest from mature oil and gasfields to prioritise more profitable shale assets in Patagonia. “

Burford is going to collect thus the the share price is cheap and I’m continuing to add .. it’s just a case of when will they collect but when they do or announce meaningful discussions I would expect a big jump in the SP. This was c£6 12 months ago… Well done all LTH but we still have plenty to go with pretty much zero down side

Https://www.londonstockexchange.com/news-article/ULVR/unilever-to-accelerate-growth-action-plan/16383358

Unilever to separate Ice Cream division and to acquire other strong global brands…

Vegas enjoy ….Disneyland for dads 🤣

P Lotz that post made me laugh.… 🤣.. I think we will see a steady rise from here..

Very subtle Mr Rider … Mr P Lotz will be back soon enough with his neg posts… however I’m going to have to postpone my $20+ Miami Lunch for now due to not reaching $20+… 😂

Mr Marroc apologise to Seb but please assure him when Mr Milei agrees his 70% discount sweet deal with Mr Bogart and the $20 arrives the restaurant choice is his..

… hopefully they will be well received across the pond

Interesting indeed …thank you Brigra

Indications are pennylots has called this wrong… again.