Member Info for daveycaferacer

Market and Investors ignoring any new diatribe from people who are just talking their own book

No, I am bemused by the current market valuation, I cannot understand why the Company is valued less than it was 2 years ago. There have been setbacks, but progress has been substantial too.

I continue to Buy.

I agree with others that we are starting to see shorts covering, thete could be a rise later if this continues

Good to see presentations at CSCO this week, with additional data - the Savolitinib presentation and additional data on Exon 14 will be key

No RNS today, the share price may therefore rise

Down nearly 6% on NASDAQ today, NBI is up 0.8% so broadly Biotechs are doing well today, I can only assume there is a big seller. The current performance since the secondary is still a surprise to me.

I agree, 0.35p does look plausible, looking at the charts and the downward momentum, but could rally if we get some good news

You may be right, I'd be surprised if it takes until the end of the year to recover to £10 bearing in mind that is still circa 35% down from where it was prior to the short attack, but you may be right. I will be buying more tomorrow as I see this as great value at the moment. Going ex-divi early Nov and we could well see the usual hike in the dividend again.

"Just hold it. It will pick up soon." said the Bishop to the Actress???

This is a bad day on the markets, nearly all stocks are down a few % so just the wider market, the rise will probably continue in the days ahead with the exception of wider markets dropping like today

Fair point SirG, and certainly these will be built much more quickly than a conventional plant, and yes, they are largely pre-fabricated or built offsite at a plant, with the main components being shopped and assembled at tested but I still think its'a tall order. We need to start seeing something delivered. Confidence is low and the Company cannot continue to fail and continue to miss deadlines. That said the UK will not involve brown envelopes (in theory) so that should help.

I agree bcl but I cannot see MED delivering any cash to this Business for at least a year, if not longer, and their timescales to have plants built, commissioned, tested, and delivering power are, in my view unrealistic. I cannot see anything other than another dilutive placing probably at or below 0.5 pence to get it away

It's interesting that we now appear to be back to a spread of circa 5%. It did get to normal levels after the share split but has widened considerably again, which will put off traders.

markets open 14:30 UK time, always a little upside at that point ;o-)

https://sumzero.com/headlines/financials_and_insurance/BUR:LN/454-artem-fokin-on-burford-capital-debunking-muddy-waters

Since the recovery started there is almost always a large uplift in the afternoon when the stock starts well in the morning. Personally I see fair value short term at around £10 before further consolidation, prior to going ex-dividend. The shorts will need to pay that dividend btw.

I am holding, there is no reason to sell as this is a recovery play and has plenty more to run yet

exactly will, 8* is fine by me, glad you are Long on this btw

Margin calls will?

Care to tell me the answer or busy checking the star tatings of Burford employees hotel bookings?