jolly5 Aug 2015 18:19
Are you in here Jolly.? I was a long term holder but set a stop which was triggered in the last week. Lost overall, but not massively so after the divis I've received. I think this is just a very illiquid share. I can see nothing wrong with the business profile, but Burford Capital looks like a bigger outfit, generally and staffing-wise in particular and hence probably less prone to wild swings if one case is lost, as here. One lost case would presumably be a much lesser % of Burford's overall p/folio.