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15% growth would seem not high for many folk, especially if you are used to high growth stocks, but if you buy high growth stocks at too high a price you can still lose, but as this is a medium growth rate stock and if you buy it when the price is low, you can actually make more money than buying a high growth stock at the top. That is my plan. value correction in an undervalued company, own it until the PEG ratio matches up.

Sorry for all the questions, i was considering buying this for a trade, say 3 to 6 months, until the market caught up with its correct value. I normally own stocks growing at say 30--50%, high growers, but this stock seems such a fantastic value proposition.

I see it is mentioned in the daily Mail, this is money this morning, that usually causes a bounce in shares price, can I ask, why has it only went up 7% in last 12 months, the market bottom was in october 2022, stocks have soared since then, what went wrong?

www.thisismoney.co.uk/money/markets/article-12407879/Just-Group-profits-supercharged-defined-benefit-pension-derisking.html

Hi, this stock caught me eye this morning, 2 questions, is the growth due to higher interest rates, what will happen once rates start to come down, and i see it has a low p/e ratio but what is the PEG ratio,, eg the earnings growth for the future

Looked at the numbers on the page here under fundamentals, we have a return on capital of 55%, that is very, very good, that beats stocks like tesla, apple, none of them have that sort of return on capital. and an eps growth of over 6 fold recently, but share price has only doubled, which means serious rerate upwards.

How multibagger stocks come about, its 2 fold---an expansion of p/e ratio and growth in share price.-- if earnings are growing at say 30% a year, stock price will grow at 30% a year, but if a p/e is at 30, share price will only grow 30%, but if p/e is at say 8 like card factory, then the p/e ratio goes to 30 to match the earnings growth, hence the share price would triple , then continue its 30% climb yearly min.its called the twin engine effect. Many folk buy stocks at 100 plus p/e and make very little cos its too high a p/e, you have to get a stock with a low p/e and great earnings growth.

When a company gives a great update, fund managers take note of this, they let retail sell out, and then move in, thats how it works, impatient retail sells are usually gobbled up with large institutional buys, the fund managers arent even at the office yet !!!.

Morning, normally im into high tech AI stocks, nvidia, google, etc, but after studying a report that explained the growth of 100 bagger stocks, many were small, NOT high tech, and had great profit margins and VERY low p/e starting points, many were overlooked by the market, I think we may have a multibagger, maybe a 10 bagger min here imo.

5% interest rat to be the new norm for a long time, alpha will be racking the money in.

In the news "Its message today is that interest rates above 5% are the new normal (as they were before the financial crisis of 2008) and Britain should again get used to that."

Anyone got a 5 yrs or 10 yrs forecast, as i like to own microcaps with a potential to go up 30, 40 times. This is only done if the company can grow earnings exponentially for many years at a growth rate or 30-50% eps, And not hit saturation point or maturity after a say 2 or 3 yrs, a company must be constantly evolving its products and selling them worldwide. plus it must have a fair p/e starting point, as p/e expansion is also part of a share price growth as well as the eps growth.

Why didnt you just own google shares

Can i ask you guys about the trades and the amount of retail that own this. I hold most of my money in a stock worth about £1 billion cap,. it has very few trades but is 95% owned by institutes, hence the few trades tend to be in the £millions .But with burford i am seeing numerous trades worth say £500, is it cos we have huge 45% retail ownership. I learned big retail ownership means institutes havent discovered the stock yet, or it can mean institutes know about it, but dont like the stock, 2 schools of thought?

Investors have figured out no news until september at the earliest, so expect a drop, like we see today until then imo , I think i am being honest here.

Excellent answer

As a very recent investor, could a knowledgeable regular poster, post a good pro/ against answer to why you should own shares in burford , eg also to help others looking at this forum considering buying in..

eg, current p/s, p/e -ratios, company debt levels, ROE, ROIC %'s, any future share dilution, current revenue growth rates, future growth rates, any future legislation that may hinder or promote the business

I was reading many articles this morning, many stated Burford could sell their payout on to another party or could agree to a payout over a certain number of years from the Argentine gov.

Plus one wealth manager wrote this--

I believe the shares remain considerably undervalued at $11/share. While there is uncertainty on the timing and final amount from the Argentina case, there is low risk regarding a large payout. The company is worth about $35/share (approximately $20/share for the core business, plus an estimated $15/share for Argentina)."

Buying some shares today, it seems there is much more upside than downside imo.

So Argentina gov admit they are at fault, is it just a court case now to decide how much is owed?

it isnt a court case to decide they arent paying out, is that right?

So its a 3 day court case I read, why cant burford get the huge money they are owed? If they will get this it would drive the share price sky high

Some very large buys going through this morn, do they know something we dont?