focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Berenberg Bank still have no qualms about issuing a buy rating on burford for £16 a share, and that's still before any YPF settlement amount gets factored into the share price, a genuine steal at this price . The shorters just love this share when burfords profits get pushed into another reporting period, they will push it down and then up again in the coming weeks and months, it wouldn't matter if burford posted a reasonable 1st quarter profit, the shorters are looking for anything that's not a spectacular earnings period result and then they just press the shorting sell button, the thing is they will nearly always have to buy back in again as burfords shares are heading for at least a doubling of our share price inside the next year or so, if you have a half a brain in your head then this drop shouldn't faze you at all other than a slight disappointment of a day or two, it always marches upwards after such a fall, and yes it's nearly a tradition now that our shares fall near or after reporting day LOL, I know I shouldn't laugh, but it's ironic that a fantastic earnings compounding leader in its field of litigation gets punished because to many investors don't truly understand burfords earnings periods and potential ,plus the shorters add to this unjustified drop, I'm actually taking this drop as a gift and opportunity to pick up more shares in the coming days and weeks,
I've every confidence in our share price at least doubling at some point, yes it's hard to be exact here, yes Javier Milei has his work cut out ok, though he's so far into his plans that even his opponents can see he's making ground on reducing inflation in Argentina and getting international respect for his country's fiscal policies, with the rewards from that being Better terms with the IMF and big businesses from around the world, if the argentine people can stomach this financial pain a bit longer then it could pay the whole country in the long run to toe the line somewhat here, if Milei succeeds here then so does burfords shareholders, and massively, if he doesn't succeed then our settlement award will take longer to collect ok, I'm very confident Milei definitely wants and needs to get rid of all these court awards and obstacles to his country returning to the international money markets, he must pay us first or in stages and in tandem to his country becoming very prosperous and financially wealthy again. he stands a very good chance here as the fiscal numbers are adding up in his favour here, let's hope his voters give him the space and time to carry out what he was elected to do, and that is to make Argentina great again. Burford is a fantastic in front head and shoulders leader in the litigation world, when the market wakes up to burfords true potential these shares will definitely sit around £26 to £40 a share, I've no doubts at all , it's a brilliant investment.
DYOR, GLA.
There is no way milei would not respect our American court judgement , bar milei getting taken out of office or killed, it's plain to see he will negotiate that $16 billion dollar award when his legal options have run out, just look at this link below were he just can't get close enough to the American administration and forces, anyone who admires America like this certainly won't walk away from a American court judgement against Argentina. " Money in the bank I say." There's still plenty of time to pick these shares up very cheaply./ Like Right now.
https://www.batimes.com.ar/news/argentina/milei-we-must-strengthen-strategic-alliance-with-united-states.phtml
Gla.
It wouldn't be Burford capital if the share price wasn't going up and down like a yoyo, though it seems to eventually get much higher than some investors ever imagined, $20 dollars a share isn't to much to ask for here.
Javier milei is visiting Miami next week and then on to other meetings, According to his official agenda, the President is also scheduled to head a series of mostly business meetings on US soil. So you can be reasonably sure milei wouldn't be asking for the American business leaders help if he had any intentions of not respecting the American judiciary and it's court led court awards, so we can expect to get several billion dollars into Burfords coffers in some type of payments plan.
The share price can do whatever it wants today or tomorrow because we know it's heading above $20 late this year or early next year. Just look at its asset increases every from 2019, tell me that's not a fantastic increase in your personal wealth, hold tight I say.
Net Asset Value per Share $14.06 $10.31 $9.03 $8.10 $6.35
2023 2019
Gla
×
Gla
It's not the initial sales of eroxon I'm wondering about , it's purely the repeat orders coming in that really matters , and yes it maybe far to early to expect to much information around repeat orders coming in to futura. If eroxon gets good repeat orders from even a continuation of good shop sales then futura's shares will fly here, I only have the trials data to go on and that's excellent ok, though continuous physical shop sales are needed to confirm a good solid traction into this market place, boots surely would have those continuous sales figures for every month from launch day, also James Barder could easily attain those figures from boots etc, or even the eroxon manufacturers , on the 10th April surly someone will ask James barder the obvious question then ?. I'm sure it's doing ok, but is Eroxon still selling well compared to viagra. this product could still be a worldwide blockbuster, though the size of upfront milestone payments from other countries will tell us how Eroxon is selling in the UK and Europe.
Gla
Accomp very easy mistake converting dollars/ pounds back and forth, with me it's usually euro's and pound's LOL.
There could be huge value in Burfords low share price right now, plus the opportunity to get a slice of this Argentina settlement award that Burford has already won, yes milei might take this right up to the USA supreme court to stretch this out to its maximum to allow himself more time to accumulate more dollars into his coffers for a dollarization programme, though the supreme court might quickly reject it outright, it's to obvious of a wrong doing by Argentina to merit looking at the YPF case again. The massive amounts of daily interest charges ? I actually don't think that milei cares about this accumulating interest money at all or very little, WHY ? Because milei knows if he offers Burford $8.4 billion dollars right now or next year burford will grab it with two hands and run to the nearest high interest bearing bank. This is not a ordinary type of American case where interest can be accumulated wrote up by a judge and then paid by the losing party, when it gets up to these levels then $16 billion and counting , then massive amounts of money will be knocked off to get this all closed down and settled, that unfortunately means writing off billions of dollars of damages and interest payments to finally get this massive case settled. That's just everyday litigation norms and to be expected.
I'm very confident we will get to those ZACKS analyst price targets and possibly much more if Argentina pay out.
Gla.
Accomp it may be helpful if you change your $13 dollar symbol of the dollar sign to a £ pounds sign in your post , as this may make some people think our share price has sunk in New York over night .
Gla
That brings us to a share price of £15.91p without any input or benefit from our YPF case big win , which should run into many billions of dollars, which ever way you cut this Burfords shares are massively undervalued right now.
Gla
I guess you have to take the after market share price with a pinch of salt then ,
Try this then accomp.
https://www.nasdaq.com/articles/wall-street-analysts-see-a-25.67-upside-in-burford-capital-bur%3A-can-the-stock-really-move
Gla
Enuffrmbs were did you find out how many Amazon are selling right now, futura lives or dies on it's current overall repeat orders coming in right now, anyone who can establish futura's repeat orders will make a fortune here by shorting the stock or buying the stock, sometimes the lack of repeat order information can indicate a low level of repeat orders, I may be wrong here though I hope James Barder can dispel any notion of low repeat orders in his sales figures.
I'm not invested at all here though good repeat orders would change my position to a strong "BUY"
10 April James barder might clarify this big important question.
Gla
After hours trading in New York has left their A/H share price at $16.66 , though that might change , does this mean we're possibly going higher today or very soon ? There's no real justifiable reason for it not to go to £13.16p here very soon.
https://www.marketwatch.com/investing/stock/bur
Gla, DYOR.
Chew on this morsel . 88 percent strong buy.
https://www.barchart.com/stocks/quotes/BUR/overview
Gla
Yes renegade they have a financial overview of Burfords litigation cases and prospects, though the best results normally as they themselves state come in around the end of each year due to how lawyers like to carry out their work. though again Burfords diversified massive case loads should deliver meaningful income right throughout the year now.
From what I've took from that slightly ? boring YouTube clip I've posted below, Burford is way out in front of their nearest competition , with Burford funding hundreds of millions of dollars of big companies litigation case loads, Burford will rake the money in here sending our share price much much higher in the near to longer term.
Gla.
The timing of Bogart and molot's share buying is very timely and very telling to how they think the YPF case will end, Burford is going to get several billion dollars at some point in the next year or so, yes follow the money to make money, that's why they are both worth over a $100 million dollars each. Good luck to them both I say.
Gla
If you've nothing better to do watch this, the lady on the right side is a burford capital director . She speaks about 7 minutes into the meeting.
https://m.youtube.com/watch?v=yUWj-DK45pc
After hours dealing in New york has us at £12.77 , though tomorrow anything can happen here.
Good night everyone,
Gla
Judge Preska conveyed a powerful message: sovereign nations cannot be permitted to nationalize publicly listed firms without facing repercussions, thereby leaving investors vulnerable to such "sovereign" actions.
The promises made by the Republic of Argentina were essential to provide potential investors with assurances and enable a foreign nation with a tumultuous economic history to access U.S. capital markets and secure billions of dollars in investments to privatize a company.
From Sebastian marils x account, big thank you Sebastian.
Gla
Just Brilliant news TWT , let's get that money back into Burfords coffers ASP. That's a big one ok.
Also excellent find " Bluewiley " FT YPF article ,
let's get our share price well above £12 , hopefully that sysco news will get well received by the USA investors and marked up accordingly.
Gla
I'm not invested at all here, though surely this must be looking increasingly like a takeover target at this price ? The management !!! yes really should hang there heads in absolute shame with its performance compared to its peers, in fact it's been stated by a investors tip sheet as the worst of all these types of companies in its metrics , I'm not sure where the bottom is right now though it surely can't be to far off this current share price, they were around £2.16p this time last year, "wow " that's a almighty crash ok, rich pickings could be made here if there's any kind of turn around, or they could simply flog OFF the III investors platform to the highest bidder, and to think how much that management are paid plus bonuses to stand over this investors mess, I'll keep watching from the side lines, though good luck here.
Gla
That's just a brilliant set of 2023 final results, with much more to come in 2024 and 2025, also a clear line to see in compounded assets growth for Burfords shareholders, also a massive lump sum expected from our winning YPF case, I'm certain milei will get that negotiated and sorted out as soon as he can get his coffers filled with at least $16 billion of free dollars to peruse his dollarization programme, he gets the space , we get our Lump sum. Everything else is just that we legal dance that the losing side do when they are trying to unnerve and weaken the plaintiffs negotiating hand, / getting neighbouring countries to fight your battles.
It's a excellent set of results and I'm more than pleased to see them today, though we may have far to many short- termers invested here that are just waiting on the YPF lump sum and then out. that's ok though the really big money will be earned here medium to longer term when more cases like YPF, sysco, and the Greenland mining case get put through the court's and Burford can again sell off part of the settlement award,
At the minute new York is just mirroring London's share price, so I would expect these figures would get well received when the NY market opens up, they have often dropped and when the analysts get to work on our results they often rise and sometimes considerably marked higher, it will be interesting to see how they accept these excellent set of pfor its and figures, though isn't this mostly about the free = into the share price YPF $16 billion court award collection money LOL.
Gla