Member Info for Gtx1

I’ve never been invested here, though just remember most of the institutional investor invested here are not allowed to retain their shares in a unlisted company, so at some stage they are forced to sell, investing into private companies are a completely different matter to these companies. I’ve seen this happen to several companies getting unlisted, 🧐

It wouldn't be Burford if there wasn't some type of drama on results day LOL ?

I strongly suspect Burford would have posted a profit in the 4th quarter if it had completely concluded it's Beef & Pork cases with SYSCO , Burford only got the money back from the chicken part and at a lower level than it should have compared to the other chicken settlement cases, so that's my amateur analyst of this drama.

Apart from that nothing much has changed bar the shorters having a go at our shares in New and today,

it will be interesting to hear what our BOD say about this drama today, Preska could come back today a state the YPF shares and gold bullion will be held by her court until Argentina puts some type of surety onto our case.

Apart from that nothing really has changed , so hopefully it's going to be a upward trajectory after this drama has been shrugged off as a misunderstanding that needed to be explained by our BOD, there was no profits warning or no financial mistakes. I'm ok with this drama as I just know it will get reversed when we see sight of our YPF settlement money.

GLA

That certainly is excellent news around the majority of Argentina's population believing it's international debts should get dealt with by the Argentine state, they are absolutely right , if the Argentine state doesn't respect adverse international court judgements against Argentina then what would be the purpose of trading in Argentina without any proper legal redress system. it would be madness to trade in Argentina.

So essentially applying this to Burford then majority of people in Argentina agreed that Burford should get paid, the president of Argentina / Javier Milei has essentially stated Burford should get paid, the USA courts have concluded that Burford should get paid, Trump himself has stated America first or American companies first , so that's essentially saying Burford should get paid, the Argentine people have stated these cases should be negotiated and resolved and paid to avoid further increasing interest payment amounts, so really all Burford is waiting for now is for the USA court to conclude that Argentina has lost this ypf appeal case , then for it to get rejected by the USA supreme court in a last ditched appeal to attempt to stall the case once again, by then milei should get his IMF money and on his way to open up Argentina's currency controls, and with that then opening up Argentina to borrow large amounts of money to refinance its current debts and pay off its current creditors / Burford. Touch wood at the very least around $8.4 billion dollars should be coming to Burford to pay out the percentages owned by the investors in our YPF case. Our shares will rocket and at last we will be rewarded for all our years of investing and patients.

Thank you for that excellent poll MrMarroc.

Also thank you ( Renegade ) THE USA CLOSED ON MONDAY.

GLA.

Extrader it would be great if Burford could secure those YPF shares for us, though it's a little risky because as we know the Biden administration tried to stop that happening, so how will trumps administration deal with the very same issue, I've just heard Trump stating on Bloomberg TV tonight that America comes first again and again be stated that, plus he said there is no wavers on tariffs steel or otherwise, Argentina has 2 or more steel plant's, so there goes milei's free trade trade deal with trump, so will Trump stop those shares going to Burford, on balance I would say yes, though I would hope no and trump would say they were illegally stolen from investors, though that YPF company is strategically important for Argentina

And milei, so maybe trump will help.milei there, though with a stipulation that Argentina must pay its USA court awards, I could hear trump saying that ok. Listening to Trump tonight, honestly you'd think that he would wreak any country that would short change any American company in any way, Burford will get its money ok that's for sure.

Plus our shares have finished tonight in New York at $15.22 or £12.12p I'm actually wondering now are they just going to keep marching up to $16 dollars as thats what they were tipped to be worth by analysts.

Looking forward to Fridays hike in our share price.

GLA

Rider75 it's difficult to know how that case will Play out, it's another clear cut case like YPF, though Trump complicates it with wanting to purchase greenland, if the mining company gets its licence back to mine for the stated minerals then I'm guessing that Burford will have already negotiated away out of this very scenario with the mining company, iE to get their initial litigation cost back when the mining company raises funds to actually mine, plus Burford getting a share of the mining companies future profits, Burford could get its money in different permutations or numerous different ways, and

If the mining company wins which they will, then the $11 billion dollar award could be used as a pawn in a power play by either the mining company or Denmark , or to even Trump himself, IE, mining company wins $11 billion , Denmark says to Trump do you want to pay this $11 billion plus the cost of buying Greenland, ? Trumps only telling half truths here, he says we want Greenland to strengthen our country's security, and yet he's really after the massive amounts of precious minerals

that Greenland has under its ice sheets, thus the mining dispute and the $11 billion dollar case, Burfords going to come out of this with some serious money either way, I don't believe it will be a multiple of its invested money , but a percentage of the winnings after our invested money gets paid out first. Now if Trump accepts Denmark/ greenlands full Liability here then you can bet your bottom dollar that the $11 billion dollar award gets negotiated downwards, though still staying very healthy for both the mining company and Burfords coffers. anything can happen in this situation with Greenland .

GLA.

Syoun11, well what do these emails actually say ? Numbers etc,

Directors have to buy or sell their shares before or after a set closing period regarding any financial results coming out, that's just normal . They do own quite a lot of shares, so I'm sure it isn't anything worth concerning yourself about . Though great your on the ball at seeing these things

GLA

Plenty of food for thought here ok

These negotiators that Chris cross both sides of the YPF case seem to be well respected for there even handed trustworthy

Negotiating skills, milei desperately needs to prove to show the world's industries that they can do business in his country now , and have no fear of being in a commercial lawlessness regime.

It perplexes me why some many commentators keep saying Argentina will struggle to pay the $17 billion YPF bill,

Sebastian maril has stated on several occasions this shouldn't be a problem to sort out,

In my thinking it's straightforward, Argentina either can let those gold bars go to Burfords bank and collects $4,9 billion with the rest in sovereign bonds, maybe that's why those gold bars were farmed out in the first place to commercialize them and deeming them now as non sovereign assets , which can now be seized by Burford , surly someone notified mile of this very obvious risk, so was it intentionally put there for that reason and just like that other attestor master fund money $310 million in a American bank account ?.

Or else Javier mile just pays the full negotiated amount of $8.4 billion in sovereign bonds , which Argentina has already pencilled in for the YPF case itself, I think it would be better for Argentina to pay in bonds , there's no massive amount up front to pay just the interest on the bonds , which should be around 8.28% , that's the rate of the last sovereign bonds rate,that's reasonable considering the reducing risk rate on the Argentine economy,

So if milei pays 8.28% on the $8.4 billion sovereign bonds that he gives us , then thats him paying $695.52 million per year in interest on those bonds, now that definitely manageable ok , he's extra oil and gas gas money coming in , he's the IMF international monetary fund money coming in = $11 billion , he will be able to go into the money markets and get cheaper Loans after he opens up his currency controls , and I think the markets will respect what mile has done and not mess around to much with his currency and try to allow him to stabilise the peso , so he can let the dollar run parallel in his country to the peso, and in turn help him to eventually dollarizize his country, under a trump administration that should happen quicker than the ordinary time frame of a few years.

So in conclusion it seems to me that everything is lining up very nicely for a orderly negotiated hand over of around $8.4 billion dollars in the next 12 months or just slightly more. I feel incredibly positive about everything now.

GLA.

It's good that Argentina is supporting their own farmers in their time of need, plus milei wants them to sell the produce now

to bring in more dollars ASP, and mainly to shore up his coffers for his opening up his currency controls + his dollarization plan.

Also looking at Bluewiley's post Burfords directors / C. Bogart think Burfords share price should be around 1x5 per book of a valuation , which gives us a dollar share price of $16.62 or £13.37p and that's essentially without the YPF case money.

Yes right now I'd agree with that ok, it's just the standard market price for our Burford.

I believe C. Bogart is trying to emphasise the importance of Burford being much more than our GOT case, and he's he's right, as I and others have constantly stated here Burford is a fantastic compounding money making machine for investors,

Bar a muddy - waters completely wrongful allegation then Burfords in business to make at least 20% on its investments for its shareholders year after year, plus when you add in this YPF case that 20% goes much much higher, and just when you think that can't happen again, you have a possible $11 billion dollar Greenland case or windfall that might send Burfords ordinary yearly 20% earnings higher again, so over a average 10 year of earnings burford could deliver 30+% yearly ,

remember C.Bogart stated Burford capital might take on more of these big YPF tho of cases in the future when it has enough of its own earned money / possibly he was thinking about the YPF money when he said that in a interview or earnings call. Burford really could be a life long fantastic holding if it continues on doing what it's already doing, it's so

Coupled up with the world's litigation needs that I actually don't think they can do without it now. And as we've seen they are continually adding different earning enhancing offerings to the market place. everything points to a solid money making machine that works in good times and bad times with downturns in the world's economies only delivering higher levels of business for Burford. The people who completely jump out of this share to pursue another will regret it longer term.

GLA

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From Sebastian Maril X

U.S. Supreme Court rejects Argentina’s appeal in a case related to holdouts and the seizure of collateral from Brady Bonds. Creditors will soon take possession of USD 310 million deposited in Federal Reserve accounts in New York, the U.S., Germany, and Switzerland. This marks Argentina’s second defeat before a Supreme Court in the past three months. In October, the UK Supreme Court ruled against the country in the GDP Coupon case.

2:32 PM · Jan 27, 2025

·

36.3K

Views

That will do nicely for a ordinary we Monday in January. LOL, brilliant we company to invest in here Bluewiley.

Though much much more to come, milei wants this huge debt paid , trump keeps stating America first, Trump just recently stated on air force 1 to reporter's that he will get Greenland, I believe him now.

If Burfords wins that Greenland case then I'm sure Denmark won't want to subsidise Greenland anymore by paying for Greenlands massive financial mistakes and subsidies, and offering it to Trump with Trump being so delighted he will negotiate a a pay off to Burford and its clients, probably a opportunistic massive knock down from that $11+ billion case. that will still leave plenty for Burford and its clients, this really could happen like that, though anything can happen when you're dealing with Trump.

It's great to see all the right people who would be needed for a negotiated ypf settlement agreement in America and Argentina, our money and pay out amount will be on the tongues of Gerry Mato and Javier milei right now, it's only when we will get it, and not if we will get it. There's still a opportunity to make big gains in Burfords shares even right now.

Thank you to everyone for your excellent post and contributions here . Very much appreciated.

GLA.

Rider75 , probably around the 30% after Burford gets it's legal fees back, though that's a complete guess, it probably depends on what Denmark will cough up to keep greenland out of the clutches of Donald Trumps strategic aims, what better a way to take over a country like Greenland / Denmark, than to get it to owe you billions of dollars that it can't afford, Burford / this case, gets a award of billions of dollars and America / Trump buys that debt to put pressure on Denmark to part with Greenland. ? !!!, I know a dirty underhanded trick if you can pull it off, but sure that's how tump operates, it may seem a little far fetched but just look at what trumps done so far and got elected again. Stranger things happen.

GLA

This YPF case must be one of the most astonishing cases ever, the current Argentine president Javier Milei verbally and publicly admits his country was wrong in not compensating all the shareholders of the YPF company in it's re- nationalization / expropriation of this company , and yet Burford and the new York courts are allowing this YPF appeal to even last this long, isn't it a crazy legal situation, I know due process must March on and yet after Burford wins this you can bet your bottom dollar Argentina will request the USA supreme court take a look at their hopelessly lost case to buy themselves more time, we know the supreme court wouldn't normally look at such a straightforward breaking of a legally binding commercial contract agreement, so the risk is whether Trump will buy Argentina more time by just instructing / directing and allowing the supreme court to go over everything again, though obviously coming to the same conclusion as the other two lower courts. And all to just buy Argentina another 12 months or less, the supreme court could still take 3/4 weeks or 3/4 months to just say ( NO) sorry we don't want it, or they can under trumps orders look at it for longer to buy milei more time, it's a hard call when we're dealing with Trumps loose cannon approach to everyone and everything, though I'm very confident trump won't let Argentina / milei off on a reasonable negotiated settlement with Burfords lawyers. AMERICA FIRST I hear rump thinking, though I see our share price all over the place next year with not knowing exactly how our great hand of cards will get played, Burford will get a very high pay out here, it's just a fairground ride of emotions and share price movements until it's all paid out.

Also Yes I reiterate Bluewiley 's sentiments below, Happy healthy & prosperous New year to everyone ,holders or not.

Also a special thank you to MRMarroc for all his specialist fantastic informative information. Very much appreciated .

GLA

Bluewiley totally agree , our settlement can be paid over any reasonable length of time that suits Burford and milei, help Argentina / milei to help Burford, because it's all profit now no matter what way you look at it,

Once milei gets the IMF money he will probably use it to help further the needs of his own anti poverty agencies in Argentina and he'll also use it to speed up investments into Argentina's economy and normalize the Argentine economy to mirror the free western economies, though his real economic need is to open up the Argentine currency controls to allow the free movement of money into and out of Argentina's economy, that will really open up his economy to foreign investors who will then need to take X amount profits/ dividends out of Argentina's economy,

I'm actually pleasantly surprised at how quickly milei's economic plan is progressing , though Trump will be instrumental in

how quickly milei's plan fully succeeds,

Milei seems to be running a two tier currency system in Argentina , and making the Argentine people and system use dollars as much as possible, so the dollarization agenda is being implemented before it's even formally adopted by Argentina. A genius manoeuvre in my opinion. All that should turbo charge it's economy to a better place.

Bigbaggerhungry , just double Burfords share price and you shouldn't go to far wrong, though a long drawn out payments plan should alter that number in multiple different ways , though still substantially higher than what it is now.

Extrader , also thank you for your considerable contributions on this posting platform, much appreciated by me and I'm sure everyone who follows Burfords storylines and fortunes.

GLA

Bluewiley thank you, also thank you TWT and Renegade,

I'm actually hoping judge preska declines any ypf share transfers on Friday, because if she doesn't the USA top administration will stop it one way or another, it's politically a hot potatoe and a bad thing to do to milei in his quest to make Argentina great again, milei has stuck his neck out to much to have it savaged by not getting a fiscal surplus at years end and potentially paying out billions before Argentina is ready pay it's numerous creditors including Burford.

So please Burford drop all the asset grabbing claims before Argentina can pay and we can collect late 2025. Early 2026 , because we wouldn't get any money anyway. I would like to think our BOD at Burford can see the writing on the wall here before it hits Burford in the face. Don't hassle milei or trump until we absolutely have to here, just my thoughts.

GLA

Yes I tend to agree with you GET , the russel index dragged us down as it dipped to hear 5%

The YPF and possible turnover motion ? Renagade, I'd be surprised to see preska turn over the YPF shares, the USA political will isn't there now and Definitely won't be there with Trump, I personally wouldn't advise Burford capital to pursue any Argentine assets in America and possibly anywhere, if Burford gets Trumps brass neck up around trump having to stop anyone from standing in the way of milei and Argentina getting it's IMF money and getting those YPF oil and gas fields pumping to get its economy motoring and also to allow Argentina to open it's currency controls , because Trump could end up being a anti litigation funder president, and we don't want him swaying the other way and against American company interest, as Sebastian Maril has essentially stated it would be better to work with Argentina and not against it, to really just temporarily play along with the Argentine economic interests until we've at least won the certain win on the appeal ruling, as I feel Trump might or will allow Argentina and milei more time by allowing the supreme court to look at this sovereign case, there really can't be much the USA supreme court can do as Javier Milei the president of Argentina himself is on record as stating that Argentina was in the wrong in taking those shares without compensating everyone. Or words that have that legal meaning and outcome.

Burford should just halt pursuing Argentine assets and play along with Argentina & Trump and wait until Argentina gets into the open money markets and into a good place to fund the interest payments on our $8.4 billion possible sovereign bond settlement, milei needs a fiscal surplus at years end, and into a good place to accept the IMF money, anyone who tries to get money from Argentina before milei could easily fall prey to Trumps anger and be stopped in many different underhanded ways,

In other words give Argentina / mileI the appropriate space they need or risk getting into a pointless, fruitless war with Trump.

For Burford this is as much about politics now as it is about the legalities of our case.

Burford will get its money ok, though it has to play this longer game .

Trump will definitely help milei get as much as possible from the IMF, so I'm very confident we will get our $8.4 billion late next year or early 2026.

GLA

Burford Capital typically takes a percentage of the settlement or award in legal financing cases. While the exact percentage can vary depending on the specifics of the case, it’s common for litigation financiers to retain between 20% to 40% of any eventual settlement or award, depending on the risk, time frame, and other factors involved in the case. For a high-profile claim like the one against Google, Burford’s percentage could be closer to the upper end of this range, though terms vary.

GLA

Https://www.geradinpartners.com/dr-or-brook-to-file-multi-billion-pound-damages-action-against-google-on-behalf-of-uk-search-advertisers/?utm_source=litigationfinanceinsider.com&utm_medium=referral&utm_campaign=burford-funds-5bn-claim-against-google

Possibly another big percentage payout for Burfords coffers in several years time. It's unlikely the litigators have got this one wrong.

GLA.

Https://news.bloomberglaw.com/business-and-practice/trumps-deputy-secretary-of-state-pick-has-lengthy-big-law-past

From Bloomberg law.

He is “one of our country’s great lawyers” who will “promote our nation’s security and prosperity through an America First foreign policy,” Trump said in a Sunday evening post on ...

Trump will help Javier milei ok , milei wants to make Argentina great again , though as we know Trump keeps saying it's a America first policy as far as Trumps concerned, so I really can't see trump losing America $ Billions $ of dollars in a hard fought out 9 year legal case that Javier milei himself publicly and freely admits too was wrongly taken from its mostly American investors. Trump might grant Javier Milei some more fiscally needed time by allowing the American supreme court to go over the YPF case again before rejecting it, just the UK supreme courts $1.5 B warrant case, though maybe taking a little longer, Trump should get Javier milei enough money he requires to get Argentina's economy moving again, plus also getting Argentina into a sped up dollarization agenda. Argentina gets IMF money , Argentina gets inflation down, then it opens up its stringent Capital controls which should allow it to get into the capital markets to borrow more money and at even better interest rates than before, that allows Argentina the flexibility to pay Burfords settlement money by issuing sovereign bonds or otherwise , Argentina then knows it has the flexibility that other countries have to service it's own sovereign bonds and debts with the reassurance that it's tax intakes from oil gas ,grains, and the surge in money inflows into its banking systems, plus freely borrowing on the capital markets , it will surely extend its bring back the hidden money amnesty for another 3/4 months , the banks will lend far more to businesses , basically what I'm saying is Argentina should be booming in economic and monetary terms with Burford receiving it's % of the negotiated settlement of around $8.4 billion in Argentine sovereign bonds,

I'm very confident it should Play out something like this though don't rule out this rolling into early 2026

tonight New York says our shares are now with £10.69p Trump won't loose American companies and investors $8.4 billion because his reputation rest on his America first declaration and promise. [ Our day will come here. ] Burford capital is the biggest and best litigation capital company in the whole world. Trumps wants to keep it that way. AMERICA FIRST.

GLA

Really Nice find Bluewiley , and nice to read just as I put my head to my pillow LOL.

Cheers .

Rabc , maybe Argentina is waiting to get the new terms and extra money from the IMF before they can pay the rest of that court awarded judgement ? Just a reasonable plausible idea or solution ?

Much appreciated .