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Investors chronicle write up this week.

Brokers seem confident that its growing case portfolio will translate into profits ,
The factsheet broker consensus is that EPS will be 43.8p for the end of the year before jumping to 93.7p for FY2022.

ME.
So without any Peterson settlement money burford should achieve a share price of around say a low 13 PE or higher giving a share price of around £12+ that's 50% + higher than now, with the added free opportunity of making a massive win on our peterson case, what is there not to love about this business opportunity.

Good luck to everyone invested here.

I would imagine that Sebastian Maril would have paid access to some of the latest court submissions bar some personal and private testifying submissions. This may not get publicly accessed or revealed until next week, or until Sebastian maril can get his hands on anything materially significant.

The twist and turns of litigation cases seem never ending.

I agree with a lot of that sammy88, though Burford may not be able to reveal its hand to us or the other side exactly how it intends to enforce the court judgment and settlement , but you can be sure Burfords settlement enforcement unit has already identified Argentina’s overseas assets and especially in the USA, a court lead freezing order on those assets will bring Argentina to settle quite quickly.
GLA

Indeed sammy88, also on the burford website was this below / link . If they / burford can recover this money which was nearly written off by another 3rd party claim then I'm sure burford are well prepared to go after Argentina and our eventual Peterson settlement money, this Friday or next week burford may at last reveal the amount of damages burford is claiming for the Peterson case. and hopfully that excellent journalist Sebastian maril can get his hands on those court documents,

So on Friday or Monday or even before that maybe we will see a much higher share price on anticipation of this court lead report , burford will definitely and strongly go after any multi billion dollar award from our peterson claim and win. as we've already seen it has a fantastic asset recovery team ,
The share price ,It's already getting ready for some good news . GLA.

https://www.burfordcapital.com/how-we-work/case-studies/case-studies-container/case-study-asset-recovery-and-enforcement-against-a-former-soviet-state/

Burford is very difficult to accurately value compared to a average companies, as every case has different variable risk and profit margins built into them, with that profit changing up and down during the lifetime of the cases .

Burford can disappoint some investors with a somewhat lumpy yearly profit or a technical loss. When was the last time a company factored a devastating global pandemic into their business model and profit sheet, !!!

The share price decline shows exactly that, nobody knows how to properly value burford , just look at it tumbling for no other reason than our settlements have been delayed because of this pandemic, just wait and see next year as we should reasonably get some bumper settlements coming through.

Investors will pile in next year at even the mention of the free chance of burford getting a big settlement from the Peterson claim.
The drop in the share price, I will definitely just ignore this , as all sorts of market shenanigans are taking place with the market manipulators driving the share price down to a predetermined level to make a profit. We've seen it countless times ,
Next year will be a truly spectacular year for burford , why because the deployment money is rising substantially , and the substantial current deployment money is already invested with huge profits expected every single year bar this pandemic year. When the market sees before churning out $300 million +++ every year the share price or rather burfords valuation should be well over $3 /4++ billion Mark, that's what I see very clearly, and it's not a fanciful valuation at all. It's realistic expectation.

Ignore the pandemic shenanigans and look to next year and a very possible £14 to £18 share price

GLA

There was some huge buys that went through after the close, interesting, or was it just a big shorter buying back the shares after they sold to drive down the share price to this level.
I thought that everything around that technical accounting loss was very well explained to investors, the huge portfolio is perfectly balanced and only waiting to be monitized after the delays from this pandemic. I thought that webcast was excellent
and giving me no concerns around future performances, I'm actually very enthusiastic about burford after listening to all the participants especially Ken Brause our CFO, I'm absolutely convinced our share price is being badly manipulated by the usual dark money making investment players , they drive the SP down and take investors with then and then buy the shares when they feel there's another profit to be had in the way up, we could easily see the SP recover to over £9.00 very soon , though anything can happen in this old game, it definitely will push way over £10 around our next set of results, we only need to get our caseloads settled in or out of court, yes others are using the pandemic to slow the court cases , but that can only last a little more before the inevitable happens, we know this industry is all about lumpy earnings , so throw in a pandemic and you have a opportunity for market manipulators to make money from these situations.

The next set of results should easily set burford on the pathway to a much much higher share price and valuation.

I would like burford in the distant future or anytime to raise much larger amounts of capital to get rid of the a somewhat confusing and Perplexing monetary systems these use today for litigation funding, yes it's all about diversifying the monetary risk, but I feel it could be made much more straightforward , we borrow billions, we simply pay interest on that money, after all we're already paying much more interest to 3rd party funding participants, like the sovereign wealth fund, just borrow billions from the one source , the capital markets, just like we're doing right now, only not $400 million make it $5 billion + I actually think this will happen in several years time, but I guess burford will need to earn more profits and have a larger balances sheet before they can ask for that sort of money, though a more simplistic and easily understood company structure could make burford more attractive to new and existing investors.

I'm very confident in burfords future earnings and business model, the massive profits are just delayed to another settlement time . Next year £18 easy. easy easy.

Good luck to everyone invested here.

Botbot my minds completely open to a speculative punt on nanoco, though I feel it's quite a good punt with the odds of winning quite high and the downside is that numerous bidders would appear should the infringement case not go nanocos way, I think Samsung have already paid $400 million to university patent infringement case, it's actually disgraceful the way Samsung treat other companies, that's why I feel a well experienced American judge could very easily hit Samsung with quite a hefty punitive and wilful infringement amount of damages , and on top of the actual damages amount , I don't know what the actual damages amount comes to, but sure that just keeps going up per day as the TV 'a fly out the door.

These shares should easily go either way coming up to a the results of the IPR , inter party review.

Also if nanoco wins it's case it opens the doors to sue other companies that have used it's patentable technologies, and even the ones Samsung used to provide and make that stolen technology, also they can even use any settlement money to pay for new lawsuits and keep all the settlement money for themselves. the upside is much much more than the downside as someone will snap this company up for the patents alone, I'm sure a bidding war will break out for nanoco if it gets no settlement win, because it was probably that patent infringement along with this pandemic than scuppered the offers for the company in the first place. If I didn't have several other financial requirements right now I think I would bite off a we bit of nanoco right now. It's a great gamble one way or the other.

Good luck to everyone invested here.

Yes ddubya I might be tempted to buy and hold nanoco this year, there was plenty of suitors for that huge hoard of patents before the pandemic hit, it amazed me that Samsung didn't snap nanoco up with a all share offer. And avoiding a big lawsuit hit, but I guess they have their hands full with their own police investigations into themselves..

Yes NGR we are probably are singing from the same hymn sheet around the litigation funder, BC, and yes the litigation funder would bring in its own expert independent patent lawyers to give them a unbiased view. Samsung have a long history of patent infringements and paying out hundreds of £$$$$millions in settlements, they probably deserve to get a big punitive anti-trust and wilful patent infringement judgement thrown against them.

American pre- market volume and price is showing around £9.14p our money, it will be interesting to see what happens to the two share prices when fully open.

88% strong buy rating, this should in the medium term get rerated to between £14 to £18 , though it could pull back many many times before that, that massive increase in deployment funds has opened the eyes of investors here and America, even factoring in a pandemic hit our shares should slowly but surely move ahead over the short to longer term , even if there was a almighty market crash then burford should still thrive in any down turn, this market defensive quality should be rewarded with accompanying premium share price. This time next year I would expect burford to be around £16 to £18 if not more, our peterson case would be a very tasty bonus on top of our normal earnings.

also we're still only at half the share price of what burford was a few years ago before the MW attack. that's wrong and about to change , just look at the deployment funding money and work out yourself the very substantial profits that are coming our way,
Drivenvest123 £10.50p may seem fair value right now ,but investors need to factor in the substantial future profits that will come from our litigation deployment money , why would burford be worth £18 in t the past but not next year. I'm confident with £14 to £18 next year if not long before that time frame.
This company could unexpectedly give us a billion dollar profit, that's what's so exciting about this company.

I reiterate we could easily see a share price of £40+ in 5 to 10 years if not a lot sooner.

Good luck to everyone invested here.

I'm not in vested here, though when another company / Samsung claims a patent is not patentable then it's most very likely they haven't a leg to stand on, and need to delay legal proceedings in any way possible by claiming a technology is not patentable, and yet without that new nanoco technology they simply can't sell those enhanced advanced technological TV's etc .

The very fact that nanoco got the whole legal case paid for by a litigation funder tells you loads, these legal eagle guys really do there extensive home work before committing £ millions of litigation funding money, yes they will take their percentage of the settlement, but they've risk there own money. Believe me if they are paying the legal cost then the percentage for winning this case is around the 80% + this is not a shaky meritorious claim it's , a identifiable on paper solid good claim.

I actually think that someone will still come back at some stage to buyout the massive hoard of patents,

Good luck here.

The missing pandemic earnings are still intact ok , they are just now chalking up extra interest payments + we mustn’t forget the fantastic and substantial increases in our legal financing and workloads. It’s looking brilliant for a very profitable future.

What a great sunny day to enjoy. GLA

This is only our own covit virus hit, it was in that time period that the virus played real havoc with people's lives as it physically and mentally stopped people from functioning if not killing them in the big cities and everywhere else.

This is a brilliant and probably a last opportunity to buy burford before it really takes off, you can be sure the shorters will drive the price down before they pile in again and make another big profit,

This is not a indication that burfords future earnings will fall, its a guaranteed statement that future profits are set to increase substantially due to the money deployed right now, we all know the lumpy side of earnings , factor in this pandemic
and it explains our current earnings position, this pandemic has just temporary caught up with us.

I'm more than happy to hold burford as a life time holding, and for this excellent company to deploy billions $$$ per year as it's nearly doing right now, the lawsuits and work is all out there and burford will capitalise on this huge amount of litigation funding requirements coming their way, today is a understandable blip because of covit, so it's a fantastic opportunity to get in at a very low level in my opinion. Next year will be truly transformational for burford our YPF case settlement figure should massively boosts our coffers with a very probable one off special dividends payment.

Today is completely understandable under the temporary damage of this terrible pandemic. Next year will be one of our very best year's , get in while you have this extraordinary and temporary opportunity .

GLA

thanks Renegade , that other case is actually really important, it shows us and the other worldwide corporations just how serious Argentina takes its responsibilities around dealing with foreign corporations and billion dollar disputes, if Argentina wants these huge industries to invest in its own country then it absolutely can't ignore it's own liabilities and financial responsibilities to these companies,

It is right now behaving responsibly towards these potential liabilities, so I'm confident of a amicable billion ++ dollar settlement from Argentina, if it wants to attract hundreds of billions of dollars of foreign investments into Argentina then it absolutely must behave in a fair and transparent legal conforming way. And that means paying out multi billion dollar settlements , it's so sad and unfortunate for the ordinary Argentinean tax payers, but it's the price you pay when you vote a bad governing party into power. Or maybe just desperate people do desperate things.

I'm confident burford will turn out a nice set of figures , as most of these disputes and settlements get thrashed out between lawyers before it reaches a judge or trial, the use of zoom and the internet has really saved the legal world from any real serious harm, also mankind seems to have a incredible ability to navigate around difficult disasters and times.

Our share price is back to its yo yo- ing , courtesy of the AIM, it will eventually head northwards courtesy of very substantial future profits and frenzied buying from our American investors trying to ride on the back of our nearing multi billion dollar settlement, the futures bright, the futures multi billion dollar legal financing.

A big thanks to Sebastian maril at staying on top of all these news stories, and of course renegade .

Investors priced burford at more than twice it's current share price before the Muddy waters reckless unsubstantiated attack,
So we can expect burford to revisit and even pass those past highs, factor in the substantial increased business burford has even now and the increasing usage of legal financing around the world and our share price should in my opinion should go beyond £24+ and dare I say it even £40 in good time. What is £40, it's around a £10 billion in burfords valuation, this is achievable over 5 to 10 years if not a lot sooner. With money deployed and profits going straight to the bottom line, and burford having the pick of the best corporate lawsuit portfolios out there, there's far more work out there than all the legal finance houses together could even contemplate taking on. At the moment burford is just cherry picking it's cases, it's gearing up to take on much much larger corporate portfolios and even including known loss makers and still substantially profit, and that's why burford will eventually see a £40+ share price, there's never been a legal finance and market leading disruptive company the size or even as good as burford, that's why burford could be in the good company of the Amazon's, Facebook's, teslas, these companies were disruptive and have huge valuations for that business boldness, burford maybe on the precipice of something similar , this is one great share to hold long term if not a life long holding.

Perfectly put TWT, It has always amazed me that the stock market regulators allow this avenue of making money from essentially manipulating a share price, when it was probably designed to be used as a short term hedging against a market fall or rise, essentially a short term insurance share price policy, and it gets used and abused as a long term share price manipulator of any given share price. Your absolutely spot on , our share price most likely would be much higher without this drag on its real fair market share price. I’m convinced the market hasn’t really got a proper full understanding and handle on pricing Burford , because nobody can in good faith state a judge will give us a definite win on any given case. Though the profits in the coming years will soar along with our share price, because our business model and case load dictates this outcome. We’re only getting ready for take off .

Yurif. Argentina lawsuit settlements in the hundreds or billions can only be paid for in sovereign bonds , and they are only serviceable/ interest payments in Argentina’s own currency of the peso , or Argentina can sell gold bullion or other tangible assets or currencies that they might hold, the country is in a very bad financial situation and even staring at the nightmare inflation scenario, which makes the servicing of sovereign bond interest payments incredibly difficult to put it mildly, it’s a beautiful country with many natural resources to develop and export to the world and get some much needed foreign currencies back into it coffers to service its debt pile, so it needs to give big foreign companies security that they won’t be nationalised without proper and full compensation for any losses.

Nice one youonly & TWT and of course Sebastian maril, yes there does seem to be a underlying feeling around the inevitable outcome and even any settlement, though I'm guessing it's all about the thrashing out of the settlement figure and any political repercussions from Argentinean tax payers and voters,
Argentina know they will loose this case , they also know burford has a settlement recovery unit dedicated to constitutionally legally retrieving unpaid settlement judgements, the very last thing Argentina wants is burford expertly getting those Argentina's foreign assets frozen , so it's obviously another payment in Argentinean sovereign bonds, if Argentina put out there that it can't or won't pay up then it's currency the PESO could come under even more pressure ,and making its current debt even dearer to service, so it's in its own interest to settle burfords lawsuit in a amicable way.
And yes Sammy88 is right as Bogart stated in his phone in, these types of things nearly always happen during a especially big lawsuit,
That earlier video clip / feature film ,from artem Fokin was another brilliant backing for burfords business model, he likened it to the big disruptive companies of the last decade, that's what I seen at the very beginning, yes burford could be another type of Amazon juggernaut, and supplying the world's legal industry with money for a slice of the profits, it does run into hundreds of billions in America alone, and burford is only now tapping the American bonds market for cheaper and cheaper money, the bigger burford gets the cheaper we borrow money and effectively out gunning our competitors.

As burford sits right now any new investor has been given a free ballot/ our Peterson case, to nearly double or even triple there money in say 12 to 16 months time if not long before that time period. It's actually a unbelievable opportunity sitting right in front of their eyes. I promise I'm not hyping, its just a obvious free opportunity with the fall back being a company that's delivering stellar returns to investors 20% + 30%+ which should grow naturally and still increase the share price 100% over less than 5 years.

That will be a very interesting revelation TWT if we can find out what the potential looses were to Burford/ Peterson, let’s hope that excellent Argentinian journalists Sebastian maril can retrieve something from those court submissions , he’s really on the ball with this case, thanks TWT for finding and posting those two really excellent pieces of information.

Excellent TWT brilliant find.