Member Info for HFWizard

Sorry Jetman I don't know. Are you seeing around 8p spread which is 2%? This is actually quite tight compared to other aim stocks I follow

Lets just remember we are higher then we were a week ago. this fall will opnly hurt those that have recently jumped in. if i had spare capital this would be a great entry point...

do we know if anything has changed regarding the firm OPG were linked to buy assets from?

Another product RNS out today and feels more like the steady progress we should be seeing. Comments from Chris Rigg show early signs are strong. I am glad we have got this extra comment to give us an indication of what slates are like. "Whilst it is relatively early following the launch of the range, and as such we are still in the market access phase, the initial response from clinical teams at hospitals has been encouraging, and the use in their units has provided favourable patient feedback. We are positive on the outlook for the range over the short to medium term."

I don't monitor the trades and level 2 much if at all. Hargreaves Lansdown are showing a 5.5p (8%) jump up. That to me means more than buyers outweighing sellers. Let's see if We have some movement this week. Although I do agree with your sentiments about buyers stronger. There is little reason to sell this share at this price.

very stong day today! any idea why? are we expecting anything? the 5th Mucodis product launch? CEO to be annuonced? Biodose update? Also the spread is 73/74. seems much tighter than usual.

so when we link the comments of the 2015 annual report with the interims of the 2016 interims perhaps these will concluse this year? who knows! on the strength of this and the FX benefits and general trading i have doubled my position in the last few days.

very good suggestion thanks. read all of it. the unintended FX development has been huge and a great boost for Burford. In addition to your points i would like to highlight page 5, paragraph 7. in discusses the 2010 vintage. 2016 interims --> although none of our outstanding 2010 vintage investments posted a result, a maddeningly long delay but one we are cautiously optimistic will not last too much longer. 2015 annual report --> All three cases have BUR investment of $10-15m region CASE 1 - Three times the amount invested by Burford as a preferred return plus 40% of the first $100 million of recovery, 30% of the next $400 million, 25% of the next $300 million and 15% thereafter CASE 2 –– 35% IRR as a preferred return plus 37.5% of the first $50 million of recovery, 32.5% of the next $50 million and 22.5% thereafter, all subject to a minimum overall return to Burford of 50% IRR CASE 3 –– One and a half times the amount invested as a preferred return plus 50% of the net recovery, all subject to a minimum overall return to Burford of 40% IRR

Hi Sono, What do you think of a PE of 15? With so few (or more accurately no) peers its hard to gauge. with growth like this i do not think 20, 22 or 25 is unreasonable in other industries oustide of financials. Is it difficult to do a first half/ second half comparison with this company I thought as investments and settlements occur at irregualr times. or when capital comes back in to be recycled. Re: VW I have been reading some bits that the US settlement per can could be far larger than the EU settlement.

Half year results out. 100% gain on all key indicators. By my calculations if eps for the 6months are 25.52c (19.45p) then assuming full year will be around 40p this stock has a (forward) PE ration of less than 10 even in a period of its rapid growth! severley undervalued still. PE of 15 would be modest. at 40p EPS gives 600p as a ball park more realistic share price in my view. anybody else have an opinion? http://uk.advfn.com/stock-market/london/burford-capital-ltd-BUR/share-news/Burford-Capital-Interim-Results-for-six-months-end/72059843

Another Mucodis product launched. So going through old RNS four of the five are: mouth spray (Nov 2015), mouthwash (Jan 2016), rectal gel (July 2016), dermal skin spray (July 2016). Do we know how big the potential revenue for these products are? To Jan 2016. revenue = �70m and operting profit = �7m. I am just tryiong to get a feel of how significant these products are to our revenue stream and profit? http://uk.advfn.com/stock-market/london/quantum-phar-QP./share-news/Quantum-Pharma-PLC-Launch-of-Mucodis-Rectal-Gel/72047896

Hi Wuffle / all, I do not disagree in the fundamentals, things have only got better for this firm over the last year or two. But we have seen share price fall in half! discussion that they were cheap happened at 100p, 90p, 80p, 70p, 60p have all taken place! Anyhow that chat may been to take a back seat to the Lanco deal . . . . http://www.dsij.in/article-details/articleid/15134/lenders-will-take-control-at-lanco-infratech.aspx As per the revised reorganisation scheme approved by the lenders, the business of the listed entity, Lanco Infratech will be split into three: The new power holding company that OPG Power Ventures seeks to acquire will have all the coal-based power assets. The engineering,procurement and construction business will be demerged into a 100 per cent subsidiary, and the rest of the businesses including natural resources, real estate, roads, solar and gas will continue as subsidiaries or will be held by special purpose vehicles of the parent. -

Johnny, SOU and NANO have had great runs recently! how long have you been in them for? my most recent two purchases are Burford capital BUR which i have held over the long term but topped up again. Also SRT Marine Systems SRT, i have followed them for ages but they have recently signed a couple of big deals which has seen them have a strong run.

51%! Maybe a management buy out is the best option for OPG. Seems unlikely they will get a significant share price rise

CORRECTED .....Hi miningP, just eyeballing recent days trading. only about 20 trades per day with 2-4 being worth more than £1000. i dont think much liquidity is needed. i agree management and communication is the issue. when i met one of them in london i suggested monthly stats of power output and plant uptime percentages do help communications. i could see from the look on his face this comment had not landed and i would be forgotten in the next hour. i think they are happy plodding along in their own way. holding these in your portfolio is nothing other than excruciating pain. i was relieved when i let them go and have seen them slide steadily downwards and i dont really see many catalysts to propel them higher. good results are met with a wimper before the steady drift lower continues.

Hi miningP, just eyeballing recent days trading. only about 20 trades per day with 2-4 being worth more than £1000. i dont think much is needed. i agree management and communication is the issue. when i met one of them in london i suggested monthly stats of power output and plant uptime percentages. i could see from the look on his face this comment had not landed and i would be forgotten in the next hour. i think they are happy plodding along in their own way. holding these in your portfolio is nothing other than excruciating pain. i was relieved when i let them go and have seen them slide steadily downwards and i dont really see many catalysts to propel them higher. good results are met with a wimper before the steady drift lower continues.

SamJ has a point. the structural review was not that long ago (or whatever it was called). Since then we have had several types of vitamin D relased, dermal spray and biodose. feel we are inching our way forward not galloping. what would be reasonable to expect given our stated pipeline? one product a month launched? and serious revenue from biodose?

interesting to see if we can breach 90p. market waking up to this one a bit!

we look set for results in under a week. Wednesday 27 July 2016 at 7:00am. what would be your key drivers? looking to see where they have invested the proceeds of the bond placing? statements on current trading? i wonder if they will reference VW at all or perhaps such a slow burner and far away not worth mentioning just yet? I am reading that there is a large fluctuation between the US and EU settlements on a per car basis.

Johnny / All, looks like this stock has finally woken up! should power on up from here. 160p the real test.