Member Info for JammyC

Who is the "leading Asian SPG and Anode material producer" referenced in the September Graphite Beneficiation RNS and where they are located?

Apologies - please ignore

Who is the "leading Asian SPG and Anode material producer" referenced in the September Graphite Beneficiation RNS and where they are located?

Surely the emails are required first for your 💥?

I don't wish to jinx it but it's looking better in the US 🤞

Apologies, should read Q1 results

Note to self; In future sell pre H1 results!

11.18 being tested now. I'm hoping it will bonce from here having bought back my trading shares prematurely at 11.56. Fully exposed here so would rather not see the 10s! ce la vie

A bit of tangent but I see Argentina have made official their desire to join NATO. Significant IMO to ourselves as a clear sign that they wish to align with the West and not China, Russia etc.

https://www.nato.int/cps/en/natohq/news_224873.htm

Nice find. Thanks

I don't think it can all be attributed to macro events. Seb has posted...

“What's happening in Preska's court is very interesting.

On April 1st, judgment creditors submitted a motion under seal. We can see this event in the docket but we don't have access to it. YPF and Argentina oppose this document being filed under seal and want the judge to unseal it. Judge Preska will soon decide whether to lift the confidentiality order.

However, on May 16th, Argentina will submit a document opposing the content of the aforementioned document (but wants the discussion to be seen by the public).”

It would seem YPF related to me. Wish I'd sold my full trading pot (and more) but heyho. I'll be watching and awaiting more info before buying the trading shares back.

Also took a little off the table but at 13.12. Can't say I'm chuffed though without knowing the reason!

Not looking good across the pond. Anyone any ideas why?

I hope no one attempted to trade what looked like a potential pull back as would have missed this rise. Fingers crossed we'll see a nice breakout 🤞

You shouldn't listen to Porsche, or maybe you should and do the opposite to what he says? He was posting his doom on the Burford thread at £5, at £6, at £7. It's now c. £12

Regarding Thursdays presentation, as a reminder, here's the previous transcript. Let's hope we continue in the same vein...

https://seekingalpha.com/article/4649938-burford-capital-limited-bur-q3-2023-earnings-call-transcript

Have you a link to the chat group please? I can't locate it. TIA

What conspiracy?

I read the link and what Poolfax posts would add up with the fall, what you posted previously and yesterday's late RNS. What they posted about Burford isn't from their link and that's what interested me. Why would you inform the market of your intention to buy them back? That doesn't seem like a smart move; it's only going to serve you if you plan to sell more.

Interesting. Have you a source Poolefox?