Member Info for JammyC

Https://youtu.be/0SXC1qtDp-U?si=QEIjL3Uai3lz-ucM

Channel worth a subscription imo

I particularly like ...

Christopher Bogart: Well, I will tell you he spoke before the election about our case. Basically, he said, “Argentina has to pay its debts.” And, you know, this is one of the debts it has to pay, and it’s got to figure out how to do that. Yeah, I think it’s a positive development. We’re looking forward to working with the government.

Thanks to DP on the other board..

https://puck.news/an-interview-with-the-legal-worlds-16-billion-man/

Covers Milei, threat of MAGA Mike, rise of boutique law firms and Burford's use of AI. Well worth a read and first article is free for registering your email.

I can confirm buys going through under the mid. Who's selling and why?!?

Without a paywall now

https://archive.is/www.ft.com/content/7d80627e-c6a6-4216-b4c8-275f089fc447

Https://youtu.be/4wSkt8m5QaI?si=eGAZAdG9uMrh_p5f

Who's going to pay £1.50 a share?!!!

So what happens now?

Https://youtu.be/q9KfGoexY0c

Not had chance to view yet but previous thesis ha e been worthy of attention

You're only getting marked up once! :)

Thanks but unfortunately I don't speak Spanish. I'll take your word on it. All we've got to hope for now is that the Argentine's want a President with huge sideburns and a tracksuit top!

All I can fin is a Bloomberg article from 16/08 that reads similar but doesn't make reference to YPF judgment.

https://www.bloomberg.com/news/articles/2023-08-16/milei-vows-to-pay-argentina-s-debt-while-shuttering-central-bank?leadSource=uverify%20wall

While a welcome message, unfortunately the link isn't working for me

Https://seekingalpha.com/article/4636239-a-normalized-view-on-burford-stock-core-portfolio-performance

Well-done on the sell pre results. It's a tricky one as as someone who has seen all the games played over the years you'd expect more games to be played while we wait. Should positive news arrive in that time, you don't want to be out! I've still got all my main holding but let my small trading pot go early this morning. Far from optimal timing but heyho. ATB

Surely we should look at the companies achievements since it listed? If you can't see the opportunity then we can't help you!

On the title theme...while slightly old the thesis is still pertinent.

Burford Capital is a compounding machine, and the investment opportunity can be best described as “growth at unreasonably cheap price”.

http://caro-kann-capital.com/pdf/2018_12_20_Burford_Caro-Kann_Capital_LLC_Artem_Fokin.pdf

Google "Argentina found liable for $16bn in damages over oil group nationalisation" to read the full article

Remind me what you where saying this morning AceofClubs?

C. 6b due to Burford. Expect Argentina to negotiate a discount though on the 16b so likely will be less