Member Info for JammyC

I watched this video on YouTube last night regarding Argentina and found it insightful so thought I would share. I nearly switched off when I heard mention of Zombie funds but glad I didn't. No mention of Burford but still worth a watch...

https://youtu.be/J9vy32nCOTc

Try this...

https://archive.is/http://www.thetimes.co.uk/article/saga-seeks-to-raise-90m-to-cut-debt-tzjnslkbc

I only have 3 Resource based holds: THS, SLP and PXC.

Interestingly, I've just appraised (term used loosely) each opportunity using the free reports from Vector Vest.

SLP it rates as a buy with a current value of 76.11p (c. 36% lower than current pride)! My stocko sub has just expired but doesn't it hold nearly that in cash?!?

THS is a hold but with a current value of 135.15p. For me, despite the lower yield, THS is the better opportunity than SLP. However, it may also be seen as riskier due to development of operations in Zimbabwe. I do think its value should be c. twice that of SLP but think SLP's value is nearer 150p.

PXC is the riskier of the 3 and also a punt, but with by far the greatest upside. Vector Vest rates it as a buy but values it at 25.14p (c. 20% lower than current price)

If you learn anything from this post it must surely be that Vector Vest isn't worth a subscription!!

Nor does it make any sense to me. Surely the judgement needs to be made as soon as the decision is made, thus avoiding any possible accusation of playing politics. Should the losing party not like the decision they should appeal should the law allow. Should it not allow, then the mechanics of the law should be activated to ensure the judgment is served

Me too _ iweb

What's the source? Thanks

Any links to twitter? While YPF will be the greatest immediate catalyst (good or bad), greater awareness and wider understanding of this asset class is what is needed if we are to continue to rerate to multiples of what the SP is today. Supposedly all publicity is good publicity. Anyway, IMO, Bogart is a leader of this industry, credible, highly knowledgable and a highly skilled communicator so I expect him to handle the exposure well. He's sucked me in anyway!

I'm think Bogart would be more likely to say “we win 90%, lose 10%”

https://seekingalpha.com/article/4558883-burford-capital-competitive-advantage-numerous-catalysts?mailingid=29733786&messageid=2800&serial=29733786.272&utm_campaign=rta-stock-article&utm_medium=email&utm_source=seeking_alpha&utm_term=29733786.272

I had a very small top up yesterday with funds I took out near but not at the top. Hanging on to the rest of theoe funds for now although I'm tempted. I already have a lot, proportional to my portfolio, and with so many quality shares at such lows it seems silly and needlessly risky to put even more eggs in the same basket. The longer the decision takes the more concern I have towards the result, especially considering it was meant to be a simple case of contract law. In addition, I fear political interference behind the scenes in an attempt to keep Argentina on side and away from China and Russia. I also thought the last results were poor and the IRR that keeps getting touted isn't being passed to shareholders. Not the positive post we wish to hear but my thoughts nonetheless. All the best long term holders.

Will we see another significant drop tomorrow with the government announcement of support for small businesses?

The people who are negative are clearly short IMO. Both Billzo and Buglet11 have only ever used the aliases to post on Saga. Rather strange, wouldn't you say? Also highly likely to be the same person.

It's of no relevance to a companies fundamentals so best ignored.

PME = A price monitoring extension is activated when the matching process would have otherwise resulted in an execution price that is a pre-determined percentage above or below the price of the most recent automated execution today. This information is provided by RNS, the news service of the London Stock Exchange

Who the fluff votes up this pap? Day after day the same illiterate verbose ramblings. I've now got you on filter again too.

Register here...

https://www.burfordcapital.com/events/2022-retail-shareholder-event/

Did they not buy at the IPO for a £1? I'll be happy with x 7. 5 return even if it it somewhat shy of my 100 bagger target

https://seekingalpha.com/article/4498454-burford-capital-limited-bur-ceo-christopher-bogart-on-q4-2021-results-earnings-call?mailingid=27190839&messageid=2800&serial=27190839.208&utm_campaign=rta-stock-article&utm_medium=email&utm_source=seeking_alpha&utm_term=27190839.208

One of the most ******ed comments I've seen on these boards. You are familiar with the concept of market cap? You'll see ITV is 10 X the valuation of Saga, just that they have a hell of a lot more shares in issue

https://moneyweek.com/investments/stocks-and-shares/share-tips/604549/a-selection-of-attractive-stocks-for-troubled-times