Member Info for JammyC

https://seekingalpha.com/article/4492128-burford-capital-business-price-embedded-call-options?mailingid=26881688&messageid=2800&serial=26881688.39&utm_campaign=rta-stock-article&utm_medium=email&utm_source=seeking_alpha&utm_term=26881688.39

More pertinent to SLP and THS is that Russia also supplied 7.38% of the world Rhodium supply. With Rhodium already being in deficit the spot price is likely to go through the roof. Greater than 60% of SLP's profits come from Rhodium and any increase in the price obtained for their supply goes straight to the bottom line.

15% here and 6.9% in SLP. I'm bullish but 22% is enough for me. And I thought I ran a concentrated portfolio!!

Read his history. 95% of his posts are strong sell recommendations with a silly SP. SP drops always draw out the idiots

It will be PI's holding in a HL nominated account

It was very often the last tune after my sets when at uni. Good days

Turns out I can

https://app.stockopedia.com/content/small-cap-value-report-tue-15-feb-2022-smrt-loop-rm-942615

Consensus implies an agreement and the view of more than 1 person. That's not the case. Paul Scott's opinion was that it would likely require a further fund raise. I'm unable to link but if you search Stockopedia for yesterday's SCSW you'll find it.

Stew, my impression from reading your posts if that you're already in too deep. There's a lot of quality companies out there managed by competent CEO's who also have competent FCO's, who are aligned with the interests of share holders and actively engage with PI's. I'm talking my own book here, but will cite RBGP and SUP as good examples. Belvoir as another (although I don't hold). Put your excess capital elsewhere to spread your risk and reward. I don't know your financial situation but putting more in here looks bloody risky.

Apologies, I see this has already been posted

Credit to Donald Pond on ADVFN for posting...

This is worth reading, a US fund manager with a very good track record does a deep dive into Burford
https://twitter.com/stockthoughts81/status/1491129976690987009?s=21

Thanks, but video is over a year old and a lot has changed as pointed out in Ocelot's comment below. I'm sure it's not what you intended but video is pretty comical looking back with hindsight (and escaping without a loss). Presenter is advising 50% annual gains can be made in small caps (they can but you'd have lost more than c. 75% following him) and that you should buy something you understand (reading Ocelot's comments I don't and don't believe most do). I certainly won't be subscribing to the spivs channel. If I was asked the best way to describe Loop in a nutshell it would be "a destroyer of shareholder capital". I'm certainly no longer interested even if it were to drop to 10p. Last post from me. I wish you all the best.

I don't know Stew. I think they have a product that has value to professional services companies. If they are to achieve their global ambitions then it would surely be an attractive niche. Customers would be sticky and would pay a premium if the system was proved to be dependable. The problem is have with Loop is the management and their performance to date. The lack of communication and the lack of detail contained within that communication. The impression I get is that the only time they want the converse with shareholders is when they want more money to keep them in the lifestyles they are currently enjoying. These are big red flags to me and as someone else pointed out, it doesn't matter how cheap it looks a total loss is still a total loss. I'm not saying it will be, and I'm here as I can see some possible value, it's would just a huge gamble now due to reasons I've pointed out. There's also many quality companies that have suffered reduced valuations due to the conditions which makes it even less attractive.

I'm interested to in Thordon's comments; "Its regulation that keeps Loopup in the game with Teams , if your a global player or Legal then you need Loopup".

Why is regulation keeping Loopup in the game?

Wow, we have have people using this board! It got so quiet I thought I was only speaking to myself. Thankfully we now know that everything is running tickertyboo, which I thought it would be, but slides like what we saw from 168p can make many nervous. I find even when other small caps are tanking it is hard not to wonder why my greatest conviction share if falling and whether others perhaps know something I don't.

The presentation was was the best presentation i've seen from any company and i've watched many. If you haven't seen it:

https://www.investormeetcompany.com/investor/meeting/investor-presentation-98

We've also been tipped again today in the IC with a TP of 175p :

https://www.investorschronicle.co.uk/ideas/2022/01/28/back-a-high-yielder-on-the-upgrade/

Google the title if you haven't got a subscription

Hopefully these will get people interested again despite the poor market conditions. Nicky did say in the presentation that they were courting II's and were planning to engage further with PIs in the months ahead. Despite getting a good write up from Jack Brumby at Stockopedia on the day of the update, nobody made comment or asked any questions. We certainly seem to be off the radar, but maybe this is a positive as it means the masses are still to become aware of the opportunity? Get in before they do!!!

As a bear this may carry more weight. Legals require Loop as they need secure, dependable and crystal clear communication. Lags and stutter that may be permissible in other businesses areas need to be excluded in the Professional Services as understanding is critical, whether that be with a client or between the team. This is especially important when team members are working from home. RBGP use Loop and have spoken highly of it in the past, which is what put Loop on my radar. This IMO is Loop's niche. It's just a shame, again IMO, the management are out their depth and do not respect share holders. Another is that we don't really know their margins as communications are ambiguous at best.

History would suggest a pantomime flop. Can a leopard change its spots? Time will tell. Without further news if the price was to fall another 3p I would struggle to remain on the sidelines. Hopefully you'll get news soon as I'd rather stay on the sidelines!

https://www.private-eye.co.uk/news

I note we haven't had any ramping drivel from TB/GTX for sometime. I assume they jumped ship as soon as the up trend came to an end, but decided this time to keep quiet rather than rubbish the avatar.

Thanks, a good post Sammy, although I'm still feeling the heat. My worst ever day to date in the market.