Ben Richardson, CEO at SulNOx, confident they can cost-effectively decarbonise commercial shipping. Watch the video here.
I dont believe DCAT would be selling.He has huge faith in Fodere.As he pointed out recently with investments in BRES,Fodere and cash worth about $3m and market cap now £3.9m there are several options open to them.Selling Pitombeiras for example.
Tbh i was cheesed off when he concentrated on other investments in last years update and just mentioned how difficult it was negotitating with the Brazilians.We hope Fodere will be exciting but BRES share price hasnt really gone anywhere,trial licence runs out soon and we get a wall of silence.Im down about 77% i just thank god for the rest of my portfolio and wish id never invested in it
News Editor
Burford Capital (NYSE:BUR) is scheduled to announce Q4 earnings results on Thursday, March 14th, before market open.
The consensus EPS Estimate is $0.28 and the consensus Revenue Estimate is $141.9M
The big drag on earnings from the rise in interest rates for much of the year was fully reversed in Q4, so not only will it not be a drag, but it will be a significant boost in Q4. The 50bp sensitivity reported in September was $82m, and the drop in rates in Q4 was (depending on your metric) between 80 and 100bps. That's a lot of money on a MTM basis.
CB says company goes from strength to strength and portfolio is at a tipping point,looking forward to hearing forward guidance and earnings on thursday,market is obviously skeptical!
Totally agree its a great mix of tech cyber security and defence stocks.Ive been in Since October.Surely with Trump getting in defence will be high on the agenda,it should be in Europe too!
Https://twitter.com/messages/1532388093529149440/participants
We built our position in BUR in 2019 (post MW) and kept it since then at 10.51% level. We did some corporate restructuring in 2020 where the investor entity changed so we updated market to notify that change (no share was ever sold).
We trimmed our position the day before yesterday to fund some urgent capital injection in another situation. We hate this disposal but we have all the intentions to buyback these shares as soon as we could. Here is the situation where we needed liquidity urgently
:https://www.yahoo.com/lifestyle/mithaq-capital-loans-children-place-160144590.html