Member Info for RIDER75

When you claim a value of x , do you mean value as once basis of revenue? So as part of company or project valuation, should be lessen by averey sort of costs , etc, then discounted througjt the life cycle of the mine /project, then somehow dividd between the parties of contractors (GCM, PowerChina). Building a powerplant also means additonal revenue basis.

Or is there a thumb rule how you van evaluate such a project caculated from the volumr of the resource reserves? Thanks Br

Or there is a tuhu

"Cash receipts in FY23 meaningfully exceeded total operating expenses and finance costs".

For the fellow who was afraid of the going concern status ....

Of you were Power China, wouldnt you buy out GCM?

Sooner or later infantile lunatics arrive everywhere.

What makes you think, that your "contribution" has any meaning for the others, for yourself?

Searcher the only way to trade the shares is through action several times a day? Honestly yesterday aroiud the sp at 11-12 my treasury contact me across this auction stuff, thus missed those high prices.

Earl, thanks for your posts, with such enthusiastc euforic mood, all pros and cons is welcome. But take care not turning hysteric, when others challenge you opinion.

As far as I get it, its the gov. officials communication that has changed substantially recently. (Along with all other factors, gatherd by Searcher.)

(I watched from a close premier plan angle the ICSID rulings caused freefall of GBU shares. BUR should consider and analyse the ruling, and maybe have a try with them...with theoir multibillion claim against Romania).

I am thinking on the valuation here. Obviously 10-11 gbp now means a much cheaper valuation, when it was the same last year. All their numbers shows growth. The fruits of their yearly work and contribution to the companys value will be there (on their slideshows...:-)

May I ask, what is the magnitude you are invested here? Or the percentage of your portfolios?

7.... apology for the all in mate for my.remarks... :-)

(Sorry for being off. Searcher, let me ask a question! Recently I have managed to get excellent invesment ideas thanks to posters help in other boards. I really appreciate when somebody shares his other stakes. Searcher, what other stocks or stories do you follow? Many thx !)

In case of a delisted company you as shareholder are entitiled to get dividends. Due to the fact that project developemts can take long years, dividend would come in the distant future.

With Polo, your headache is not getting dividends as the main owner transfer the profits other ways to himself, or you are afraid of being deluted to the eternity?

Https://investors.burfordcapital.com/news/news-details/2024/Burford-Capital-Announces-Date-for-Release-of-2023-Financial-Results-and-Results-Call-Registration-and-Participation-Details/default.aspx

Being all in, in Bangladesh.... well thats a brave move...

In case of a growing company, there are several parameter, by which you can evaluate their performance.

Paying 9 % as interest may be a better deal, than leaving out promising opportunities or fund them through the investment funds. A few of the main long time owners might also be those fimamce by bonds, at that nice level of interests. They are bankers, with almost infinite resources.

Https://www.ft.com/content/3c4f3323-d9bb-4399-94fb-0bd4abd67b2a

I managed to open without bring subscriber.

I think it has nothing to do with anything in Burfords business .

Br

As a layman, without legal qualification, just at first sight: BUR's and its clients claims, and the awards are not defaulted sovereign debts.

I have just recently (for a year) read and written on share forums or chats. Out of question, BUR forums are the extremely rare exception, where almost never can we read personal remarks, where you cannot find neither lunatocs nor those are eager to be THE right. Many valuable contribution and opinion. Some professionlism. And mutual respect to each other. This trend

should be maintained.

Br and Gl.

I dont really get it how anyone can quote muddy waters again...

BUR could easly make cash flow by selling to third parties its holdings but why would they? Their aim was to overweight their self funded (BURF only) cases to maximize profit in the future. Could easily substitute the soutce of finamce of hese self funded (or bond funded) cases with external capital (funds).

At least I think thats the case.

Arg stated before that they think 4-5 bn (instead of 16) would be fair. Thus the present valuation in the books cannot be exeggarated

Non seller holders dont have any effect on SP, as they dont do any transaction. The level of shorts should be compared to the turnover or daily volume, not the ehole market cap or free float. Especially if the part that is considered free float kay also partly belong to the "non-seller holders". Its true that shorting shouldnt have any meaningful effect in theory, but with a low daily turnover, lower really freefloat ratio, the time differemce between the effect of opnening and closing the shorts has. When opening shorts additional supply or selling pressure is created, thus has a preassure to lower the price, as demand or buying power is limited, then when the may unleash the closing wave of shorts, it wull have a lifting effect on sp, both has much stronger effect than in case of a normal, liquid, lower risky, higher real free float etc. share.

In theory.