Member Info for RIDER75

Ponzi, dont get me wrong, your comment style is the joke . A bad kind.

Why dont you try some less certain claims on why and exactly what levek the sp would drop. In a few days time.

You could be taken more seriously by others.

Could become a valuable contra - thought for the enthusiastic longs. Etc.

Br.

All those you mentioned migjt be the reason for the huge turnaround. From the edge of the cliff. Thats why the turnaround may be huge.

What can BUR do with Arg currency swap agreements with China?

(Those cases I wrote are not financed by BUR.)

I dont want to be too off, but its worth taking a look at GBU chart... when a financially stronger sovereign is waiting for a ruling.... with EU and other organizations membership, not paying is not an option... I have just come across recently a few example of arbitration against sovereigns (RML, GBU, MON...) and started to feel what a promising branch of finance where BUR is market leader.

In case the jury find that YPF is liable, that devision is alse appealable, or thats a final thing?

Thats a huge risk for Arg. YPF wouldnt be able to export normally, would have difficulties in making financial transactions abroad.

And privatisation would be impossible.

In case an investor with solid long term aim in the company may shift the price effect of his demand to a later date. And borrows from a linked or similar company, with long term intentions, who not deals with the sp during this time frame, as also being interested in fundamentals and core operation not what the share price is.

How can you have the sp stayed low while buying up a company, with low liquidity or volume per fay?

In paralell with executing the buys, open similar ammount of leveraged short, so that the demand and supply remain balanced, and then, when you have gained the aimed volume of shares, start to close the shorts? Maybe do this once but for longer period, or several times continuously. Is that the appropriate method?

So cc 5 five times the number of shares, 6 pound /5 = 1,2 ,, 60 times the current value would equal the same valuation as then you mentioned

If I have understood right.

Https://www.yetanothervalueblog.com/p/the-curious-case-of-plce-and-the

Ponzy when the last short will be closed you might be sure that you are late with buying. The shorts never close at the bottom.

Ponzy when the last short will be closed you might be sure that you are late with buying. The shorts never close at the bottom.

Bradford your thoroughful arguments are quite convincing, thx for.your thoughts.

You mentioned that cost recoveries aim is essentially a fund return to the company for its previois capex, investments. But this case at least to the present capacity its is already invested, isnt it? Thus that should.be considered whether the investment need such capacity can be built again is high or low compared to the comany's metrics. And at least to the extent previous production level, invesment has been done, so positiv cash comes in the future. Am I wrong?

PUTUP regarding cost inccurrance, the case isnt that instead of examineing each firms uniq real costs, a standard number is determined (6 or 10 or 20 usd) which is pertained to each company regardless their actual costs incurred?

Ponzy, 100 m FCF on 200--300-400 m market cap is not that bad. What about 60 k bodp in the future? How would you calculate.with that?

What are the necessary achievements to become a part of more important stock exchange indexes?

Probably their special market segment doesnt represent any bottleneck for them. And assuming they will be so succesful as they have been, it is cheaper for them, then gathering capital into their funds.

Compensatory balancing power statons and system is needed besides any solar PV power station. 12000 MW is insanely tremendous and expensive, not to mention the needed development of the grid. Not a serious proposal.

Let me learn. Why is a buyback a value neutral distribution? Thanks Br

ElectricLion, not really , as an example, I am still here waiting for the conclusion. Must admit its hard to resist the temptation to lock a sudden profit of close to 100 % in the sprimg, or 50- 60 % in a week or two in dec, but the goal and the undelying theses is that in the near future the deal should be done. But you all should learn that there isnt always any miracle behond every smal everyday movement. Many times its just random walk. If I were a real(ly) lth, I wouldnt follow the shares.price continuously as many of you do.