The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Follow up - Preska orders that Argentina must post security in form of other assets by 5th December, agreeable to the plaintiffs. If not done, then full security for the 16m may be required.
News just in via the wonderful Seb Maril - https://twitter.com/SebastianMaril/status/1727108224896172131
No bond requirement and Argentina must post other collateral (e.g. YPF shares which were up 40% in the last 2 days) to avoid embargoes.
Should be seen as a positive since easier to post other assets than raise the bond.
The market is all about CPM(cost per thousand impressions) as per YouTube, Spotify, etc. Some advertising networks offer a click thru rate but it's low because the selling network does not need it's revenues determined by the success of a creative ad. Equally many large advertisers by through agencies aggregating volume who get much better deals on CPM rather than Click thru. Whilst you are right on the click thru cost and opportunity, you are wrong when it comes to 90% of advertisers in the N. American and European market.
Haven't received mine yet. .Still showing as waiting to be paid.
What is the ASTs payout? What country? Thanks for sharing more.
Back from suspension in US - steady at US16.50
About GBP13.20
https://www.marketwatch.com/investing/stock/bur
Thanks Paul. The funding is the key question and it does feel like it's dragging now. We've been waiting 12 months with little news other than it's very imminent.
The markets are very difficult, albeit there are some very different funding options with the likes of offtake royalties (e.g. Trident). Can you provide any further information on next steps on funding as we head towards the last quarter of the year. Thanks
Or watch the share price in the coming days. Don't think you can read anything into a minor fall in the share price today. The spread has widened which is generally a sign of lower liquidity and you could interpret it that there is a shortage of stock (or lack of trade, but likely the shortage of stock on current prices).
The spread has been between 5% and 7% since Friday, somewhat higher than it's been for a long period of time.
Let's see what happens. Personally, I think this will be GBP120 by the end of the year, if not by the end of the month.
Would love to know what chart you're looking at to see a Head and Shoulders pattern, unless you're seeing an inverse H&S.
Suffice to say, it's at it's lows from several years and it's moving back up. Revenues for the year should be record breaking with much more to come.
GBP95m market cap is ridiculously low for the revenues that are coming in and will grow, especially with the Fund Management.
Revenue for the year should be GBP50m+. Should be north of GBP1.20.
Full transcript of the call here - https://seekingalpha.com/article/4605148-burford-capital-limited-bur-q4-2022-earnings-call-transcript
Download the investor presentation from the BUR website to cross- reference it
Utter nonsense. Breach of contract leads to termination of contract. Most companies will try to remedy a breach, but you don't address it after termination of a contract. Most contract breach cases happen before termination, but it's certainly not exclusive to post termination
Sign up to Investor Meet and you can watch it on demand. https://www.investormeetcompany.com/investor/meeting/final-results-for-the-year-ended-31-december-2022-1
Thanks for sharing. I get mightily frustrated by these tweets though. They're without context, aren't time specific and leaves you asking "so what?"
Want to know about the updated production which is well over. 40% down on this but only a small position. Hoping for a rise and anticipating clearing out if I can get to breakeven/+10%.
Desperately need to see a share consolidation. The pricing of the shares makes it uninvestable for many and just a cheap penny stock.