Member Info for Warno01

Great news on the 250% premium on the Pipedrive investment. Huge result.
On the basis that TMT was trading at a 20%+ premium to the June NAV of $3.46 (at the $4.10 level), the RNS is saying it's worth another $1. That means a minimum of $4.46 and potentially another 20% pushing to $5.40. We're up to the $4.60 level (mid point currently)
Any thoughts?

Would much rather the funds for a dividend are invested into increasing positions or new investments. THat generates a far better return than a few pence of dividend. Dividends are nice to get are far inferior in return to the long term investment in growth.

They are presenting to their peers and the research industry. They are not presenting for man in the street purposes. That is why these presentations will not budge the share price. They are sharing with their peers so they understand the developments and what this may mean for remedies, prognoses, etc.
It's good that they've announced it - real movement will come from trial updates and commercial agreements, nothing more.

Good spot - I was looking at my portfolio looking at how I'm only 1% up on a 5% up day. Then saw this. Much higher in the US than UK now - https://www.marketwatch.com/investing/stock/bur

On the takeover side its got to be one for consideration. So many UK stocks are at a low price. Lots of takeover activity in the last few weeks and more to come following the US election giving some certainty. See this as a target at 1.20 plus

They are a useful comparison on in terms of market and audience. The difference being that one audience for SDRY prefers bold, branded clothing, where as the other prefers subtle (TED). The TED demographic is older, but both brands cater to an audience with more disposable income.
But they're both still the upper end of the mid-range market .

There is no difference between the two in the consumers mind as brands. They are both brands. It is primarily a choice of styling. The real difference is that TED is for more of a styled casual look with some tailored options where as SDRY is more leisure.

Fundamentally the only difference is at a micro category level. Both are appealing to a very similar audience. Trust me, I've been working in retail marketing for over 25 years

Fair to have the opinion. Fact is that mid range more premium brands are still in demand, especially Joules, SDRY, Ted Baker and the likes of Boden. Online sales are booming and its high margin too. Research including brand studies show that.
The issue for SDRY and TED has been stock. Once cleared, the business has reset. Two STRONG brands and Ted has excellent licensing beyond its core clothing

French Connection has struggled for some time. The FCUK campaign was brilliant, but they had nothing after that.

Joules has done well with it's results today. Well placed. SDRY has a similar stock issue to TED. I believe TED is further along its plan to get rid of the old stock. Also a more premium brand with higher margins.

It's been around 4p spread for the last few weeks. Put in a limit order and it may well get filled within the spread.

$147k director purchase over the last few days from $8.43 up to $9.22. That's a decent buy in any terms. Promising

BUR is one of 15 shares in my porfolio with the largest weighting. I track another 30-40 for potential investment.
Every single one is red today. Everything down at least 2% some up to 7%. Market is going to be very messy for the next few weeks. Time for tin hats and not looking at the screens.

PR does not drive percevied market value and potential growth
It helps but the company took a massive perception and reputation hit in a category that is very new to most investors. It takes time. PR will not make much difference to the share price. It will be results and investment from institutional investors

Started the day at GBP7.80 equiv /$10.19, but back down to $9.65 (GBP7.41 ish). Big margin even with FX

****ney Rebel on twitter been regularly looking at the Bowl pattern for Xaar. Could be a breakout to 1.96 or maybe beyond on the cards

...but fallen off to $10.25 quickly

$10.60-$11.01 on open in USA. GBP8.15-8.47

Use this link to see the pre opening on Burford on the NYSE every day (and then of course throughout the day).
Generally start seeing movement from 1 hour before NYSE opening.

https://www.marketwatch.com/investing/stock/bur

Thanks very much for that information. Much appreciated. Here's to a good few weeks ahead and more

No issue with the brand - the quality of product, cut, designs and stores is good. The issue was too much stock and mismanagement.
Over stock kills retailers - it's done it to many. You have to stop, cull loads of stock and start again. The brand is strong, the operations undermined that

Not in the current environment. Will be good to see the recovery, but with this 2nd wave, it's going to suppress all retail stocks, even if their e-commerce is going great guns.

I sold out 2 days ago crystallise a 25% profit. Will definitely buy back in if back towards 90-94p. Too much risk of a further 10-15% slide due to macro economic factors