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Share Name Share Symbol Market Type Share ISIN Share Description
Burford Capital Limited LSE:BUR London Ordinary Share GG00B4L84979 ORD NPV
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -15.60 -2.79% 543.60 542.60 544.00 553.60 543.00 548.00 31,065 10:15:44
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 276.0 170.1 73.1 7.4 1,189

Burford Capital Share Discussion Threads

Showing 6576 to 6597 of 19975 messages
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DateSubjectAuthorDiscuss
11/5/2019
11:06
Mr foetus, We do know something about how Burford have executed on IP investments, from the detailed investment data they released after the last finals: Https://www.burfordcapital.com/investors/investor-information/burford-capital-investment-data/ Looking just at the IP cases which had concluded by the end of 2018, the results are a bit meh: 19 investments including 2 portfolios Average duration: 2.1 years 12 investments resulting in a profit, 7 resulting in a loss of which 4 were 100% losses Total capital deployed: $64.7m Total recoveries: $67.9m Therefore ROCE of just under 5% Focusing on just the investments in the partners funds (again, this is just the concluded IP investments): 12 investments, 7 wins, 5 losses including 3 100% losses Average duration: 2.4 years Total capital deployed: $43.9m Total recoveries: $40.3m So they've actually made a net loss in the funds, not helped by one loss which resulted in a total write off of a $10.1m investment. Just to be clear, I'm not suggesting that the ongoing and partially realised IP investments won't generate outsized returns in future, just that the track record based on their own data isn't that great. There are still 28 IP investments which are ongoing or partially realised (18 in the funds, 10 on the balance sheet) amounting to $295.9m of committed funds of which $96.7m had been deployed and $36.8m had been recovered.
bestace
11/5/2019
08:04
has anybody got an update from IC's simon thompson please?
ali47fish
10/5/2019
09:46
I don't think we know but the returns can be huge: if we are suing someone in US for infringing a patent the returns could be massively disproportionate to our exposure. Also, as litigation funding is still relatively new, we probably had the pick of individuals with claims against big corporations. The corporates had probably assumed for decades that you could steal IP and then stall any legal action so again, there is huge scope, but we know nothing about how BUR has executed
mad foetus
10/5/2019
09:41
MF - Should we expect IP cases necessarily to have a shorter turnaround time? Thanks
lomax99
10/5/2019
09:20
I think Bogart is particularly excited about fund 2, which is focussed on IP cases and could bring outsized returns, but we have to be patient as returns will come suddenly during the harvest period
mad foetus
10/5/2019
09:15
We do know that they have hardly ever written down any case that they have previously increased the value of. We also know that the funds have a waterfall fee structure so BUR only get paid when they wind down and investors are repaid, meaning there. Is a clear source of future profit (as those performance fees will be all profit) that is currently not accounted for at all
mad foetus
10/5/2019
09:08
Arregius - with all respect you don't really know that Bur has been very conservative with their accounting - they say they have, we accept it; but it's the big risk here.
trident5
10/5/2019
07:58
Lines does not tell ME anything. Business does and from that perspective I am very relaxed here. Support is for those who want a positive portfolio, i can postpone gratification and increase my stake when people dont just get it. Opportunity does not come up when people buy in, just the opposite. Apart from a note which someone has pointed out (opinion) what have changed? The industry here is just starting and from the accounting perspective, BUr has always been very conservative so I am not worries about the reporting.
arregius
10/5/2019
07:56
Hi, bbd, yes agreed. Let's hope it doesn't become another neckline! [marked in pink on chart above] You are welcome to post the chart on here, but as a black poster, would have to host the image file on a third party website on the advfn white-list. I can post details if required. Where does the share price go from here I wonder? edit, just realised it's an advfn chart, so you can host it using the advfn chart grabber if required.
bamboo2
10/5/2019
07:50
Can you send it to my email? Arregui.unai@gmail.com Thanks
arregius
10/5/2019
07:42
Historical good support line here Https://twitter.com/bigbigdave_/status/1126737046125420544
bigbigdave
10/5/2019
07:41
Historical good support line here Https://twitter.com/bigbigdave_/status/1126737046125420544
bigbigdave
10/5/2019
07:07
Https://media.anadvfncompetitor.com/a/2019/05/1-Burford-Capital-Christopher-Bogart.pdf Sorry, link not working
lomax99
10/5/2019
06:56
Here's the link with a deck that Bogart presented at the Shares event.https://media.an ADVFN competitor.com/a/2019/05/1-Burford-Capital-Christopher-Bogart.pdfI thought an interesting fact was that BUR instead of applying more leverage to its balance sheet has built in leverage with its SWF deal whereby BUR puts up 1/3 of the capital but gets 60% of the return.Other than that I don't think there was any new info. Q&A also just addressed his take on Cannacord (same as BUR Statement on Website) and about the AIM listing (similar take as on latest earnings call)
alpha inu
10/5/2019
05:58
IC is working its way through the top 100 AIM shares, and has reached No1. Conclusion: Despite the rate of share price growth slowing since the final quarter of last year, we remain encouraged by the large amount of capital ready for deployment and the group’s track record of doing so profitably, with the portfolio generating a 31 per cent internal rate of return since its inception a decade ago. We remain buyers.
jonwig
10/5/2019
05:31
Jock - you should be able to see it online in a week or so.
jonwig
09/5/2019
23:18
Hoping for a turn tomorrow. We have several potential turns over the next few days so it could get choppy. Got to be better than an endless plunge though. 10/5/2019[x2] Mid chart [shown] 10/5/2019[x3] LM chart [not shown] Longer term screenshot
bamboo2
09/5/2019
22:21
Did anyone go to the Shares investor evening yesterday where BUR were presenting? I meant to, but couldn’t make it....
jockthescot
09/5/2019
16:54
Yes Madf, this is the certainly the essence of the stock market. Was set to bounce between 1600 and 1850 again last week but was tripped up on the way down to 1600 by CG. No one makes money when stocks stay still.
winsome
09/5/2019
16:42
It's the first vaguely decent candle we've posted this month at least
mad foetus
09/5/2019
14:50
It started falling before then, and everyone agrees the CG note makes no sense. No doubt will go back to £18, rinse and repeat
mad foetus
09/5/2019
14:48
Jonwig - no it's falling because of the worries raised last week.
trident5
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