Burford Capital Share Discussion Threads

[chimers] 15/8/2019 11:15

Reading this thread is like listening to 4 anoraks arguing about the coat hook.


So meantime....In the REAL WORLD OF SHARE TRADING THAT MATTERS...

It doesn't matter about he said she said he said what matters is the ACTION.

You can take this next bit to the bank ok.

If the Directors of ANY company (or CEO etc) BUY over £7m poundos worth of shares using their own money they took from underneath the mattress and handed to a broker to buy shares .... ANNNNNNNNNNNNNNNND!! that companies share price simply sniffs and carries on DOWNWARDS...then you have been given ALL THE ANSWERS YOU NEED.

THE MARKET HAS SPOKEN.

YOU should be listening to it.

The message the market has given is crystal clear ok.

Anyone?.............No?
Ok the "MARKET" is screaming at you all saying ...WE DONT TRUST THEM.

Once trust has gone it can NEVER EVER be regained.

They have to go.
If they don't go then the company will............go.

Hey you lot should be paying me for this!!

[ozzmosiz] 15/8/2019 11:14

bbms filtered as well. Filter list is getting long now.

[monte1] 15/8/2019 11:11

#10848

How on earth can you come to that conclusion?

It is all there in black and white.

Napo lost to Glenmark in every respect and even had $2.5m of Glenmark legal costs awarded against them.

The ‘PAY and REIMBURSE’ that you mention only clarifies the commercial arrangement for supply of product to Glenmark for onward distribution and sale - cost + 25% OHP, not an award to Napo.

Napo’s Counter claim against Glenmark was denied.

[bbmsionlypostafter] 15/8/2019 11:07

10852 ^^^, another TW post.

[blah blah] 15/8/2019 10:52

Perhaps it gets visits to the site. Assuming sk is TW, why would anyone in their right mind read the drivel here and think 'hey, I must sign up and pay £6 a month so I can read more of this guff?'.

[bbmsionlypostafter] 15/8/2019 10:51

adnan17
15 Aug '19 - 10:45 - 10848 of 10850
0 1 0
All of SK's posts are very convoluted. I am very lost as are most people.....

Reading is HARD.

[bbmsionlypostafter] 15/8/2019 10:48

Do the TW haters realise that their constant references to him & his website only add to his readership, subscribers, bank balance & influence?

People who had never heard of him before are visiting his site.

I'm sure he thanks you.

Can we stop talking about him in every second post now?

[adnan17] 15/8/2019 10:45

All of SK's posts are very convoluted. I am very lost as are most people. Your arguments make absolutely no sense. How many of you are there? How much do you get paid at your hedge fund? I thought you guys were Masters of the Universe. Seems like you are Masters of Deceit.

Some of us here do normal useful jobs, policemen/women, nurses, doctors, firemen, teachers. Maybe leave your hedge fund and join us in the real world. Might learn a thing or two.

Anyways lets do a bit of simple research according to the following two SEC filings and I am quoting from the sources (i.e. the settlement and corroboration agreement):

hxxps://www.sec.gov/Archives/edgar/data/1585608/000104746917003695/a2232030zex-10_60.htm

hxxps://www.sec.gov/Archives/edgar/data/1585608/000104746917003695/a2232030zex-10_59.htm

"Napo will SUPPLY CPL at a PRICE to Glenmark which is equal to Napo’s documented costs for acquisition, processing, packaging, shipment, and allocated overhead PLUS twenty-five percent (25%) and Glenmark will provide Napo with a rolling 12-month forecast of its volume requirements for CPL"

"Glenmark PAYS Napo a twenty-five percent (25%) markup above Glenmark’s costs for acquisition, processing, packaging, shipment, and allocated overhead, if any, to obtain CPL from such alternate or additional supplier"

"If, after Napo registers a product for which Napo has undertaken to conduct the necessary clinical trials and/or obtain the necessary regulatory approvals in a particular country in the General Territory or in the AAID-Specific Territory (a “Napo Product”), and if Glenmark subsequently decides to enter that country by marketing the Napo Product or by registering its own product based upon Licensed IP related to that Napo Product, then Glenmark will REIMBURSE Napo for FIFTY PERCENT(50%) of the expenses associated with conducting those clinical trials and obtaining the regulatory approvals for that country."

Hence, there are multiple instances within the document that states Glenmark must PAY and REIMBURSE.

Now lets look at who Glenmark Pharmaceutical are:



"Oh my goodness" Glenmark had sales of $1.25bn in 2017 and sales of $778m in 2011. So looks like they could afford to pay up.

Given all the above and the fact that Glenmark had to PAY and REIMBURSE, I'm sure that would have resulted in a large amount and Burford would have taken a cut.

Honestly, how much do you hedge fund analysts get paid?

[gettingrichslow] 15/8/2019 10:41

Bbms, are you completely mad? SK has been talking about TW non-stop all morning!!!!!! Even said she writes articles for ShareProphets!!

[williamcooper104] 15/8/2019 10:38

Yep - seriously boring - more boring perhaps than technical analysis

[williamcooper104] 15/8/2019 10:33

Winsome - yes - doubt they went over red lines - but plenty of scope for a little creativity - wasn't there a listed firm of accountants who went bust not so long ago

[bbmsionlypostafter] 15/8/2019 10:33

grs,

Mate, the thing destroying this board is the stupidity & relentless, mindless posting of the TW under the bed mugs, not SK who is trying to discuss BUR. Just read the last hour's posts. 50% of them are to do with TW.

[gettingrichslow] 15/8/2019 10:28

GrowthInvestor was right. These trolls have now completely wrecked this board. Just a few months ago it was dominated by intelligent posters. Now we’ve got a bunch of idiots led by SweetK posting the same boring repetitive stuff every few minutes.

[sweet karolina2] 15/8/2019 10:18

Using your analytical technique that enabled you to conclude "clearly there is something not right with sk2" there is clearly a lot also not right with BUR. Perhaps you would like to post what those things are. As, whilst I am flattered that so many read my posts so avidly, this is the BUR discussion board after all.

[monte1] 15/8/2019 10:09

‘Ouzo’

[1corrado] 15/8/2019 10:06

not good at all as well as for the ftse could trade below 7000 time to take a rest................

[scubadiverr] 15/8/2019 10:04

I've no idea who TW or shareprophets are but clearly there is something not right with sk2 and there appears to be collaboration. I'm all for a requirement for accounts to verified with ID as the current situation makes a mockery of the board

[monte1] 15/8/2019 10:02

... or perhaps Jc does - if so, I wonder what avatar he posts under?

trampyoldtrot

crustycommie

[ozzmosiz] 15/8/2019 10:00

bbmsionlypostafter
15 Aug '19 - 09:51 - 10829 of 10831

>> In my admittedly unscientific observations over the years I've noticed


BBMsIOnlyPostAfter
Member since: 12 Apr 2017



--
over the years? You've been here 2 years, so are you saying you're a multi-alias troll?

I think so!

[monte1] 15/8/2019 10:00

I am not sure that Jeremy Corbyn reads Cl€ms woefully formatted freebb tbh.