Burford Capital Share Discussion Threads

[lomax99] 09/2/2020 12:46

Cartel suit dismissed:Https://www.business-standard.com/article/international/daimler-volvo-other-truckmakers-win-dismissal-of-950-million-cartel-suit-120020701936_1.html

[bubloo] 09/2/2020 12:15

burford should finance krupa investment litigation against Muddy waters in my opinion. we may be on to a double winner NMC AND BUR

[keyno] 09/2/2020 11:59

And where does MW fit in to all that, I wonder?

[epicsurf] 08/2/2020 22:25

America's most powerful private equity firm holds talks with bosses at NMC Health about £2bn takeover of embattled hospital operator

[wangcai] 08/2/2020 18:32

I updated the file once again. The defendant counsels still trying to take the case to argentina. I think it is highly unlikely that this will happen. But i suggest if you are interested you should read the files and come up with your own opinion. The files are directly downloaded from the court. I will probably continue to update on Twitter.
@Wang_Cai_Foshan

[epicsurf] 08/2/2020 14:03

Maybe a rebalance,Burford is traded on sentiment at the mo,any selling by a institution will be seen as a negative .If they are rebalancing their portfolio
and not selling into share price rises
hopefully it should move forward again
Took a tranche at 6.15 on Friday

[onup] 08/2/2020 09:28

Invesco correction

[onup] 08/2/2020 09:28

Investors reduce by 0.1%, just rebalance?

[epicsurf] 08/2/2020 09:15

Rns might explain the sudden drop back
to low 6.15, invensco reducing holdings

[onup1] 07/2/2020 22:05

Surely good

[stockvalue] 07/2/2020 21:34

One of the counsels withdrew as counsel for Defendant Argentine Republic in the Petersen case... don`t know if its good or bad...

[williamcooper104] 07/2/2020 20:48

When to sell on a winner is really hard to work out - but when to sell on a dog is easy Just because you sell on a drawdown doesn't mean you can't buy in later Burs has been a total waste of time for last 6 months - I've been happy to be mainly away - it may all come good/better but ill be back in when it does - and if I don't get the bottom I'm not too bothered - not looking the hole in one

[hawkind] 07/2/2020 20:16

Interesting, that this approach worked for you.

[gettingrichslow] 07/2/2020 19:47

Hawkind, you say “cut your losers” but some of my biggest ever gains have been in companies that dropped over 50% from when I bought them, and then soared to many multiples of the original investment thereafter. ARM Holdings and Glencore being two that spring to mind. Similarly, some of my biggest ever losses were in companies where I did “run the winners” and then they ended up worthless when if I’d sold up I would have crystallised big gains!

[hawkind] 07/2/2020 17:16

Yes, i like that statement. Also like the look of LIT too I think BUR and LIT both will do well in 2020

[hatfullofsky] 07/2/2020 17:08

This statement has had me buying all week.We are entirely unconcerned about that, and as January 2020 has proved, circumstances can change quickly in our business. We focus on cash, and the best value outcome for shareholders from our investments, rather than managing realisations to an accounting year-end. We can't control when courts rule or matters resolve - and in many instances we make more money from delay because of the pricing structure of our legal finance assets.

[hawkind] 07/2/2020 17:08

Shouldn't call out people on bad judgements. We all get it wrong sometimes, and some right. The name of the game is to get more right that you do wrong, run your winners and cut your losers. Of course easier said than done when human emotion intervenes

[sogoesit] 07/2/2020 17:05

How's MXCP doing?

[gettingrichslow] 07/2/2020 14:22

And he came a cropper on Bango...

[nico115] 07/2/2020 14:17

Chimers bought loads of Merc at 32pNow 26pOuch Don't follow Chimers

[williamcooper104] 07/2/2020 13:24

NAV the shooters charter !!!! NAV is the anchor for longs

[chimers] 07/2/2020 12:43

adnan, IT IS YOUR LOT WHO KEEP ASKING ME QUESTIONS NOT THE OTHER WAY AROUND.

I AM RESPONDING TO EITHER QUESTIONS OR ATTACKS ON MY VERACITY.

[lomax99] 07/2/2020 12:39

NAV, the shorters charter!