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Share Name Share Symbol Market Type Share ISIN Share Description
Burford Capital Limited LSE:BUR London Ordinary Share GG00BMGYLN96 ORD NPV (DI)
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  6.00 1.01% 601.00 597.50 601.00 601.00 593.00 593.00 6,886 08:02:43
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 276.0 170.1 73.1 8.6 1,314

Burford Capital Share Discussion Threads

Showing 21051 to 21073 of 21575 messages
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DateSubjectAuthorDiscuss
24/11/2020
08:05
Thanks lomax99.
djderry
24/11/2020
06:33
Tweets & repliesHalfLikesSebastian Maril's TweetsSebastian Maril@SebastianMaril·8hJudge Preska continues to rule in favor of Argentina and YPF. Today, administrative but very important issues that force Burford Capital to present information that before "they did not agree" to make it available.Who knows. Maybe the case will be turned around.1twenty98Sebastian Maril@SebastianMaril·18hFollowing the departure of CRAVATH SWAINE & MOORE, on Friday MANATT, PHELPS & PHILLIPS, LLP announced to Judge Preska that it was joining the case on behalf of YPF against Burford and Eton Park. Send her attorney Rebecca Rettig.
lomax99
23/11/2020
23:59
Sebastian Maril has been commenting via twitter on the latest twists and turns in the Petersen case.Anyone got a translation?
djderry
23/11/2020
17:17
Thanks Toby!
lazg
23/11/2020
15:17
Times doesn't let you do that anymore
williamcooper104
23/11/2020
14:26
Could someone copypaste the article?
lazg
23/11/2020
09:06
https://www.thetimes.co.uk/article/tatiana-akhmedovas-son-accused-of-foul-play-in-453m-divorce-lwdm9fdrz
scubadiverr
23/11/2020
08:17
Can anyone remember the discovery timetable for Peterson ? Doesn’t it start soon?
syoun2
23/11/2020
07:22
I thought the piece itself was positive, albeit some of the responses were sceptical. I think the sector is massively misunderstood because people cannot understand asymmetric gains. Even something like Petersen, which from memory we acquired for around 15m and have already sold bits of for around 200-300m. What people don't get is that if you are a business with a claim like that, selling for 15m isn't a bad deal. The alternative is having management time spent on litigation for years, clogging board meetings, constantly draining cost and putting uncertainty over your results. Litigation funders are effectively paid to assume that uncertainty, in return for potentially unbelievable upside, and then people complain about the valuation of their assets on the basis that it's uncertain. Well, that's the point.
donald pond
22/11/2020
23:50
Scubadiverr - LIT in UK already. Moving HQ there. Must bigger than RBGP. Manolete has been soaring despite being much smaller than Burford. Different accounting practices
warno01
22/11/2020
23:23
I may have misunderstood you. I hold Mano so hope that others soon do report similar metrics. Who else is in this space other than RBGP (in their infancy) and LIT? (only Australia at the mo is my understanding)
scubadiverr
22/11/2020
23:19
Have you read the full piece? They are very sceptical!
scubadiverr
22/11/2020
20:37
This is well worth a read about Manolete. As others in the sector report the same sort of returns scepticism may decrease https://twitter.com/maynardpaton/status/1330494405074161668?s=21
mad foetus
21/11/2020
18:49
I would rather they spun of their cases into listed fixed life cells (with one on its own for Peterson) that way you would have the choice of buying the claims or buying the management/fund platform/growth
williamcooper104
21/11/2020
18:22
Burford management has in the past set out a view that its greater transparency through being publicly listed has provided them a significant competitive advantage. I'd be extremely surprised if they took the PE shilling and went "dark".
tradertrev
21/11/2020
13:44
It's 100 percent a people business So a PE outfit would just offer to more greatly enrich management - hence why I'm in favour of management making a ton of money (so long as is of actual cash not P&L) The large PE shops are really now just multi-strategy asset managers these days so they would put a huge value on Burs management platform as a springboard to getting more Assets under Management (and they will have noticed the attractive promote arrangements Burs funds have - which are better than typical PE 20 over 8 structures)The downside for Bur is that the larger PE houses might have conflicts that could limit what Bur can do
williamcooper104
21/11/2020
13:38
The limit on the arb should be the spreads No stamp duty, low dealing costs Uk, free dealing in US So if the difference is more than bid ask then has to be an arbitrage Wondering what's best way to exploit that/anything missing in that analysis
williamcooper104
21/11/2020
13:36
@ Dj: while I do think this is possible, Burford is essentially a peoples business. You can't easily buy 100% of a peoples business. And while they could take ot private its unlikely as they have just invested in an public offering. Sometimes its a tactic to pretend to go public to get a better asking price. But going through with going public to then go private is rarely seen, as it just burns a lot of money.
lazg
21/11/2020
13:03
I continue to fret about the company's decimated/moribund share price.Not because of its price per se,as you know ,the share price tells one nothing about the company's actual performance.Rather,because I think it makes Burford a sitting duck for an opportunistic bid.I've said it before,I believe that , particularly,private equity will look at the mouth watering metrics,ROIC and IRR.Then,the launch on the NYSE and the regulatory scrutiny that the company passed with flying colours,as we all knew it would.I believe the company is extremely vunerable.Personally,I have no problem with a decimated share price,as long as I know I can enjoy the rewards as the company continues to execute its strategy.In simple terms,we have a $4 billion dollar portfolio on a roughly 50% discount to original investment.And the future returns on these investments will be multiples of that,even on a conservative estimate.I will start to become more comfortable with the share price at the £15 to £16 level.The company would still not be out of the woods at that stage but ,at least,might be a slightly more indigestible morsel.
djderry
21/11/2020
11:46
I sold my US and bought the lower valued GBP
williamcooper104
21/11/2020
08:10
WC104 You still holding BUR as $ denominated in IB? why the large disparity between BUR$ and BUR£ traded equivalent of £7.95 in US during UK hours. 3% diff
stoxx67
21/11/2020
07:34
They did a trading update on February 2nd this year for the year ended 31/12/19 so not expecting anything from the company till then.
clyde13
20/11/2020
18:58
Anyone know when BUR's next financial report will be released?
lawdawg759
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