Burford Capital Share Discussion Threads

[syoun2] 07/7/2021 00:22

All very good XX

[rar100] 05/7/2021 17:17

It seems to me that BUR appears to 'investors' to be a one trick pony, Peterson. And that's for the very small percentage of people that know about BUR at all. All the other cases they are handling don't seem to count, there's not a lot said on this BB about them anymore.

I still hold some in hope that the Sept. results will be good and that there is a bit of a fanfare about them if they are and of course 'big P' which I don't hold much hope for but what the hec, I own the shares...

The 3 year chart is enough to put a lot of people off, it would me by just looking at it not knowing much about the Co.

[kinfofbkue2302] 05/7/2021 15:27

If you can...

[time_traveller] 05/7/2021 13:52

Or trade the noise!

[kinfofbkue2302] 05/7/2021 11:02

I think that the mistake that most people do including 90% of those who post here is to confuse the noise and the signal. There is now no signal whatsoever currently; the stock price could be £6,7, 8 or 9 on no volumes such as now and there would be no signal at all it is is just noise. The days where there is real signal are those when the price goes up or down on LARGE volumes. The price at the moment is going down on no volumes which means that the price discovery is nihil but the noise gets diffused via the price which is determined by marginal sellers with no pricing power. A long winded answer to say that long term investors should just ignore days like today.

[lomax99] 05/7/2021 10:46

I doubt it, but who knows? It is on absolutely no volume, only 22k traded, pathetic. Intend to top up, progressively, sub £7.

[prokartace] 05/7/2021 10:37

Is there no end to this current decline. Are we headed back to 600p where we started?. Still havent seen the share price stability I need before re-entering

[galatea99] 02/7/2021 12:38

Oops, from 2019 but perhaps worth revisiting!

[galatea99] 02/7/2021 12:34

Tweet from Sebastian Maril on Burford calculation of dues in respect of Peterson/Eton Park/YPF cases:

[syoun2] 30/6/2021 17:52

Has anyone seen any thoughts/discussion on split between institutions and individual consumer investment in Burford

[syoun2] 30/6/2021 17:37

Yes we see it time and time again. Until we see Covid impact on courts and consistency in results( we know they can be lumpy as the man says)which hasn’t happened yet for US market we will always come up with this pattern. But all us long term investors know it’s a game of patience and understanding what a gold mine they are sitting on but just need to unlock more

[dagoberia] 30/6/2021 14:50

Hahaha yeah it's a common BUR pattern, then suddenly one day it's up 10% . Today it seems persistent drip selling for no reason..

[riverman77] 30/6/2021 14:27

Wouldn't we all love to know, welcome to the joys of investing in BUR. We've seen this pattern many times before over past couple of years so I would just try to ignore it, or treat as opportunity to top up if feeling brave. Drifting lower on lack of news is probably the most likely explanation.

[time_traveller] 30/6/2021 14:04

25% down on two months ago - any particular reason? Way too excessive for just the reflation trade.

[maddox] 30/6/2021 11:08

Interesting report based on some market research published by BUR:



One of the key puzzles for investors is how do BUR manage to achieve such fantastic performance metrics? Well this report provides some insights into the market dynamics and the attitudes and concerns that will perpetuate this performance.

I'd highlight a few points of interest (my words and interpretation not direct quotes):

>> Large Corporates largely lack the skills and expertise to value the potential of the legal cases they hold;

>> LitFin firms are far better able to evaluate and quantitatively assess these hidden valuable assets Corporates' possess;

>> Finance Directors are far more concerned to defray legal expense risk and thus prepared to concede substantial up-side to LitFin providers;

>> Finance Directors are disinclined to invest working capital to fund legal disputes with an uncertain outcome;

>> Therefore, there is a huge untapped potential market for litigation finance and thus also for legal services firms.

In essence, FD/CFOs lack the expertise and supporting data to tackle the complex evaluation of the risk/(time/value) reward inherent in a Corporates' litigation assets. They are thus more likely to view legal case spend as a cost rather than an investment and peripheral to the core business. None of these factors are going to change anytime soon.

There is thus a huge opportunity for LitFin firms to offer their expertise and advice to Corporates in a similar way as firms of business consultants do now. The key difference being that these outside consultant are prepared to back their advice and recommendations with their own finance and de-risk the opportunity for their client.

So these are my thoughts, have a read and see what conclusions you draw.

Regards Maddox

[1aconic] 28/6/2021 15:05

Thanks William - never really looked at WSB. I (probably wrongly) had assumed it was a quite superficial short term trading tips board and moved between companies quite quickly rather than having sections focussed on any specific company... I'll take a good look at it. Thanks again.

[williamcooper104] 27/6/2021 20:31

It's WallStreetBets - nothing compares to it Seeking apha - on WallStreetBets for boomers is very good too - but it's not a BB

[syoun2] 27/6/2021 19:45

I assume nobody knows the names or firm of the new lawyers? Would be good information to know what they specialise in

[1aconic] 27/6/2021 09:15

Has anyone come accross a good US based BB/forum for BUR yet? Something equivilent to this one but with predominantly US investors?

[1aconic] 27/6/2021 09:12

Petersen are the plaintiffs and are backed by BUR. The new lawyers are on BUR's side.

[warno01] 26/6/2021 15:33

Are the lawyers being added to the Petersen team on the Burford side or the Argentinian side ?- it's not clear to excuse my uncertainty.