Litigation Capital Manag... Share Discussion Threads

[farrugia] 14/2/2023 12:21

jackson is a bit of an idiot anyway

[wolstencroft] 14/2/2023 12:20

It's posts like this that normally call the bottom, IMHO

[robsy2] 08/2/2023 11:56

That makes sense to me Luwe. Unless things have changed, there is a lot of value inside the business that will start to show in the P&L account at some point.

[luweiluwei] 08/2/2023 11:27

PE isn't relevant for this company.
Should be valued on balance sheet and future balance sheet.
That balance sheet should be much higher after this year.
In the future maybe it could be valued based on dividend yield.

[luweiluwei] 08/2/2023 08:54

~90M invested capital at >30 months.
According to historic returns they should see roughly 225M come in over the next 12-18 months.
On 82M market cap.

[jonwig] 07/2/2023 20:19

Rosenblatt (RBG) is ditching its Lionfish arm and has sacked its CEO. Manolete (MANO) is hoping for great things by chasing up covid loan offenders (the stay in bankrupcy actions was a blow).

LIT has a possible card up its sleeve, the GreenX Metals case against Poland. This might be decided around April.

But another approach is being made by law firms, contingency fees. This is much the same thing as litigation finance but needn't be a big part of a firm's book.

[williamcooper104] 07/2/2023 19:39

Increasingly feeling that other than Burford (who still have issues with show me the money) everyone else has failed at litigation finance

[luweiluwei] 07/2/2023 19:32

Consider my patience tested.
How slow can courts continue to be.
~90M of invested capital is at >30 months.