Litigation Capital Manag... Share Discussion Threads

[scubadiverr] 28/4/2021 09:07

You should read this if you think they don't have competition.. https://traviswiedower.com/2021/04/20/burford-capital-is-by-far-the-most-undervalued-company-i-know-of/?blogsub=confirming#blog_subscription-2

[tongosti] 28/4/2021 09:07

Been building a position yesterday and today in light of huge volumes / fundamentals / phenomenal chart setup. This is a very high probability low risk entry point chaps. GLA and over to you Mr Market.

[bigbadaussiebear] 28/4/2021 09:00

This is what euphoria feels like

[bigbadaussiebear] 28/4/2021 08:59

Suck a fat one haters

[sambessey] 28/4/2021 08:20

Looking very strong - 100p today?

[stevie31] 28/4/2021 07:31

I too watched the presentation and felt that this company is well run with little competition at present. The economics also seem to be in their favour at present.

[leadixon] 27/4/2021 21:35

If we can maintain above this 85p for a few weeks I think we good. Luckily topped up on the dip and will continue to do so as we go along, but looks like the float getting picked up which is great to see

[someuwin] 27/4/2021 15:06

Chart suggests bowl formation will play out to 120...And beyond!

[74tom] 27/4/2021 09:40

The secret sauce here is the compounding effect. That's why it has multi billion pound potential. Once they have the second fund open, cash from the maturing investments that they made at IPO can be reinvested as capital. External funding such as the $50m credit facility won't be needed going forwards as soon as settlement momentum picks up. The outperformance fees generated by the asset management will turbo charges the impact.

[thelongandtheshortandthetall] 27/4/2021 09:35

Why I think this UK Small Cap Stock will be my Next BIG Multibagger!
Litigation capital management.

Good break down. I didn't appreciate the latency of income.

Chart wise. Its a beautiful bowl :)

[jamessmith23] 27/4/2021 08:53

If this does go through 100p in short order and it can be put down partly to the video then fair play to all holders! I have no issue with not making the gains on a share I don't know very well, and I agree the video was very informative so no bad feelings at all, just find it a little concerning the ease in which some people can be led, particularly in current markets.This will be one to look into more for me and potentially invest down the line, if it really does have billion market cap potential then getting in at 100p vs 83p isn't going to be too much of a problem. Will also definitely give his channel a follow, he added a great level of enthusiasm and humour to the whole thing

[bigbadaussiebear] 27/4/2021 08:51

Going to 100p soon as expected...

[petethepict] 27/4/2021 08:45

Eat your heart out, dodgy old jonwig.....

[74tom] 27/4/2021 08:42

Agreed, I laughed when he turned up with shades & a fake afro, but the quality of the content was excellent. @Jamesmith, I think you underestimate how challenging it is for most people to undertake proper research themselves. For one thing it takes a lot of time & secondly you have to know what you are looking for. Eg. it's not enough to look at LIT in isolation, you need to contextualise the investment case vs Peers (Omni Bridgeway was very useful to see how the Asset Management business can grow), and also be aware of the path that BUR followed. That's more than the majority can be bothered to read!

I agree that the principle of blindly following is dangerous though, you just need to look at the Vox Markets Podcast to see how dodgy some of it is. From my experience, the good promoters talk about market cap ahead of share price, the shysters focus entirely on the share price...

[farnesbarnes] 27/4/2021 08:30

He has built a decent following based on what is clearly well researched content, presented honestly with an injection of humour and humility. He has a solid background academically and professionally. He is believable. Hats off to him.

The timing of the video is poignant too. Whilst Mateus is not specifically technical which he readily admits, LIT bouncing off the zone between 21 and 55EMA is very encouraging. Will we see 100p soon?

[jamessmith23] 27/4/2021 08:16

Does amaze me how quickly people will buy into something because of a video instead of doing the actual research themselves though.Am tempted to reduce my position in RGBP and use some of that to add a position here as LIT does look relatively underpriced following RGBPs solid run over last few months but will need to check out everything in the video does line up. The accounting process is something I like a lot, conservative is definitely better for long term holders.

[74tom] 27/4/2021 07:58

Yep it’s a really good video actually, 1.7k views so far so we should get off to a flyer if even 5% of them want to buy in. Just checked the order book at the bid is already up to 85p... going to be a cracker :)

[bigbadaussiebear] 27/4/2021 02:29

Been saying it all along and finally more and more investors are figuring out the potential for life changing wealth creation here. Be patient and let the story unfold. This is going to be a repeat of Burfords gains over the next few years.

[johnwig] 26/4/2021 23:59

That was a pretty compelling summary of the advantages and disadvantages of LIT. It conforms very closely with my original analysis. All I can say is that I am glad that I also put it at the top of my conviction buys and already hold a significant amount. It’s clearly the really outstanding litigation finance opportunity.

[dan_the_epic] 26/4/2021 23:41

not sure what to think about this stock imv. too complex.

[74tom] 26/4/2021 22:32

Nice, this should fly tomorrow...

[74tom] 26/4/2021 13:10

Yes had been watching the L2 order book & noted the buy side strengthening this morning. There had been 50k on the offer for the last few days but that was taken out just before lunch. There is another 50k sitting at 83p, if that gets taken out then 85p + will happen very quickly.

[bigbadaussiebear] 26/4/2021 12:35

Hopefully we can clear that 85p level and move back to the old highs set right after the IPO.

Profit taking has slowed and demand is still there so this is going higher...