Rbg Share Discussion Threads

[the big fella] 24/2/2021 11:38

I had been waiting for a chance to buy an initial stake here as I was too slow to react and the price got away. Got about £25k invested here now in the low/mid 80's.
Looking for a 50% return over the next 12/18 months.

[qs99] 24/2/2021 11:10

Yup, have done so.....capital markets day should IMO help...DYOR

[johndoe23] 22/2/2021 11:21

Good opportunity to add...

[scubadiverr] 22/2/2021 10:03

I hope more will too until the 28th when my divi will be reinvested. That said I still don't like all the red my portfolio is seeing today!

[qs99] 22/2/2021 09:53

Looks like a few profit takers IMO....

[thewheeliedealer] 17/2/2021 21:37

Hi everyone,

My mate Peter @Conkers3 and myself did a ‘Twin Petes Investing’ Podcast last week and part of our discussion includes RBGP which neither of us hold but it does look quite interesting. We also cover several other Stocks of a similar nature.

As always we also chatted about loads of other Stocks and Ideas for research and a fair bit of educational stuff with regards to Investing and Portfolio Management. We also start off with quite a bit about the overall Markets and where they are most likely heading.

Anyway, if you use Youtube, Apple, Audioboom, Overcast, Google+ or Spotify you can find it under the 'Conkers Corner' Channel (you want Podcast TPI 42) and you can find it on Soundcloud at the link below.

I hope you enjoy it and find it useful, we try to keep them light and they are totally unscripted, not like all the stuffy financial fodder you are probably more used to !!

Cheers, WD
@wheeliedealer

[scubadiverr] 12/2/2021 12:25

A nice little snippet from Burford's latest blog post...As a partner at a Magic Circle law firm told researchers in late 2020, "The next three years will be busiest three years in international dispute resolution history.... Litigation funding will be a massive factor."RBL of course is a specialist in dispute resolution with the ability to fund select cases off it's balance sheet and with Lionfish being a third party litigation funder, I can't see a better way to benefit from this.

[johndoe23] 10/2/2021 19:07

Naked Trader has added more here, certainly encouraging to know. Lots of value on offer still imho.

[qs99] 09/2/2021 13:57

haha nice one scooper72! Thanks for updates all and nice to see it edging towards that quid

[ander] 09/2/2021 10:01

Looking good today.

[scooper72] 09/2/2021 09:49

Happy to say I was one of those in the audience who voted to buy. I guess I better top up my holding.

[scubadiverr] 09/2/2021 09:10

I thought it promising also that Paul Scott admitted that he would buy today. Hopefully this will now get regular coverage in his SCVR, raising greater awareness in the Stockopedia community

[maddox] 09/2/2021 08:33

RBGP was featured on the MelloBASH panel last night: This is a feature where panel of experienced investors and analyst discuss a few shares and give a verdict Buy, Avoid, Sell, Hold (hence - BASH).

RBGP went down well with the panel and particularly the audience with 52% voting them a buy. So with an audience of 500+ there is good chance that we'll see some new investors taking an interest.

[qs99] 08/2/2021 14:34

Not bad moves, but really thought we would be testing a quid on the back of the recent news.....hopefully continued success at Convex will keep helping buying of shares ! DYOR

[qs99] 08/2/2021 08:12

Market slowly waking up to the potential here IMO.....tonight may help thanks davidosh for posting that link.....v. tightly held as well so won't take much for it to move on....DYOR

Cheers
QS99

[qs99] 08/2/2021 07:05

Great update.....should be over a quid IMO....DYOR and well done all those who bought the dip

[davidosh] 06/2/2021 01:28

Just to let shareholders know that we will be featuring RBG Holdings in the #MelloMonday show this coming Monday evening In the MelloBASH (Buy, Avoid, Sell or Hold) panel session. We have a very good panel of analysts and professional investors



Tickets are still available and if you would like one at half price then enter the code MMTADVFN50

Here is the full programme as it is nearly a four hour show...


Programme
6 pm Mello News
6.10 pm Aquis Exchange PLC - AQSE: new opportunities
6.30 pm Interview with Sir* David Hornsby from Ideagen ... *If only Mello investors awarded knighthoods!?
7.00 pm Company presentation by Adept Technology Group
7.30 pm Trading update and meet the new CEO of SCS, Steve Carson
7.55 pm Gamechanger - Join us on Tuesday at 2 pm for a follow up and more in-depth presentation by our Gamechanger
8.15 pm Vectorvest - Low risk investing for consistent growth and income
8.45 pm Mello BASH, including Paul Scott, Alan Charlton, Kevin Taylor and Bruce Packard. Companies which may be analysed include Bank of Georgia (BGEO), Xpediator (XPD), RBG Holdings (RBGP)

[scubadiverr] 04/2/2021 14:39

In the past they have stated that they will pay special dividends on completion of successful cases. The amount and timing is of course unknown but the fact that they can re-invest the returns at a money multiple far greater than I could reasonably expect to do, I hope a high percentage will be retained to grow the balance sheet and allow rapid growth through the magic of compounding.

[euclid5] 04/2/2021 12:28

would they get all 100% of the £120m if they won the cases - Have they officially confirmed they will be returning this back to s/holders if thy won both these cases?

[maddox] 04/2/2021 10:30

tft,

These whale cases are a mixed blessing - due to the uncertain valuation and timescale.
Factor them in and the valuation becomes hugely inflated - this then becomes a focus for negative comment. The Company will get accused of manipulating their figures as happened with Burford - they're getting criticism from the FT and Chronic Investors that should be better informed. They are best off focusing on the core business with these as an additional plus point.

IMHO I think RBGP are taking the best approach - but are going to get some criticism in any case.

[scubadiverr] 03/2/2021 19:44

We're now classified as a Super Stock on Stockopedia!!!

[mashman] 03/2/2021 17:09

Thank you. I haven't watched yet but will now.

[thirty fifty twenty] 03/2/2021 16:54

in today's presentation.
the windfall from 2 cases is potentially £120m (80m shares = 150p)

[mashman] 03/2/2021 16:33

305020 where did you see that?

[thirty fifty twenty] 03/2/2021 16:14

any ideas why the broker note and Simon Thompson fail to mention that there is a 'potential' windfall of 150p a share in 2022?