Focus Capital Management BUR.L
Bull thesis on Burford Capital Limited from Focus Capital Management
Golar LNG Limited (GLNG) – Jay Yoon
Pitch Summary: The author is bullish on Golar LNG, arguing that market fears over Argentina-related political risk are overstated. Two of GLNG’s three floating LNG assets are contracted to Argentina, but he contends that nationalization is unlikely because Argentina depends on these vessels to access lucrative global LNG markets and because the operating structure already […]
The $18 Billion Argentina-YPF-Burford MessBurford Capital – BUR
Pitch Summary: Burford Capital’s investment in the YPF litigation case against Argentina represents a potentially massive return on investment, despite recent setbacks in court. The company’s purchase of distressed litigation claims for a minimal cost could yield significant returns if the court rules in their favor. BSD Analysis: The recent appellate court hearing has introduced […]
