10th May


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May be a forced seller; may also be a bit of nervousness for the investment public given what is happening in Parliament at the moment...a number of good companies announcing good results have seen less than expected price moves. I think Burford Capital (LON:BUR) are no exception.Re: reading the report, i noticed this "This continuing evolution in Burford’s business requires investors to think of us…

Just digested the results and listened to the conference call. Very pleasing results, full year up on last year across all the metrics I’m interested in, especially profit margin so the moat is still there. Glad to see that the report covered a lot of questions that get asked at conference calls. I would say it has all that is needed to satisfy potential investors…

It’s that time again.... Anyone have an opinion on what tomorrow’s full year 2018 results will bring? Or depending when you read this, your opinion of the full year results? CT

Hi Graham Thanks for your write up on Orchard Funding (LON:ORCH) as it's a company which is also on my watchlist. Although I agree with your sentiment of potential value following the weakening of the share price, my only concern is the company's constant reference to obtaining a banking licence over the last 12 months which consistently fails to materialize. I'm not surprised investors have…

Paul Your knowledge has the attributes worthy of an essential investor small cap work of non-fiction. So.... If you already have one, where do I buy it? If you haven’t, what are you waiting for; get scribbling! CT

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