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Willhampson's Latest Comments

Hi Damien, many thanks for your report; a very interesting read. I am commiserating with you as well in near similar circumstances; the Muddy Waters dossier came out precisely while I was on holiday. I had also topped up a few weeks before, but fortunately have been buying Burford Capital (LON:BUR) in trances over the last three years or so, so my average price is…

I think one of their main arguments is that the uncertainty in Argentina and the increased chance of a return of Kirchner to power (i.e. a left-wing govt) means that the value of the Peterson claim should be discounted; in terms of the secondary market drying up and actually collecting on any favorable award in the future. Personally, I find this argument to be nonsense…

Not sure I follow the flashy point. Freshfields would advise on UK matters and Quinn would be for US matters (Muddy Waters being based there). MoFo have technical expertise on high frequency matters. High value and complex disputes are seldom handled by a single law firm these days. The original response was a legal response, written by a company that funds legal disputes and was…

A real marmite stock, Tremor International (LON:TRMR), but a Saudi fund has just disclosed a 6.4% stake in the company (from nothing). This will likely explain the rise earlier in the week. Interesting development and, I think, adds to the theory that the company will be bought out if it remains at the current valuation.

Hi Phil, I suspect its a reference to the suggestion that they were evaluating a move to the main market that they made in the full year results presentation. https://d1io3yog0oux5.cloudfront.net/_d9b0524f4bd1da6c70ce96b9e73ae302/dgoc/db/557/4296/pdf/DGOC+_IR+-+Earnings+Presentation+-+2018FY+Earnings+vFinal.pdf Its on page 30. The BRR Media interview discusses this in more detail. All the best, Will


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