Added to YB: 2025-06-11
Pitch date: 2025-06-10
BUR [bullish]
Burford Capital Limited
-31.6%
current return
Author Info
No bio for this author
Company Info
Burford Capital Limited provides legal finance products and services worldwide. The company operates in two segments, Principal Finance, and Asset Management and Other Services.
Market Cap
$2.0B
Pitch Price
$13.17
Price Target
30.00 (+233%)
Dividend
1.36%
EV/EBITDA
14.00
P/E
23.15
EV/Sales
8.81
Sector
Financial Services
Category
special_situation
Cloudy Hills of Argentina - Burford Capital Limited
BUR: Litigation funder at 12x core EPS (~$1) with 26% IRR, 90% win rate. $6B YPF case award (~$30/share) pending appeal - Argentina violated bylaws in oil nationalization. Free option: either core business or YPF claim. Catalysts: Milei pledged to honor obligations post-IMF deal, enforcement actions allowed, takeover potential from SWF partner.
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