BURFORD CAPITAL LTD

Burford Capital reported a non-cash write-down on its YPF asset after an adverse court ruling, but management said the investment already produced over $100 million in cash and that the company will pursue an en banc appeal while preparing for arbitration. Excluding YPF, Burford said its diversified litigation finance portfolio includes 237 active assets (roughly 900 cases), more than £1 billion of undrawn commitments, and is modeled to generate over $5 billion of future cash. Q1 activity showed $133 million of new commitments, $108 million of deployments and $97 million of realizations, and the firm ended the quarter with $740 million of cash and marketable securities and no debt maturities until 2028. Management acknowledged higher leverage after the YPF write-down, said deleveraging and cash-conservation options are under review, and emphasized growth and portfolio cash harvest as the path forward. » Altro su finance.yahoo.com

Burford Capital announces the early repayment of its guaranteed 5.000% bond of £175 million (ISIN XS1614096425) on 30 January 2026, about five months before maturity. The redemption amount will be the higher of 100% of the nominal amount or a make‑whole based on a 2026 UK government bond plus 1.00%; accrued interest will also be paid. Allia C&C has been appointed as financial adviser; the repayment is being made in accordance with the bond terms, which grant the issuer an optional redemption right. » Altro su de.investing.com

Burford Capital’s stock closed at $8.76, hitting a new 52-week low and trading 56% below its 52-week high. Year to date the share is down about 31.11%, and has fallen 36.77% over the past six months; the RSI indicates an oversold condition. Despite the price declines, analysts predominantly see buying opportunities; InvestingPro rates the stock as undervalued based on fair value. Burford remained profitable with a net income of $87.1 million over the last twelve months; analysts expect EPS of $1.36 for 2025, while the company reported portfolio growth but declining capital-provision revenues in its Q3 report. » Altro su de.investing.com