Australia's largest stock trading and investment forum Australia's #1 stock forum

IMF

Click for more information

0.28%

$3.60 imf bentham limited

Ann: Appendix 4C - quarterly-IMF.AX, page-27

First 27 Last

Share
Profile

Follow
CaptainBarnacles

7,719 Posts.

161

25/07/16

13:04

Post #: 18358584
Share

Originally posted by travm ↑

IMF and SGH correlation should be zero. IMF picks and funds cases - historically, it has picked well. SGH bought a business that was about to be regulated out of business.

With no advice, funded claims should win 50% and lose 50%. With very good advice, which IMF pays for, it should win (or favourably settle) at least 60% of cases. When IMF takes 30ish% of proceeds and spends a lot less than that obtaining them, it is a fundamentally good business case, especially when IMF gets to take first pick of the best cases as market leader. Geographical expansion means it can be even more choosy when it comes to funding cases, and still find enough to keep up revenue.

I am so far overweight IMF it's not funny, but I'm not going anywhere.

Expand

Yeah - well it should be zero, but the market appears to gotten into panic mode about IMF at a roughly similar time to SGH and SHJ. Hence the opportunity we had I suspect.

Last edited by CaptainBarnacles: 25/07/16

IMF Price at posting: $1.67 Sentiment: Buy Disclosure: Held
2 Upvote

0 Great analysis

Reply

Top Stories

BTH

Bigtincan's Board backs Investcorp offer: Why a NASDAQ listing could be game-changing

BNL

Blue Star Helium sees approval for five more wells at 'Galactica/Pegasus' project in Colorado

GRL

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

Week 46 Wrap: Copper hits 2mth low as Trump threatens net zero pace; US rally fades; HotCopper’s picks

AUN

Cyclone signs MOU with Vale for development of Iron Bear play

HotCopper Highlights: Your most watched stocks for Week 46, 2024

ME1

Banshee's historic trenches prove rich in antimony and gold for GDM

EDE

NT Gov't delivers environmental approval for Empire Energy's Beetaloo Carpentaria pilot gas play

AN1

CuFe sells its Crossroads gold royalty to Northern Star for $4M cash; says better than waiting for mine launch

LYN

InhaleRX gains approval for clinical trial to test non-opioid therapy for cancer pain

There are more pages in this discussion • 2 more messages in this thread...

First 27 Last

Add IMF (ASX) to my watchlist