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$3.60 imf bentham limited

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

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CaptainBarnacles

7,719 Posts.

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25/07/16

13:04

Post #: 18358584
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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.

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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

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