2023年4月3日

Burford資本股票起飛後美國法庭贏得Burford資本有限公司(倫敦:鑽)股價飆升27%,美國地方法院發現阿根廷責任未能作出要約的股份多數國有阿根廷能源公司YPF (NYSE: YPF) SA。倫敦訴訟金融、風險管理和資產回收公司,說,法院認為阿根廷是容易彼得森Energia Inversora SA和伊頓公園資本管理不使他們的股份的收購要約YPF 2012年,YPF是不負責實施對阿根廷的規章製度。索賠與阿根廷政府控製的能源公司YPF,其中大部分的51%在2012年被國有化後進行首次公開發行(ipo)。Burford解釋說:“換句話說,該裁決是一個完整的戰勝阿根廷對責任,與我們預料的量子實質性的損害尚未確定,並對YPF損失。然而,沒有支付額外的賠償會YPF也被發現責任。”Peel Hunt said while damages have yet to be decided they realistically look to be US$2.0-3.2bn (Burford’s share), with interest potentially adding up to a further US$2.6bn. The broker said “this win is a big support for Burford’s investment case, helping to prove out its IRRs and its credibility.” “Whilst we think investors should ascribe more than just book value to the shares, this will do as a first step, and still provides attractive upside for this non-correlated business,” it added. The broker has upped its price target to 1,270p from 1,000p and reiterated a buy rating.