Core Insights - Burford Capital Limited (BUR) is anticipated to report a year-over-year increase in earnings driven by higher revenues for the quarter ended June 2025, with a consensus EPS estimate of $0.33, reflecting a 37.5% increase compared to the previous year [1][3] - The upcoming earnings report, scheduled for August 7, could influence the stock price significantly depending on whether the actual results meet or exceed expectations [2] Earnings Estimates - Revenues for Burford Capital are projected to be $160.24 million, which is a slight increase of 0.4% from the same quarter last year [3] - The consensus EPS estimate has been revised down by 7.85% over the last 30 days, indicating a more cautious outlook from analysts [4] Earnings Surprise Prediction - The Most Accurate Estimate for Burford Capital is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -17.51%, suggesting a bearish sentiment among analysts [12] - The stock currently holds a Zacks Rank of 4, which complicates the prediction of an earnings beat [12] Historical Performance - In the last reported quarter, Burford Capital was expected to post earnings of $0.30 per share but only achieved $0.14, resulting in a surprise of -53.33% [13] - Over the past four quarters, the company has only surpassed consensus EPS estimates once [14] Comparative Analysis - In contrast, Inter & Co. Inc. (INTR), another player in the financial services industry, is expected to report an EPS of $0.12 for the same quarter, indicating a year-over-year increase of 33.3% with revenues projected at $337 million, up 18.8% [18][19] - Inter & Co. Inc. has a positive Earnings ESP of +5.41% and a Zacks Rank of 3, suggesting a higher likelihood of beating the consensus EPS estimate [19][20]

Core Points - Burford Capital Limited will release its financial results for the second quarter of 2025 on August 7, 2025, at 8:00 AM EDT [1] - A conference call for investors and analysts is scheduled for the same day at 9:00 AM EDT, with pre-registration encouraged [2] - A live audio webcast and replay of the conference call will be available, along with a financial results presentation on Burford's website [3] Company Overview - Burford Capital is a leading global finance and asset management firm focused on law, involved in litigation finance, risk management, asset recovery, and legal finance advisory activities [4] - The company is publicly traded on both the New York Stock Exchange (NYSE: BUR) and the London Stock Exchange (LSE: BUR) [4]

Core Insights - Burford Capital successfully completed a new issuance of $500 million in senior notes, enhancing its capital position and growth potential [1][2] - The offering was oversubscribed, indicating strong market demand and confidence in Burford's performance, allowing for an increase in issuance size and a decrease in pricing [2] - The bond was priced at 7.50% for an eight-year term, marking the most competitive pricing relative to Treasuries achieved by Burford to date [2] Financial Strategy - The net proceeds from the bond issuance will be used to repay bonds maturing in 2025 and for general corporate purposes, including potential repayment of other existing debts [2] - This strategic move underscores Burford's commitment to maintaining a strong financial position and managing its debt effectively [2] Company Overview - Burford Capital is a leading global finance and asset management firm focused on law, with services including litigation finance, risk management, and asset recovery [3] - The company is publicly traded on both the New York Stock Exchange and the London Stock Exchange, and operates through a global network of offices [3]

Core Insights - Burford Capital's latest Burford Quarterly highlights the transformative role of legal finance in litigation, shifting it from a cost burden to a strategic business tool [2][4] - The publication emphasizes how legal finance is unlocking hidden value and empowering General Counsels (GCs) to act as strategic value creators for their organizations [2][4] Industry Trends - Affirmative recovery programs are emerging as strategic initiatives that align legal claims with business goals, enhancing liquidity through plaintiff-side litigation [3] - The role of GCs is evolving from legal advisors to strategic partners, focusing on boosting liquidity and driving enterprise value [6] Data Insights - Recent data indicates that 73% of in-house lawyers have reported increased revenue from patent monetization over the past decade, showcasing the growing importance of legal finance in unlocking portfolio value [6] - Legal finance is becoming increasingly central in London, which remains a global hub for commercial disputes, as discussed in a recent Burford Capital roundtable [6]

Company Overview - Burford is the world's largest capital provider of litigation finance and holds a dominant position in the rapidly growing litigation finance sector [1] - The company benefits from an established business model, a proven track record, and a promising total addressable market (TAM) [1] Investment Philosophy - The focus is on analyzing high-quality growth companies with sustainable competitive advantages and expanding market opportunities, particularly identifying emerging growth stories before they gain widespread attention [1] - Expertise has been developed in turnaround situations and contrarian investments, targeting fundamentally sound companies that are undervalued due to temporary challenges or market pessimism [1] - There is a commitment to providing insights on broader market conditions, macroeconomic trends, and sector rotations [1] Educational Background - The analytical skills are supported by an educational background from the University of Virginia, which includes rigorous coursework and practical application [1] - Real-world investing experience over four years emphasizes the importance of disciplined research, risk management, and a long-term perspective [1] Contribution to Investment Community - The goal is to share well-researched investment ideas and market insights with fellow investors, contributing valuable analysis to aid informed decision-making across various investment opportunities [1]

Core Viewpoint - Burford Capital Limited has provided an update regarding the removal of proposed tax provisions related to litigation finance from the US Senate's budget reconciliation bill, which has now been adopted without these provisions [1][2]. Company Overview - Burford Capital is a leading global finance and asset management firm focused on law, offering services in litigation finance, risk management, asset recovery, and various legal finance and advisory activities [3]. - The company is publicly traded on both the New York Stock Exchange (NYSE: BUR) and the London Stock Exchange (LSE: BUR), and operates through a global network of offices [3].

Group 1 - Burford Capital Ltd. ADR (BUR) experienced a significant increase of 21.98%, marking its best single-day performance since March 2023 [1] - On June 30, a favorable ruling was made by a U.S. judge regarding Burford Capital Ltd.'s stake in Argentina's state-owned oil company YPF [1]

Core Viewpoint - Burford Capital Limited provides an update regarding proposed tax provisions related to litigation finance in the US Senate's draft budget reconciliation bill, highlighting significant changes in tax rates and potential revenue estimates [1][2]. Tax Provisions Update - The proposed tax rate for litigation finance has been reduced to 31.8% from 40.8%, and the withholding tax rate on gains has been lowered to 15.9% from 50% of the tax rate applied to gross proceeds [2]. - The nonpartisan Joint Committee on Taxation has revised its revenue estimates for the tax provisions over the next decade to $1.4 billion, down from previous estimates of $3.5 billion [2]. Legislative Uncertainty - The Senate is still debating the legislation, with several procedural and political uncertainties surrounding both the litigation finance provisions and the overall bill, making the outcome unpredictable [3]. - Burford Capital is currently unable to assess the potential impact of these provisions on its future tax position if enacted in their current form [3]. Company Overview - Burford Capital is a leading global finance and asset management firm focused on law, involved in litigation finance, risk management, asset recovery, and various legal finance and advisory activities [4]. - The company is publicly traded on both the New York Stock Exchange (NYSE: BUR) and the London Stock Exchange (LSE: BUR), operating through a global network of offices [4].

Core Insights - Burford Capital's research indicates that US companies are missing out on significant value in commercial class action matters by opting to remain in the class rather than pursuing individual claims [1][2]. Group 1: Survey Findings - An independent survey of 301 senior in-house lawyers revealed that 54% of respondents reported potential recoveries exceeding $50 million in the last five years, yet 62% typically chose to stay in the class [2][6]. - The survey highlighted that 71% of in-house lawyers believe opting out could increase their company's recovery by over 25% [9]. Group 2: Barriers to Opting Out - Anticipated litigation costs and uncertainty regarding outcomes are cited as the primary reasons for remaining in the class, with 73% of in-house lawyers identifying litigation costs as a key barrier [3][9]. - Despite 86% of in-house lawyers prioritizing the maximization of recoveries from commercial class actions, 84% would be more inclined to opt out if they were aware of the potential for significantly higher recoveries [9]. Group 3: Legal Finance as a Solution - Legal finance is presented as a solution to eliminate upfront litigation costs, which 73% of in-house lawyers view as a barrier to opting out [3][4]. - Only 39% of in-house lawyers have utilized legal finance for opt-out strategies, indicating a significant untapped opportunity to mitigate costs and maximize recoveries [9]. - Access to monetization financing, which allows businesses to convert expected recoveries into immediate capital, would make 71% of in-house lawyers more likely to opt out [9].

NEW YORK, May 30, 2025 /PRNewswire/ -- Burford Capital Limited, the leading global finance and asset management firm focused on law, today announces the pound sterling conversion rate for its shareholder-approved final dividend for the year ended December 31, 2024 of 6.25 US cents per ordinary share to be paid on June 13, 2025 to shareholders of record as of May 23, 2025.For shareholders electing to receive their dividend in pound sterling, the final dividend is 4.625498 pence per ordinary share, based on t ...