Member Info for dan1nat1

On the Vox podcast today, listening to other interviews often reminds me how good S&S are at what they do ;)

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Shock as Stobart Group Ltd. (STOB) slashes dividend by two thirds. Investors in logistics firm Stobart were left wincing on Monday after the board unexpectedly slashed the dividend by two thirds. The Southend Airport owner, fresh from a High Court battle with former chief executive Andrew Tinkler, delivered the bad news after a review of its balance sheet which began in October. The shares were down 14p, or 7%, at 183.6p as the company said “prudent financial discipline” meant it would pay a 1.5p divi in the final quarter, down from 4.5p in previous quarters. Stobart, which has been linked to a bid for struggling regional airline Flybe Group (FLYB), has been funding the dividend via the disposal of property assets as well as cutting its stake in the Eddie Stobart haulage business.

Spike, as the trial has already started I dont think he has pushed it back potentially 3 months, I think he is just covering himself against any small over run.

I hope Jap results will be released at the same time as Yoda, and used as further evidence to back up any findings there. Yoda could be the trigger for further partners to get involved, in what will hopefully be a further de-risked phase 3 trial.

Also dont rule out any partners coming on board for Clevegen, that could offer a real boost to the SP and could happen at anytime.

That's what I keep saying ;)

He is maybe going on the side of caution, it doesn't sound like it will be a long trial but delays can and do happen and this market is punishing for even the slightest slip.

https://www.proactiveinvestors.co.uk/companies/stocktube/11083/follow-up-study-points-to-even-bigger-opportunity-for-traumakine-faron-pharma-ceo-11083.html

Must watch, latest interview from last month.

Did you see the interview on Proactive? He talks about Yoda, what they hope it will prove and possible partner talks if it does.

Kev, how can you discount the steroid interference when they believe that is the whole reason we didn’t get the results we were expecting following the extremely positive phase 2 trials?

Yoda should determine if it was the steroids that stopped Traumakine working as it should have. Simple test one question results should be early Q1 imo.

Perfect storm for a great rise today, potential short being closed on Friday and now this update, hoping to break 80p today minimum!

If Yoda proves what we hope it does, I can see we will get a partner involved pretty quickly, (as hinted at in the last interview) as the next P3 trial will have been massively de-risked, and they will be getting in far cheaper than waiting until after the next full phase 3.

What makes you think the games are concluded? I hope they are, and I hope your predictions are correct, it’s just at the moment they is nothing backing them up.

It wouldn’t be pi’s shorting so the means would not be a problem. As we approach news the time for opening shorts has passed imo. We all know aim shares are easily manipulated I’m sure Peel could have helped arrange it.

So based on Fridays large trades (almost 3% of shares in issue) we should see a TR1 soon and maybe get some idea what was going on. However if we don’t what reason for that could there be? The only one I can think is shorts being closed. Had I opened a short around the 23rd Oct and “sold” a massive amount of shares at 85p - £1, the price would have tumbled as it has there would not have been a TR1 issued.

Now skip forward to Friday, I close my short by “buying” all those shares back at sub 60p, again no TR1 due.

We did wonder around 22nd/23rd how the mm’s managed to fill so many buys without raising the price. If anyone has trades history look back there was massive pi buys going through and being filled without shifting the offer up.

Is there anything else that would allow such large trades without the issuing of an RNS?

If they were sells and we do get an RNS, we should hopefully get a bounce based on the seller being finally out. One final point dummy trades on Friday and the small limits on buying stock before going to NT also don’t seem to point to these trades actually being sells. Either way next week looks like it could be better than the last few...

Low volume, apart from the little matter of FIL buying up almost 6% of the stock in the last few weeks...

Without a TR1 we will never actually know.

Not if my theory is right, I’m wondering if today’s trades are buys, closing shorts that were taken out driving us down from £1+

Perfect time to close a short just as our news window is starting to open...Agreed RNS is the important thing.

I know, but do we believe they were sells and they had that little effect on the sp?

Please explain why you think directors are selling? Last RNS shows them buying!

I’ve got a theory that we were shorted to these levels on the drop from £1+, when that happened the buys were flying in and we had no idea how they were filling the orders imo it’s because someone was shorting. Maybe these are the buys covering those shorts, if they were Monday could be fun!

If they were sells they have already been worked so are in the price, and if the seller has finished we should expect the sp to start going back up.