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In another 2 trading days, the 10 day VWAP will have dropped significantly- likely to around or a bit under $5. With current SP languishing at $3ish though, I'm not even sure 100% what I would want to see the BoD do with it. Exercise and hold? Exercise and partially de-risk? Wait to see if it starts increasing, with the Ayn to exercise then and sell into it? It's a tricky situation to gauge
Does the gov, or any other "important" shareholders, hold any options or warrants? Maintaining the SP where it is would avoid inconveniencing holders of these, and reduce the amount of individual pro ratas for other existing commitments. I wondered if this was a consideration...
That, or maybe the decision was made before that short closed, to avoid giving them an easy out?
Would be good to have it confirmed- if these are legit, then it's a bloody great update, lol.
I find myself unable to trust it completely though... they're not bound to the rules of the exchange any more, but surely there's rules around M,A&Ds that mean they'd be cautious about being that open...?
It gave both (limit £750m).
RNS dated 21 February 2022, there's a bit more detail in the verbatim but that's the bones of it
Current buyback tranche has finished. "The Programme will commence on 21 February 2022 and will end no later than 21 July 2022". This was already the second set of share buybacks, will see if they announce more...
Hobsy, Boom... I hope you're right, though I've noticed that he's also listed as director for blue air as well, and we know how that went! Guess I'm just being cautious about my optimism, lol
If there's any silver lining... many other shares, this fiasco would have cut the SP in half. If anything, the fact that it barely registered, tells me we mustn't be far from rock bottom. Really can't much further to fall.
At this rate, if it turns out AZ1656 was a big April fools joke, it seems it might knock about fifty quid off the MCap
...? Only nationwide and santander came out better. No major shortcomings; learnings in two of three categories. Anyone with any sense of perspective would be pleased with that assessment. Strikes me as bizarrely negative to focus on the fact that we weren't top, especially given we (along maybe with lloyds) had the most to fix since 2008... I think this is amazing news.
I have no medical background, so not an informed opinion... but at a glance at the results,
to me this looks like a pretty convincing outcome as a COVID treatment - but not an appropriate one for diabetic patients as originally proposed. As I think like a few have mentioned, it's just not clear enough what that means for us- does the original agreement with SGSC mean we get a cut if it ends up being commercialised as a general SARS, covid etc treatment but not for diabetic patients... since it was demonstrated in SGSC's trial? Or is our only exposure in this scenario through Igraine?
We could do with some clarification what those terms are. The latter would mean a substantially lower upside, though could still reasonably mean some profit...
It sounds like the message I got from HL... if you wanted to trade, you'd need to transfer your share certificate to a broker that does trade with JP Jenkins.
I assume if an IPO/RTO happens, and the resulting company lists on AIM, we'd be able to trade through all the normal brokers again- I've decided to hold out for that and see how things pan out... but yeah, that'd be how you'd do it
Hah! This is true. Conversely I was a bit reassured that there's a potential path to profit even if they don't RTO. Because what is it now; fourth, fifth time's the charm? Not holding me breath for successful fundraise this time!
What are peoples thoughts? Called HL, my broker, to see what my options were and from what they said it seems they don't trade directly with JPJ... rather than messing round changing brokers in inclined to wait it out and see what comes of the agreement. Has anyone tried (successfully or otherwise) trading this either way yet?
Good luck to you mate... I've all but given up on the notion of ducking out of a share for a trade elsewhere, after getting it wrong and being stung almost every time I've tried!
The number of times I've watched share A take off without me, and share B take a nosedive, actually seems to defy probability ; )