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Ive done just that Eric, underlying the decision is my rock bottom confidence, but I am assuming the offer price will be below current - it always has been after all. I may or may not top up via the offer. Want to see the price first
I note all the points about 'most funds can't .... or can't until' but I didn't imagine it was these investors who would be attending the conference so much, and certainly not the ones talking to Vlad about investing - why would they waste their time. I presumed those who did talk to him were in a position to act!?
so this was written late on the 10th (vlads time), then we've had 3 days trading since. Any thoughts on whether we've yet seen the investors Vlad talks about? or will they enter next week? or will investment decisions go to boards and therefore take a few weeks to start??
I think talk of shorting is a red herring, I think Tilly has proven that. Sales may be ‘day’ traders closing a deal to make their 20% but there’s very little shorting going on. the motives of every trade is unknowable and I’m not going to agonise over them
I think I am just another variation on the theme - sell 10% at 10p is plan A. My head says take more profit (say 20%) whilst my heart says hang in. Of course it all depends on how the world looks at that point, what news has been released, what hasn’t, direction and strength of biotech tide etc