Member Info for mafioso

Just an observation. But isn’t it odd to see so many RNS in past few days announcing exercising of options including one today in a period when the shares have dropped so much in value?

Surely the employees who hold these would wait for a recovery from here unless they feel opportunity has gone...

The key point of note is the limitation of test to surveillance studies only. Ie. It can’t be used in the home without MHRA approval. So as things stand total production will be limited at least in short term as its target population is restricted

It’s the outcome of peer review of results from clinical trial by Ulster Uni that has caused the drop.

This was sent earlier today by another poster.

https://www.bmj.com/content/371/bmj.m4262

It effectively waters down the original results of trial in terms of specificity and sensitivity % so they are now not even close to MHRA success rate of > 98%, hence why MHRA approval has not been forthcoming.

It is amazing as soon as someone mentions facts that are publicly available it brings out all the narcissists on these bb who always seem to have more information themselves than is officially available and having to use exclamation marks and upper case to force a point On other. What a breed....

I state facts based on figures I don’t ramp or decamp

Safy - lets stick to facts, please share with us your email from Colin that this has met MHRA approval that you state 3 Oct 19:43

Slides 12 onwards

https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/883897/Target_Product_Profile_antibody_tests_to_help_determine_if_people_have_immunity_to_SARS-CoV-2_Version_2.pdf

Not there yet to meet official MHRA standard , but very , hence only preliminary report fromUlster to test waters with MHRA using a ‘pseudo’‘gold standard method to up the the sensitivity stats .

MHRA may accepts or may ask for more testing and more ‘tweaking’ so results officially eceed requirement

Yeah - this is now how markets works unfortunaly in this day an age
Gone are good old days where strong result get announced, sp responds accordingly and goes up and then you have a spate of profit taking.
Unfortunately, shorting is now big business, especially in this high tech algorithmic world , where MMs,can control shares with auto bot trading and can manipulate price on any sing of negative news.

You will also find in most cases, sp drop are far more steeper than rises, so a much more lucrative practice if you can manipulate the sp as a market maker.
Banks are an easy target, as there market knows the economic climate is challenging, so no matter how good the news overall is for fundamentals it just takes one small piece of negative news and this will be enough to be used to manipulate the stock.

The other factor to note that is more likely on a decline of sp is the activation of stop losses if the MMs can auto trade the price down. It is far easier to instill fear in the market in the banking industry and therefore likelihood of stop losses are high and if they can move the sp down enough these will trigger an even lower fall.

So the MMs will pump the price sp in run up to results to give the impression there that results will be good and and a further jump post announcement very likely and this attract the buyers and then as soon as the results come out , the will look for anything. I matter how small that is negative and magnify to cause decline. His will produce the biggger profit on the short play. Then if news over all is strong , they will have brought the sp low enough to make going long more attractive, and then there will be a gradual gap up, so the MMs win both ways

This is now hiw high tech trading worlds works and you will find the the best longs are then ones that have had a previous run of shorting to bring the piece down low enough for a successive climb of sp. This is obviously with all things being equal and fundamentals of business are sound.
If big shorts positions are involved plus shorting activists this is a different matter altogether

# Trades 17,943
Lasted trading stats

Buy volumes comfortably ahead of sells. Sentiment with results are strong, mark my words.

This will setup sp,strongly for next few week at least until ex- divi date.
HSBC is also,expecting to announce strong results, so banking stocks in general will be in positive sentiment and any other noise linked to,individuals,of the companies is purely a short term distraction

Vol. Sold 16,304,819
Sold Value £35m
Vol. Bought 21,896,616
Bought Value £47m

Latest trades stats

# Trades 13,291
Vol. Sold 12,792,110
Sold Value £27m
Vol. Bought 16,880,775
Bought Value £35m

Buys outweighing sells.
Stock simply going down due MMs pushing temporarily shorting stock to maximize gap up and using the on,y piece of negative news on the tradinguodwte that 2020 will continue to be challenging in margins especially if likelihood of a base rate decrease goes up and also whether there could further job cuts announced as a result. Still pure speculation and baseless for this share drop

Results are strong, foundations are strong and this stock will rebound from next week and move upward for next few weeks.

I’ve got in at 215 and now. Will target 260 short to mid term

BlackRock Holding increased based on transaction on 11Feb.
As you say, to take advantages of ex- diva date.

This has happened after , so Presumably we should see a separate RNS coming soon to reflect yesterday’s transactions.

Correction: scratch my last comment about big shorters opening. Can only be big shorts closing if it’s do with them. So a double positive if these massive buy transactions are real

Am I reading this right?

The daily trade stats show buy vs sale not picking these up yet even though the time of these transaction were mid afternoon but only showing up after market close. So maybe these will. Appear in tomorrow’s stats instead. Nevertheless buys were £18m today vs £7m sells.

Indicate to me that £17 should be breached tomorrow all things being equal. Unless of course the huge buys are new big short positioned open which will then a pile of be cac!!

Hoping for the former...

I tell you what...I won’t post anymore

IMO, seeing how things are still unravelling with the major owners, biggest worry is definitely debt that needs to be service and cash . If this is way in excess of 2BN, which is a distinct possibility valuing this company is going to be a big problem. No - one is going to bid £10 a share if it has a debt mountain bigger than market cap.

This may require a sale of assets ie hopsital,in other countries to,downsize company and make debt manageable vs a sustainable business model and then if company want to consider takeover bids I suspect that will be single digit offers to absorb debt

In this scenario, sp will likely stay in relatively low for probably 3 years while,organic picks up,again in a much smaller business entrerprise.

Fosun was linked with a 40% stake back in Q3 last year when sp was mid 20s and NMc built this up , but it amounted to nothing. Either it wasnt true and just speculation to build up interest in stockm try and ward off mounting increase of short postions, , or Fosun looked at the business model,and could see the potential holes Freeh is graduallly unravelling now.

I am a generally a conservative optimist, neither a ramperm or deramper as some of the hyenas on this BB. I will say what I see and try and be Constructive. .maybe right and maybe wrong, but I look to understand facts that are presented and not be blinkered here.

Right now this sp,is not being driven by company performance, it is on pure speculation and spin and noise. This stock is now a gossip column in trading world and it is being treated like a circus.

Need to have clarity of thought here and just look at what you know fact wise from sources and reports both good and bad and what you still don’t know and that you need to know ( this sits with Freeh)

I will decide whether or bail or not in next few,days

Have 7.5k share left. Sold 20k at £14 two weeks ago

I won’t bother telling you how much I’ve lost in this , but I’ve been in these since early 2019 , loading up throughout year so you can guess

I have big holdings in LSE and Aveva also win me early 2019, which have absorbed losses on this and net down £100k on my SiPP.

Was hoping there could be an other entry point into NMC to go long and recoup, but I’m becoming less and less convinced. See this as short term punt right now and i am no day trader to get in and out.

I was originally just aiming form 10% yoy growth of my SIPP. Would have been better of if I stuck to US funds which I foolishly came out of and they are up 50%.

Such is life

Just going through rest of RNs avo and note that Citadel Group have 12% holding purely in convertible bonds that are derivatives it seems . Where did they come from? They also have long and short postion and are major MMs for this stock judging by the itemized trades they did on 10:Feb.

Every Tom, Dick and Harry of an investment house seem to be swarming round NMC like bees.

AnD I can now see a RNS where JP Morgan has indeed taking a short postion againtst the company it advises , albeit a relatively small one. No loyalty anywhere when it come ps to making money

GREAT! . Muddy Waters has just published another report concentrated on yesterday news on Shettty and Arabs mis prepresmtation of share ownership, Potential pledges and even worse the debt position.

Worth a read if you can’t stand Block as like it or not this is going to impact stock movement and in turn impact takeover bids.

This stock is a basket case right now

Latest trades stats has volumes slightly ahead on buy side with a £1m more bought than sold in value. £19m vs £18m. Not much change volume wise since lunchtime though

I reckon these intraday auction are manufactured by the MMs to influence and reignite another raid of buys tomallow the MMs and bots to keep selling down

Auctions middle of da

Yep. Use these RNs to your adavantage if they keep rolling home out everyday as they will highlight last postions of big IIs as this is best indicator of what is driving sp. Everything else coming unless it’s from Freeh is just noises and speculation which the IIs will work to their favour.

So need to react to their every move. This is a rare chance we as PIs can do, but this this thansk to conditions under Takeover Code. Let ps hope they keep reeling out the RNs when postions of IIS change and they do it within 24 hours not 24 days....