Member Info for papucel

Pull .... where and why to achieve what?

Hi, I just received a communication from London Stock Exchange that it will be a Heath conf 26-28 Jan. I want to share it with you in the case that you may want to participate as OXB is presenting.
https://www.lsegissuerservices.com/spark/edison-open-house-global-healthcare-2021
where you can register and if you go to attending companies you will see OXB. Then after you register you could directly ask a question before the conf. I guess it will be worth in my opinion anyone who ca to attend and send your questions

it was me Semtexsam I worked almost 6 h a day this week to analyse every transaction to see why the stock plummeted 10% without any news. When I raised the issue with the very high number of 1 share transactions someone answered that they may be "residual" from larger transactions. I analysed this assumption and it is not the case. these 1 share transactions appear at the points of resistance. When there are several minutes when no one wants to sell ithey pop up and drag the price even more down.

There is a systematic every single day Uncrossing Trading of circa 30,000 shares about 250K closing its position lower than the opening and takes place after hours.

There is a capital outflow of 160,000 shares from the major stakeholders - you could see it in the financial times statistic and it took place just before 4th Jan I provided the names of the disposers in the other post . If these shared had been given to a trader to be disposed gradually in chunks of 25-30K per day than the drop will continue for another 2-3 days.

If the assumption is right then the 1 shares trading can not be explained as they broke the resistance down rather that raising it up to dispose these 160K shares at the maximum price. Last evening it was the smallest UT in 5 days only 23K shares.

tradeTime currency price volume tradeValue type
2021-01-14T16:35:21.000 GBX 921.00 23,150 213,212 UT

Trading already started at 894 only few transactions . What is different today is that the 1 share transactions seem to behave differently appearing to push the price up rather than down. It is only 2h into trading I am dead curious how the day would look. I am sorry, I was so furious yesterday that I wrote to Dowson about the chronic lack of PR/ Info re the progress. Was it stupid to write to him?

Every trade has 2 sides someone wants to buy and someone to sell. Yet SE under trading code the transactions in "sell" and "buy". Does anyone know on which criteria they put these labels and the colours red/ blue?

Who do you think is behind???? OBX had fallen 10% in 5 days with no news at all and a very high number of 1 single share tradings constantly pushing down the price. I am in sheer disbelief and contradicted

TR64, very articulated review, thanks. Could you please do one on OBX Oxford Biomedica which fell 10% in just 5 days with no news at all before I lose my mind? :) :) :) :) Save my sanity and enlighten me

Please explain why makes you believe that actually they are not them cashing on the difference between 10 and 7.8? Every single day from the 6th there are 30,000 shares traded through UT "uncrossing transaction" after hours 17:00 change of ownership without a physical financial transaction of circa 250K . every position is open higher and closed lower, it looks that they maintain the same level of share numbers in the portfolio while shorting the price.

closing 7 jan 2021-01-07T16:24:40.687 GBX 1,006 22 221 Off-Book SINT
UT 07-Jan 2021-01-07T16:35:18.000 GBX 1,010 30,390 306,939 UT XLON
opening 8 jan 2021-01-08T08:00:21.590 GBX 1,001 20 200 Off-Book XLON
closing 8 jan 2021-01-08T14:58:20.587 GBX 985 831 8,186.95 Off-Book XLON

UT 08-Jan 2021-01-08T16:35:05.000 GBX 981 37,665 369,494 UT XLON
opening 11 jan 2021-01-11T08:00:18.997 GBX 989 90 890 UT XLON
closing 11 jan 2021-01-11T16:29:59.690 GBX 964 220 2,121 AT XLON

UT 11-Jan 2021-01-11T16:35:26.797 GBX 962 12,092 116,325 UT XLON
opening 12 jan 2021-01-12T08:00:32.167 GBX 984 1350 13,288 Off-Book XLON
closing 12 jan 2021-01-12T16:29:30.617 GBX 967 200 1,934 AT XLON

UT 12-Jan 2021-01-12T16:35:00.527 GBX 961 30,766 295,661 UT XLON
2021-01-13T08:00:27.747 GBX 961 620 5,958 UT XLON
opening 13 jan 2021-01-13T08:00:35.000 GBX 976 20 195 Off-Book XOFF
closing 13 jan 2021-01-13T16:29:57.000 GBX 931 1 9 AT XLON

UT 13-Jan 2021-01-13T16:35:24.000 GBX 932 28,008 261,035 UT XLON
opening 14 jan 2021-01-14T08:00:17.290 GBX 949 934 8,860 Off-Book XLON
closing 14 jan

Seeing for so many days almost the same amount of UT's systematically used to drag the price down looks to me more of an insider job. I am new to this mad share and probably too rational - Please enlighten me what is it going on with these systematic UT's and 180 transactions of 1 share (unprofitable even at £5 transaction fee) . Have you seen anything like that before?

Question: I checked if such a 8% drop have other easons as well and I found that there is a significant drop/ move of major stakeholders more out than in and 3 of them went out totally see below:
Holder Shares bought Shares held
Hargreaves Lansdown Asset Management Ltd. +253.24k / +7.29% 3.73m
Aviva Investors Global Services Ltd. +145.99k / +6.02% 2.57m

Holder Shares sold Shares held
Canaccord Genuity Wealth Ltd. -455.61k / -12.32% 3.24m
Legal & General Investment Management Ltd. -46.00k / -4.11% 1.07m
Schroder Investment Management Ltd. -41.33k / -100.00% 0.00
Ranmore Fund Management Ltd. -33.26k / -100.00% 0.00
Trium Capital LLP -31.00k / -100.00% 0.00
Data from 30 Sep 2020 - 04 Jan 2021Source: FactSet Research Systems Inc.

Would this mean that it may fall below 9?

Buy why 50% of the institutional shareholders hold on and why 2 of them increased their positions Hargreaves Lansdown Asset Management Ltd. +253.24k / +7.29% 3.73m
Aviva Investors Global Services Ltd. +145.99k / +6.02% 2.57m what it is I miss? If it is so bad why all the major funds hold on and they don't force a sell? why they hire a Non ex with M&A experience in US ? so many why's . Why the Vulpes inv Non ex don't force out the CEO?

Have a look below how today only 1 share dealings had forced the price down during the day from 960 to 930 - these are not real trades, they just force the spread down.... WHY??????
tradeTime currency price volume tradeValue type micCode
2021-01-13T08:00:35.000 GBX 964.00 1 10 Off-Book XOFF
2021-01-13T08:00:35.000 GBX 976.00 1 10 Off-Book XOFF
2021-01-13T08:00:35.000 GBX 976.00 1 10 Off-Book XOFF
2021-01-13T08:00:36.000 GBX 976.00 2 20 Off-Book XOFF
2021-01-13T08:18:44.000 GBX 960.00 1 10 Off-Book XOFF
2021-01-13T08:57:32.000 GBX 958.00 2 19 Off-Book XOFF
2021-01-13T09:32:57.597 GBX 953.51 1 10 Off-Book XLON
2021-01-13T10:06:29.290 GBX 954.51 1 10 Off-Book XLON
2021-01-13T10:07:09.000 GBX 952.00 1 10 Off-Book XOFF
2021-01-13T10:20:29.553 GBX 950.00 1 10 AT XLON
2021-01-13T10:40:33.030 GBX 947.00 1 9 AT XLON
2021-01-13T10:40:35.333 GBX 946.00 2 19 AT XLON
2021-01-13T10:40:36.463 GBX 944.00 1 9 AT XLON
2021-01-13T10:50:29.550 GBX 945.00 1 9 AT XLON
2021-01-13T11:11:48.000 GBX 945.00 1 9 Off-Book XOFF
2021-01-13T11:58:52.550 GBX 941.00 1 9 AT XLON
2021-01-13T12:07:27.733 GBX 940.00 1 9 AT XLON
2021-01-13T12:08:23.033 GBX 939.00 1 9 AT XLON
2021-01-13T12:09:51.890 GBX 938.00 1 9 AT XLON
2021-01-13T12:14:15.000 GBX 938.00 2 19 Off-Book XOFF
2021-01-13T12:31:52.000 GBX 938.00 1 9 Off-Book XOFF
2021-01-13T12:45:32.553 GBX 936.00 1 9 AT XLON
2021-01-13T13:34:04.587 GBX 938.72 2 19 Off-Book XLON
2021-01-13T14:04:43.563 GBX 933.00 1 9 AT XLON
2021-01-13T15:01:18.573 GBX 936.35 1 9 Off-Book XLON
2021-01-13T15:18:17.510 GBX 935.84 1 9 Off-Book XLON
2021-01-13T15:19:50.400 GBX 936.00 1 9 AT XLON
2021-01-13T15:21:09.893 GBX 937.68 1 9 Off-Book XLON
2021-01-13T15:29:03.093 GBX 936.68 1 9 Off-Book XLON
2021-01-13T15:40:50.000 GBX 935.00 2 19 Off-Book XOFF
2021-01-13T15:40:56.833 GBX 936.68 1 9 Off-Book XLON
2021-01-13T16:01:05.000 GBX 944.00 1 9 Off-Book XOFF
2021-01-13T16:05:58.000 GBX 942.00 1 9 Off-Book XOFF
2021-01-13T16:15:19.297 GBX 937.66 2 19 Off-Book XLON
2021-01-13T16:26:06.717 GBX 933.00 2 19 AT XLON
2021-01-13T16:29:57.000 GBX 931.00 1 9 AT XLON
so 3% down by 1-2 shares trades and 2 UT's after the trading hours and the other first in the morning
2021-01-12T16:35:00.000 GBX 961.00 30,766 295,661 UT XLON N
2021-01-13T16:35:24.44

Something is very special about OXB 50% is hold by investment funds; if it would be something structural wrong and one would move out than all of them will and it will be a collapse. They appointed a new Non ex, American, specialized in business develop, Sam Rasty on his linked in :"Success in start-up company formation and launch, strategy formulation, operations, financing, R&D, manufacturing, corporate development, BD&L and M&A." How the share could fall 8% in 2 weeks without any bad news, it bits me.

Does any of you hod OXB Biomedica as well? It drives me nuts... no news, no bad news, one of the non-execs is the major investor manager fund, the second shareholder had 13% so they should be in charge increase the value of the co yet it dropped 8% is a week. They build new manufacturing capability, they will supply the most of the UK demand... I am a good analyst but this is beyond any reasoning unless the machines went mental and people panic selling. Please enlighten me.

Guys, brace yourself for rocky day today: look to Financial Times article about australia Australian scientists cast doubt on Oxford/AstraZeneca vaccine:
A group of Australian scientists has called on the government to review its Covid-19 immunisation strategy over concerns that the Oxford/AstraZeneca vaccine was not effective enough to generate herd immunity.

Several immunologists and the opposition Labor party said on Wednesday Canberra should seek additional supplies of the BioNTech/Pfizer and Moderna vaccines, which trials show have higher efficacy — a measure of prevention of infection or severe disease — than the Oxford/AstraZeneca jab.

Some health experts are also advocating for a “pause” in the rollout of the Oxford/AstraZeneca vaccine next month. The proposal has been rejected by Canberra.

It will be a lot of shorting God save us !

Guys, brace yourself for rocky day today: look to Financial Times article about australia Australian scientists cast doubt on Oxford/AstraZeneca vaccine:
A group of Australian scientists has called on the government to review its Covid-19 immunisation strategy over concerns that the Oxford/AstraZeneca vaccine was not effective enough to generate herd immunity.

Several immunologists and the opposition Labor party said on Wednesday Canberra should seek additional supplies of the BioNTech/Pfizer and Moderna vaccines, which trials show have higher efficacy — a measure of prevention of infection or severe disease — than the Oxford/AstraZeneca jab.

Some health experts are also advocating for a “pause” in the rollout of the Oxford/AstraZeneca vaccine next month. The proposal has been rejected by Canberra.

It will be a lot of shorting God save us !

I did a lot of research to see if there is anything negative embedded in the valuation apart from the split. Then I found that it is the same with AZN downhill, even PFE was down -2% today and total 6% down since successfully announced the start of distribution.

I started to suspect that the US hedge funds got trapped into the mad valuations of ABAb & tesla X700, bicoin and the UK financial institutions are in souch much trouble that they used their cash to pay for the court cases and refunds of mis selling that they have no more cash to invest.

I look from another angle, the dividend 5% + just a 3% increase pa would bit the ftse 100 and also I would expect some asset inflation. Many would get burned in the over inflated US stocks with hardly any profit that it is only a question of time. I will stay put for 3+ years and watch the madness. Today on Bloomberg one of the presenters said that he can't make sense anymore of market movements

Thanks for sharing Raleigh

Guys, someone is dragging the price down. Have a look below to the time and the number of 1 share tradings pushing the price down from 980 to 960
tradeTime currency price volume tradeValue type
2021-01-11T08:00:34.000 GBX 989.00 1 10 Off-Book
2021-01-11T08:00:34.000 GBX 989.00 1 10 Off-Book
2021-01-11T08:00:34.000 GBX 989.00 1 10 Off-Book
2021-01-11T08:00:33.000 GBX 989.00 1 10 Off-Book
2021-01-11T08:00:33.000 GBX 989.00 1 10 Off-Book
2021-01-11T08:00:33.000 GBX 989.00 1 10 Off-Book
2021-01-11T08:00:33.000 GBX 989.00 1 10 Off-Book
2021-01-11T08:00:33.000 GBX 989.00 1 10 Off-Book
2021-01-11T08:00:33.000 GBX 989.00 1 10 Off-Book
2021-01-11T08:33:00.000 GBX 985.00 1 10 Off-Book
2021-01-11T08:41:52.023 GBX 984.59 1 10 Off-Book
2021-01-11T09:23:55.000 GBX 983.00 1 10 Off-Book
2021-01-11T09:22:59.317 GBX 983.00 1 10 Off-Book
2021-01-11T08:33:00.000 GBX 980.00 1 10 Off-Book
2021-01-11T09:43:29.327 GBX 978.00 1 10 AT
2021-01-11T08:00:34.000 GBX 976.00 1 10 Off-Book
2021-01-11T09:44:20.733 GBX 975.00 1 10 AT
2021-01-11T09:44:20.733 GBX 975.00 1 10 AT
2021-01-11T10:50:53.433 GBX 972.54 1 10 Off-Book
2021-01-11T10:16:03.037 GBX 970.00 1 10 AT
2021-01-11T10:04:16.293 GBX 970.00 1 10 AT
2021-01-11T10:26:55.593 GBX 969.61 1 10 Off-Book
2021-01-11T10:36:18.120 GBX 968.00 1 10 AT
2021-01-11T10:40:57.743 GBX 966.00 1 10 AT
2021-01-11T10:42:30.000 GBX 965.00 1 10 Off-Book

Exactly Crocqman, how split on "Value" will be done, the question is both if it would be done on potential growth of each of the units but also on the operating margin... one may have a high potential but also a high operational cost.

Does anyone have any experience with other executed de-mergers? One was done about 9 years ago when Provident split into a UK business, the current one and an international separate arm International Personal Finance. Does anyone know how the shares were split?

Fontine are you an investor or just a promoter of a chat link to divert the attention from here? You seem to have circulated to about 15 conversations with no other competent comments on those stocks and I can't find any relevance of the current discussions here.

Re Split of GSK - would please anyone refer to any technical documentation about the split? Would GSK give for one GSK share a split ratio % in each f the companies? Would it be the % split of shares based on the % turn over of each of the split companies or based on operating income?

I would appreciate any technical info

this may give you some comfort that the guys are working hard
https://www.astrazeneca.com/content/dam/az/covid-19/media/56498_AZ_Map_Update_SS_Media.pdf