RE: RSI weekly bullish positive divergence19 Feb 2026 13:33
Yes I find these types of interviews invaluable, the next best thing to being able to speak to the company privately. Agree, the example provided of using AI to be first to market with a solution to the 340B rebate changes was excellent, even if they couldn't actually recognise the revenue in H1 due to the changes being stayed. If they can remain first to market then they won't have any problems IMO.
There is a real battle going on right now with significant sellers & buyers in the market, no idea if it's an existing holder or shorter, but I have just exported the days trades from Sharepad and there have been a shade under 60,000 shares traded via AT at £14.45. Throughout the last couple of hours you've had to pay over £14.45 for more than 1k shares, so someone is very diligently keeping shares down with iceburg selling.
Total volume for Feburary now stands at ~3.5m shares at ~260k shares per day, this compares to a 4 year monthly average of ~89k, so it is notable. You could argue that it's been dropped to a level where a large buyer & seller can exchange, or you can argue that it's been shorted down here and is now being held down here by dark forces that operate on the UK mid cap market (with the intent of facilitating takeovers from over the pond).
Should CRW use their newly minted $284m of distributable reserves to buy back a chunk of their capital then it should help the share price find a more appropriate level... I can remember a very similar situation a couple of years ago with Alpha Group when their shares had sold off & they announced a large buyback at ~£15 a share, fast forward 18 months and US listed Corpay had taken them private for £42. In that 18 months nothing fundamental changed other than the founder CEO leaving!
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