sell, sell, sell.........buy, buy, buy, page-2

a change CDI Notice is much better than a market update.

spoke to stephen and he seemed pretty relaxed. thought the market was over-reacting. low cash balance is what it is. there are asset sale receivables coming in. last CR was done on the basis of getting through the trials and doesn't feel anything has changed. just coming down to the business end of the game.

EMSOB being hit more than EMS isn't a brilliant sign. if people sense a solvency risk then surely there should be a movement into the asset class that risks less capital but retains the upside of trial completion, e.g. out of EMS and into EMSOB (in order to retain skin in the game). both dropping only makes sense if people are pulling the pin fullstop...

happy to hold. come on EMS. you can do it...