not such a great night, page-64

I'd hate to say it, but the simplest explanation is often the right one. I don't think this 20%+ decline from 11 cents to 8.4 cents is the result of banks being downgraded or manipulation - I think its probably unfortunately because the results of Defender have leaked and they aren't good. This happens all the time, we can look for other reasons but I really think that is the most likely reason at the moment.