A minor blip. This is just the natural volatility of the stock. A 3.9% ff divvy is still pretty good. Ex date is 29 Apr, so expect a +10c/share drop then.
CAB have hinted they're looking to apply their expertise to other markets. There is some promise with this stock. In the meantime, a 4.7% return (with franking credits, at super fund tax rates) I am happy to hold.