Running discussion on SP, page-3234

VanEck Rare Earth ETF held:
- 45,495,378 shares on 26/03/18 (according to daily holdings report)
- 46,067,878 shares on 30/04/18 (according to CommSecIRESS)
- 46,230,389 shares on 01/05/18 (according to daily holdings report)
- 46,230,389 shares on 03/05/18 (according to daily holdings report)
No change the last few days for VanEck.

Process of elimination. Trading fund and/or large holder. Seems not many large holders were budging.

Seeing the 3m sells in the queue was eye popping. Choppy seas for a few days.
Nice round number for someone. 5% of 60m? 10% of 30m? 15% of 20m?
A bit of a flip and churn for a lower price perhaps. It happens. But certainly rocked the boat, breaking the 20c support level.

We seemed to have settled a bit today on lower volume. Didn't sell a share but what an ideal time to buy. Cash constrained for now so small top up only, buy radar remains on.