Atlanta this rate,
Gina will end up with no more than 28% of AGO
FMG will end up with 19.9%
INSTOs who are or were on FMGs share register will have 23%
retail investors 10%
Board and ex Board members 1%
Twiggy holds the good hand and the larger cash stack, nothing has changed.
The more the remaining shareholders HOLD and DO NOT SELL, the longer AGO remains listed and a deal will have to be done between FMG and Gina. If Gina cannot control the majority of the Board or 50%+ of the share register which may enable another debt for equity swap ( I strongly oppose this), then AGO remains listed under the dual control and management of Hancock and Forrest.
That is the goldilocks zone for us long suffering long abused loyal aussie battler shareholders,
Thats why I do nothing
Thats why I HOLD LONG, HOLD STRONG!
Top 20 Shareholders as at 31/08/2017 AGO
|
Shareholder |
Effective Date |
Capital (%) |
Shares |
Notes |
| 1 |
HSBC Custody Nominees |
31/08/2017 |
13.19 |
1,222,198,637 |
|
| 2 |
Citicorp Nominees Pty Limited |
31/08/2017 |
6.71 |
621,954,649 |
|
| 3 |
BGC Contracting Pty Ltd |
31/08/2017 |
2.50 |
231,792,518 |
|
| 4 |
Maru Sky Limited |
31/08/2017 |
1.31 |
121,323,362 |
|
| 5 |
Sankaty High Income Partnership LP |
31/08/2017 |
1.09 |
100,776,930 |
|
| 6 |
TLG Trading Pty Ltd |
31/08/2017 |
1.03 |
95,000,000 |
|
| 7 |
Benefit Street Partners CLO I Ltd |
31/08/2017 |
1.00 |
92,184,620 |
|
| 8 |
Mr Manishkumar Rasiklal Patel |
31/08/2017 |
0.97 |
90,000,000 |
|
| 9 |
J P Morgan Nominees Australia Limited |
31/08/2017 |
0.95 |
88,155,262 |
|
| 10 |
Jojo Enterprises Pty Ltd |
31/08/2017 |
0.85 |
78,334,846 |
|
| 11 |
Ms Linlin Li |
31/08/2017 |
0.84 |
77,670,000 |
|
| 12 |
Future Fund Board Of Guardians -2 |
31/08/2017 |
0.71 |
65,380,852 |
|
| 13 |
Mr Benjamin Paul Landon |
31/08/2017 |
0.66 |
60,760,455 |
|
| 14 |
Helen Ma Pty Ltd |
31/08/2017 |
0.55 |
50,734,482 |
|
| 15 |
Milford Park Superannuation Pty LtdMilford Grove Superfund A/C |
31/08/2017 |
0.51 |
46,789,380 |
|
| 16 |
Sankaty Senior Loan Fund LP |
31/08/2017 |
0.50 |
46,559,300 |
|
| 17 |
Staniford Street CLO LTD |
31/08/2017 |
0.49 |
45,305,476 |
|
| 18 |
Brispot Nominees Pty Ltd |
31/08/2017 |
0.48 |
44,197,560 |
|
| 19 |
BCC Atlas Iron Holdings (L) LLC |
31/08/2017 |
0.46 |
43,035,650 |
|
| 20 |
Mrs Christina Xu Wynne |
31/08/2017 |
0.46 |
43,000,000 |
|
| 21 |
Total Held by Top 20 Shareholders |
35.26 |
3,265,153,979 |
|
|
