After a quick search of Delphi, Deutsche Balaton and Sparta AG, looks like they also have top 20 positions in the following ASX companies:
KIN ATC AZS PNX ORN ZMI GPR NWF GCY BDG and interestingly also TRT... does that indicate these guys have been on the scene (or at least in the background) for much longer than we realise?
I haven't tracked TRT since the demerger, but interested to know if they were allocated a holding as part of the demerger (and therefore were perhaps a sub-20 TNG holder already) or whether they took up a strategic placement with them?
TNG Price at posting:
10.5¢ Sentiment: Buy Disclosure: Held
