Who’s buying and selling, page-159

Thanks for posting the top 20, interesting looking at the changes.
I've very roughly shown the top 20 a year ago and the change in their holding.
The bottom eleven dropped off the list, they may have added or sold we don't know as their holding no longer makes the top 20
Of the 12 who remained in the top 20, all increased their holdings except for Gas Super, Mrs Borg is shown as a drop, however we know the Director has more shares this year than last yr.

Capital Drilling increased their holdings (despite what the nay sayers said) They picked up 7.8m debt conversion & another 3m.
I like it when the drillers invest in your company, I live in Perth & believe me all the drillers, mining services coys etc all know the good from the not so good.

The new appearances accounted for about 121m shares, mostly big holders
Original top 20 holders increasing their holdings accounted for another 104m
So that's about 230m in safe hands, about half the recent raise.

So what's it all mean?
The top 20 had confidence in the company & increased their holdings.
Many more large holders joined the register
There are still about 230m shares out there placed to smaller holders who are probably responsible for much of the selling.
(or possibly a big new holder who has sold down & no longer makes the top 20 - but unlikely)



name change million

1 CS Third nom 15 to 36

2 gas super fund 10.7 to 0

3 Capital drill 10.3 to 21 7.8m for debt

4 citi nom 9.7 to 20

5 Phillip Perry 7.265 to 11.74

6 JP Morgan 6 to 25.7

7 Borg geo 5.6 to 7.4

8 Borg mr mrs 5.1 to 4.9

9 Mem super 4.5 to not shown #20 on list now holds 4.9

10 perry mr mrs 4.4 to 11.7 no mrs

11 BNP 3.8 to 27.3

12 Day livin 3.7 to not shown

13 mem family 3.5 to not shown

14 AH Christie 3.4 to not shown

15 ming yiu ko 3 to 8.2

16 Desgail super 2.5 to not shown

17 new point aust 2.5 to not shown

18 power ind 2.5 to not shown

19 A Taylor 2.2 to not shown

20 Demos super 2.1 to not shown

new appearances

zero nominees 29.8

Michael Pacha 21.8

resolute 12.5

UBS nom 12.2

Dog Meat 10

world power 10

Treasury Services 9.2

HSBC nom 5.9

C Maloney 5.2

parabolica cap 5