Ann: Becoming a substantial holder, page-45

Long time silent reader of HC first time poster

Gather some data from CXO Ann. State street loan to GS, MORGAN, Citi, UBS , Macq, BOA for below period . ( They active for last 1.5 years rinse and repeat )

My observation

Before Dec 22 lending and returning pattern is short ( in and out in 1 months )
This last 6 month Lending and returning pattern is longest ( take 6 months - unusual pattern ??? something brewing ?? )
Only time shorter loose money in last year Oct-Nov Period . Rest shorter make money -SS make money .
Interested to see share holding pattern till date and last year when SS become holder - Any one have this data ??
Retailer is trap here and sell and someone accumulating or any thoughts ???
SS become holder (5 % ) recently why short percentage not came down ???

Catalyst

Also CXO don't have resource in one place ( like LTR, PLS and other ) they apart above 5 KM - so on average 3 years need to use different resource deposit to mine. also they are open cut and underground. ( Negative )
Operation During rainy period ( Negative )
Small resource - Shorter LOM ( Negative )
Silent Management ( Negative )

Producer in good pricing environment ( Positive )
Only 10% area explore for resource ( Positive )
BP33 drilling underway increasing resource LOM ( Positive )
Money printing , Debt Free ( Positive)
Many other project ( Positive)


Keep Holding ..GLTAH