TLX 1.72% $17.74 telix pharmaceuticals limited

Understanding Telix, page-1217

  1. 1,724 Posts.
    lightbulb Created with Sketch. 736
    quick look at TOP 20 Shareholders

    We can easily compare Annual report page 169. February 2024 and in latest convertible note announcement page 164 (as at 15 July prior to convertible note)

    JPMorgan 34m - 43m Increase 9m shares
    HSBC 38m - 42m increase 4m shares
    Citigroup 29m - 35m increase 6m shares

    and that's at a price of something above $12.50 since February 2024

    Top 20 maintain control/ ownership of circa 70% of all stock and Big Three have been increasing their holdings

    my point is it's pretty hard for a new mob to come in and accumulate a 5% stake or substantial holding as 7 in 10 shares are arguably tightly held


    for fun

    since 1st July 2024

    MQG biggest net buyer 1.5m shares
    Citigroup next biggest net buyer 1.1m shares
    JPMorgan next biggest net buyer 1m shares
    Barrenjoey also net buyer 1.1m shares


 
watchlist Created with Sketch. Add TLX (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.