MYX mayne pharma group limited

0.20%

$5.08

Ann: Change in substantial holding, page-6

First 6 Last

Share
Profile

Follow
Hadrian

335 Posts.

266

12/03/25

08:35

Post #: 78226905
Share

Originally posted by daicosisgod: ↑

Guilt omission first. I missed the UBS Becoming a Substantial Shareholder Notice from 3 days ago, just dismissing it as UBS doing some shorting.

I think I was very wrong. Shortman latest report shows basically zero shorting of MYX.

I have just spent the last hour researching the four 'Parties to Agreement' listed at the bottom of the form. Here is what I found.

CC&L Global Market Neutral II Fund
CC&L U.S. Q Market Neutral Onshore Fund II
CC&LQ 140/40 Fund

This is a UK based hedge fund

Integrated Core Strategies (Asia) Pte Ltd

This is a Singapore based broker and fin services provider

Trefoil Select Funds SPC - Stylus SP

This is a UK based Hedge fund run out of Guernsey and domiciled in the Cayman Islands.

Regal Funds Management Pty Ltd as trustee for Atlantic Absolute Return Fund

This is a well known Australian Fund that can go long or short. It is only open to sophisticated investors with an initial investment sum of $250k and minimum additions of $100k+

UBS Securities Australia Ltd

These have been acquired by UBS itself.
Owning 4,541,670 shares out of 5,136,670 shares as per first notice
Owning 4,609,376 shares out of 7,325,079 shares as per second notice.

This means about 2.2m shares have been bought over the last few days for UBS clients.

****************************************************
Two notices lodged on 4th March and at 7:20pm on 7th March indicate that most of the 9.02% of shares acquired were done so as on market purchases.

Therefore I do not believe this is a shorting exercise.

Interestingly UBS started buying shares in MYX at the end of October last year. I wonder what prompted that decision?

It would seem to me that these 4 entities are UBS clients who are ultimately entitled to be the beneficial owners of the 3.34% of MYX shares and certainly a large bloc of shares that could vote no to the scheme.

It is though unclear whether UBS or the ultimate client gets to vote on the Scheme of Arrangement. Refer to page 4 of the announcement.

I would encourage any interested MYX current holder or prospective MYX holder to verify my analysis above or advise where it is wrong. All comments and/or criticsm welcome.

I could be completely wrong.
However I believe this is a sizeable holding that may seek to have the current offer amended.

Cheers......D

The above is not intended as financial advice. Please arrange for your own due diligence before you buy any shares.

Expand

I'm not sure what's going on either D, but I believe UBS is acting for Cosette. This is a clip from the Scheme of Implementation

Cheers

MYX Price at posting: $7.23 Sentiment: Buy Disclosure: Held
2 Upvote

0 Great analysis

Reply

Top Stories

Listen: HotCopper Wire Podcast 015 – Yeah, we're thinking the IPO market is back

NATO’s 5% target: Why Almonty Industries’ mega mine and NASDAQ listing are a perfect fit for investors

HotCopper Highlights Week 26: Droneshield 2.0; Trigg re-jig & Virgin

BPH

Australia’s gas crisis is here – and dying coal plants aren’t helping

RMX

Red Mountain: Chip samples point to 'large orogenic antimony mineral system' at Oaky Creek

OCC

Orthocell sees 4% jump as Remplir used in first US surgery. But is that low?

MVF

Monash IVF shares cater 25% – Disaster or deep-value play?

SRL

Sunrise pops on top scandium hits NSW explorer will now use for 'multi-decade' plan

PAR

Paradigm Biopharmaceuticals makes key acquisition moving into FY26

Week 26 Wrap: Renewable gas fantasies; RBA July cut hope builds; copper's August peak?

First 6 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

(20min delay)
Last $5.08		Change 0.010(0.20%)		Mkt cap ! $412.7M

Open	High	Low	Value	Volume
$5.13	$5.15	$5.08	$445.2K	87.01K

Buyers (Bids)

No.	Vol.	Price($)
1	810	$5.08

Sellers (Offers)

Price($)	Vol.	No.
$5.15	2033	2

View Market Depth

No.	Vol.	Price($)
1	810	5.080
2	3150	5.040
1	600	5.030
3	3000	5.000
1	10000	4.980

Price($)	Vol.	No.
5.150	2033	2
5.180	2396	2
5.190	5000	1
5.200	157	1
5.210	5000	1

Last trade - 16.10pm 27/06/2025 (20 minute delay)

MYX (ASX) Chart

Ann: Change in substantial holding, page-6

Listen: HotCopper Wire Podcast 015 – Yeah, we're thinking the IPO market is back

NATO’s 5% target: Why Almonty Industries’ mega mine and NASDAQ listing are a perfect fit for investors

HotCopper Highlights Week 26: Droneshield 2.0; Trigg re-jig & Virgin

Australia’s gas crisis is here – and dying coal plants aren’t helping

Red Mountain: Chip samples point to 'large orogenic antimony mineral system' at Oaky Creek

Orthocell sees 4% jump as Remplir used in first US surgery. But is that low?

Monash IVF shares cater 25% – Disaster or deep-value play?

Sunrise pops on top scandium hits NSW explorer will now use for 'multi-decade' plan

Paradigm Biopharmaceuticals makes key acquisition moving into FY26

Week 26 Wrap: Renewable gas fantasies; RBA July cut hope builds; copper's August peak?

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Ann: Change in substantial holding, page-6

Top Stories

Listen: HotCopper Wire Podcast 015 – Yeah, we're thinking the IPO market is back

NATO’s 5% target: Why Almonty Industries’ mega mine and NASDAQ listing are a perfect fit for investors

HotCopper Highlights Week 26: Droneshield 2.0; Trigg re-jig & Virgin

Australia’s gas crisis is here – and dying coal plants aren’t helping

Red Mountain: Chip samples point to 'large orogenic antimony mineral system' at Oaky Creek

Orthocell sees 4% jump as Remplir used in first US surgery. But is that low?

Monash IVF shares cater 25% – Disaster or deep-value play?

Sunrise pops on top scandium hits NSW explorer will now use for 'multi-decade' plan

Paradigm Biopharmaceuticals makes key acquisition moving into FY26

Week 26 Wrap: Renewable gas fantasies; RBA July cut hope builds; copper's August peak?

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News