A1G broker data analysis - Let's take a quick look at who's positioning themselves ahead of the upcoming announcement.
First, let's check where potential leaks might be showing up in the data. Here's the broker data for Jan 23, when the price moved from 0.60 to 0.72. Note that Jan 24 data isn't available yet as it's supplied on T+3 basis.
Key activity seen from FinClear Execution and Barrenjoey.
When we order by average buy price, here's who was willing to pay more:
Looking at activity over the last 6 months:
We have a clear leader - Morrison
For comparison, here are the sellers:
And finally, here's the combined accumulation by the group of 7 investment banks (Citi, Goldman Sachs, Macquarie, Merrill Lynch, JP Morgan, Morgan Stanley, UBS). Smart money living up to its name - as usual, they sold at the top and then quietly accumulated at the bottom.
A1G Price at posting:
7.9¢ Sentiment: Buy Disclosure: Held
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(20min delay)