I am missing LTI's regular analyses on this, especially his...

I am missing LTI's regular analyses on this, especially his usual running comments at the bottom to bring in some minor trends over a few months.

Anyway my take on a few points:

After the Rights, the No 20 holds 20.3M shares (that position was 12M) - also the Top 20 hold 965M or 34.7% of the stock. I haven't got a number, but anticipate that in percentage terms that is similar?

- Only 2 of the top 20 reduced holdings, 4 were unchanged, and 14 increased holdings (includes 4 newcomers to the list)
- AWD down by 46M but still hold position No 2.
- HSBC down by 37M (but was up by 99M the previous month)
- the 5 off the top 20 are all now below the new rights boosted cutoff point of 20M - these were Malco, Raszewski, Wilson, Morgan Nominees, and Perrot.
- there are 5 replacement new ones - these are Babyroad 35M, Andrew Penny 25M, Chan & Chan 24M, Landherr & Landherr 23M, and Philip Glenn Bailey 21M.
-not sure what's happening with Philip Glenn Bailey, as he is now listed twice, with a high listing at 34M, and the 'low' listing at 21M. Last month he was listed at No 16 with 17M, so he must have bought in bigtime for an extra 38M??
-Dutchess were unchanged on 42M, but their position has dropped from 6th to 8th.

All in all - it doesn't look like there is any sign of nervousness at the top - and there has been some strong new entries.