MST metal storm limited

Myronc has already done the work. I have a spreadsheet doing the...

  1. 561 Posts.
    Myronc has already done the work. I have a spreadsheet doing the work and making it look like I am more cleaver than I really am. Here's the results:

    Rank Name No. %
    1. NATIONAL NOMINEES LIMITED 185,990,560 6.68
    2. MR ANDREW WINSTON DOYLE 109,375,824 3.93
    3. HSBC CUSTODY NOMINEES (AUSTRALIA) LIMITED 95,093,481 3.42
    4. PENSON AUSTRALIA NOMINEES PTY LTD 57,916,667 2.08
    5. MR JAMES MICHAEL O'DWYER 57,011,770 2.05
    6. TRAVIS REDDY + ELINA REDDY 47,984,127 1.72
    7. CITICORP NOMINEES PTY LIMITED 44,415,353 1.6
    8. DUTCHESS OPPORTUNITY FUND II LP 42,614,736 1.53
    9. BABYROAD PTY LTD 35,333,333 1.27
    10. MR KAI LIU 35,000,000 1.26
    11. MR PHILIP GLENN BAILEY 33,890,154 1.22
    12. MR GORDON MENZIES WILSON 30,032,119 1.08
    13. MR PAUL JEREMY HAY 28,310,193 1.02
    14. MR MARK PETER O'BRIEN + MRS LOUISE MARGARET MARTHA O'BRIEN 25,000,000 0.9
    15. MR ANDREW MCNEIL PENNY 25,000,000 0.9
    16. MR JOSEPH WAH MUN CHAN + MRS TSANG KIM CHONG CHAN 24,000,000 0.86
    17. O'DWYER INVESTMENTS PTY LTD 23,687,184 0.85
    18. MR STEFAN FRANZ LANDHERR + MRS MIRYANA LANDHERR 23,333,333 0.84
    19. MR PHILIP GLENN BAILEY 21,161,948 0.76
    20. ATLANTIC INVESTMENT (AUST) PTY LTD 20,350,000 0.73

    My observations;
    Increase in ADRs by 4.2m - 7th month in a row.
    AWD decreased by 44.1m but was issued convertible notes to the equivalency of 80m shares, so up on the whole.
    HSBC nominees decreased by 44m - down after being up 99m last month.
    Penson increased by nearly 1.7m.
    Travis Reddy up by 7.33m - likely he took up $22k worth of rights.
    Citicorp Nominees up 8.9m.
    Babyroad - New entrant. Maybe babyroad.com.au out of Perth ?
    Philip Baily increased by nearly 17m and also has his super fund as a new entrant. Total 38m new shares to the list with a bullet! NEW WHITE KNIGHT? Philip are you reading this? If so, I, for one, would like to hear your thoughts.
    MALCO decreased by at least 2.9m for the 3rd straight decrease and now exits the list. Has Malco exited altogether?
    Gordon Wilson, Paul Hay and the O'Briens all up for the month. Probably good shareholders taking up their rights?
    Andrew Penny, Chans, Landherrs all new entrants and not seen before to the best of my recollection. Any of you great people here to comment?
    Stephen Perrott, Andrew Raszewski, Robert Willson and JP Morgan all off possibly due to rise in minimum required to be on the list now being 20.35m.

    Interestingly, back in Nov 2010 (as far back as I have recorded), 10m shares got you in the top 20 with the top 20 having 609m total shares or 37.4% of the total shares on issue. Nov 2011 you needed 20.35m to be in the top 20, for a total 965m (34.7%) shares. So my conclusions are that the lower part of the top 20 has more commitment as do the non-20 holders.

    Also, MOD's holding has remained at 23m, but he has fallen from 7th to 17th place. I guess we can expect to see MOD off the Top 20 in the very near future.
 
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