MSB mesoblast limited
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Ann: Ceasing to be a substantial holder, page-5

  1. AnotherOneWon
    1,350 Posts.
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    16/06/25
    10:02
    Post #: 79444118
    very cool use of AI. Thought I'd give it a go and got this output (similar caveats warning about accuracy)

    https://hotcopper.com.au/data/attachments/7069/7069981-646ca21fe6b7f51606c3619ab8942364.jpg

    The chart above shows the net number of Mesoblast (MSB) shares borrowed by JP Morgan (primarily via JPMorgan Chase Bank, N.A.) between June 3 and June 11, 2025. Key takeaways:

    Interpretation of "Ceasing to be a Substantial Holder":

    According to the Form 605 and detailed lending data:

    JP Morgan’s substantial holding fell below 5% on 11 June 2025, triggering a Notice of Ceasing to be a Substantial Holder.

    This change is not due to permanent disposal of shares but primarily due to lending out shares, which under ASIC guidelines reduces their "relevant interest" for disclosure purposes.

    Lending Activity Breakdown:

    There is a net decrease in the number of shares over the period, but this is due to returns of previously borrowed shares, not sales.

    Stock lending agreements (such as OSLA, GMSLA, AMSLA) with borrowers like Barclays, Citigroup, Macquarie, UBS, and others confirm that shares were loaned, and they remain returnable on demand.

    ✅ Conclusion:

    JP Morgan’s decrease in substantial shareholding is due to stock lending activity, not outright divestment. The shares are still owned (economically) but temporarily transferred to borrowers, thus reducing JP Morgan’s "voting power" and triggering the 605 notice.



    Last edited by AnotherOneWon: 16/06/25
    MSB Price at posting: $1.80 Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 9  Upvote
    lightbulb Created with Sketch.  Great analysis
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$2.52 		Change
-0.060(2.33%) 		Mkt cap ! $3.225B
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No. Vol. Price($)
1 8366 $2.51
 

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Price($) Vol. No.
$2.53 8780 4
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