You could have said that about the "sell down" on my blog. I'll now delete your posting there.
"Just to show how silly your statement is, look at Geoff Bazan, who is a senior investment analyst at MBA. He and his family super fund have maintained their holding"
YES - WOW 16,631 - I am impressed.
"If they are nominee holdings, MBA have no say." I don't know what the relationship is between MBA and those listed in Annexures A & C, however page 1 of the notice refers to MBA as a substantial holder and lists its votes and its voting power. You may be right. Perhaps the form is ambiguous, despite your views as to its clarity.
As for your views on PIGS Action Group, try asking its convenor Gaby Berger 0408 613 191 what is the objective of PIGS. If he says other than "to maximise the returns to PXUPA holders" then I'd be very surprised. Your assumptions are unfounded.
Orbis wants to max PPX and we want to max PXUPA. How you fare holding both will be a challenge, as I (not we) see this as a clear battle between PPX & PXUPA, just as Simon Marais has said too.
SRS Price at posting:
6.9¢ Sentiment: Sell Disclosure: Not Held
