Ann: Change in substantial holding, page-2

  1. 5,844 Posts.
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    RIP Mondrian’s ‘deep value’ department.

    From memory their average started out around $11.65/sh (they went substantial literally days before the Macquarie downgrade), and then they doubled down bringing their average to 10.68/sh at 7.3% holding. They later got as high as 9.4% in late June 2022 so I assume they got the average cost price to somewhere around $9.00/sh.

    Quite amazing they’ve waited until now to sell it at a ~$2.50 handle, they had invested over $100M of client funds into this thing. I wonder if someone has lost their job over this. Shocker.
 
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(20min delay)
Last
90.8¢
Change
-0.048(4.97%)
Mkt cap ! $239.0M
Open High Low Value Volume
95.0¢ 95.5¢ 89.0¢ $8.389M 9.169M

Buyers (Bids)

No. Vol. Price($)
32 138537 90.5¢
 

Sellers (Offers)

Price($) Vol. No.
91.0¢ 103170 26
View Market Depth
Last trade - 15.42pm 31/07/2025 (20 minute delay) ?
APX (ASX) Chart
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