MLA medical australia limited

UBS Nominees Pty Ltd| 20,952,250| 15.3% Walker Group Holdings...

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    Column 1 Column 2 Column 3
    0 UBS Nominees Pty Ltd 20,952,250 15.3%
    1 Walker Group Holdings Pty Ltd
    20,000,000 14.6%
    2 YZJ Trading Co Pty Ltd 19,260,477 14.1%
    3 Mr Andrew Fay & Mrs Narelle Fay 13,359,382 9.8%
    4 Citicorp Nominees Pty Ltd 10,308,551 7.5%
    5 Garry Andrews 6,367,774 4.7%
    6 DB Genetics LLC 2,750,000 2.0%
    7 Mrs Rasa Roberts 2,452,932 1.80%
    8 Auckland Trust Company 2,174,340 1.60%
    9 Mr Mark Donnison & Mrs Suzanne Donnison 1,989,367 1.50%
    Column 1 Column 2 Column 3
    0 Delk Enterprises Inc 1,466,667 1.10%
    1 Gary Lewis & Aviva Schumer 1,439,807 1.10%
    2 Mr Ian Burnham Mitchell
    1,386,382 1.00%
    3 Mr Nima Alavi-Moghadam 1,274,292 0.90%
    4 Steven J Miller & Co 1,180,000 0.90%
    5 Treplo Pty Ltd 1,088,889 0.80%
    6 Amincole Investments Pty Lt 1,088,889 0.80%
    7 Three Pagodas Pty Ltd 1,048,889 0.80%
    8 Cordato Partners 1,029,457 0.80%
    9 John Wardman & Associates Pty Ltd 950,000 0.70%
    Column 1 Column 2 Column 3
    0 Mr leslie Harold Francis 916,667 0.70%
    1 Adistem Ltd 916,667 0.70%
    2 Mr Michael Hutchinson 733,333 0.50%
    3 Mr Kenneth Mcdonald 733,333 0.50%
    4 Mr Robert Famolaro-Beytia 733,333 0.50%
    5 Total Top 25 115,601,678 84.50%


    A couple points to note:

    - This was as at 31st August 2015 (as per the FY report). Since then there has been a couple announcements showing changes. Notably:

    http://www.asx.com.au/asxpdf/20160505/pdf/4371lm63px8c3f.pdf
    http://www.asx.com.au/asxpdf/20160504/pdf/4370pc156mbtnj.pdf

    Andrew Fay net gain since 31-Aug-15 around 517k shares
    Lang Walker net gain since 31-Aug-15 of 1.46m shares

    - As I've mentioned in other posts, I believe that parcel that Lang Walker acquired (who is a prominent property developer/billionaire) is likely to be Jeremy Delks the now owner of Medivet Biologics.

    - Stock Liquidity/turnover is fairly poor as the top 25 hold nearly 85%, which leaves little floating about for everyone else.

    - I'd guess that Citicorp nominees is the Pie Fund's holdings of approx 10m shares.



    I like CMP, I was looking at making an investment awhile back and was choosing between CMP and UCM, and went with UCM in the end, but both seem to be delivering the goods as of late!


    All IMO, DYOR etc....
 
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