Ann: Quarterly Activities Report and Appendix 5B - 30 Sept 21, page-97

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Scoobysnacks

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19/01/22

18:49

Post #: 58986215
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Originally posted by GMoney79: ↑

Thx @LT_Investor for providing this, and @nissassa for asking for it.

If you actually look at the Top 20 pre consolidation vs post consolidation the biggest change to me is Leonite Capital and UBS.

UBS have soaked 85m equivalent pre consolidation.

Leonite might have been the backers from last cap raise which explains their big jump. They held 13.8m pre consolidation, they now hold 142m on a like for like basis. If you check their website you can see some of their major investments - they’re pretty diversified.

http://leonitecap.com/portfolio

They’re also a US based investment firm who have seriously upped their stake in the last 3-4 months. Maybe this is what a US investment firm wanted to take a larger position was consolidation after all. If it is them and they were issued the full allotment, they’ve not flipped for pips or even sold into the last round of news - that being the Bonanza hits. By my calcs it would’ve been approx 109m shares issued in that raise, which aligns with their new total - and then some, so maybe some accumulation since then as well to get to 142m.

The main part for me is the likes of Peter Proska and other LONG TERM investors have not changed any of their holdings post consolidation. Feel free to do your own comparatives against the top 20 from the annual report, but just remember the lists in the annual report have Joe Bloggs & Jane Bloggs hold 10m shares combined. The list provided below splits them in 5m and 5m equivalent. So might explain why it’s slightly lower entry point.

But also good to see Chris now in this list, whilst they’re mostly performance based, he now has that skin in the game….

I’m viewing this as pretty positive, most appear to be holding strong - unless someone can show me the error of my ways?

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Ann: Quarterly Activities Report and Appendix 5B - 30 Sept 21, page-97

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Ann: Quarterly Activities Report and Appendix 5B - 30 Sept 21, page-97

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