RED 0.00% 34.5¢ red 5 limited

Been trying to figure out what the inclusion into the S&P/ASX...

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  1. 102 Posts.
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    Been trying to figure out what the inclusion into the S&P/ASX 200 fundamentally means for the demand and supply equation for RED shares. As far as I can figure:

    1. We still stay in the Vanguard ETF and similar 300 index tracker ETF's, so no change there.
    2. There appears to be a lot more ETF index tracker funds tracking the 200 index, then there are the 300.
    3. The following table shows at least 6 out of 11 tracking the 200, as compared to perhaps 2 out of 11 tracking the 300.

    Fundamentally this should lead to higher demand for RED shares as another 6 substantial ETF's will need to buy in. If correct should we expect a large pick up in ave. daily volumes prior to and immediately after March 18 effectivity.

    Any thoughts? Am I on track (Pun?) and should we expect to see a similar trajectory in RED's SP to that late last year when Vanguard took a position? Would that '40c' prophetic HC thread be realised shortly? Or am I off track and things will continue as such, i.e. trading between 38c and 30c, until the next big kicker?

    See table below:
    Index Tracking
    Fund NameASX CodeMgmt FeeBenchmarkDetails
    BetaShares A200A2000.04%S&P/ASX 200Tracks the return of the 200 largest ASX companies (not the index specifically).
    BetaShares Australian Small Companies SelectSMLL0.39%S&P/ASX Small Ordinaries AccumulationTracks the return of the S&P/ASX Small Ordinaries Accumulation Index.
    BetaShares FTSE RAFI Australia 200QOZ0.40%FTSE RAFI Australia 200Tracks the return of Australia's 200 largest companies.
    BetaShares Geared Australian EquityGEAR0.80%S&P/ASX 200Tracks the return of the S&P/ASX 200 Index (Geared).
    BetaShares S&P/ASX Australian TechnologyATEC0.48%S&P/ASX All TechnologyTracks the return of the S&P/ASX All Technology Index.
    iShares Core S&P/ASX 200IOZ0.09%S&P/ASX 200Tracks the return of the S&P/ASX 200 Index.
    iShares S&P/ASX 20ILC0.24%S&P/ASX 20Tracks the return of the S&P/ASX 20 Index.
    SPDR S&P/ASX 200STW0.13%S&P/ASX 200Tracks the return of the S&P/ASX 200 Index.
    SPDR S&P/ASX 200 EsgE2000.13%S&P/ASX 200 ESGTracks the return of the S&P/ASX 200 ESG Index.
    SPDR S&P/ASX 50SFY0.29%S&P/ASX 50Tracks the return of the S&P/ASX 50 Index.
    Vanguard Australian Shares IndexVAS0.10%S&P/ASX 300Tracks the return of the S&P/ASX 300 Index.

 
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