According to their substantial shareholder notice Blackcrane hold a total of 105.433m Avita shares for an outlay of approximately A$36.929m and an average entry price of approx. A$0.35c. This position represents circa 3.6% of their current total funds under management of approx A$1.025b. From their stated investment process Blackcrane target 20-40 high conviction holdings and have a three stage process with stage 1. complete;
1. An Initial fund position of 1%-3% after building a full working model and conducting usual due diligence business checks (balance sheet, cash flow etc.).
2. A Full Size position for Blackcrane is 4%-6% and this will typically follow a mid-quarter/semi-annual review that confirms core driver assumptions and earnings conviction.
3. Black crane will increase their holding size to a maximum of 7%-10% based on their level of conviction.
On this information and based on Blackcrane’s current funds under management, to move from their current fund holding of 3.6% to 6% would require an additional investment of circa A$24.6m. To then move to a 10% fund positionn would requires a further investment of circa A$41m.
Remember that Blackcrane are just one institutional investor with more likely to follow post the looming Nasdaq listing!
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avita medical inc.
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Blackcrane Investment Process - A toe in the water!
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Last
$1.81 |
Change
0.040(2.26%) |
Mkt cap ! $128.9M |
Open | High | Low | Value | Volume |
$1.79 | $1.83 | $1.77 | $166.2K | 92.24K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 17378 | $1.78 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$1.81 | 254 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 1000 | 1.810 |
1 | 262 | 1.800 |
1 | 15000 | 1.780 |
2 | 501 | 1.760 |
1 | 20000 | 1.755 |
Price($) | Vol. | No. |
---|---|---|
1.700 | 7093 | 1 |
1.735 | 440 | 1 |
1.750 | 20000 | 1 |
1.755 | 5199 | 1 |
1.780 | 17000 | 3 |
Last trade - 16.10pm 15/07/2025 (20 minute delay) ? |
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HARANGA RESOURCES LIMITED.
Peter Batten, MD
Peter Batten
MD
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