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
0.030(1.69%) |
Mkt cap ! $128.6M |
Open | High | Low | Value | Volume |
$1.82 | $1.87 | $1.80 | $307.4K | 167.9K |
Buyers (Bids)
No. | Vol. | Price($) |
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1 | 680 | $1.81 |
Sellers (Offers)
Price($) | Vol. | No. |
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$1.82 | 9936 | 1 |
View Market Depth
No. | Vol. | Price($) |
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1 | 680 | 1.805 |
4 | 32150 | 1.800 |
3 | 12629 | 1.780 |
2 | 2338 | 1.775 |
1 | 1000 | 1.770 |
Price($) | Vol. | No. |
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1.855 | 1000 | 1 |
1.865 | 8363 | 1 |
1.870 | 3891 | 2 |
1.875 | 3800 | 1 |
1.880 | 250 | 1 |
Last trade - 16.11pm 11/07/2025 (20 minute delay) ? |
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VIRIDIS MINING AND MINERALS LIMITED
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