top20 analysis 3 Jan 2012 vs 17 Nov 2011.All numbers are...

top20 analysis 3 Jan 2012 vs 17 Nov 2011.

All numbers are approx;

Top 20 holdings have reduced by 14mil.

Ranked order is the position they held on 17 Nov

1. UBS reduced from 95.6mil to 33.5mil (note they had 128.6mil 30 Sep 2011) now #4
2. DJ Mining 87.8mil unchanged now #1
3. Samtan Aures 56.3mil unchanged now #3
4. Citicorp 26.3mil to 19.4mil now #6
5. UBS Nominee (Wood Investment) 19.8mil to zero
6. J Barlow 19.5mil unchanged #5
7. Mathew Consult 18.9mil unchanged now #7
8. Joseph Zillman 18.8mil unchanged now #8 - may have exited entire holding as per sub notice 13th Jan
9. UBS (Gas Strategies) 12.5mil to zero
10. JP Morgan 11.6mil to 12.8mil now #9
11. National Nominees 11.0mil to 12.1mil #10
12. Zillman (Bannerblock Super) 10.1mil unchanged #11
13. Global Resource 9.0mil unchanged #12
14. HSBC Nominees 8.4mil to 7.1mil #14
15. UBS Nominees 7.2mil to 3.3mil #15

Two new entrants come in at #2 and #13
Resolve Geo Pty Ltd 81.8mil #2
JP Morgan (Cash Income A/C) 8.6mil #13

I can only surmise that UBS Nominees hid Resolve Geo Pty Ltd position?

Unless I totally missed some news event relating to Resolve Geo, I cannot recall a substantial holder coming from them.

Then just when you think this is all very interesting go to the following link.

http://www.resolve-geo.com/