Just thought I'd take a look at the holding register movements during the year. It doesn't really add much, but does illustrate how illiquid MLA is, especially when excluding the top 25 and small holders, this Leaves a paltry 21m 'floating' around. I've only added to my holding (never sold any) and now personally have 2-3% of that 'free' 21m locked upwhich gives perspective why small trades of a small size can move the SP round quite easily.
- Net 18 additional holders joined MLA's share register during the year (604 - 622). 95 holders hold ~94% of the company.
- When excluding the 'non marketable parcels', the average holding size has increased from 257k in 2014 to 402k in 2015
- When excluding the top 25 holdings & 'non marketable parcels' the average holding has increased from 49,420 to 67,188 shares.
- drilling down further, you can see there are 70 holders (Range=100k+ , less: Top25holders) accounting for the 13.1m/21m shares, or approx 187k average shares each.
- The Top 25 % has increased from 82% to 84.5%, with the top5 accountable for the bulk of the change.
- Former CEO Mark Donnison has sold 250,000 shares during the FY2015. Gary Lewis's holdings have approximately halved, whilst Ian Mitchells have doubled.
Column 1 Column 2 Column 3 0 2015 # shares 1 1 UBS NOMINEES PTY LTD 20,952,250 2 2 WALKER GROUP HOLDINGS PTY LTD 20,000,000 3 3 Y Z J TRADING CO PTY LTD 19,260,477 4 4 MR ANDREW FAY & MRS NARELLE FAY 13,359,382 5 5 CITICORP NOMINEES PTY LIMITED 10,308,551 6 6 GARRY ANDREWS 6,367,774 7 7 DB GENETICS LLC 2,750,000 8 8 MRS RASA ROBERTS 2,452,932 9 9 AUCKLAND TRUST COMPANY 2,174,340 10 10 MR MARK DONNISON & MRS SUZANNE DONNISON 1,989,367 11 11 DELK ENTERPRISES INC 1,466,667 12 12 GARY LEWIS & AVIVA SCHUMER 1,439,807 13 13 MR IAN BURNHAM MITCHELL 1,386,382 14 14 MR NIMA ALAVI-MOGHADAM 1,274,292 15 15 STEVEN J MILLER & CO 1,180,000 16 16 TREPLO PTY LIMITED 1,088,889 17 17 AMNICOLE INVESTMENTS PTY LTD 1,088,889 18 18 THREE PAGODAS PTY LTD 1,048,889 19 19 CORDATO PARTNERS 1,029,457 20 20 JOHN WARDMAN & ASSOCIATES PTY LTD 950,000 21 21 MR LESLIE HAROLD FRANCIS 916,667 22 22 ADISTEM LTD 916,667 23 23 MR MICHAEL HUTCHINSON 733,333 24 24 MR KENNETH MCDONALD 733,333 25 25 MR ROBERT FAMOLARO-BEYTIA 733,333
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