general discussion, page-91

So we have from present vs 6 months ago:

1. HSBC - 0 = 75.3Mnegative change
2. Sud - Same at 75,303,093
3. George - Same at 66,972,077
4. Lekhram - Same amount at 63,954,841 (but now held by a company based in netherlands)
5. Cannvalate - Same at 32m
6. Raymond Carroll - gone as far that list shows us = 33M negative change
7. Joel - 2.5m sold from 23,748,414 to 21,196,668
8. Brown Arrows - 0 = 21m negative change
9. JP Morgan - Gone, unless under subsidiary = 20m negative change
10. National Nominees Ltd - gone = 17m negative change
11. Peter - +589,991 picked up from 15,973,694 to 16,563,685
12. IMI LLC - Gone
13. Bagbo PTY - Gone
14. Gemini capital - Gone
15. Alignment Capital PTY LTD - same at 13,184,248



So, at first glance it looks like a lot of smart money has moved on unfortunately. I'm sure this data could mean a few different things, like who was in the HSBC fund investing on behalf of? Was it a client or what it HSBC's own investment?

Glad to see Sud and Cannvalate still holding a sizeable portion.

Keen to hear what other people make of this?
@thevinnys