So we have from present vs 6 months ago:
1. HSBC - 0 =
75.3Mnegative change2. Sud - Same at
75,303,0933. George - Same at
66,972,0774. Lekhram - Same amount at
63,954,841 (but now held by a company based in netherlands)
5. Cannvalate - Same at
32m6. Raymond Carroll - gone as far that list shows us =
33M negative change7. Joel - 2.5m sold from
23,748,414 to
21,196,6688. Brown Arrows - 0 =
21m negative change9. JP Morgan - Gone, unless under subsidiary =
20m negative change10. National Nominees Ltd - gone =
17m negative change11. Peter - +589,991 picked up from
15,973,694 to
16,563,68512. IMI LLC - Gone
13. Bagbo PTY - Gone
14. Gemini capital - Gone
15. Alignment Capital PTY LTD - same at
13,184,248So, 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
