Thks for posting Sabbath its an excuse for me to stop reading the bs tls presentation.
-Anchorage 15.81% holding is private equity with chairman of bis involved including shares he holds.
-I believe anchorage increased their share holding to counter Balron 17.55% holding,balron being an australian distributor of bisalloy plus other steels and maybe some fabrication,i believe anchorage at the time was concerned about a take over by balron..
-jpmorgan insto which i believe includes samuel asset has 15.81% holdings.
The remaining top 20 are various basic asset managers to mum and dad basic shareholders.
Same the remaining holders outside top 20.
hmmm a take over,i'll repeat bsl still makes sense,their main technology is colorbond,i believe they also distribute bis in north america.
But i feel the way bis is developing globally would fit with bsl.ie i believe bsl could work with china steel mill ie distributor and part owner of the chinese q&t division..
Same germany,its a new market/business model ie involved in q&t only,UAE no problem.
Same very close australian connection.
bsl understands technology is the future in steel ie profitable,so imo the developing bis business model as it grows would be a good fit with bsl especially if bsl build a q&t line in the US supplied by their bsl US virgin iron ?.
Damn i hope i have got this one right ie my positivity re bisalloy's future.
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