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daicosisgod

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21/09/19

08:52

Post #: 40505069
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Originally posted by buddi ↑

Great find @Giant1

KH does seem to have quite a name in the Nickel space, which is another endorsement to Jaguar and CTM.

A lot of new names and instos in the top#20, which is now holding 37% of register compared to 29% on 8-Jul, it's becoming tighter and tighter!

Based on the assumption that the placement holders were granted pro-rated (59.23% now) shares, below are some of the figures (shares include both tranches 1 and 2) that I calculated trying to figure out how much each contributed in the $10mil placement

MERRILL LYNCH (AUSTRALIA) NOMINEES => 133,441,638 shares => $1,334,416, would be @ 3.52% after Tranche#2. I'm suspecting these are the Sprott group associates. I think nominees accounts are typically holding buckets for instos

HARMANIS HOLDINGS PTY LTD => 129,444,008 shares => $1,294,440 , would be @ 3.41% after Tranche#2

ORIMCO HOLDINGS PTY LTD => 88,737,984 shares => $ 887,380

CS FOURTH NOMINEES PTY LIMITED => 64,211,704 shares => $ 642,117

BPM CAPITAL LIMITED => 53,169,281 shares => $ 531,693

EQUITY TRUSTEES LIMITED => 44,417,459 shares => $ 444,175

OLGEN PTY LTD => 37,759,567 shares => $ 377,596

TWYNAM INVESTMENTS PTY LTD => 39,974,362 shares => $ 399,744

MR BRADLEY GEORGE BOLIN => 48,525,042 shares => $ 485,250

HSBC CUSTODY NOMINEES => 10,735,004 shares => $ 107,350

ROJUL NOMINEES => 24,347,918 shares => $ 243,479

The last two I am not sure if they participated in the placement. All are approximate numbers and assumes that these haven't accumulated significant lots on market between 12 Aug (when spackman mentioned about the last T20) and 18 Sep (latest T20). Total of these accounted to $6.75mil out of $10mil

Last but not least, great to see Roger converting all of his 15mil OB options, plus another 1mil bought potentially at market (remember he is not a director, so no 3Y forms) shelling out $160k from his pocket, did even better than DG

Have a great weekend all! Looking forward to next week.

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CTM Price at posting: 1.5¢ Sentiment: None Disclosure: Not Held
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3 Great analysis

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