Thanks Jezzy.
Yes, I noticed that you got set nice and early on HWK - you seem to do that a lot lol. Unfortunately I'm not as smart and I only got across it once it had already ran.
Just on TTL, I now have a bit more information. If you're a shareholder and interested in T20 movements you should contact the company and ask for a current T20. From internet searches I've established that:
- Aldo Sacco is Sacco Developments and Rimoyne:
https://www.renovateforum.com/directory/businesses/rimoyne-pty-ltd
- Stephen Tomsic is also Tell Corporation:
https://hotcopper.com.au/posts/14349143/single
So as at the AR17 Sacco held 12,319,323 shares (~7.1%) and Tomsic held 14,175,000 shares (~8.16%). As you note Jezzy it's not every day that you get the opportunity to get set below the insiders. Interesting to also see the announcement this morning >>> very creative. I'd say that there'll be a fair bit more to come over the next few months.
A few others that I'm not holding but have piqued my interest:
- MZZ > A very nice register and is starting to emanate smoke. A lot of NCZ connections as noted on the forum. I know you also like that one Jezzy lol.
- DRK > Another very nice register that should do very well in time. The DRK T20 shares quite a few similarities with the QNL T20.
- RBX > Interesting to see **riel Hewitt turn up on the T20 after consolidation. Very low market cap that could end up many multiples higher. Just a touch too much risk for me with the major holder having ~45% + ~$600k in debt. Also very illiquid so hard to get a position.
- POW > A really interesting one that isn't a shell as such. At the moment a vanadium vertical integration play with additional wave technology. I'm not entirely convinced that the existing projects are the main course though (maybe that's a mistake on my part). From the AR17 (Page 8) the company reiterated:
Following the successful capital raising in early 2016 the Company started the financial year with a focus on accelerating commercialisation of its WEC systems. Within the period the Company through the engagement of an expert team of advisors completed wet and dry testing of its WEC systems, including two successful pre-commercialisation trials.
The Company also advised that it would begin to explore opportunities for renewable energy around the world to enable to the Company to grow into a broad provider of clean and affordable energy. The Company intends to leverage its technical expertise to consider other forms of energy production such as tidal, wind and solar power.
On the register Jason Peterson is there in a big way. Shaun Factor and Tolga Kumova are also there amongst others. Worth keeping an eye on in my opinion as I think that something from left-field could happen there. Still has a shell-like market cap.
I also meant to thank
@Klue for his Shell Hunter thread earlier this year. I've lost count of the amount of times that I've gone back to look at it. So thank you very much for the work put into compiling that list and generally for your contribution on Hotcopper. Cheers.
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