Better late than never. Heres a summary of movements from last months annual report. Will provide an update once the quarterly is released in the next 7-8 days
Few top 20's lowering their holdings, with a few adding. Most interesting is the BNP Paribas Nominee adding an additional c73m shares. We pretty much know our new director holds 80m shares and then by deduction, they are part of the BNP Paribas. Therefore other than him there are around 337m shares within the nominee... a 5% holding would require 238,227,281 shares. Not sure we are necessarily reaching lots of "new shareholders" and wonder if someone has built a position just below the 5% in that nominee over the short term.
Will be very interesting to see how the holdings move in the next quarterly
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