The top 20 list of shareholders released tonight has produced some major news in itself from which we have deduced comparing the last 3 years of top 20 lists-
1. FMG shareholders and their bankers have taken over POS
2. 4 major international banks holding 625M FMG shares (valued at $2.2B alone) have quietly built massive top 6 stakes in POS of 42M shares
3. POS directors and management continue to increase their holdings in POS
4. AF has not changed his POS holdings through all this
5. POSs new shareholders have massive bank and lending resources globally with over $1TrillionUS AUM
6. the CRs & sell off of 44% of all POS shares since 2 July has increased the wealthiests grip over POS. The weak hands and small fry have been weeded out
7.The min shares to get on this top 20 list has rocketed up from 1.8M to 2.96M shares
8.the secrets out, these new holders will fund POS to production after their share value has doubled/tripled and the run is just starting
9. Fredy was spot on, AF is using his FMG holders and FMG bankers money to fund it
These hardened crews have been buying in since Sept 2013 to Sept 2014 -
also FMG Holders- HSBC - +8M shares more than doubled its holdings, 2nd largest FMG shareholder with 14.9% of FMG worth $AUS1.6B - sold out of AHZ late 2013 after tripling its value and pumped it into POS another winning AF vehicle National Nominees - +10M shares in POS new top5 holder come from nowhere, also top 5 holder in FMG with 178M shares worth $630M JP Morgan Nominees - +1.1M shares up 15%, no 4 and no 13 holder of FMG shares with 246M shares in FMG worth $860M
AF/Minderoo/Forrest Family- 132M shares in POS no change
These FMG holders now control an increased stake of at least 164/513 = 32% of POS right now, excluding any other smaller stakes of FMG holders below the top 20 list and i estimate there is at least another 10% down there below 3M shares as well of FMG holders, FMG holders now effectively own a 42%+ stake of POS.
Note- UBS Nominees also increased their stake +2M shares to quietly become the 3rd largest holder in POS.
Sellers were-
Citicorp Nominees- from 24M down to below 2.9M, but citicorp nominees went buying same time into another AF controlled stock with NN & JPM being AHZ
Also out were - great city corp/RMonti (resigned), Ambrecht, Brayshaw the last 2 maybe got overtaken in the top20 list and may still hold the same shares.
Insiders Buying
CEO DS triples his stake from 1.8M to 5.9M shares looks like on market buying
Rob Dennis director buys in 3M shares after less than 1 year as director- big confidence vote, plus as AFs trusted right hand man at ANL for 8 years, close friendship and extensive underground low grade NI expertise, The ANL & SIR legend
Chris Indermaur director - up stake from 2.2M to 3.4M up 54%
Other Buyers
Gwynvil trading +10M sydney based investment company, top 20 holder in dyesol, drummoyne NSW
LA Ong = Singaporean chinese, MBA LLB manchester Uni educated, $1B fund, president of Trust Asia, CEO of Weststar ventures Singapore private equity firm, adviser to citibank US, CEO of financial payment systems, Eardish Asia corp, coal investor in Aust.
Nefco +2.3M shares , doubled
RA Pierce SuperF new +4.7M shares
Colyn short seller Kimber - increased stake from less than 1.8M to 2.9M +1.1M at least, former MD of guardian security, MD or Paradise racing syndicate former director of highlands golf club according to linkedin. director security & investigations , thats you col.
SUMMARY
The buyers of 42% of POS since 2 July were FMGs bankers & UBS plus some major private hedge funds. With these global banks, FMG holders & private hedge funds buying massively into POS and now fully controlling POS and more insider buying, this is a major vote of confidence in POS. The FMG holders are following AF into POS as fredy said he is using others money to do it. The size, experience and serious wealth of our new major shareholders is mind boggling. They are saying this is the new FMG effectively and we will go in on it.
Yes senator, that was the mighty jedi master yoda hiding at windarra, senator you tipped us off - FMG to takeover POS, but its been done already, they have snuck in the last 9 months without fanfare! Value Accretive.
This top 20 list is a whose who, any one of them could hand over $50M tmrw in cash. We now know whose been buying in - its been UBS, NatNom, JP Morgan, HSBC, its another flash sign of another Ace in AFs hand, its a done deal, the top 6 FMG bankers and UBS are in - its take your pick as fredy said.
ha! no funding, back up or resources, what a joke. These shareholders are our resources! What a great silent accumulation, stay long till December, these backers will sort it all out for us, they have the power of an army of Jedi Master Yodas, its going ballistic.
(20min delay)
