TOP 20, page-27

So I did a quick look through the May 23 versus Feb 22 Top 20 listing - interesting. There seems to be a bit of a changing of the guard..... completely different looking list. Obviously we had the CR in late 2022 also which would exmplain some of the change.

If your holding didnt change from Feb 2022 then only the top 9 would make the current top 20. But of the bottom half, Miss RUBAGOTTI increased from 6m to 10m and Dr LIM increased from 7.5m to 9m - 14 of the 20 have dropped off......

Of the top 10 at Feb 22 - 6 have dropped their holding to less than 8m shares or as is more likely - sold and taken off.
MITCHELL ASSET MGT had 20m (#2)
HOURMAR NOMS had 10.4m (#5)
TRIGGS had 9.6m (#6)
Miss LIN had 9m (#8)
CANELA HLDGS had 8.9m (#9).......... all no longer on the list

DAVAN noms increased 1.5m
BNP increased 3.4m
RENTON EST. still holds 14m
CAZALY hold their 9.2m

Directors GORDON and RICHARD make the new list which is encouraging (and DR has some smaller holding in superfunds also) and I will try and look into the new company names on the list.