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Advam Partners SGR SpA
Investment Adviser
Profile
Number of securities held 1.00
Total equities under management 30.84m
Recent activity: 19 Aug 2020 - 07 Sep 2020
Shares purchased 2.19bn
Shares sold 0.00
Net positition change 2.19bn
If you go to the site https://markets.ft.com/data/equities/tearsheet/profile?s=SYME:LSE, scroll to institutional shareholders, click on movers tab and tap on the company name you will see period they have bought
Agreed there.
" SYME is an early stage "FinTech" business which delivers an innovative technology platform for inventory monetisation that enables a wide range of manufacturing and trading customers to improve their working capital position by releasing capital from their inventory stock. SYME matches the working capital needs of its customers with capital invested by its inventory funders. Investors in SYME shares gain exposure to the fee income generated by the platform from inventory monetisation. Inventory funders invest in instruments that are secured on inventory portfolios. The companies that can benefit from the SYME system are found across a wide range of industry sectors including wholesale, retailing and general industrials.
Notwithstanding the COVID-19 backdrop, the Board believes that SYME's customer base remains strong and that the demand for inventory monetisation is growing. Whereas Just In Time (JIT) inventory strategies were previously the standard for manufacturing and trading businesses, increasingly following COVID-19, many such businesses are consciously choosing to build inventory to avoid supply chain shortages and subsequent loss of trade. Manufacturing locally rather than thousands of miles away and increasing inventory held may become the new norm. The Company is aware that retailers both on and offline are seeking suppliers who can guarantee inventory levels through a combination of in-house manufacturing, local production capabilities and higher levels of stock held. This is positive development for SYME's business model as companies will look to monetise the higher volumes of stock being held.
The impact of COVID-19 on the inventory funding market is more difficult to interpret, especially as interest rates are currently at historic lows. SYME's inventory investment asset will offer a relative positive margin compared to interest rates and many other rate linked investments. However, investors are undoubtedly more cautious, being less willing to move quickly into new asset classes, so the risk premium attached to alternative investment products has increased to reflect this. This theme will be developed in the Chief Executive's report.
Despite COVID-19 we still remain extremely confident for the future but as a result of the approximate three to four month delay to our business plan caused by COVID-19 we are having to push back our forecasts with a consequential impact on market expectations. "
https://www.marketscreener.com/quote/stock/SUPPLY-ME-CAPITAL-PLC-44458528/news/Supply-ME-Capital-UNAUDITED-SECOND-INTERIM-CONDENSED-CONSOLIDATED-FINANCIAL-STATEMENTS-30854796/
BIG BUY from BIG BOYS they know what is coming here. I hope AZ will drop a bomb tomorrow and all bashers are finish here. This will perfectly match tomorrow interview on sky at 9am. Lets do this SYME!!!
from 30/09/2019 that is!!!........
the link posted by WG - the FT one also shows mover for 30/06-07/09 period, so these shareholders came in before 7/09:
Institutional shareholdersTop holdersMovers
Click or tap a row for details
Holder Shares bought Shares held
Banca del Ceresio SA +5.50bn / +283.44% 7.44bn
Advam Partners SGR SpA +2.19bn / +232.75% 3.13bn
Canaccord Genuity Wealth Ltd. 0.00 / -100.00% 0.00
Holder Shares sold Shares held
Canaccord Genuity Wealth Ltd. -2.91m / -100.00% 0.00
Advam Partners SGR SpA 0.00 / +232.75% 3.13bn
Banca del Ceresio SA 0.00 / +283.44% 7.44bn
Data from 30 Jun 2019 - 07 Sep 2020Source: FactSet Research Systems Inc.
Hi Savvy6,
Well, in the interests of transparency, SYME could of course always do what a lot of investor-friendly companies do and put an updated list of major shareholdings on the Company website.
After all, given the inhouse generated tangle of shareholdings , who could be better placed to work out - and inform shareholders - of the true position ?
We've had cattle, sheep and goats referenced in the last few days... I'll add to the menagerie by saying that I think I've just seen a herd of fat, pink creatures flying past !
ATB
Savvy, why do you think they are incorrect?... both FT and Marketscreen quote them.....
https://www.marketscreener.com/quote/stock/SUPPLY-ME-CAPITAL-PLC-44458528/company/
https://markets.ft.com/data/equities/tearsheet/profile?s=SYME:LSE
Savvy. Welcome back.
Now I wish I stayed away too lol
Good luck
This is the source: https://www.marketscreener.com/quote/stock/SUPPLY-ME-CAPITAL-PLC-44458528/company/
I was also thinking about TR1..... I dont have an answer
Hi IraMil7,
Thanks for the twitterlink.
Do you know the source of the ownership breakdown. I don't recognise the format.
If true, both holdings are notifiable, so should be confirmed/declared soon enough.
I wonder how AdvamPartners SGR spa fits into the scheme of things.
ATB
It might be where DW transfer has gone.....
https://twitter.com/tenbagger8/status/1310859480276643840
II's growing their share