Member Info for Culpepper

I haven’t gone into it but on a very quick look Martin Bolland, company secretary of Alvotec is also a member of Mxc concert party. May be a case of wheels within wheels, Smith and Co an incestuous lot. But I haven’t gone so far as to confirm the possibility.

Yes. I read my post through and thought that’ll be seized on. Perfectly rightly.
Thanks for getting the point instead of making a fuss.

To clarify, I have seen some notifications come through which might seem to be covered by exemption - there may be some reason I don’t know behind that.

Some conversation last night. If you believe this article, seems to say it’s increasingly difficult to find fancied juniors to satisfy the original ETF principles.
https://www.etfstream.com/features/liquidity-risks-increase-across-vaneck-s-junior-gold-miner-etfs-as-demand-soars/

Adding to that, for those concerned with calculations on significant shareholders and voting rights, one can but ignore nominee accounts. ( You don’t see them submitting holdings notifications, do you, being generally exempt by, without provoking arguments, having no authority to vote without consent)
But, for the broker, HL et al, they need to be recognised by the company as holding on behalf of beneficiaries, in pooled nominee accounts, so they can administer the process, and in so doing as part of the process, collect dividends and pay it into our accounts with them, hoping for further business therefrom.
I regard holdings notifications as required, whenever a threshold is crossed, combined with company publication of significant holders, as pretty much satisfying needs - though some will go deeper, GDXJ rebalancing etc.

Z. Add that list to the company one and you’re in the ball-park.

Stick Tribeca in there, and you can make it fit - if you want to and it helps whatever the object is.
In my experience, it’s not until an offer is made and you get Forms 8 coming through that you realise how little you knew about who hols what at an under 3% level.

That he is aware of 16.22% over 3% as published by the company, and a bit more institutional buying of which he is aware?
He won’t know until he’s told, if the company is told and register updated.

I asked before. The “ still buying” gets trotted out with regularity.
Where’s the exemption for that in the transparency rules?

I put that on on 18th. As part of other stuff.
“Probably up to 25% or so can be seen to be tied down, if you allow for a couple of under 3% holders. And maybe more just can’t be seen. I think it can only be PI’s that’s the problem here on selling down, or somebody else failing to notify holdings in the first place. That’s if you look at it in a straightforward way. I appreciate there are other views.”

They appear to have decided to ignore nominee accounts.

That’s what the company says
https://greatlandgold.com/investors/share-information/

I been following Mxc and their investee companies for years.
I can be corrected, but it’s the first time I can recall Smith personally buying any shares in one of
Mxc listed companies.

I been careful to indicate it’s not advice. If they don’t mine Havieron and nobody wants to buy it, I shall be as miffed as all my chums on here.

Ace, I have taken the view, just for myself, if you can set yourself up at or around the placing price, you can be more comfortable with what comes. Whatever it is.
Not everyone can do that.

And to be plain, I think it can only get better from 8.2p

And look forward to the possibilities, corporate actions, directors buys, holdings RNS, FS, DTM, and so on.

There may be a concensus on many things on this board - but I know it all makes no difference to holders until we’re told something or other has happened, by which time it’s all good or too late.
We’re in Ggp/Newcrest hands with Wyloo watching over, with whatever their plan maybe.
Speed of decline and all that mining stuff, and bid talk - we’ll get an update on from the organ grinders on that, as we go.
I take it as it comes, when I’ve left money in a company, and never been in one where that doesn’t have to apply.

All this talk of conspiracy theories, somebody conniving going to pull the rug under Pi’s feet and take their cash off them, scarcely helps anyone.

I don’t think ‘folk’ will have much of a say in it. The board will consult, and having run it over significant shareholders, RNS it with a recommendation.
‘Folk’ will then get a say.