Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Actually the simply wall street view has a more detailed list of Institutions going down much lower holdings....
6.23%
Roger De Haan 37,196,970 UK£51.0m 0% no data
6.36%
Saga Plc., Employee Stock Ownership Plan 9,014,650 UK£12.4m 16.47% no data
5.15%
Eldose Babu 7,300,000 UK£10.0m 0% no data
4.37%
Hosking Partners LLP 6,193,327 UK£8.5m -17.5% 0.34%
3.34%
HBOS Investment Fund Managers Limited 4,729,704 UK£6.5m -1.67% 0.06%
2.97%
Union Bancaire Privee Asset Management LLC 4,205,375 UK£5.8m 0% 4%
2.73%
A J Bell Holdings Limited, Asset Management Arm 3,874,234 UK£5.3m 4.04% 0.06%
2.5%
UBS Asset Management AG 3,542,798 UK£4.9m 112.34% no data
2.29%
Barclays Bank PLC, Wealth and Investment Management Division 3,246,832 UK£4.4m -4.54% 0.05%
2.23%
Kernow Asset Management Limited 3,158,863 UK£4.3m 36.08% 8.63%
2.23%
Barclays Bank PLC, Securities Investments 3,156,712 UK£4.3m 1.63% 0.01%
2.16%
Norges Bank Investment Management 3,068,114 UK£4.2m 0% no data
2.06%
HSBC Global Asset Management (UK) Limited 2,923,012 UK£4.0m -2.02% no data
1.84%
Bank of Singapore Limited, Asset Management Arm 2,611,132 UK£3.6m 44.66% 0.34%
1.74%
Dimensional Fund Advisors LP 2,465,546 UK£3.4m 13.81% no data
1.36%
Legal & General Investment Management Limited 1,924,081 UK£2.6m -0.21% no data
0.9%
The Royal Bank Of Scotland plc, Asset Management Arm 1,274,951 UK£1.7m -1.63% 0.13%
0.84%
Heartwood Wealth Management, Asset Management Arm 1,190,000 UK£1.6m 0% 0.13%
0.83%
BlackRock, Inc. 1,178,611 UK£1.6m -0.12% no data
0.79%
Black Creek Investment Management Inc. 1,126,890 UK£1.5m 2.44% 0.02%
0.76%
IG Group Holdings Plc, Asset Management Arm 1,073,679 UK£1.5m -5.54% 0.14%
0.72%
Charles Schwab Investment Management, Inc. 1,022,438 UK£1.4m 21.04% no data
0.7%
Ninety One UK Limited 992,222 UK£1.4m 0% no data
0.64%
Charles Stanley & Co. Ltd, Asset Management Arm 903,260 UK£1.2m -1.33% 0.01%
0.53%
First Equity Ltd, Asset Management Arm 755,000 UK£1.0m -3.45% 1.49%
Marketscreener for the Institutions and I think it was simply wall street for the category splits. May not be 100% current obvs.
Without that buying the lads would have got their 100 I think and Bugs wouldn't have got his 3k..
I see the long term incentive threshold is still 600 to trigger. I know I'll get shouted down, but these PLC Directors know how to get paid. They think that's still on. May take a few years but if everything comes together, why not.
Hi Rupans.
For info/reminders. Major holders:-
RDH 37196970
Artemis 7440083
Babu 7300000
Abrdn 5381439
HL 5258000
Norges 4557624
Kernow 4238107
Setanta 4200594
Pictet 3737656
Total 79310473 Doesn't add to the full total due to smaller lumos not being shown.
Split by category:-
PLC 355570
Priv Co 599037
Employees scheme 9014650
Public 23070645
Indiv insiders 44866305
Institutions 63902295
Total 141808502
Still wonder what his endgame is. By now he's probably overtaken Artemis so is highest behind RDH.
That's a big chunk out of free float....
Good news and its gonna fly. Not just yet though I wouldn't say- he is controlling the price as best he can and he may not be finished buying yet.
What's his end game thats' the question...surprised its not made more news. Even on here.
Well, I'm not going to get drawn into looking for trades Bug. He said she said....blah blah blah.
But someone in the Emirates obviously agrees its worth a hold...
We shall see huh?
17p at a time less the spread?
Be still my beating heart!
Cheers Alnwick. Yep I also have a fear that the new guy kitchen sinks it and its another year to wait. Then again impairments aren't cash and cash is what the debt needs-no need to be giving the taxman too much as yet. Not sure what my position will be the night before results....
Hope.
There has been impairment of goodwill for one reason or another on their accounts every year since at least 2020 when I first bought in here. We all live in, er hope, that it will cease. The last at the half year was £68.1m on a figure carried of £449.6m. The notes imply that the figure allows for a forward view of the problem in insurance claim inflation (and so should cover it) but who knows.
Nice big lump gone through there...Somebody(s) impatient...
Ah yes in USD, posted in a rush. Same multiples though..GLA!
Https://companiesmarketcap.com/tui/marketcap/
Gives 30/4/18 MC 13.3B
Current 3.99B........yum
Some of these back plotted charts after RI can be a bit skewed mind-I haven't checked it myself. But I'll take it!
Balanced by some small sells to keep it down I guess. Nicely done. It'll move when they have had enough ...
I think it just needs to show a change in trend on insurance....a hint that there's change.
But hey ho we will see.
He's done well to bag those shares at these levels because it moves fast when a few buys get going.
Billzo,
What was it you said was your exit here? 180? 200?
I have a Sneakin' Suspicion, as Dr Feelgood once said, that you'll be staying a little longer mate....
Interesting times.
Rupans
The "offer" was an enticement to open the books for due diligence. Had they been opened the "offer" would have been a lot less or nothing. That's how it works.
The one I was involved in -Offer £70m, get exclusive, due diligence, Final price £1-an actual pound coin. Oh and the seller chucked £30m on top to the buyer to take care of the pension liabilities.
Its a nice thought that 4.95 was offered but it is not correct.
Crumbs, nearly choked on me Kingfisher… wonder what the story behind the story is.. usual platitudes say nothing…. I’m not sure I really like it overall Billzo but we shall see.
..checking in from far away.
Babu buying-tick
People squabbling-tick
Decent insurance results from other-tick
Shorts started reducing again-tick.
World looks good. Margarita time!
I think we should now call 130 the Aspers-Billzo line...
2.7m in 5 trades Fri am reported after hours.....
Something may be afoot? About time.