Not much posting on this pup in the past few days, things've gone but quieter. Waiting for next bit of news I guess.
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Not much posting on this pup in the past few days, things've gone but quieter. Waiting for next bit of news I guess.
Three out of four analysts nowhave price targets well over $1.00
Doesn't seem that Milford or any of the large instos are selling anytime soon, in fact the trading pattern looks like there is quite a lot of support at the 80c mark.
The 5 o'clock boys are on the other side at the moment sucking up the weak sellers. They love day traders and small profit takers.
Freedom Foods Group Ltd. 126,397,884 19.1%Milford Asset Management Ltd. 50,803,093 7.70%Perpetual Investment Management Ltd. 33,531,404 5.08%Harbour Asset Management Ltd. 33,324,572 5.05%Accident Compensation Corp. 31,782,727 4.82%Guardians of New Zealand Superannuation 30,833,173 4.67%AMP Capital Investors (New Zealand) Ltd. 19,588,712 2.97%Norges Bank Investment Management 14,360,676 2.18%Fidelity Management & Research Co. 5,199,509 0.79%David William Mair, MBA 5,000,000 0.76%
^ Interesting figures there
Decent turnover today, someone accumulating it seems...
That's indeed an interesting list of leading shareholders Harrie, but it puzzles me a bit - can you say where it's from?
Here is the list of a2MC's top ten holders registered with the NZX as of 22 July, from my broker.
NZ Central Securities Depository 220,912,863 34.4%
Mountain Road Investments (Cook) 57,558,701 9.1%
Ulrike McLachlan 7,035,163 1.1%
David Mair 5,000,000 0.8%
Gregory & Roslyn Hinton 5,000,000 0.8%
Superlife 4,373,455 0.7%
TP Trustee Bendemeer Investments 4,000,000 0.6%
ForBarr Custodians 3,580,950 0.5%
FNZ Custodians 3,197,554 0.5%
ForBarr Custodians 2,984,187 0.5%
It obviously doesn't include Freedom Foods which transferred to the ASX list at the time of the dual listing. Nor does it include mention of Milford, ACC and NZSF whose shares I assume to be still held in anonymous custody by NZ Securities Depository, which is top of the list.
But it does include some holdings that aren't on your list, such as the 9 million shares held by Mountain Road, the investment vehicle of recently resigned a2MC chairman Cliff Cook, and the 7 million held by Ulrike McLachlan, the widow of A2 co-founder Coran McLachlan, as well as part of the stakes held by the Hinton family.
So the two lists are rather hard to reconcile. Neither list mentions Geoff Babidge's 11 million shares, and BOTH mention David Mair's 5 million, which I recently suggested might be in the process of transfer from the NZX to ASX.
But what about AMP Capital Investors and Equity Casa Grande LLC who a couple of years ago were listed by 4-Traders as holding 5.61% and 4.55% respectively? Do we know how much of AMP was sold down recently? As for ECG, I have no info on whether it still holds a2MC shares at all. It is a Delaware company run by a US property billionaire who is a friend of Cliff Cook and I think is very likely involved with him in offshore retirement home development projects. He may have sold out when A2 shares rose to nearly a dollar in 2013.
It's worth our trying to keep track of these holdings, as any changes may give us clues as to what may be happening with regard to a takeover. So all contributions would be of interest, IMO.
Sorry Harrie, I overlooked the fact your list did mention and clarify the situation of AMP Capital Investors.
The info I posted is from Thompson Reuter’sdata from the 4-traders website. There is a lot of variance with these holdings between information sources such as Markets-FT , hot copper etc.
Its possible that not even ATM know what the actual % holdings are among their top 50 shareholders. Below is a link to what was produced by ATM prior to the Australian listing:
http://hotcopper.com.au/documentdownload?id=uOMxKKzFkiWRTLKhOROKAxjvQkIK5w m0pmH0rZlJ2%2Fk%3D
Even Milford is not shown on that and they held over 10% at the time so who knows?
Would be a good idea to contact ATM directly and see if you can get an updated list NT
The mountain road must still be in there somewhere otherwise we would have seen a SSH
What sort of effect would a2 full cream milk have on ones cholesterol readings? I will let you know my readings next week, after drinking a2 for the last year.
The nutritional effects of bovine A1 and A2 milk are basically identical, and there's no known reason why the opioid peptide BCM7 that is generated in the digestive process by A1 milk would affect the consumer's cholesterol levels. Moreover, there's been research into this by a team at Otago University using human subjects. Prof Keith Woodford's book Devil in the Milk dismisses the idea that A1 would impact differently on cholesterol serum, and cites the Otago University study as finding (in Woodford's words) "no difference between the two types of milk in regard to total cholesterol, LDL cholesterol ('bad' cholesterol), HDL cholesterol ('good' cholesterol) or triacylglycerol."
But anyway, why worry? The whole theory that cholesterol causes heart disease is pretty much discredited now. It was a myth invented by the manufacturers of statins and somehow the medical profession bought it despite the fact that there were plenty of clinical studies plus the huge Framingham survey that clearly showed cholesterol was not the problem. Medical authorities are now revising their views.