SuperecendolI appreciate what you published on sell down of top...

Superecendol

I appreciate what you published on sell down of top shareholders.

I wanted to review further the top 20 shareholders .

I am curious and annoyed at how low Imugene share price is so any assistance is appreciated.

I got hold of a few top 20 comparisons from broker and also the Australian Financial Review site-copyright link.au. I used what you had posted from 14/9 from copyright link.au site and also got the prior year from same source.I got 31 Oct 2018 from broker.

Interesting for me was the top 20 shareholders listed on the AFR website has 21 shareholders in it for period 30/8/17! so go figure so I deducted the last shareholder for comparison.

I shall provide the raw data as I feel a little cautious as data is from broker and internet so sources are not great. 

The % held by top 20 and the sell off between mid 14 September 18 and 31 Oct 2018. In Commsec the sell off total shares was around $350m not taking into acct Chix so I suppose 271m sell off  could be right. If anyone has more substantiated top 20 shareholder data I would be grateful to know where to find it.    I looked at Commsec Company research and no top 20 list is available.

Top line numbers below.

The sell off between Sep 2018 and 31 Oct .This mimics what most of the institutionals do when the market falls. October 2018 was bad so they sold down.They sell off regardless of asset and just re balance their portfolio.

It confirms what Supercendol is saying for top 5 reduction and also note that the top 20 shareholders have changed. 7 who were there in 2017 have been removed and overall there is less held by top 20 than mid September 2018 by a long way(271m).

To me it gives a reason for the low share price in such a great time for the company.

I hope the  sell off has stopped and the price starts to reflect what company has done and is about to do. 

If someone else has any way of validating the top 20 shareholders information that would be great.

I reckon if I could get the top 20 data monthly I would be looking closely the month before known announcements to see if they are accumulating or selling!!

		Top 20 Shareholders History
1			30/08/2017	14/09/2018	31/10/2018
2	1	National Nominees Limited	95548708	240215972	224551412
3	2	HSBC Custody Nominee(Australia) Limited	240227753	166479689	121336111
4	3	Webinvest pty Ltd	85000000
5		Dr Nicholas Smith		86000000	86000000
6	4	JP Morgan Nominees Australia Limited	25678956	79146980
7	5	Sarah Cameron	51817073	60000000	60000000
8	6	Tisia Nominees	45695224	55263159
9		CS Third Nominees Pty Ltd -HSBC		51496853
10		Merril Lynch(Australia Nominees Pty Limited		44510188
11		CS Fourth Nominees pty Limited -HSBC		37897729
12		Mr Mark Phillip Juan		34000000	34000000
13		JEM Investment Fund Holdings Pty Ltd		33100000	33100000
14	7	Sunset Capital Management pty Ltd	38498291	31500000
15		Jason Peterson			31500000
16		Brispot Nominees pty Ltd		30000000
17	8	Kensington Capital management	30000000
18	9	Dr Russell Kay Hancock	30000000
19	10	John Dahlsen Superannuation Fund Pty Ltd	25266667	29256142	29256142
20	11	Kilinwata Investmnents	27453125	28379050
21	12	Moreglade Pty Ltd	28062500	28062500
22	13	Mr David Russell Stewart and Mrs Adrienne Ruth Stewart	22274000	27689000	27689000
23	14	Mr Jason Dennis Roberts	23782726
24	15	Dr Roger Aston	27562500	27562500	27562500
25	16	Mr Charles Edwyn Walker	25000000	26020370	26020370
26		Paul Hopper			73122800
27		AXEL Hoos			10000000
28		Dr Nick Eade			5500000
29	17	Mr Andrew Murray Gregor	20486666	25151183	25151183
30		Rhinomed Limited			25000000
31		Dominic Wainford			12655207
32		Dr Kohlasse			10000000
33		Warwick Lamb			7520002
34	18	Celtic Capital Pty Ltd	20000000
35	19	Mr Gregory John Howlett	17000000
36	20	Tets pty Ltd	16356165
37	21	Bede Pty Ltd
38
39		Total	895710354	1141731315	869964727

Raw data from broker for 31 Oct 2018