MOS 0.00% 16.5¢ mosaic oil nl

I thought it would be interesting to see which s/h agreed to...

  1. 6,942 Posts.
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    I thought it would be interesting to see which s/h agreed to enter into the pre-bid agreement with AGL.
    I expect there may well have been considerable changes to the Share Register between Sept 09 and 30 June 2010.
    It was interesting to see that several of the major s/h did not.
    We can only presume that those who did not, did so because they thought that 15c was too low.
    It is apparent that AGL went way down the s/h list, and probably contacted at least the Top 40, in order to get their 12.8%

    You can see that the Top acceptors were Berne Nominees (who i think are nominee coys for JB Were group), and Douglas Financial Consultants (who have holdings in various names).
    Also Aspac Mining accepted, and they seem to have s/h in a number of small mining coys.

    Of more interest, is those who DIDN'T accept.

    These appear to be:
    ANZ Nominees - got no idea who is behind that holding - but they hold over 2% of capital, so are v important to outcome,
    Resource & Land Mgt - this is coy which does a heap of consulting/geological work for O&G coys in Qld - big in CSG- had/have holdings in many Qld coys - to me this speaks volumes because they really know the O&G industry in Qld
    Of the Top 20 at Sept 2009, AGL managed to get only about 50% of that Top 20!

    Interesting stuff!?

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