AGS - Alliance Resources
- Thread starter pussycat2005
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Here is the proof again that institutions are buying:Percentage held by the Top 20 shareholders.
This has increased yet again as follows:-
28 sept 07 141,493,145 shares 56.71%
12 Oct 07 141,658,841 shares 56.74%
05 Nov 07 161,619,953 shares 59.26%
Of the Top 20 shareholders, those that changed their share holdings
between the 12th October and 5th November 2007:
Nefco Nominees No.2 shareholder
bought another 7,000 shares
HSBC Custody Nominees No.3 shareholder
bought another 5,146,208 shares
HSBC-GSCOESCA No.4 shareholder
bought another 3,884,600 shares
National Nominees No.5 shareholder
bought another 1,413,183 shares
Citicorp Nominees No.6 shareholder
bought another 3,043,950 shares
RBC Dexia Nominees No.7 shareholder
bought another 1,923,000 shares
BECK Corporation No.9 shareholder
bought another 772,850 shares
ANZ Nominees No.10 shareholder
bought another 1,980,422 shares
JP Morgan Nominees No.11 shareholder
bought another 1,397,410
HSBC A/C 2 No. 15 shareholder
decreased holding by 899,157 shares
Mr S J Cole No.20 shareholder
decreased holding by 43,200 shares
It is important to note that AGS has 6 Directors/Staff in the Top 20 all of whom have not reduced their shareholdings.
Total Shares Held by Top 20 increased from 141,658,841 to 161,619,953 shares
Therefore bot trading is still seeing accumulation in the Total Holding of the Top 20.
dyor I hold AGS CUL CQT EMR
Quasar (their JV Partner) has only drill tested 10sqK of a total 150sqK
Good luck all holders Just a matter of being patient.
The story is only just unfolding.
Percentage held by the Top 20 shareholders.
This has increased yet again as follows:-
28 sept 07 141,493,145 shares 56.71%
12 Oct 07 141,658,841 shares 56.74%
05 Nov 07 161,619,953 shares 59.26%
Of the Top 20 shareholders, those that changed their share holdings
between the 12th October and 5th November 2007:
Nefco Nominees No.2 shareholder
bought another 7,000 shares
HSBC Custody Nominees No.3 shareholder
bought another 5,146,208 shares
HSBC-GSCOESCA No.4 shareholder
bought another 3,884,600 shares
National Nominees No.5 shareholder
bought another 1,413,183 shares
Citicorp Nominees No.6 shareholder
bought another 3,043,950 shares
RBC Dexia Nominees No.7 shareholder
bought another 1,923,000 shares
BECK Corporation No.9 shareholder
bought another 772,850 shares
ANZ Nominees No.10 shareholder
bought another 1,980,422 shares
JP Morgan Nominees No.11 shareholder
bought another 1,397,410
HSBC A/C 2 No. 15 shareholder
decreased holding by 899,157 shares
Mr S J Cole No.20 shareholder
decreased holding by 43,200 shares
It is important to note that AGS has 6 Directors/Staff in the Top 20 all of whom have not reduced their shareholdings.
Total Shares Held by Top 20 increased from 141,658,841 to 161,619,953 shares
Therefore bot trading is still seeing accumulation in the Total Holding of the Top 20.
dyor I hold AGS CUL CQT EMR
Quasar (their JV Partner) has only drill tested 10sqK of a total 150sqK
Good luck all holders Just a matter of being patient.
The story is only just unfolding.
What happened to AGS today? A 15.5c slide. I wasn't watching, and was shocked to see this drop. No announcments, nothing? Just some profit taking? I was considering getting out at my break even, but felt it may move past $2.00. Now I'm beginning to regret I didn't do just that....Any ideas?
Going by todays trading lots of dumping and with the bots taking over, looks very much like sophisticates taking a quick 25% profit. It will be interesting to see the next Top 20 update and see if the likes of HSBC, Citicorp, ANZ, J P Morgan have lightened their holdings.Disappointing for us all who hold long term but as I have said 'the story is just unfolding' and having patience will produce a big smile.
dyor I hold AGS CUL CQT EMR CRJOA
Of the Top 20 shareholders, those that changed their share holdings between the5th November and 16th November 2007:
RBC Dexia Nominees No.7 shareholder
bought another 1,031,600 shares (now No.3 shareholder)National Nominees No.5 shareholder
bought another 258,373 shares (still No.5 shareholder)
ANZ Nominees No.10 shareholder
bought another 313,120 shares (now No.9 shareholder)
JP Morgan Nominees No.11 shareholder
bought another 787,068 (now No.10 shareholder)
BECK Corporation No.9 shareholder
bought another 9,753 shares (now No.11 shareholder)
HSBC Custody Nominees No.3 shareholder
Sold 53,217 shares (now No.4 shareholder)
HSBC-GSCOESCA No.3 shareholder
Sold 85,000 shares (now No.6 shareholder)
Citicorp Nominees No.6 shareholder
Sold 911,029 shares (now No.8 shareholder)
HSBC A/C 2 No. 15 shareholder
Sold 394,391 shares (now No.19 shareholder)
Total Shares Held by Top 20 increased by 1,126,277 shares ie.from 161,619,953 shares to 162,746,230 shares.
The clever money is accumulating AGS shares.
dyor I hold a sizeable amount of AGS shares; this is not a recommendation to buy.
Good luck all holders the future looks bright and as the CEO said in one of his reports "the story is just unfolding" or something like that.
5th November and 16th November 2007:
RBC Dexia Nominees No.7 shareholder
bought another 1,031,600 shares (now No.3 shareholder)National Nominees No.5 shareholder
bought another 258,373 shares (still No.5 shareholder)
ANZ Nominees No.10 shareholder
bought another 313,120 shares (now No.9 shareholder)
JP Morgan Nominees No.11 shareholder
bought another 787,068 (now No.10 shareholder)
BECK Corporation No.9 shareholder
bought another 9,753 shares (now No.11 shareholder)
HSBC Custody Nominees No.3 shareholder
Sold 53,217 shares (now No.4 shareholder)
HSBC-GSCOESCA No.3 shareholder
Sold 85,000 shares (now No.6 shareholder)
Citicorp Nominees No.6 shareholder
Sold 911,029 shares (now No.8 shareholder)
HSBC A/C 2 No. 15 shareholder
Sold 394,391 shares (now No.19 shareholder)
Total Shares Held by Top 20 increased by 1,126,277 shares ie.from 161,619,953 shares to 162,746,230 shares.
The clever money is accumulating AGS shares.
dyor I hold a sizeable amount of AGS shares; this is not a recommendation to buy.
Good luck all holders the future looks bright and as the CEO said in one of his reports "the story is just unfolding" or something like that.
Hi there
Any further news re holdings, accumulations etc? This stock has been a little stagnant of late (consolidating)?
On closer reading of your last post, you seemed to have answered that question already.
e Mark
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What does the change of government mean for AGS and the other companies eager to mine uranium in Australia?
Sean K
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Mike Rann's on the board of AGS, don't worry.
There is still a push in the Labor hierachy to open up U mining so it's not a done deal.
I think the Labor conference decision will hold up. That is, it's up to the states...
SA wants to mine U at the moment. It's in their economic interest.
QLD and WA explorers may suffer.
No question!
Uranium mining is part of ALP policy. If it is not, then the new PM starts a slide none of us really want to see...regardless of political affiliation...a PM without control of his party let alone the government.
http://www.theage.com.au/news/national/labor-scraps-uranium-policy/2007/04/28/1177460030075.html
the weekly chart doesn't read well but the daily suggests to me some improvement in sp is around the corner...but then again, if people are not aware of this policy...???
Uranium mining is part of ALP policy. If it is not, then the new PM starts a slide none of us really want to see...regardless of political affiliation...a PM without control of his party let alone the government.
http://www.theage.com.au/news/national/labor-scraps-uranium-policy/2007/04/28/1177460030075.html
the weekly chart doesn't read well but the daily suggests to me some improvement in sp is around the corner...but then again, if people are not aware of this policy...???
AGS ALLIANCE RESOURCES LIMITED FPO
Interesting AGM today
We just have to patient with AGS at present. I attended the AGM this morning and not too much in the way of news. The director selling was actually his partner selling a few shares which he explained at the meeting. We just have to remember that 4mile is a world class deposit. Drilling has only covered a very small percentage of the Arkaroola EL3666 area of 150 km² and they are very keen on an area east of Mt Gee (refer page 3 in Annual report )
Will take multiple years to drill out the extent of the deposit. So it will only get bigger
The mineral resource for 4 mile east is due late Dec early Jan and has a lot of high grade u as well.
Field leach trials will be conducted within 12 months but could be earlier but dependant on Quasar.
Production decision will be inside 12 months as well but that timing will be dictated by Quasar as well.
Once production begins selling of the uranium will be done under the Quasar export license, but AGS will be applying for their own export license as well.
Overall every one very positive about the future, its going to take time to bring it all together thats all.
Regarding the short selling and Bot trading, a couple of items were mentioned, porkies had been spread about contamination of the Great Artesian Basin,Steve Johnson scotched that one, as he did about the grading of the sand and permeability of the roll front ares.Could be the short seller was trying to down play the prospects. It certainly seems the funds are loading them selves up with AGS, Ian Gandel inferred that these were the dissenters ,voting against the motion to issue options to non-executive directors,(appears to be happening frequently,resulting in the difficulty of obtaining people of the right caliber) Seems the Elephant in the corner is still the East Frome Project, Uranium defiantly there, but will look for Base metals and Thorium in the meantime.
Decline delays for the Maldon gold project due to OHS obligations, machinery break down, ground water and unfavorable soil conditions. Mid next year estimated time to hit the targeted gold deposit.
Interesting AGM today
We just have to patient with AGS at present. I attended the AGM this morning and not too much in the way of news. The director selling was actually his partner selling a few shares which he explained at the meeting. We just have to remember that 4mile is a world class deposit. Drilling has only covered a very small percentage of the Arkaroola EL3666 area of 150 km² and they are very keen on an area east of Mt Gee (refer page 3 in Annual report )
Will take multiple years to drill out the extent of the deposit. So it will only get bigger
The mineral resource for 4 mile east is due late Dec early Jan and has a lot of high grade u as well.
Field leach trials will be conducted within 12 months but could be earlier but dependant on Quasar.
Production decision will be inside 12 months as well but that timing will be dictated by Quasar as well.
Once production begins selling of the uranium will be done under the Quasar export license, but AGS will be applying for their own export license as well.
Overall every one very positive about the future, its going to take time to bring it all together thats all.
Regarding the short selling and Bot trading, a couple of items were mentioned, porkies had been spread about contamination of the Great Artesian Basin,Steve Johnson scotched that one, as he did about the grading of the sand and permeability of the roll front ares.Could be the short seller was trying to down play the prospects. It certainly seems the funds are loading them selves up with AGS, Ian Gandel inferred that these were the dissenters ,voting against the motion to issue options to non-executive directors,(appears to be happening frequently,resulting in the difficulty of obtaining people of the right caliber) Seems the Elephant in the corner is still the East Frome Project, Uranium defiantly there, but will look for Base metals and Thorium in the meantime.
Decline delays for the Maldon gold project due to OHS obligations, machinery break down, ground water and unfavorable soil conditions. Mid next year estimated time to hit the targeted gold deposit.
I got home late last night from Melb after attending the AGM.
All directors are upbeat abt the prospects of AGS.
They believe 2008 is going to be an exciting year and they are looking forward to the next agm when they hope to be able to hold up the first Gold bar from Maldon, Vic AND be very close to mining Beverley 4 Mile.
After the meeting i spoke with John Dunlop, Steve Johnston who believe the story is only just unfolding and there are possibly other Uranium Roll Front waiting to be discovered in the surrounding areas of Beverley.
All directors presented very well at the meeting.
Steve Johnston mentioned the fact that at recent mining presentations there was a rumour circulating that Beverley 4 mile would impact on the Great Artesian Basin. Steve dismissed this rumour and assured the meeting that the GAB peetered out well short of Beverley.
Big NE 03 earliest to drill is Mar 08 (weather now too hot in that area).
Lake Frome NSW Expect Airbourne Geometric late next year for IOGCU but as cainmaple points out NSW not conducive to U exploration/mining.
Spoke at length with Ian Gandel and he specially made the point that he has NOT and will not be selling any of his shares as there is plenty of blue sky.
He spoke out about the >30M votes (institution votes) against the issue of dir options and I for one agreed with him that the director receive a very conservative remuneration (as compared with many other companies) and the options are an incentive for them to produce the wealth creation for us as shareholders.
He made the point that they are working very hard and in the best interests of shareholders.
Good luck everyone and as many have been saying, Be Patient just a matter of time, the story is just unfolding.
dyor I hold AGS CQT CUL EMR
All directors are upbeat abt the prospects of AGS.
They believe 2008 is going to be an exciting year and they are looking forward to the next agm when they hope to be able to hold up the first Gold bar from Maldon, Vic AND be very close to mining Beverley 4 Mile.
After the meeting i spoke with John Dunlop, Steve Johnston who believe the story is only just unfolding and there are possibly other Uranium Roll Front waiting to be discovered in the surrounding areas of Beverley.
All directors presented very well at the meeting.
Steve Johnston mentioned the fact that at recent mining presentations there was a rumour circulating that Beverley 4 mile would impact on the Great Artesian Basin. Steve dismissed this rumour and assured the meeting that the GAB peetered out well short of Beverley.
Big NE 03 earliest to drill is Mar 08 (weather now too hot in that area).
Lake Frome NSW Expect Airbourne Geometric late next year for IOGCU but as cainmaple points out NSW not conducive to U exploration/mining.
Spoke at length with Ian Gandel and he specially made the point that he has NOT and will not be selling any of his shares as there is plenty of blue sky.
He spoke out about the >30M votes (institution votes) against the issue of dir options and I for one agreed with him that the director receive a very conservative remuneration (as compared with many other companies) and the options are an incentive for them to produce the wealth creation for us as shareholders.
He made the point that they are working very hard and in the best interests of shareholders.
Good luck everyone and as many have been saying, Be Patient just a matter of time, the story is just unfolding.
dyor I hold AGS CQT CUL EMR
AGS My take on the future. dyor1. AGS have Beverley 4 Mile West Uranium Roll Front Discovery
2. An extremely rich resource, yet to be fully defined and sure to be upgraded in size.
3. AGS have Beverley 4 Mile East Uranium Roll Front Discovery.
5. An extremely rich resource, yet to be defined and included in their assets.
6. AGS will very likely drill Beverley 4 Mile South and declare another U Roll Front discovery. They have some drill results with interesting grades.
7. AGS will follow up with Beverley 4 Mile North, your guess is as good as mine.
8. The area of U Roll Fronts has only just been touched on with Beverley 4 Mile. The total project area owned by AGS is 1200 square Kilometres.
9. They have a joint venture partner equal in stature to any in the world.
10. AGS has a world class Uranium discovery which is expanding and growing bigger and bigger gy the minute. How many U Roll Fronts they will discover in this 1200 sq.k is anyones guess.
11. Uranium is the way of the future as acknowledged by the leaders of the world of nations and backed by the fact that many new U base load power plants are either under construction or on the drawing board.
Need i go on 'the writing is on the wall' This U things is just going to get bigger and bigger as it is only just gaining momentum.
dyor I hold AGS and for me they will either be taken over or go from strength to strength once the bot trading has had its' fill. If you Think this is a ramp then that's your prerogative.
AGS TOP 20 SHAREHOLDER CHANGES AS OF 5th Dec 2007Of the Top 20 shareholders, those that changed their share holdings between the
16th November and 5th Dec 07.
National Nominees No.5 shareholder move up to No.2
bought another 872,652 shares
ANZ Nominees No.9 shareholder
bought another 639,564 shares (still No.9 shareholder)
Citicorp Nominees No.8 shareholder
bought 119,970 shares (now No.7 shareholder)
HSBC Custody Nominees No.4 shareholder
sold 48,292 shares (now No.5 shareholder)
HSBC-GSIECSA No.6 shareholder
sold 275,869 shares (still No.6 shareholder)
JP Morgan Nominees No.10 shareholder
sold 283,051 (now No.11 shareholder)
HSBC A/C 2 No. 15 shareholder
Sold 394,391 shares (now No.19 shareholder)
New to the Top 20 shareholders are UBS Wealth Management with 1,695,600 shares (No.15 shareholder) Merrill lynch (Australia) Nominees with 1,099,967 shares (No.18 shareholder)
The 2 new Top 20 shareholders have displaced Ian Pamensky (AGS Company Secretary) and HSBC Custody Nominees (Australia) A/C 2.
Total Shares Held by Top 20 increased by 1,874,243 shares ie.from 162,746,230 shares to 164,620,473 shares. The percentage of shares held by the Top 20 has increased month on month from 46.49% on the 13 Nov 2006 to 60.36% on the 5th Dec 2007.
The clever money is accumulating AGS shares.
dyor I hold a sizeable amount of AGS shares; this is not a recommendation to buy.
Good luck all holders the future looks bright and as the CEO said in one of his reports "the story is just unfolding".
Goodmorning.
Where do you get this information? Is there a website you can research this stock and other stocks re signifigant holders etc?
Thanks
eMark
Where do you get this information? Is there a website you can research this stock and other stocks re signifigant holders etc?
Thanks
eMark
Of the Top 20 shareholders, those that changed their share holdings between the
16th November and 5th Dec 07.
National Nominees No.5 shareholder move up to No.2
bought another 872,652 shares
ANZ Nominees No.9 shareholder
bought another 639,564 shares (still No.9 shareholder)
Citicorp Nominees No.8 shareholder
bought 119,970 shares (now No.7 shareholder)
HSBC Custody Nominees No.4 shareholder
sold 48,292 shares (now No.5 shareholder)
HSBC-GSIECSA No.6 shareholder
sold 275,869 shares (still No.6 shareholder)
JP Morgan Nominees No.10 shareholder
sold 283,051 (now No.11 shareholder)
HSBC A/C 2 No. 15 shareholder
Sold 394,391 shares (now No.19 shareholder)
New to the Top 20 shareholders are UBS Wealth Management with 1,695,600 shares (No.15 shareholder) Merrill lynch (Australia) Nominees with 1,099,967 shares (No.18 shareholder)
The 2 new Top 20 shareholders have displaced Ian Pamensky (AGS Company Secretary) and HSBC Custody Nominees (Australia) A/C 2.
Total Shares Held by Top 20 increased by 1,874,243 shares ie.from 162,746,230 shares to 164,620,473 shares. The percentage of shares held by the Top 20 has increased month on month from 46.49% on the 13 Nov 2006 to 60.36% on the 5th Dec 2007.
The clever money is accumulating AGS shares.
dyor I hold a sizeable amount of AGS shares; this is not a recommendation to buy.
Good luck all holders the future looks bright and as the CEO said in one of his reports "the story is just unfolding".
www.allianceresources.com.au/Top20.asp
This gives the latest Top 20 and I compare against previous records I have kept.
regards wllmtrish
This gives the latest Top 20 and I compare against previous records I have kept.
regards wllmtrish
The daily turnover of shares has been very low over the last few weeks. With bot trading seemingly capping the share price and world sharemarkets having the jitters, the big holders have been slowly taking advantage. I say slowly, so as not to spook the sellers who are few in number as indicated by the low daily turnover. Between the 5th Dec 07 and 17th Dec 07 the Total Shares Held by Top 20 increased by 452,719 shares ie.from 164,620,473 shares to 165,073,192 shares. The percentage of shares held by the Top 20 has increased month on month from 46.49% on the 13 Nov 2006 to 60.53% on the 17th Dec 2007.
The clever money is accumulating AGS shares.
dyor I hold a sizeable amount of AGS shares; this is not a recommendation to buy.
Good luck all holders the future looks bright and as the CEO said in one of his reports "the story is just unfolding".
The clever money is accumulating AGS shares.
dyor I hold a sizeable amount of AGS shares; this is not a recommendation to buy.
Good luck all holders the future looks bright and as the CEO said in one of his reports "the story is just unfolding".
Yes, I do like this one but don't currently hold. My guess is that the new upgraded JORC should be nice, and this is expected by End Dec / early Jan.....could be what all of the buying up is all about. Might rerate the stock.
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Another nice ann out!
Look out for some good results Jan. JORC due.
http://imagesignal.comsec.com.au/asxdata/20080104/pdf/00800580.pdf
Look out for some good results Jan. JORC due.
http://imagesignal.comsec.com.au/asxdata/20080104/pdf/00800580.pdf
Buy AGS was on todays to do list....... Should have done it yesterday! Might wait for this news to rub off and hopefully before the new jorc.
