Ranked
SPZ - quite a history of Directors buying on-market
With the company reported as having a Top 20 holding 73%, there is a multi-year trend of Directors buying on-market.
Especially interesting around September 2020 when 2 x 1m parcels were bought at only 10cents / share yet in 2018 and 2019 purchases were made at or around today's prices.
Taking this on board in conjunction with the on-market Share Buy-Back announcment and around 25% of the shares held outside of the top 20, this IMO is another sign for share price support.
Notes from the Webinar presentation that occured on the 2 March 2021
Capturing conversations is mandated
An integrated approach to continuous compliance
...
03-Mar-2021: St Barbara (SBM) Presentation at BMO Capital Markets 30th Global Metals & Mining Conference
[I hold SBM shares. This presso gives a good overview of the company and the investment proposition.]
02-Mar-2021 (6:18pm): MIN Presentation at JP Morgan Global High Yield Conference
Mineral Resources (MIN) is a company I have held at various times and done very well out of. They look expensive to me currently, but many, including Guarav Sodhi from Intelligent Investor and Mark Moreland from TeamInvest believe MIN are the best run and highest quality mining services contractor listed on the ASX, and own them - even ast current prices. I wish I did, but I can't bring myself to pay these prices.
03-Mar-2021: St Barbara appoints Macmahon as new underground mining contractor at Gwalia
SBM have appointed MAH as their new underground mining contractor at their flagship Gwalia mine in WA, replacing Byrnecut, a private company who has been providing that service for many years. In their report last week (Tues 23-Feb-2021), Macmahon talked about their huge tender pipeline, and it is reasonable to expect them to win a fair percentage of those tenders, particularly with gold miners (like SBM), as Macmahon are now the leading listed gold mining contractor in Australia, both for underground (UG) and open pit (OP) mining. I hold SBM and MAH shares. MACA (MLD) and NRW Holdings (NWH) are the other two listed gold mining specialists, but the two with the highest percentage of gold miners as clients (as a percentage of their total revenue, meaning the vast majority of their revenue is derived from gold mining) are MAH & MLD.