Forum Topics SGI SGI WAM Substantial Holder

Pinned straw:

Last edited 7 months ago

WAM now owns just under 10% of Stealth.

https://announcements.asx.com.au/asxpdf/20251204/pdf/06syn0fbfxwzw0.pdf

Given this is their first notice as substantial holder, they must have been in the most recent cap raise.

That's a heavy hitter in Stealth's corner. Should be able to offer more than just cash. They could open a few more doors.

[Correction note: I had incorrectly included reference to Sou Patts in this straw but have now edited out.]

UlladullaDave
Added 7 months ago

Looks like they took more than half...

45ff394c636a88f344adb56e72e51c0bfdb346.png

17

Tom73
Added 3 weeks ago

WAM Buying (5/6/26)

Wilson Asset Management has increased it’s position in SGI from 12.4% to 13.6% over the last two and half months per a notice of change of interest lodge today.

WAM obviously remains bullish and is taking full advantage of the price pull back to load up while we are in an information lull that has typically seen SGI’s price drop, but this pull back is more exaggerated.

Not surprisingly, price action today looks quite positive.

Disc: I own RL+SM

15