Shares

Links to unfair capital raisings

Here are links to capital raising announcements in 2017 which haven't treated retail shareholders fairly.

Jun. 6, 2018

Tracking the outcomes of PAITREOs

This list tracks what has happened when companies have raised capital by way of a PAITREO. The most important point is whether non-participating institutional or retail shareholders receive the bigger compensation payment from separate bookbuilds and at the moment retail have 9 wins, instos 13 and there have been 5 draws.

Dec. 2, 2018

Revealed: world's biggest small portfolio

Below is our "world's biggest small share portfolio" with spreadsheets available if you click on the dates. The losses have reduced due to plenty of tax-loss selling after some windfall gains playing the angles on capital raisings as was explained here.

Nov. 24, 2014

Capital raising plays since Jan 2009

The following list tracks the various capital raising plays since January 2009 and those which are coming up. There's also this version ranking the biggest profits. Also, check out all trades, the full portfolio plus our most recent Mayne Report email editions.

Dec. 2, 2018

Ranking the best capital raising plays

The following list ranks the best capital raising plays since the beginning of 2009. All gains are gross before brokerage and profit share with financiers.

Jan. 9, 2014

Trading history in almost 900 stocks

Here is a complete alphabetical list of Stephen Mayne's share dealings in almost 900 companies over the years. Go here for the full portfolio and trading histories sliced and diced in a variety of interesting ways.

Jan. 12, 2014

The results of retail short fall bookbuilds

This list tracks what has happened when companies allow institutional and retail investors to renounce their entitlement into a bookbuild in a capital raising.

Jan. 6, 2014

SPPs above $100 million in the Australian market

This list tracks the biggest share purchase plans conducted by ASX listed companies above $100 million.

Apr. 9, 2018

Companies which limited "overs" on pro-rata raisings

This list tracks the small number of companies which limited the amount of additional shares or "overs" that retail shareholders could apply for in a non-renounceable issue, before seeing how big the shortfall actually was.

Apr. 20, 2017

Companies which lifted capped SPPs

This list tracks companies which announced a cap on the overall size of an SPP and then lifted it when faced with over-subscriptions. The order is determined by the percentage increase in the size of the offer.

Apr. 20, 2017

How two-tiered capital raising hurt retail investors

This list tracks the contrasting experience of investors when a renounceble entitlement offer has two separate bookbuilds to deal with the shortfall.

Feb. 27, 2014

Tracking retail take-up rates in pro-rata offers

The following lists tracks retail take up rates in pro-rata capital raising offers.

Feb. 27, 2011

Companies which left the door open in capital raisings

The following list tracks companies which announce capital raisings but then leave the door open for new shareholders to buy in by having a later record date. The issue was explored in the October 5 email edition.

Jul. 7, 2010

Placement offenders who owe SPP

The following list tracks companies which did institutional placements over the past few years that diluted retail investors who are now owed a share purchase plan to make good the injustice.

Sep. 3, 2018

Companies which allowed major holder or director to lift stake in capital raising

This list tracks capital raisings which have allowed major shareholders or directors to increase their percentage stake.

Dec. 15, 2014

All share transactions in 2011

This list tracks all our share transactions in 2011.

Feb. 1, 2011

All share transactions in 2010

This list tracks all our share transactions in 2010.

Feb. 1, 2011

All share transactions in 2009

This list tracks our share trades in 2009 which have focused on tax-loss selling and capital raising plays. Also, check out all our holdings in the world's biggest small share portfolio.

Dec. 2, 2018

All share transactions in 2008

Here is a full list of Stephen Mayne's rather unprofitable share trading in 2008 as the market crashed. There were more than 500 transactions.

Dec. 2, 2018

All share transactions in 2007

Here is a list of on-market share transactions completed by Stephen Mayne in calendar 2007. Go here for the full portfolio and trading histories sliced and diced in a variety of interesting ways.

Oct. 2, 2009

The 368 stocks we bought in 2007

We promised complete disclosure of our share dealings as part of the Mayne Report so here goes. For full disclosure of Stephen's share holding, go here for the full portfolio and trading histories sliced and diced in a variety of interesting ways.

Dec. 2, 2018

The stocks we bought in 2006

For full disclosure of Stephen's share holding, go here for the full portfolio and trading histories sliced and diced in a variety of interesting ways.

Oct. 2, 2009

The 60 stocks we bought in 2005

We promised complete disclosure of our share dealings as part of the Mayne Report so here goes. For full disclosure of Stephen's share holding, go here for the full portfolio and trading histories sliced and diced in a variety of interesting ways.

Jul. 9, 2017

Companies worth $10m+ I didn't own in 2010

Below is a list of the listed companies on the ASX in 2010 that had a market capitalisation above $10 million and weren't in the world's biggest small share portfolio.

Dec. 6, 2015

Takeovers we've accepted since 2005

Here is an incomplete list of takeover bids we've accepted or been forced to accept since we started building the world's biggest small share portfolio in 2005. Go here for the full portfolio and trading histories sliced and diced in a variety of interesting ways. We'll add the recent takeover details some time soonish. Maybe.

Jan. 6, 2014

Shares retained in collapsed companies

Here is a list of public companies that I've had the unfortunate experience of being on the share register when they've collapsed or gone into administration.

Jan. 6, 2014

The Bluescope letter on retail allocation

Below is the letter sent to Bluescope Steel chairman Graham Kraehe and the full board lobbying for there to be no retail scale-back in the $616 million retail offer. In the end the board gave 99.9% of shareholders everything they asked for.

Dec. 6, 2015

Partial history of SPP offers since 2007

Here is an incomplete list of companies that offered share purchase plans since 2007, including detail on whether or not we participated.

By Stephen Mayne, Dec. 6, 2015

The 250-plus stocks we foolishly bought in 2008

We promised complete disclosure of our share dealings as part of the Mayne Report so here goes. For full disclosure of Stephen's share holding, go here for the full portfolio and trading histories sliced and diced in a variety of interesting ways.

By Stephen Mayne, Dec. 6, 2015

When we bought the world's biggest small portfolio

We promised complete disclosure of our share dealings as part of the Mayne Report so here goes.

Dec. 6, 2015

Companies we doubled our $500 in

This list tracks stocks where we more than doubled our $500 investment back in the day when we could afford to buy and hold.

By Stephen Mayne, Jan. 23, 2014

Directors who have sold shares to avoid margin loans

Here is a list of publically known and suspected margin calls suffered by directors of public companies and public companies themselves during the great credit crunch of 2007-08. We're also including the growing number of executives doing voluntary sell-downs so pay down margin loans.

Jan. 20, 2017