IDT.AX Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Jul 14, 2025	Sandon Capital	-	-	BCI.AX, COG.AX, CVC.AX, FWD.AX, IDT.AX, KAR.AX, QPM.AX, SXL.AX	Activist, Australia, Carbon, energy, SmallCap	The fund holds positions in energy companies including Karoon Energy which secured 100% interests in six Santos Basin blocks offshore Brazil, and QPM Energy which announced funding for the 112MW Isaac Power Station development with attractive economics over a 30-year life.		View
2024 Q2	Oct 7, 2022	Sandon Capital	0.0%	0.0%	CCX.AX, COG.AX, CYG.AX, FWD.AX, GDC.AX, IDT.AX, MFG.AX, MWY.AX	Activist, Australia, Data centers, small caps, value	Global Data Centre Group announced completion of Perth data centre sale and issued notice for extraordinary meeting to consider sale of European data centre business Etix Everywhere, plus on-market unit buy-back.		View
2024 Q3	Sep 30, 2024	Sandon Capital	0.0%	0.0%	BCI.AX, COG.AX, CYG.AX, FWD.AX, GDC.AX, IDT.AX, KAR.AX, MFG.AX, MWY.AX	Activist, Australia, dividends, energy, Mining, SmallCap, undervalued, value	The fund focuses on buying mispriced or undervalued assets where the status quo is not working. Their investment approach seeks to change the status quo through board-level changes and activist techniques to preserve or enhance value.		View
2023 Q2	Jul 15, 2023	Sandon Capital	0.0%	0.0%	A2B.AX, BCI.AX, COG.AX, CVY.AX, FWD.AX, IDT.AX, MFG.AX, RIO.AX	Activist, Australia, Mining, Pharmaceuticals, small caps, value	Fund launched new activist campaign targeting Magellan Financial Group with five specific recommendations including returning excess capital, prioritizing existing business, reviewing cost base, providing SPP relief, and accelerating board renewal. Manager believes activist approach can unlock significant value in undervalued companies.	IDT.AX BCI.AX FWD.AX MFG.AX	View

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 28, 2026	Fund Letters	Sandon Capital	IDT Australia	Health Care	Pharmaceuticals	Bull	ASX	Australia, capital expenditure, Growth Funding, Manufacturing Assets, new management, pharmaceutical manufacturing, turnaround	View Pitch

BSD Shareholders of IDT-AX

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

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Letters With This Ticker

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