MWY.AX Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q1	Apr 15, 2024	Sandon Capital	0.0%	0.0%	A2B.AX, BCI.AX, CAF.AX, COG.AX, CYG.AX, FWD.AX, GDC.AX, MFG.AX, MWY.AX	Activist, Australia, Data centers, Mining, SmallCap, value	Fund focuses on companies trading below intrinsic value with activist potential. Multiple holdings show strong asset backing relative to market prices, including MWY with net tangible assets of $1.64 per share versus current trading levels.	MWY.AX BCI.AX MFG.AX A2B.AX CYG.AX GDC.AX FWD.AX COG.AX	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

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 13, 2026	Fund Letters	Sandon Capital	Midway Ltd	Materials	Forest Products	Bull	ASX	asset monetization, Balance Sheet Optimization, capital management, Carbon Management, Grain Strategy, net tangible assets, Port Infrastructure, Woodchips	View Pitch

BSD Shareholders of MWY-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

MWY-AX

MWY-AX

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of MWY-AX

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