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deet49

04/05/21 9:36 AM

#686 RE: deet49 #685

just grabbed a few
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LMLYP

04/05/21 10:44 AM

#688 RE: deet49 #685

Sugar buyer is back. Not showing size, but I feel it
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slimpickens

04/06/21 9:27 PM

#706 RE: deet49 #685

Hi Deet. You would be better advised to ask LMLYP on research as he really is the analyst de jour.

I did find this which suggest not too many shares in the float. I see it dipped today could be one of these holders reducing or liquidating and may be a buying or averaging down opportunity.


Top 25 shareholders own 83.57% of the company
Ownership Name Shares Current Value Change % Portfolio %
28.35%
Wasef Jabsheh 13,822,320 $108.9m 0% no data
14.24%
Oman International Development and Investment Company SAOG 6,942,692 $54.7m 0% 10.3%
8.81%
Argo Group International Holdings, Ltd., Asset Management Arm 4,293,332 $33.8m -5.92% 100%
7.43%
Weiss Multi-Strategy Advisers, LLC 3,620,632 $28.5m 56.87% 0.62%
6.77%
Church Mutual Holding Company Inc. 3,300,000 $26.0m 0% no data
3.95%
Gilder Gagnon Howe & Co. LLC 1,926,423 $15.2m 0.97% 0.08%
2.88%
Michael Gray 1,405,312 $11.1m 0% no data
2.37%
Gray & Company, Inc., Asset Management Arm 1,157,000 $9.1m 0% no data
2.18%
Franklin Resources, Inc. 1,062,755 $8.4m 0% no data
1.54%
Zweig-DiMenna Associates, Inc. 751,559 $5.9m -1.12% 0.38%
1.2%
Andrew Poole 587,017 $4.6m 0% no data
0.79%
Waleed Jabsheh 385,548 $3.0m 45.19% no data
0.7%
Atika Capital Management, LLC 339,798 $2.7m 0% 0.25%
0.6%
Hatem Jabsheh 292,856 $2.3m 23.12% no data
0.41%
Harvey Partners, LLC 201,500 $1.6m 0.75% 1.08%
0.37%
Mountain Road Advisors LLC 182,347 $1.4m 0% 1.03%
0.24%
Interval Partners, L.P. 114,967 $905.9k 1.09% 0.05%
0.2%
Linden Advisors LP 99,777 $786.2k -43.04% 0.04%
0.15%
Shaolin Capital Management LLC 75,382 $594.0k 0% 0.09%
0.12%
California Public Employees' Retirement System 56,200 $442.9k -1.92% no data
0.062%
Pervez Rizvi 30,000 $236.4k 0% no data
0.055%
Quantitative Systematic Strategies, LLC 26,934 $212.2k 3.15% 0.03%
0.051%
Andreas Loucaides 25,000 $197.0k 0% no data
0.048%
Millennium Management LLC 23,543 $185.5k -42% no data
0.039%
Full18 Capital LLC 19,138 $150.8k 0% 0.06%

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LMLYP

04/07/21 12:31 AM

#707 RE: deet49 #685

I have no shame admitting that one of the reasons I initially invested in FRAZ was to learn more about Cuba, so I recommend that my 8 followers read every news story on the FRAZ board going back seven years.

I also ask that you all give Deet as much recognition as you can. A few people thanked me for the bandaid company, and whatever pronoun Deet goes by should be thanked as well.

Nobody connects the dots better than Deet, and in this case, finds them. For me, I read the 38 page claim, and now know how a sugar mill in 1959 Cuba could be valued at $58.5 million. Having read it, I want to sing "How sweet it is to be loved by you."

PCHM