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ELDERS LIMITED — Major Shareholding Notification 2007
Aug 1, 2007
64835_rns_2007-08-01_92a6f81a-e813-43f4-8b3b-c19bddf10975.pdf
Major Shareholding Notification
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`Form 603 Corporations Act 2001 Section 671B
Notice of initial substantial holder
To: Futuris Corporation Limited ACN: 004 336 636 ASX Code: FCL
1. Details of substantial holder
Name: IOOF Holdings Limited ACN: 100 103 722
This notice is given by IOOF Holdings Limited on behalf of itself and its subsidiaries.
The holder became a substantial shareholder on:
1 August 2007
2. Previous and present voting power
The total number of votes attached to all the voting shares in the company or voting interest in the scheme that the substantial holder or an associate had a relevant interest in on the date the substantial holder is as follows:
| Class of securities | Number of securities |
Person’s votes | Voting Power |
|---|---|---|---|
| Ordinary | 39,148,093 | 39,148,093 | 5.346% |
3. Details of relevant interests
The nature of the relevant interest the substantial holder or an associate had in the following voting securities on the date the substantial holder became a substantial holder are as follows:
follows: |
||
|---|---|---|
| Holder | Nature | Class & number |
| PerennialValue Management Limited (ACN090 879 904) |
Investment Manager | Ordinary shares39,125,698 |
| IOOF Investment Management Limited (ACN 006 695 021) |
Investment Manager | Ordinary shares22,395 |
2
4. Details of present registered holders
The persons registered as holders of the securities are as follows:
| Holder | Registered holder of securities |
Person Entitled to be holder |
Nature of relevant interest |
Class & Number (Ord) |
Person's votes |
|---|---|---|---|---|---|
| IOOF Investment Management Limited (ACN 006 695 021) |
IOOF Investment Management Limited (ACN 006 695 021) |
Investment Manager |
2,395 | 2,395 | |
| Michael Crivelli | Perpetual Trustee | IOOF Holdings Associate |
20,000 | 20,000 | |
| Perennial Value Management Limited (ACN 090879 904) |
ASGARD | Investment Manager |
40,723 | 40,723 | |
| Perennial Value Management Limited (ACN 090 879 904) |
JB WERE | Investment Manager |
169,996 | 169,996 | |
| Perennial Value Management Limited (ACN 090 879 904) |
J P Morgan | Investment Manager |
338,627 | 338,627 | |
| Perennial Value Management Limited (ACN 090 879 904) |
Westpac Custodian Nominees |
Investment Manager |
1,278,857 | 1,278,857 | |
| Perennial Value Management Limited (ACN 090 879 904) |
BNP | Investment Manager |
2,190,922 | 2,190,922 | |
| Perennial Value Management Limited (ACN 090 879 904) |
State Street | Investment Manager |
3,833,995 | 3,833,995 | |
| Perennial Value Management Limited (ACN 090 879 904) |
Citigroup | Investment Manager |
4,170,475 | 4,170,475 | |
| Perennial Value Management Limited (ACN 090 879 904) |
JP Morgan | Investment Manager |
8,718,605 | 8,718,605 | |
| Perennial Value Management Limited (ACN 090 879 904) |
NAB Custodian Services | Investment Manager |
18,383,498 | 18,383,498 |
5. Consideration
The consideration paid for each relevant interest and acquired in the four months prior to the day that the substantial holder became a substantial holder is as follows:
| Date | Person | Nature | Consideration | Class & number **(ord) ** |
Person's votes -453,529 -328 -16,004 |
|---|---|---|---|---|---|
| 03/04/2007 | Perennial Value Management Limited (ACN 090 879 904) |
Sold on market |
-$ 997,763.80 | -453,529 | |
| 04/04/2007 | Perennial Value Management Limited (ACN 090 879 904) |
Sold on market |
-$ 718.32 | -328 | |
| 05/04/2007 | Perennial Value Management Limited (ACN 090 879 904) |
Sold on market |
-$ 37,786.17 | -16,004 |
3
| 10/04/2007 | Perennial Value Management Limited (ACN 090 879 904) |
Sold on market |
-$ 175,493.23 | -77,227 | -77,227 |
|---|---|---|---|---|---|
| 11/04/2007 | Perennial Value Management Limited (ACN 090 879 904) |
Purchased on market |
$936.40 | 399 | 399 |
| 14/04/2007 | Perennial Value Management Limited (ACN 090 879 904) |
Sold on market |
-$ 5,691,219.48 | -2,332,467 | -2,332,467 |
| 17/04/2007 | Perennial Value Management Limited (ACN 090 879 904) |
Sold on market |
-$ 205,836.36 | -86,124 | -86,124 |
| 18/04/2007 | Perennial Value Management Limited (ACN 090 879 904) |
Sold on market |
-$ 357.95 | -151 | - 151 |
| 26/04/2007 | Perennial Value Management Limited (ACN 090 879 904) |
Purchased on market |
$ 312.68 | 130 | 130 |
| 02/05/2007 | Perennial Value Management Limited (ACN 090 879 904) |
Sold on market |
-$ 566.87 | -239 | -239 |
| 04/05/2007 | Perennial Value Management Limited (ACN 090 879 904) |
Purchased on market |
$ 3,684,156.93 | 1,600,000 | 1,600,000 |
| 07/05/2007 | Perennial Value Management Limited (ACN 090 879 904) |
Purchased on market |
$ 156,815.51 | 68,031 | 68,031 |
| 08/05/2007 | Perennial Value Management Limited (ACN 090 879 904) |
Sold on market |
-$ 2,817.29 | - 1,169 | -1,169 |
| 10/05/2007 | Perennial Value Management Limited (ACN 090 879 904) |
Purchased on market |
$ 1,580,496.92 | 655,806 | 655,806 |
| 23/05/2007 | Perennial Value Management Limited (ACN 090 879 904) |
Purchased on market |
$ 2,747.20 | 1,034 | 1,034 |
| 25/05/2007 | Perennial Value Management Limited (ACN 090 879 904) |
Purchased on market |
$ 70,776.04 | 27,898 | 27,898 |
| 30/05/2007 | Perennial Value Management Limited (ACN 090 879 904) |
Purchased on market |
$ 1,588.21 | 639 | 639 |
| 05/06/2007 | Perennial Value Management Limited (ACN 090 879 904) |
Sold on market |
-$5,214.72 | -2,037 | -2,037 |
| 06/06/2007 | Perennial Value Management Limited (ACN 090 879 904) |
Purchased on market |
$ 6,054.56 | 2,369 | 2,369 |
| 07/06/2007 | Perennial Value Management Limited (ACN 090 879 904) |
Sold on market |
-$ 330.44 | -133 | -133 |
| 13/06/2007 | Perennial Value Management Limited (ACN 090 879 904) |
Purchased on market |
$ 35.69 | 16 | 16 |
| 20/06/2007 | Perennial Value Management Limited (ACN 090 879 904) |
Purchased on market |
$ 3,347.36 | 1,285 | 1,285 |
4
| 25/06/2007 | Perennial Value Management Limited (ACN090 879 904) |
Sold on market |
-$ 139,249.93 | -50,592 | -50,592 |
|---|---|---|---|---|---|
| 27/06/2007 | Perennial Value Management Limited (ACN 090 879 904) |
Purchased on market |
$ 719.30 | 257 | 257 |
| 29/06/2007 | Perennial Value Management Limited (ACN 090 879 904) |
Purchased on market |
$ 6,099.08 | 2,197 | 2,197 |
| 02/07/2007 | Perennial Value Management Limited (ACN 090 879 904) |
Sold on market |
-$ 34,575.93 | -12,594 | -12,594 |
| 11/07/2007 | Perennial Value Management Limited (ACN 090 879 904) |
Purchased on market |
$ 674.69 | 255 | 255 |
| 12/07/2007 | Perennial Value Management Limited (ACN 090 879 904) |
Sold on market |
-$ 153,426.14 | -57,679 | -57,679 |
| 13/07/2007 | Perennial Value Management Limited (ACN 090 879 904) |
Sold on market |
-$ 2,857.77 | - 1,089 | -1,089 |
| 17/07/2007 | Perennial Value Management Limited (ACN 090 879 904) |
Purchased on market |
$ 910,992.65 | 370,814 | 370,814 |
| 18/07/2007 | Perennial Value Management Limited (ACN 090 879 904) |
Purchased on market |
$ 4,603,101.98 | 1,893,156 | 1,893,156 |
| 19/07/2007 | Perennial Value Management Limited (ACN 090 879 904) |
Purchased on market |
$ 551,782.55 | 223,714 | 223,714 |
| 20/07/2007 | Perennial Value Management Limited (ACN 090 879 904) |
Purchased on market |
$ 153,711.54 | 62,313 | 62,313 |
| 23/07/2007 | Perennial Value Management Limited (ACN 090 879 904) |
Purchased on market |
$ 3,691,262.21 | 1,496,398 | 1,496,398 |
| 24/07/2007 | Perennial Value Management Limited (ACN 090 879 904) |
Purchased on market |
$ 1,818,180.01 | 728,293 | 728,293 |
| 25/07/2007 | Perennial Value Management Limited (ACN 090 879904) |
Purchased on market |
$ 2,281,064.23 | 916,758 | 916,758 |
| 26/07/2007 | Perennial Value Management Limited (ACN 090 879 904) |
Purchased on market |
$ 2,504,310.25 | 1,003,362 | 1,003,362 |
| 27/07/2007 | Perennial Value Management Limited (ACN 090 879 904) |
Purchased on market |
$ 2,425,351.43 | 1,000,000 | 1,000,000 |
| 30/07/2007 | Perennial Value Management Limited (ACN 090 879 904) |
Purchased on market |
$ 4,105,901.83 | 1,707,310 | 1,707,310 |
| 31/07/2007 | Perennial Value Management Limited (ACN 090 879 904) |
Purchased on market |
$ 2,065,683.69 | 855,014 | 855,014 |
| 01/08/2007 | Perennial Value Management Limited (ACN 090 879 904) |
Purchased on market |
$ 8,464,675.34 | 3,536,671 | 3,536,671 |
5
6. Associates
Name & ACN
Nature of association
| 6. Associates | |
|---|---|
| **Name & ACN ** | Nature of association |
| Michael Crivelli IOOF Holdings Associate (IOOF Holdings Limited ACN 100 103 722) |
Date of Acquisition: 6 October 2004 Consideration: $19,295.78 Class & Number (ord): 10,000 Person’s Votes: 10,000 Date of Acquisition:27 April 2005 Consideration: $20,175.60 Class & Number (ord): 10,000 Person’sVotes: 10,000 |
7. Addresses
The addresses of persons named in this form are as follows:
| Name | Address |
|---|---|
| IOOF Holdings Limited | Level 29, 303 Collins Street Melbourne Victoria 3000 |
| IOOF Investment Management Limited | Level 29, 303 CollinsStreet Melbourne Victoria 3000 |
| Perennial Value Management Limited | Level 29, 303 Collins Street Melbourne Victoria 3000 |
| Michael Crivelli | C/OLevel 29, 303 Collins Street Melbourne Victoria 3000 |