Stephen Mayne

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Stephen Mayne

Stephen Mayne

@MayneReport

Crikey & https://t.co/kS7uXPysU3 founder # shareholder advocate # Ex LG Cr # Money Cafe Podcaster # Crikey & Intelligent Investor contributor # ABC Melb pundit.

Melbourne Katılım Nisan 2009
11.4K Takip Edilen45.3K Takipçiler
Stephen Mayne
Stephen Mayne@MayneReport·
The AFR called re Commsec spruiking SpaceX: “If it goes pear-shaped, if there’s a tech correction, there could be tens of thousands of shareholders who’ve bought into this thing thinking it’s a credible valuation because it’s coming from CommSec.” afr.com/companies/fina…
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Stephen Mayne
Stephen Mayne@MayneReport·
Enjoyed today's 4 virtual AGMs. The next 3 days will be crazy busy as the AGM mini-season for December 31 balance date companies wraps up on Friday. Here's the full calendar. Free to all and available nowhere else: maynereport.com/articles/2024/…
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Stephen Mayne
Stephen Mayne@MayneReport·
Frontier Digital Ventures (FDV) is holding a 4pm AEST "hybrid AGM" in KL tomorrow. Voted via MUFG on all 13 resolutions on April 26 and appointed Anwar Ibrahim as proxy. Market cap is $157m. They only announced these online access details yesterday: announcements.asx.com.au/asxpdf/2026052…
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Stephen Mayne
Stephen Mayne@MayneReport·
Lindian Resources (LIN) is an aspiring Malawi rare earths miner capitalised at $1.32b. It held a dinosaur physical EGM in Perth yesterday to approve a placement and 3 generous incentive grants to directors. They copped 40-44% against all 4 resolutions: announcements.asx.com.au/asxpdf/2026052…
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Stephen Mayne
Stephen Mayne@MayneReport·
Metalstech (MTC) held a hostile physical EGM at 10am in Perth yesterday to vote on proposed removal of director Candice Stevenson. It was supported by 99.92% of voting shareholders. Candice is even less popular than me at AGMs!! The market cap is $64.5m announcements.asx.com.au/asxpdf/2026052…
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Stephen Mayne
Stephen Mayne@MayneReport·
Lobbed these 5 written questions at 48 minute De.mem (DEM) virtual AGM via Zoom this arvo. Was the only shareholder asking live questions although they dealt with some pre-AGM questions & displayed scripted responses as they were read. Here's the wrap: maynereport.com/articles/2026/…
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Stephen Mayne
Stephen Mayne@MayneReport·
Strong support in the comments here for a lift in the pathetically low 2.5% WA gold royalty rate after the price soared 1300% compared to Howard and Costello's 1997 gold fire sale. That RBA stake would be worth $36.7b more today if they'd hung on: crikey.com.au/2026/05/26/gas…
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Stephen Mayne
Stephen Mayne@MayneReport·
Asked De-mem to commit to an SPP if they do an upcoming placement after getting authority for an extra 10% placement capacity at today’s AGM. CEO Andreas Kroell was reluctant to commit but he heard the message. Was the only one of the 1061 shareholders asking live questions.
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Stephen Mayne
Stephen Mayne@MayneReport·
Latest Roy Morgan Federal poll is out. ALP primary dropped 2% to 27.5%, LNP Coalition support dropped 1% to 23% - Libs 21% (unchanged) & Nats 2% (down 1%). One Nation increased 1% to 25.5%, Greens up 2% to 13.5% & indies/other unchanged on 10.5% roymorgan.com/findings/10231…
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Stephen Mayne
Stephen Mayne@MayneReport·
No insight from anyone at De-mem as to what caused multiple 10-12% remuneration protest votes at today’s virtual AGM. Corporate voting in Australia is not a secret ballot. You can ring the protesting shareholders and inquire as to the source of their concern.
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Stephen Mayne
Stephen Mayne@MayneReport·
Every director has a record when it comes to treatment of retail shareholders in raisings. Asked long-serving De-mem director Michael Edwards to summarise his. Reckons he’s done about 30 & between 1/3 & 50% have included retail participation. 15 standalone placements is a lot.
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Stephen Mayne
Stephen Mayne@MayneReport·
Vistra supplied De-mem cosec Tony Di Pietro declined to say how much they saved the company by not using the excellent online meeting platform offered by their share registry provider Link/MUFG. Having knocked back head count poll data 2 days ago, followed up on that issue too.
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Stephen Mayne
Stephen Mayne@MayneReport·
German sounding but Oz citizen De-mem boss explains foreign/local split on their 5 man board and the history as to how they finished up listing on the ASX in 2018. Turns out we’re a dry place so a big market for their water treatment technology.
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Stephen Mayne
Stephen Mayne@MayneReport·
De-mem is displaying on Zoom the scripted responses to pre-AGM shareholder questions that are being read out by the CEO. Unusual. Unscripted live Q&A to start shortly.
Stephen Mayne tweet media
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Stephen Mayne
Stephen Mayne@MayneReport·
Lobbed these 4 written questions at De.mem (DEM) 4pm AEST virtual AGM via Zoom/Vistra. It's a German-led water treatment outfit. Market cap $24m. Out-sourced Vistra cosec Tony Di Pietro rejected written request two days ago to disclose the proxies early: maynereport.com/articles/2026/…
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Stephen Mayne
Stephen Mayne@MayneReport·
Lobbed 5 written questions at today's 28 minute Imagion Biosystems (IBX) virtual AGM via Zoom/Vistra. It has 7,996 shareholders and there were 6 protest votes between 17-24% against various items including 20% against the rem report. Here's the AGM wrap: maynereport.com/articles/2026/…
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Stephen Mayne retweetledi
Stephen Mayne
Stephen Mayne@MayneReport·
Vistra is a US multi-national which offers out-sourced CFO & company secretary services to small caps. It's a festival of Vistra virtual AGMs today run by their people: Imagion Biosystems, 10am: Melanie Leydin Mayfield Education, 11am: Tony Di Pietro ABX, noon: Mathew Watkins
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Stephen Mayne retweetledi
Footscray's Finest
Footscray's Finest@FootscraysFine1·
@Pete75985065 @MayneReport After serving as a Senator, Conroy became a lobbyist for the gaming industry (SportsBet etc). He was influential in stopping a bipartisan move to ban gambling advertising. Gambling advertising is a major revenue stream for Foxtel.
Melbourne, Victoria 🇦🇺 English
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Stephen Mayne retweetledi
Crikey
Crikey@crikey_news·
Opinion | Senator David Pocock and the Australia Institute have succeeded in getting the focus squarely on a gas export tax — all the while Australia's gold and iron ore miners make away with billions, writes @maynereport. crikey.com.au/2026/05/26/gas…
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