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Scott's and David's notices overlap on the same BMC UK position.","reconciliation_status":"explained","security_class":"CHESS Depositary Interests (CDIs)","source_refs":[{"locator":"Scott Donaldson Appendix 3Y, holdings before/after and special-crossing disposal","page":3,"source_id":"2924-03105386-6A1331559"},{"locator":"David Ellis Appendix 3Y, same BMC UK sale and overlapping indirect position","page":6,"source_id":"2924-03105386-6A1331559"},{"locator":"BMC UK block trade completion date and A$2.85/CDI consideration","page":1,"source_id":"2924-03107175-6A1332253"}],"supersedes":[],"venue":"on_market","view":"directors"}],"facets":{"entities":["alex_christopher","david_ellis","ivan_mullany","michael_mcclelland","natalia_streltsova","scott_donaldson","steven_michael"],"event_types":["sale"],"securities":["CHESS Depositary Interests (CDIs)","Chair Absolute Total Shareholder Return Options","Employee Growth Options","Fully paid common shares / CHESS Depositary Interests (CDIs)","Non-Executive Director Options","Project Incentive Options","Relative Total Shareholder Return Options"]},"filters":{"end":"","entity":"","security":"","start":"","type":"","view":"directors"},"holdings":[{"account_entity_id":"bmc_uk_no_1","date":"2026-07-02","date_end":null,"entity_id":"david_ellis","holding_after":148110088,"holding_before":177644896,"interest_type":"indirect","notes":"Indirect relevant interest in BMC UK No.1 Limited's 148,110,088-CDI holding; this is an overlapping company-level position also reported by Scott Donaldson, not an additional block of securities.","observation_id":"BMC-DAVID-BMCUK-POSITION-20260702","observation_type":"final","percentage":null,"percentage_basis":null,"quantity":148110088,"reconciliation_note":"The 29,534,808-CDI reduction matches the single BMC UK sale on 2 July 2026.","reconciliation_status":"explained","security_class":"CHESS Depositary Interests (CDIs)","source_refs":[{"locator":"David Ellis Appendix 3Y, BMC UK position after change","page":6,"source_id":"2924-03105386-6A1331559"}],"supersedes":[],"view":"directors"},{"account_entity_id":"bmc_uk_no_1","date":"2026-07-02","date_end":null,"entity_id":"scott_donaldson","holding_after":148110088,"holding_before":177644896,"interest_type":"indirect","notes":"Indirect relevant interest in BMC UK No.1 Limited's 148,110,088-CDI holding; this is an overlapping company-level position also reported by David Ellis, not an additional block of securities.","observation_id":"BMC-SCOTT-BMCUK-POSITION-20260702","observation_type":"final","percentage":null,"percentage_basis":null,"quantity":148110088,"reconciliation_note":"The 29,534,808-CDI reduction matches the single BMC UK sale on 2 July 2026.","reconciliation_status":"explained","security_class":"CHESS Depositary Interests (CDIs)","source_refs":[{"locator":"Scott Donaldson Appendix 3Y, BMC UK position after change","page":3,"source_id":"2924-03105386-6A1331559"}],"supersedes":[],"view":"directors"},{"account_entity_id":null,"date":"2025-12-12","date_end":null,"entity_id":"alex_christopher","holding_after":null,"holding_before":null,"interest_type":"direct","notes":"Directly held option position; no option transaction is reported by this initial-interest notice.","observation_id":"BMC-ALEX-CHRISTOPHER-NED-OPTIONS-INITIAL-20251212","observation_type":"initial","percentage":null,"percentage_basis":null,"quantity":120000,"reconciliation_note":"","security_class":"Non-Executive Director Options","source_refs":[{"locator":"Alex Christopher Appendix 3X, Part 1, Non-Executive Director Options","page":6,"source_id":"2924-03037109-6A1303287"}],"supersedes":[],"view":"directors"},{"account_entity_id":"bmc_uk_no_1","date":"2025-12-12","date_end":null,"entity_id":"david_ellis","holding_after":null,"holding_before":null,"interest_type":"indirect","notes":"177,644,896 shares/CDIs held by BMC UK No.1; Mr Ellis reports an indirect relevant interest through his relationship with Northwharf Nominees Limited, which is a shareholder of BMC (UK) Limited. This is the same company position reported by Scott Donaldson.","observation_id":"BMC-DAVID-ELLIS-BMCUK-INITIAL-20251212","observation_type":"initial","percentage":null,"percentage_basis":null,"quantity":177644896,"reconciliation_note":"","security_class":"Fully paid common shares / CHESS Depositary Interests (CDIs)","source_refs":[{"locator":"David Ellis Appendix 3X, Part 2, BMC (UK) No.1 Limited holding","page":14,"source_id":"2924-03037109-6A1303287"},{"locator":"David Ellis Appendix 3X, Part 2, Northwharf Nominees relationship","page":15,"source_id":"2924-03037109-6A1303287"}],"supersedes":[],"view":"directors"},{"account_entity_id":"koula_alloy_inc","date":"2025-12-12","date_end":null,"entity_id":"ivan_mullany","holding_after":null,"holding_before":null,"interest_type":"indirect","notes":"25,000 CDIs held indirectly through Koula Alloy Inc., for which Mr Mullany is the sole director and shareholder.","observation_id":"BMC-IVAN-MULLANY-CDI-INITIAL-20251212","observation_type":"initial","percentage":null,"percentage_basis":null,"quantity":25000,"reconciliation_note":"","security_class":"CHESS Depositary Interests (CDIs)","source_refs":[{"locator":"Ivan Mullany Appendix 3X, Part 2, Koula Alloy Inc. CDIs","page":8,"source_id":"2924-03037109-6A1303287"}],"supersedes":[],"view":"directors"},{"account_entity_id":"koula_alloy_inc","date":"2025-12-12","date_end":null,"entity_id":"ivan_mullany","holding_after":null,"holding_before":null,"interest_type":"indirect","notes":"120,000 options held indirectly through Koula Alloy Inc.; terms are not repeated in the notice.","observation_id":"BMC-IVAN-MULLANY-NED-OPTIONS-INITIAL-20251212","observation_type":"initial","percentage":null,"percentage_basis":null,"quantity":120000,"reconciliation_note":"","security_class":"Non-Executive Director Options","source_refs":[{"locator":"Ivan Mullany Appendix 3X, Part 2, Koula Alloy Inc. options","page":8,"source_id":"2924-03037109-6A1303287"}],"supersedes":[],"view":"directors"},{"account_entity_id":null,"date":"2025-12-12","date_end":null,"entity_id":"michael_mcclelland","holding_after":null,"holding_before":null,"interest_type":"direct","notes":"Directly held relevant-interest position disclosed in the initial notice.","observation_id":"BMC-MICHAEL-MCCLELLAND-CDI-INITIAL-20251212","observation_type":"initial","percentage":null,"percentage_basis":null,"quantity":27778,"reconciliation_note":"","security_class":"CHESS Depositary Interests (CDIs)","source_refs":[{"locator":"Michael McClelland Appendix 3X, Part 1, CDIs","page":4,"source_id":"2924-03037109-6A1303287"}],"supersedes":[],"view":"directors"},{"account_entity_id":null,"date":"2025-12-12","date_end":null,"entity_id":"michael_mcclelland","holding_after":null,"holding_before":null,"interest_type":"direct","notes":"Directly held option position; no option transaction is reported by this initial-interest notice.","observation_id":"BMC-MICHAEL-MCCLELLAND-EMPLOYEE-GROWTH-INITIAL-20251212","observation_type":"initial","percentage":null,"percentage_basis":null,"quantity":117135,"reconciliation_note":"","security_class":"Employee Growth Options","source_refs":[{"locator":"Michael McClelland Appendix 3X, Part 1, Employee Growth Options","page":4,"source_id":"2924-03037109-6A1303287"}],"supersedes":[],"view":"directors"},{"account_entity_id":null,"date":"2025-12-12","date_end":null,"entity_id":"michael_mcclelland","holding_after":null,"holding_before":null,"interest_type":"direct","notes":"Directly held option position; no option transaction is reported by this initial-interest notice.","observation_id":"BMC-MICHAEL-MCCLELLAND-PROJECT-INCENTIVE-INITIAL-20251212","observation_type":"initial","percentage":null,"percentage_basis":null,"quantity":622221,"reconciliation_note":"","security_class":"Project Incentive Options","source_refs":[{"locator":"Michael McClelland Appendix 3X, Part 1, Project Incentive Options","page":4,"source_id":"2924-03037109-6A1303287"}],"supersedes":[],"view":"directors"},{"account_entity_id":null,"date":"2025-12-12","date_end":null,"entity_id":"michael_mcclelland","holding_after":null,"holding_before":null,"interest_type":"direct","notes":"Directly held option position; no option transaction is reported by this initial-interest notice.","observation_id":"BMC-MICHAEL-MCCLELLAND-RTSR-INITIAL-20251212","observation_type":"initial","percentage":null,"percentage_basis":null,"quantity":236766,"reconciliation_note":"","security_class":"Relative Total Shareholder Return Options","source_refs":[{"locator":"Michael McClelland Appendix 3X, Part 1, Relative Total Shareholder Return Options","page":4,"source_id":"2924-03037109-6A1303287"}],"supersedes":[],"view":"directors"},{"account_entity_id":null,"date":"2025-12-12","date_end":null,"entity_id":"natalia_streltsova","holding_after":null,"holding_before":null,"interest_type":"direct","notes":"Directly held option position; no option transaction is reported by this initial-interest notice.","observation_id":"BMC-NATALIA-STRELTSOVA-NED-OPTIONS-INITIAL-20251212","observation_type":"initial","percentage":null,"percentage_basis":null,"quantity":120000,"reconciliation_note":"","security_class":"Non-Executive Director Options","source_refs":[{"locator":"Natalia Streltsova Appendix 3X, Part 1, Non-Executive Director Options","page":10,"source_id":"2924-03037109-6A1303287"}],"supersedes":[],"view":"directors"},{"account_entity_id":"bmc_uk_no_1","date":"2025-12-12","date_end":null,"entity_id":"scott_donaldson","holding_after":null,"holding_before":null,"interest_type":"indirect","notes":"177,644,896 shares/CDIs held by BMC UK No.1; Mr Donaldson reports an indirect relevant interest through entities controlled by him and a relevant agreement influencing BMC (UK) Limited's board composition. This is the same company position reported by David Ellis.","observation_id":"BMC-SCOTT-DONALDSON-BMCUK-INITIAL-20251212","observation_type":"initial","percentage":null,"percentage_basis":null,"quantity":177644896,"reconciliation_note":"","security_class":"Fully paid common shares / CHESS Depositary Interests (CDIs)","source_refs":[{"locator":"Scott Donaldson Appendix 3X, Part 2, BMC (UK) No.1 Limited holding and relationship","page":13,"source_id":"2924-03037109-6A1303287"}],"supersedes":[],"view":"directors"},{"account_entity_id":"leedale_pty_ltd","date":"2025-12-12","date_end":null,"entity_id":"scott_donaldson","holding_after":null,"holding_before":null,"interest_type":"indirect","notes":"62,500 CDIs reported through Leedale, which holds them as trustee for the Donaldson Superannuation Fund.","observation_id":"BMC-SCOTT-DONALDSON-LEEDALE-CDI-INITIAL-20251212","observation_type":"initial","percentage":null,"percentage_basis":null,"quantity":62500,"reconciliation_note":"","security_class":"CHESS Depositary Interests (CDIs)","source_refs":[{"locator":"Scott Donaldson Appendix 3X, Part 2, Leedale Pty Ltd ATF Donaldson Superannuation Fund","page":12,"source_id":"2924-03037109-6A1303287"}],"supersedes":[],"view":"directors"},{"account_entity_id":"wammes_pty_ltd","date":"2025-12-12","date_end":null,"entity_id":"scott_donaldson","holding_after":null,"holding_before":null,"interest_type":"indirect","notes":"87,500 CDIs reported indirectly through WAMMES Pty Ltd.","observation_id":"BMC-SCOTT-DONALDSON-WAMMES-CDI-INITIAL-20251212","observation_type":"initial","percentage":null,"percentage_basis":null,"quantity":87500,"reconciliation_note":"","security_class":"CHESS Depositary Interests (CDIs)","source_refs":[{"locator":"Scott Donaldson Appendix 3X, Part 2, WAMMES Pty Ltd CDIs","page":12,"source_id":"2924-03037109-6A1303287"}],"supersedes":[],"view":"directors"},{"account_entity_id":"wammes_pty_ltd","date":"2025-12-12","date_end":null,"entity_id":"scott_donaldson","holding_after":null,"holding_before":null,"interest_type":"indirect","notes":"120,000 Non-Executive Director Options reported indirectly through WAMMES Pty Ltd; no option event is reported.","observation_id":"BMC-SCOTT-DONALDSON-WAMMES-NED-INITIAL-20251212","observation_type":"initial","percentage":null,"percentage_basis":null,"quantity":120000,"reconciliation_note":"","security_class":"Non-Executive Director Options","source_refs":[{"locator":"Scott Donaldson Appendix 3X, Part 2, WAMMES Pty Ltd options","page":12,"source_id":"2924-03037109-6A1303287"}],"supersedes":[],"view":"directors"},{"account_entity_id":"chasing_summer_super_fund_pty_ltd","date":"2025-12-12","date_end":null,"entity_id":"steven_michael","holding_after":null,"holding_before":null,"interest_type":"indirect","notes":"50,000 CDIs reported indirectly through Chasing Summer Super Fund Pty Ltd as trustee; the notice says Mr Michael and spouse are directors/shareholders and fund beneficiaries.","observation_id":"BMC-STEVE-MICHAEL-CDI-INITIAL-20251212","observation_type":"initial","percentage":null,"percentage_basis":null,"quantity":50000,"reconciliation_note":"","security_class":"CHESS Depositary Interests (CDIs)","source_refs":[{"locator":"Steven Michael Appendix 3X, Part 2, indirect CDIs","page":2,"source_id":"2924-03037109-6A1303287"}],"supersedes":[],"view":"directors"},{"account_entity_id":null,"date":"2025-12-12","date_end":null,"entity_id":"steven_michael","holding_after":null,"holding_before":null,"interest_type":"direct","notes":"Directly held option position; terms are in the referenced prospectus and were not inferred from the Appendix 3X.","observation_id":"BMC-STEVE-MICHAEL-CHAIR-ATSR-INITIAL-20251212","observation_type":"initial","percentage":null,"percentage_basis":null,"quantity":900000,"reconciliation_note":"","security_class":"Chair Absolute Total Shareholder Return Options","source_refs":[{"locator":"Steven Michael Appendix 3X, Part 1, Chair Absolute Total Shareholder Return Options","page":2,"source_id":"2924-03037109-6A1303287"}],"supersedes":[],"view":"directors"},{"account_entity_id":null,"date":"2025-12-12","date_end":null,"entity_id":"steven_michael","holding_after":null,"holding_before":null,"interest_type":"direct","notes":"Directly held option position; the notice does not give grant, exercise-price or expiry detail.","observation_id":"BMC-STEVE-MICHAEL-NED-OPTIONS-INITIAL-20251212","observation_type":"initial","percentage":null,"percentage_basis":null,"quantity":150000,"reconciliation_note":"","security_class":"Non-Executive Director Options","source_refs":[{"locator":"Steven Michael Appendix 3X, Part 1, Non-Executive Director Options","page":2,"source_id":"2924-03037109-6A1303287"}],"supersedes":[],"view":"directors"}],"pending_count":0,"pending_ownership_count":0,"pending_support_count":0,"review":{"coverage_note":"Complete review of the BMC stock-specific director and substantial-holder source queue through the 2026-11-02 cutoff, cumulatively preserving the prior L1 Capital, Victor Smorgon Group, and AGM-circular review. All eight remaining substantive notices were reviewed; the 2026 Annual Report was reviewed for its dated 31 August holder register, and the Corporate Governance Statement and Pre-Quotation Disclosure were triaged as supporting context. The BMC UK sell-down reported by two directors and BMC UK is one economic trade, with the directors' overlapping indirect interests preserved separately by view and linked by economic event ID. Coverage refers to collected BMC ASX disclosures in the ticker queue and does not claim coverage of unreported or non-public trading.","coverage_start":"2023-01-01","cutoff_date":"2026-11-02","download_profile":"valuation","issuer_identifier":"ARBN 647 860 124","issuer_name":"BMC Minerals Ltd","limitations":["The July 2026 Victor Smorgon Form 604 describes four purchase rows as occurring on various dates between December 2025 and June 2026; daily dates are not disclosed and the month-boundary ranges are retained.","The September 2026 L1 Capital Form 604 gives dollar consideration without a currency label; no currency or cash amount is inferred in the preserved earlier records.","The December 2025 Tembo Form 603 reports cash consideration of $2.00 per share without naming the currency or classifying the acquisition as an IPO subscription or market purchase; the event remains 'other' with no normalized cash total.","The December 2025 Victor Smorgon Form 603 reports three dated AU$2.00 acquisitions totaling 6,000,000 shares; the remaining 21,443,354 shares in the initial group position are not itemized as dated transactions in its four-month consideration table, so no earlier transaction is inferred.","The Pre-Quotation Disclosure's top-20 table does not state an exact effective date and is retained as IPO-era context only; dated Forms 603/604 and the August 2026 Annual Report register are used for dated positions.","The Annual Report's director-interest table says 'as of the date of this report' but does not state an exact date at that section; it is cross-checked as context and no day-specific director observation is assigned from that table."],"reviewed_at":"2026-11-02T11:49:11Z","schema_version":"1.1.0","ticker":"BMC","view_coverage":{"directors":{"coverage_start":"2023-01-01","note":"All BMC director-interest notices in the stock-specific queue through the cutoff were reviewed: the seven initial Appendix 3X disclosures dated 12 December 2025 and the 30 June 2026 Appendix 3Y notices for Scott Donaldson and David Ellis. Their 29,534,808-CDI sale reports describe one BMC UK block trade completed 2 July 2026; each director's overlapping indirect interest is retained with the shared economic event ID. Initial option notices are position observations, not grant or exercise events.","reviewed_at":"2026-11-02T11:49:11Z","reviewed_through":"2026-11-02","status":"complete"},"major_holders":{"coverage_start":"2023-01-01","note":"All BMC substantial-holder notices in the stock-specific queue through the cutoff were reviewed, including initial Victor Smorgon and Tembo positions, the Orion block sales, the BMC UK July 2026 sell-down, and the Victor Smorgon January transfer and four purchase rows. The Annual Report register confirms Tembo and associates at 15,250,000 shares as of 31 August 2026; no intervening Tembo transaction is inferred. The latest previously reviewed L1/Victor holdings and 8 October AGM holder table remain preserved.","reviewed_at":"2026-11-02T11:49:11Z","reviewed_through":"2026-11-02","status":"complete"}}},"review_digest":"a9f1d1228efbc2c9a69988738c79429f22d434bbe6ce6ad92a007b86580fccca","review_issues":[{"note":"The filing reports BMC UK holdings falling from 177,644,896 to 148,110,088 CDIs, exactly matching one 29,534,808-CDI sale. Scott's and David's notices overlap on the same BMC UK position.","record_id":"BMC-SCOTT-DONALDSON-20260702-BMCUK-SALE","source_ids":["2924-03105386-6A1331559","2924-03107175-6A1332253"],"status":"explained","view":"directors"},{"note":"The 29,534,808-CDI reduction matches the single BMC UK sale on 2 July 2026.","record_id":"BMC-DAVID-BMCUK-POSITION-20260702","source_ids":["2924-03105386-6A1331559"],"status":"explained","view":"directors"},{"note":"The 29,534,808-CDI reduction matches the single BMC UK sale on 2 July 2026.","record_id":"BMC-SCOTT-BMCUK-POSITION-20260702","source_ids":["2924-03105386-6A1331559"],"status":"explained","view":"directors"}],"scan":{"failures":[],"last_collected_at":"2026-11-06T12:02:51.347547Z","profile":"valuation","scanned_through":"2026-11-06","ticker":"BMC"},"sources":{"2924-03035899-6A1302728":{"category":"shareholder_list","collected_at":"2026-11-02T10:52:40.851502Z","page_count":12,"published_at_utc":"2025-12-10T07:48:29Z","relative_path":"2025/2025-12-10_Pre-Quotation Disclosure_22e7970b539b36c5.pdf","review_note":"Issuer match confirmed. Reviewed the pre-quotation ownership and option disclosures, including the 20 largest holders table on PDF page 8. The table is IPO-context only, has no clearly stated effective date, and the document notes that Orion's expected post-block position differs from the table; later Forms 603/604 and the 2026 Annual Report supply dated positions. No transaction or dated observation is inferred from this source.","sha256":"25619daf71b279ab9e4b06256b6b40a244864d6b25242ee720edc9b192fd62d1","source_id":"2924-03035899-6A1302728","state":"supporting","subject_name":"BMC Minerals Ltd. (ARBN 647 860 124)","subject_ticker":"BMC","title":"Pre-Quotation Disclosure","triage":{"classification":"relevant","reason":"Provides IPO-era holder/account context for the subsequent initial substantial-holder notices; it is not a dated register or a transaction disclosure.","views":["major_holders"]},"url":"https://asx.api.markitdigital.com/asx-research/1.0/file/2924-03035899-6A1302728"},"2924-03036715-6A1303113":{"category":"holder_notice","collected_at":"2026-11-02T10:52:40.850844Z","page_count":4,"published_at_utc":"2025-12-11T23:30:47Z","relative_path":"2025/2025-12-12_Becoming a substantial holder_b9d0ac2aace18ad2.pdf","review_note":"Issuer match confirmed by the Form 603 on PDF page 1 (BMC Minerals Limited, ACN/ARBN 647 860 124). The Victor Smorgon Group became substantial on 8 December 2025 with 27,443,354 ordinary shares (9.99%). Annexure A identifies the beneficial holder positions and registered holders. Section 5 identifies three acquisitions dated 8 December totaling 6,000,000 shares at AU$2.00 per share. The form does not label these acquisitions as market purchases or IPO subscriptions, so they are recorded as 'other'; the remaining 21,443,354-share initial balance is not treated as a transaction.","sha256":"52534b102ff55f763a1bc0585cf92924cd58a0c51709788ef594b3b257912bc3","source_id":"2924-03036715-6A1303113","state":"reviewed","subject_name":"BMC Minerals Limited (ARBN 647 860 124)","subject_ticker":"BMC","title":"Becoming a substantial holder","url":"https://asx.api.markitdigital.com/asx-research/1.0/file/2924-03036715-6A1303113"},"2924-03037109-6A1303287":{"category":"director_interest","collected_at":"2026-11-02T10:52:40.849109Z","page_count":15,"published_at_utc":"2025-12-12T08:47:10Z","relative_path":"2025/2025-12-12_Initial Directors' Interest Notices_46ffb827cec03e56.pdf","review_note":"Issuer match confirmed on the announcement page (PDF page 1: BMC Minerals Ltd., ASX:BMC, ARBN 647 860 124). All seven Appendix 3X notices across pages 2-15 were reviewed. The form templates on pages 2-15 print 647 860 125, conflicting with the correct company identifier on page 1; treated as a template typo. Position disclosures are recorded as holdings on the 12 December 2025 notice date. The options are reported positions; no grant, vesting, exercise or expiry is inferred from these notices.","sha256":"e8656691f4328de4e601030b997df5e3b0bb568788a2d914291c4513eaa034d7","source_id":"2924-03037109-6A1303287","state":"reviewed","subject_name":"BMC Minerals Ltd. (ARBN 647 860 124)","subject_ticker":"BMC","title":"Initial Directors' Interest Notices","url":"https://asx.api.markitdigital.com/asx-research/1.0/file/2924-03037109-6A1303287"},"2924-03037110-6A1303288":{"category":"holder_notice","collected_at":"2026-10-09T19:45:35.020626Z","page_count":1,"published_at_utc":"2025-12-12T08:47:35Z","relative_path":"2025/2025-12-12_Notice of Initial Substantial Shareholders_ee6f74d800cfa97c.pdf","review_note":"Reviewed full one-page issuer announcement. Reports BMC (UK) No.1 Limited and OMF Fund III (Bi) LP positions on admission date 10 December 2025; no transaction details. Announcement identifies BMC Minerals Ltd, ASX:BMC, company number BC1014247 and ARBN 647 860 124. Positions are retained as initial observations only.","sha256":"1277f54c449781b1671547eec172a8c7552032d027fca334b0b354fa8833cdc0","source_id":"2924-03037110-6A1303288","state":"reviewed","subject_name":"BMC Minerals Ltd","subject_ticker":"BMC","title":"Notice of Initial Substantial Shareholders","url":"https://asx.api.markitdigital.com/asx-research/1.0/file/2924-03037110-6A1303288"},"2924-03039640-6A1304388":{"category":"holder_notice","collected_at":"2026-11-02T10:52:40.846430Z","page_count":4,"published_at_utc":"2025-12-18T22:41:33Z","relative_path":"2025/2025-12-19_Becoming a substantial holder_8f57c51b3330fc8c.pdf","review_note":"Issuer match confirmed from Form 603 page 1 (BMC Minerals Limited, ARBN 647 860 124). Tembo Capital Holdings IV Guernsey Ltd and its Annexure A group entities became substantial holders on 12 December 2025 with 15,250,000 ordinary shares and 5.55% voting power. Section 5 reports cash consideration of $2.00 per share for 15,250,000 shares on that date but does not specify currency or whether the acquisition was an IPO subscription or market purchase; transaction type is therefore recorded as other, with no cash total or currency inferred. Annexure A identifies Tembo Capital Mining Fund IV LP as a Tembo Group Entity.","sha256":"b8bcbda3565c84d2c06efc8877a322c4baf2bfce16692825d05c9c745652f6e9","source_id":"2924-03039640-6A1304388","state":"reviewed","subject_name":"BMC Minerals Limited (ARBN 647 860 124)","subject_ticker":"BMC","title":"Becoming a substantial holder","url":"https://asx.api.markitdigital.com/asx-research/1.0/file/2924-03039640-6A1304388"},"2924-03040348-6A1304707":{"category":"holder_notice","collected_at":"2026-11-02T10:52:40.845523Z","page_count":1,"published_at_utc":"2025-12-21T22:49:34Z","relative_path":"2025/2025-12-22_Notice of Change of Substantial Holder_dfdf08929a6c1a33.pdf","review_note":"Issuer match confirmed on PDF page 1. The notice reports an OMF Fund III (Bi) LP sale of 10,785,063 CDIs at A$2.00 each, completed on 16 December 2025, reducing its position from 25,551,545 (9.30%) to 14,766,482 (5.38%). The remaining position matches the subsequent May 2026 notice.","sha256":"11fe944c4485b3b4e77c8bf118e0506b02bf0bb1509b4467ba171e359e1c7a34","source_id":"2924-03040348-6A1304707","state":"reviewed","subject_name":"BMC Minerals Ltd. (ARBN 647 860 124)","subject_ticker":"BMC","title":"Notice of Change of Substantial Holder","url":"https://asx.api.markitdigital.com/asx-research/1.0/file/2924-03040348-6A1304707"},"2924-03091182-6A1325939":{"category":"holder_notice","collected_at":"2026-11-02T10:52:40.844679Z","page_count":1,"published_at_utc":"2026-05-18T06:51:35Z","relative_path":"2026/2026-05-18_Notice of Ceasing to be a Substantial Holder_f694ceba9f83b763.pdf","review_note":"Issuer match confirmed on PDF page 1. OMF Fund III (Bi) LP entered into a block trade to sell 7,383,241 CDIs at A$3.20 each; completed 18 May 2026. The reported holding declined from 14,766,482 (5.38%) to 7,383,241 (2.69%). The title's 'ceasing' wording reflects loss of substantial-holder status, not a zero holding.","sha256":"69e07665cbc33ab894e8e49f61825cb08221723a2b094da09ea1d9d0f42942ef","source_id":"2924-03091182-6A1325939","state":"reviewed","subject_name":"BMC Minerals Ltd. (ARBN 647 860 124)","subject_ticker":"BMC","title":"Notice of Ceasing to be a Substantial Holder","url":"https://asx.api.markitdigital.com/asx-research/1.0/file/2924-03091182-6A1325939"},"2924-03105386-6A1331559":{"category":"director_interest","collected_at":"2026-11-02T10:52:40.843801Z","page_count":7,"published_at_utc":"2026-06-29T23:06:25Z","relative_path":"2026/2026-06-30_Change of Directors' Interest Notices_74465ad4d5e6901a.pdf","review_note":"Issuer match confirmed from the announcement on PDF page 1 (BMC Minerals Ltd., ASX:BMC, ARBN 647 860 124). Reviewed all seven pages, including both Appendix 3Y notices. The Appendix 3Y templates on pages 2 and 5 print 647 860 125; this conflicts with the issuer identity on page 1 and is treated as a template typo. Scott Donaldson and David Ellis both report the same 29,534,808-CDI disposal from BMC UK at $2.85/CDI, describe it as a sale by special crossings on ASX, and answer No to the closed-period question. The company notice confirms the single block completed on 2 July at A$2.85.","sha256":"65c0b0b0dc14cb6cc79001088ce5f09631c567aca80d7be4e351eca2fdb77fce","source_id":"2924-03105386-6A1331559","state":"reviewed","subject_name":"BMC Minerals Ltd. (ARBN 647 860 124)","subject_ticker":"BMC","title":"Change of Directors' Interest Notices","url":"https://asx.api.markitdigital.com/asx-research/1.0/file/2924-03105386-6A1331559"},"2924-03107014-6A1332210":{"category":"holder_notice","collected_at":"2026-11-02T10:52:40.842885Z","page_count":5,"published_at_utc":"2026-07-02T04:04:50Z","relative_path":"2026/2026-07-02_Change in substantial holding_c931eb58afca6689.pdf","review_note":"Issuer match confirmed on PDF page 1. Reviewed all five pages; the July Form 604 reports 27,443,354 (9.99%) increasing to 30,704,117 (11.18%) by 30 June 2026. Page 3 contains two internal transfer rows (net zero to the group) and four on-market purchase rows totaling 3,260,763; the latter exactly reconciles the aggregate increase. The date for each purchase is given only as various dates between December 2025 and June 2026. The row parser could not read the table reliably; page 3 was manually transcribed and visually checked, and pages 4-5 were checked for current account positions and relationships.","sha256":"0a956e652d400232fb39c3e15c89c8f0b21588c9d5ff41a8c661497e661d1c58","source_id":"2924-03107014-6A1332210","state":"reviewed","subject_name":"BMC Minerals Ltd. (ARBN 647 860 124)","subject_ticker":"BMC","title":"Change in substantial holding","url":"https://asx.api.markitdigital.com/asx-research/1.0/file/2924-03107014-6A1332210"},"2924-03107119-6A1332228":{"category":"holder_notice","collected_at":"2026-10-09T19:45:34.990305Z","page_count":4,"published_at_utc":"2026-07-02T06:30:00Z","relative_path":"2026/2026-07-02_Becoming a substantial holder_e4cf1247b980b3df.pdf","review_note":"Reviewed all four pages including Form 603 and Annexures A and B. L1 Capital became substantial on 30 June 2026; four registered-holder balances aggregate to 33,098,095 CDIs. Annexure B reports six on-market purchases with transaction-specific cash consideration from 5 March through 30 June 2026. The form labels the issuer \u201cBMC Materials Ltd\u201d but gives ARBN 647 860 124, consistent with BMC Minerals Ltd; treated as the target filing.","sha256":"a6bc702b8d2c2587855576df7769ff130d3bcb826919c60e6baa26dde2938bab","source_id":"2924-03107119-6A1332228","state":"reviewed","subject_name":"BMC Minerals Ltd","subject_ticker":"BMC","title":"Becoming a substantial holder","url":"https://asx.api.markitdigital.com/asx-research/1.0/file/2924-03107119-6A1332228"},"2924-03107175-6A1332253":{"category":"holder_notice","collected_at":"2026-11-02T10:52:40.840927Z","page_count":1,"published_at_utc":"2026-07-02T07:38:40Z","relative_path":"2026/2026-07-02_Notice of Change of Substantial Holder_6fc9c2a39f4709ab.pdf","review_note":"Issuer match confirmed on PDF page 1. BMC UK's 2 July 2026 underwritten block trade sold 29,534,808 CDIs at A$2.85 each; reported position changed from 177,644,896 (64.68%) to 148,110,088 (53.93%). The directors' 30 June Appendix 3Y notices report the same disposal as a sale by special crossings on ASX; it is one underlying economic trade.","sha256":"5d4c7b8ba4fc245b0a8bee4a1baa6b54b2e541fcd303e4ccb7572254e8e8bb13","source_id":"2924-03107175-6A1332253","state":"reviewed","subject_name":"BMC Minerals Ltd. (ARBN 647 860 124)","subject_ticker":"BMC","title":"Notice of Change of Substantial Holder","url":"https://asx.api.markitdigital.com/asx-research/1.0/file/2924-03107175-6A1332253"},"2924-03125105-6A1339937":{"category":"holder_notice","collected_at":"2026-10-09T19:45:34.982746Z","page_count":4,"published_at_utc":"2026-08-24T07:25:07Z","relative_path":"2026/2026-08-24_Change in substantial holding_23e628e00f5acfed.pdf","review_note":"Reviewed all four pages including Form 604 and Annexures A and B. L1 Capital reported two on-market purchases on 20 and 21 August 2026 and aggregate holdings of 41,032,365 FPO shares across four registered holders. No transaction-to-account allocation is disclosed. The form labels the issuer \u201cBMC Materials Ltd\u201d but gives ARBN 647 860 124, consistent with BMC Minerals Ltd; treated as the target filing.","sha256":"1d4c856c9260171e529b490573a82efcc0330a4fb88c82a10d8381964a19fc0f","source_id":"2924-03125105-6A1339937","state":"reviewed","subject_name":"BMC Minerals Ltd","subject_ticker":"BMC","title":"Change in substantial holding","url":"https://asx.api.markitdigital.com/asx-research/1.0/file/2924-03125105-6A1339937"},"2924-03134530-6A1343378":{"category":"meeting_notice","collected_at":"2026-11-02T10:52:40.838958Z","page_count":27,"published_at_utc":"2026-09-11T02:46:08Z","relative_path":"2026/2026-09-11_Corporate Governance Statement and Appendix4G_01f0a26fdfb6c64c.pdf","review_note":"Issuer match confirmed. Reviewed the board roster on PDF page 3 and Securities Ownership and Dealing section 4.5 on page 11. The statement describes BMC's Securities Trading Policy and closed-period rules but contains no transaction-specific information or current holding values.","sha256":"13631e474fb0ea20845b7abbc8b94f30568373ce965ddf325f9d1b0e5a92d78c","source_id":"2924-03134530-6A1343378","state":"supporting","subject_name":"BMC Minerals Ltd. (ARBN 647 860 124)","subject_ticker":"BMC","title":"Corporate Governance Statement and Appendix4G","triage":{"classification":"relevant","reason":"Provides policy context for director dealing disclosures and their closed-period responses; it does not establish an individual trade or position.","views":["directors"]},"url":"https://asx.api.markitdigital.com/asx-research/1.0/file/2924-03134530-6A1343378"},"2924-03134531-6A1343379":{"category":"shareholder_list","collected_at":"2026-10-14T09:54:02.060499Z","page_count":148,"published_at_utc":"2026-09-11T02:46:13Z","relative_path":"2026/2026-09-11_Annual Report_65c590c66f0a87fa.pdf","review_note":"Issuer match confirmed. Reviewed PDF page 34 (director relevant interests), pages 108-109 (Security Holder Information and the 20 largest registered holders; information current as of 31 August 2026), including the substantial-holder table on page 109. The page-108 Tembo registered-holder row and page-109 Tembo-and-associates line both report 15,250,000, matching the 12 December 2025 Form 603 group position; this does not evidence an intervening trade. The director-interest table is an undated-as-to-day report-date snapshot, so no dated director observations are created from it. No transaction is inferred from the register.","sha256":"baa96e5e661f1e1e2a46252308e9133669b3f8e1ae557df1ca2d9eba36215d4a","source_id":"2924-03134531-6A1343379","state":"reviewed","subject_name":"BMC Minerals Ltd. (ARBN 647 860 124)","subject_ticker":"BMC","title":"Annual Report","url":"https://asx.api.markitdigital.com/asx-research/1.0/file/2924-03134531-6A1343379"},"2924-03139920-6A1345703":{"category":"holder_notice","collected_at":"2026-11-02T10:52:40.825507Z","page_count":5,"published_at_utc":"2026-09-25T01:41:42Z","relative_path":"2026/2026-09-25_Change in substantial holding_e6f83472f5df75da.pdf","review_note":"Issuer match verified by ticker BMC and ARBN 647 860 124; the Form 604 page 1 issuer-name line contains \u201cBMC Materials Ltd.\u201d. The indexed PDF flagged visual_review_required and its transaction-row parser left one line unparsed. Retrieved the official BMC-hosted copy and visually reviewed pages 1, 3 and 4. Page 3 contains five purchase rows totaling 3,281,180; page 1 totals move from 30,704,117 to 33,985,297, an exact match. Four rows say \u201cVarious dates between June 2026 and Sept 2026\u201d; exact days are not disclosed. The AGM circular (separate supporting source) later confirms the group total as of 8 October.","sha256":"d3eb71a65b43fdbfe0d78a659cf4b01826c8dd330b280abb70f60b3f637ef222","source_id":"2924-03139920-6A1345703","state":"reviewed","subject_name":"BMC Minerals Ltd. (ARBN 647 860 124; notice text on the Forms 604 says \u201cBMC Materials Ltd.\u201d)","subject_ticker":"BMC","title":"Change in substantial holding","url":"https://asx.api.markitdigital.com/asx-research/1.0/file/2924-03139920-6A1345703"},"2924-03140139-6A1345805":{"category":"holder_notice","collected_at":"2026-11-02T10:52:40.824410Z","page_count":4,"published_at_utc":"2026-09-25T07:00:38Z","relative_path":"2026/2026-09-25_Change in substantial holding_518b73d2f96b819c.pdf","review_note":"Issuer match verified by ASX:BMC and ARBN 647 860 124 (the form body also contains \u201cBMC Materials Ltd.\u201d). Read Form 604 page 1, Annexure A page 3 and Annexure B page 4. Parsed three on-market purchase rows on page 3; row quantities total 2,753,422, reconciling 41,032,365 to 43,785,787. Consideration amounts have a $ symbol but no currency is specified; no currency or price is inferred.","sha256":"f8781c5f41d332bc1025c6aa76b1af6e530669880df2b085e3858b96383aaa13","source_id":"2924-03140139-6A1345805","state":"reviewed","subject_name":"BMC Minerals Ltd. (ARBN 647 860 124; notice text on the Forms 604 says \u201cBMC Materials Ltd.\u201d)","subject_ticker":"BMC","title":"Change in substantial holding","url":"https://asx.api.markitdigital.com/asx-research/1.0/file/2924-03140139-6A1345805"},"2924-03148869-6A1349420":{"category":"meeting_notice","collected_at":"2026-11-02T10:52:40.820219Z","page_count":20,"published_at_utc":"2026-10-15T05:14:14Z","relative_path":"2026/2026-10-15_Notice of Annual General Meeting_Proxy Form_99710d391dfe0a7f.pdf","review_note":"Read the issuer\u2019s October 15 AGM circular on PDF pages 11-12. Page 11 sets 2026-10-08 as record date and reports 274,639,795 shares issued; page 12 lists only the three groups at or above 10%. No transactions are inferred from this position table.","sha256":"c1a8be57d5470b3a6feea9aa1c94e90c4c6041edaf41cc9f6051dd9ba0bdf437","source_id":"2924-03148869-6A1349420","state":"supporting","subject_name":"BMC Minerals Ltd. (ARBN 647 860 124; notice text on the Forms 604 says \u201cBMC Materials Ltd.\u201d)","subject_ticker":"BMC","title":"Notice of Annual General Meeting/Proxy Form","triage":{"classification":"relevant","reason":"Provides a later disclosed aggregate voting position for major-holder context, but is a meeting circular rather than a trade notice and does not report transactions.","views":["major_holders"]},"url":"https://asx.api.markitdigital.com/asx-research/1.0/file/2924-03148869-6A1349420"}},"status":"ready","summary":{},"ticker":"BMC","unresolved_count":0,"view":"directors","view_coverage":{"directors":{"basis":"declared","collection_issues":[],"coverage_start":"2023-01-01","explained_count":1,"material_issue_count":0,"minor_discrepancy_count":0,"newer_pending_count":0,"note":"All BMC director-interest notices in the stock-specific queue through the cutoff were reviewed: the seven initial Appendix 3X disclosures dated 12 December 2025 and the 30 June 2026 Appendix 3Y notices for Scott Donaldson and David Ellis. Their 29,534,808-CDI sale reports describe one BMC UK block trade completed 2 July 2026; each director's overlapping indirect interest is retained with the shared economic event ID. Initial option notices are position observations, not grant or exercise events.","notice_count":2,"pending_notice_count":0,"required_context_count":0,"reviewed_at":"2026-11-02T11:49:11Z","reviewed_notice_count":2,"reviewed_through":"2026-11-02","status":"complete","unclassified_note_count":0},"major_holders":{"basis":"declared","collection_issues":[],"coverage_start":"2023-01-01","explained_count":10,"material_issue_count":0,"minor_discrepancy_count":0,"newer_pending_count":0,"note":"All BMC substantial-holder notices in the stock-specific queue through the cutoff were reviewed, including initial Victor Smorgon and Tembo positions, the Orion block sales, the BMC UK July 2026 sell-down, and the Victor Smorgon January transfer and four purchase rows. The Annual Report register confirms Tembo and associates at 15,250,000 shares as of 31 August 2026; no intervening Tembo transaction is inferred. The latest previously reviewed L1/Victor holdings and 8 October AGM holder table remain preserved.","notice_count":11,"pending_notice_count":0,"required_context_count":0,"reviewed_at":"2026-11-02T11:49:11Z","reviewed_notice_count":11,"reviewed_through":"2026-11-02","status":"complete","unclassified_note_count":0}}}