{ "schema_version": "1.0.0", "ticker": "BMC", "company_name": "BMC Minerals Ltd.", "cutoff_date": "2026-11-02", "reviewed_at": "2026-11-02", "coverage_note": "The coherent top-20 registered-holder table remains dated 31 August 2026. BMC’s 15 October AGM circular reports the three groups known to directors/officers to hold or control at least 10% of voting securities as of 8 October 2026. The two 25 September change notices provide transaction context through 23 September; the circular does not update the full register or holders below its 10% threshold.", "register": { "as_of_date": "2026-08-31", "issued_shares": 274639795, "source_ids": [ "annual-2026" ], "holders": [ { "holder_id": "register-1", "name": "BMC (UK) No 1 Limited", "classification": "direct_holder", "shares": 148110087, "percentage": 53.93, "percentage_basis": "issued_shares", "as_of_date": "2026-08-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual-2026" ], "notes": [] }, { "holder_id": "register-2", "name": "Citicorp Nominees Pty Limited", "classification": "nominee_custodian", "shares": 30583153, "percentage": 11.14, "percentage_basis": "issued_shares", "as_of_date": "2026-08-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual-2026" ], "notes": [] }, { "holder_id": "register-3", "name": "Tembo Capital Holdings IV Guernsey Ltd", "classification": "direct_holder", "shares": 15250000, "percentage": 5.55, "percentage_basis": "issued_shares", "as_of_date": "2026-08-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual-2026" ], "notes": [] }, { "holder_id": "register-4", "name": "VBS Exchange Pty Limited", "classification": "nominee_custodian", "shares": 12772580, "percentage": 4.65, "percentage_basis": "issued_shares", "as_of_date": "2026-08-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual-2026" ], "notes": [] }, { "holder_id": "register-5", "name": "Como Services Pty Ltd ", "classification": "direct_holder", "shares": 10689438, "percentage": 3.89, "percentage_basis": "issued_shares", "as_of_date": "2026-08-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual-2026" ], "notes": [] }, { "holder_id": "register-6", "name": "HSBC Custody Nominees (Australia) Limited", "classification": "nominee_custodian", "shares": 10687963, "percentage": 3.89, "percentage_basis": "issued_shares", "as_of_date": "2026-08-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual-2026" ], "notes": [] }, { "holder_id": "register-7", "name": "HSBC Custody Nominees (Australia) Limited - A/C 2", "classification": "nominee_custodian", "shares": 8814897, "percentage": 3.21, "percentage_basis": "issued_shares", "as_of_date": "2026-08-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual-2026" ], "notes": [] }, { "holder_id": "register-8", "name": "HSBC Custody Nominees (Australia) Limited-GSCO ECA", "classification": "nominee_custodian", "shares": 5483598, "percentage": 2.0, "percentage_basis": "issued_shares", "as_of_date": "2026-08-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual-2026" ], "notes": [] }, { "holder_id": "register-9", "name": "HSBC Custody Nominees (Australia) Limited -GSI EDA", "classification": "nominee_custodian", "shares": 3643732, "percentage": 1.33, "percentage_basis": "issued_shares", "as_of_date": "2026-08-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual-2026" ], "notes": [] }, { "holder_id": "register-10", "name": "Merrill Lynch (Australia) Nominees Pty Limited", "classification": "nominee_custodian", "shares": 3403619, "percentage": 1.24, "percentage_basis": "issued_shares", "as_of_date": "2026-08-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual-2026" ], "notes": [] }, { "holder_id": "register-11", "name": "UBS Nominees Pty Limited", "classification": "nominee_custodian", "shares": 3354143, "percentage": 1.22, "percentage_basis": "issued_shares", "as_of_date": "2026-08-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual-2026" ], "notes": [] }, { "holder_id": "register-12", "name": "Glencore Australia Holdings Pty Limited", "classification": "direct_holder", "shares": 3250000, "percentage": 1.18, "percentage_basis": "issued_shares", "as_of_date": "2026-08-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual-2026" ], "notes": [] }, { "holder_id": "register-13", "name": "BNP Paribas Noms Pty Ltd", "classification": "direct_holder", "shares": 2517467, "percentage": 0.92, "percentage_basis": "issued_shares", "as_of_date": "2026-08-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual-2026" ], "notes": [] }, { "holder_id": "register-14", "name": "Argo Investments Limited", "classification": "direct_holder", "shares": 2176315, "percentage": 0.79, "percentage_basis": "issued_shares", "as_of_date": "2026-08-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual-2026" ], "notes": [] }, { "holder_id": "register-15", "name": "Como Services Pty Ltd ", "classification": "direct_holder", "shares": 1509176, "percentage": 0.55, "percentage_basis": "issued_shares", "as_of_date": "2026-08-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual-2026" ], "notes": [] }, { "holder_id": "register-16", "name": "Warbont Nominees Pty Ltd ", "classification": "nominee_custodian", "shares": 921764, "percentage": 0.34, "percentage_basis": "issued_shares", "as_of_date": "2026-08-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual-2026" ], "notes": [] }, { "holder_id": "register-17", "name": "106 17 BNP Paribas Nominees Pty Ltd ", "classification": "nominee_custodian", "shares": 871850, "percentage": 0.32, "percentage_basis": "issued_shares", "as_of_date": "2026-08-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual-2026" ], "notes": [] }, { "holder_id": "register-18", "name": "Bilgola Nominees Pty Limited", "classification": "nominee_custodian", "shares": 666101, "percentage": 0.24, "percentage_basis": "issued_shares", "as_of_date": "2026-08-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual-2026" ], "notes": [] }, { "holder_id": "register-19", "name": "Neweconomy Co AU Nominees Pty Limited <900 Account>", "classification": "nominee_custodian", "shares": 584014, "percentage": 0.21, "percentage_basis": "issued_shares", "as_of_date": "2026-08-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual-2026" ], "notes": [] }, { "holder_id": "register-20", "name": "Mr Anthony John Huntley", "classification": "direct_holder", "shares": 500000, "percentage": 0.18, "percentage_basis": "issued_shares", "as_of_date": "2026-08-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual-2026" ], "notes": [] } ] }, "substantial_holders": [ { "holder_id": "substantial-1", "name": "BMC (UK) No.1 Limited", "classification": "reporting_group", "shares": 148110088, "percentage": 53.93, "percentage_basis": "issued_shares", "as_of_date": "2026-10-08", "investor_id": null, "identity_note": null, "source_ids": [ "agm-2026" ], "notes": [ "The AGM circular lists this group among holders of 10% or more as at 2026-10-08; not a refreshed registered-holder account balance." ] }, { "holder_id": "substantial-2", "name": "L1 Capital Pty Ltd", "classification": "reporting_group", "shares": 43785787, "percentage": 15.94, "percentage_basis": "issued_shares", "as_of_date": "2026-10-08", "investor_id": null, "identity_note": null, "source_ids": [ "bmc-sept25-l1", "agm-2026" ], "notes": [ "September Form 604 documents three on-market purchases through 2026-09-23; the AGM circular confirms the group’s disclosed position as at 2026-10-08." ] }, { "holder_id": "substantial-3", "name": "Como Services Pty Ltd ATF Victor Smorgon Partners Global Multi-Strategy Fund and its associates", "classification": "reporting_group", "shares": 33985297, "percentage": 12.37, "percentage_basis": "issued_shares", "as_of_date": "2026-10-08", "investor_id": null, "identity_note": null, "source_ids": [ "bmc-sept25-change-1", "agm-2026" ], "notes": [ "September Form 604 documents five on-market purchase rows through 2026-09-23; the AGM circular confirms the group’s disclosed position as at 2026-10-08." ] }, { "holder_id": "substantial-4", "name": "Tembo Capital Holdings IV Guernsey Ltd and its associates", "classification": "reporting_group", "shares": 15250000, "percentage": 5.55, "percentage_basis": "issued_shares", "as_of_date": "2026-08-31", "investor_id": null, "identity_note": null, "source_ids": [ "annual-2026" ], "notes": [ "Issuer annual report summary of notices disclosed to ASX; these group figures may overlap accounts in the registered-holder list." ] } ], "sources": [ { "source_id": "annual-2026", "title": "Annual Report", "publisher": "BMC Minerals Ltd. / ASX", "url": "https://asx.api.markitdigital.com/asx-research/1.0/file/2924-03134531-6A1343379", "publication_date": "2026-09-11", "accessed_date": "2026-11-02", "locator": "2026/2026-09-11_Annual Report_65c590c66f0a87fa.pdf; PDF pages 108-109, Additional Shareholder Information", "detail": "Top-20 registered holder table, ordinary-share/CDI account names, quantities and disclosed percentages." }, { "source_id": "bmc-sept25-change-1", "title": "Change in substantial holding — Victor Smorgon Group / Como Services", "publisher": "BMC Minerals Ltd. / ASX", "url": "https://asx.api.markitdigital.com/asx-research/1.0/file/2924-03139920-6A1345703", "publication_date": "2026-09-25", "accessed_date": "2026-11-02", "locator": "ASX announcement 2924-03139920-6A1345703; PDF pp. 1, 3-4. Official ASX PDF SHA-256 d3eb71a65b43fdbfe0d78a659cf4b01826c8dd330b280abb70f60b3f637ef222; pages visually reviewed from the official issuer copy.", "detail": "Form 604 states change date 23 September 2026 and reports Victor Smorgon Group’s holdings increasing from 30,704,117 (11.18%) to 33,985,297 (12.37%). Annexure A shows five on-market purchase rows totaling 3,281,180; four are dated only as various dates between June and September 2026 and one is 23 September. A parser left one table line unreadable; the transactions and totals were manually checked against the visually reviewed page." }, { "source_id": "bmc-sept25-l1", "title": "Change in substantial holding — L1 Capital Pty Ltd", "publisher": "BMC Minerals Ltd. / ASX", "url": "https://asx.api.markitdigital.com/asx-research/1.0/file/2924-03140139-6A1345805", "publication_date": "2026-09-25", "accessed_date": "2026-11-02", "locator": "ASX announcement 2924-03140139-6A1345805; PDF pp. 1, 3-4. Official ASX PDF SHA-256 f8781c5f41d332bc1025c6aa76b1af6e530669880df2b085e3858b96383aaa13.", "detail": "Form 604 reports a change on 23 September 2026, from 41,032,365 (14.94%) to 43,785,787 (15.94%). Three on-market purchases on 15, 21 and 23 September total 2,753,422 shares. The annexure gives consideration as dollar amounts but does not state currency." }, { "source_id": "agm-2026", "title": "Notice of Annual General Meeting and Information Circular", "publisher": "BMC Minerals Ltd. / ASX", "url": "https://asx.api.markitdigital.com/asx-research/1.0/file/2924-03148869-6A1349420", "publication_date": "2026-10-15", "accessed_date": "2026-11-02", "locator": "ASX announcement 2924-03148869-6A1349420; PDF pp. 11-12 (information circular pp. 9-10). Official ASX PDF SHA-256 c1a8be57d5470b3a6feea9aa1c94e90c4c6041edaf41cc9f6051dd9ba0bdf437.", "detail": "The circular states 274,639,795 common shares outstanding as of the 8 October 2026 Record Date for Notice and lists the three groups known to directors and executive officers to hold/control at least 10%: BMC (UK) No.1 Limited 148,110,088 (53.93%), L1 Capital Pty Ltd 43,785,787 (15.94%), and Victor Smorgon Group 33,985,297 (12.37%). It is not a full top-20 register and omits groups below 10%." } ], "limitations": [ "The ranked table lists registered accounts, not a complete or live beneficial-owner register. Nominee and custodian accounts may represent multiple investors.", "The substantial-holder summary reflects issuer disclosures; group beneficial interests can overlap registered accounts. No beneficial look-through beyond the cited filings is claimed.", "The August 31 top-20 registered-holder table is unchanged. The AGM circular provides only groups at or above 10% as of October 8; Tembo and smaller holders are not re-stated there and remain dated to August 31.", "The September L1 notice states dollar consideration without naming currency. The Victor Smorgon notice’s four aggregated purchase rows disclose month range rather than exact days; no more precise transaction dates are inferred." ] }