SCHEDULE: Key Group & Jagwani Hold 8.3% of Methanex

Key Group Long Term Investments LP and Sunil Jagwani have reported a combined beneficial ownership of 8.3% in Methanex Corporation's common shares, including exercisable call options.

Summary

• Key Group Long Term Investments LP and Sunil Jagwani have filed an amendment to their Schedule 13G, reporting their beneficial ownership of Methanex Corporation common shares.
• The total beneficial ownership is 6,435,000 shares, representing 8.3% of the class of securities.
• This ownership includes 3,500,000 common shares issuable upon the exercise of call options.
• Key Group Long Term Investments LP is organized in the Bahamas, and Sunil Jagwani is a citizen of India.
• Both entities share voting and dispositive power over the 6,435,000 shares.
• This filing is an amendment to a previous filing dated August 14, 2026.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this filing as neutral to slightly positive, reflecting a significant but stable ownership stake without immediate indications of aggressive action or distress.

Positives

• Significant ownership stake of 8.3% indicates substantial investor confidence in Methanex Corporation.
• The inclusion of exercisable call options suggests a potential for increased future ownership and a bullish outlook on the stock price.

Negatives

• The filing does not provide specific details on the cost basis or investment strategy behind this stake.
• No indication of whether this stake is increasing or decreasing from previous filings, beyond it being an amendment.

Risks

• Potential for increased market influence by Key Group and Sunil Jagwani due to their significant stake.
• The exercise of call options could lead to dilution if not managed carefully by the company.

Future Outlook

The filing includes forward-looking information regarding the potential exercise of call options, which could increase the beneficial ownership of Methanex Corporation's common shares.

Management Comments

• Each Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his, her or its pecuniary interest therein, and this report shall not be deemed an admission that such Reporting Person is the beneficial owner of the securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose.
• To the extent that 'ownership of 5 percent or less of a class' was indicated in Item 5, such response only applies to the Reporting Person(s) that indicated elsewhere herein that it beneficially owns five percent (5%) or less of the class.

Industry Context

StockSavvy.ai notes that significant institutional or long-term investment holdings, as reported in Schedule 13G filings, can signal investor conviction. Methanex Corporation operates in the methanol production industry, which is subject to global commodity prices and demand from sectors like energy and manufacturing.

Stakeholder Impact

• Shareholders: The significant stake may influence market perception and potentially trading activity. The exercise of call options could lead to dilution.
• Management: May need to engage with Key Group and Sunil Jagwani regarding their substantial investment and potential influence.

Next Steps

• Monitor future filings from Key Group Long Term Investments LP and Sunil Jagwani for any changes in their beneficial ownership.
• Observe potential exercise of call options and its impact on share structure.

Key Dates

Keywords

Methanex Corporation, Schedule 13G, Beneficial Ownership, Investment, Common Shares, Call Options, Key Group Long Term Investments LP, Sunil Jagwani