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The Jaguarete-1 well in Paraguay is currently being drilled. It is targeting a potential reservoir of 106mmBO, and if results are positive would transform the prospects of the company. First logs should be available in June. A well test would follow.
The company is acquiring assets from distressed sellers who have already done much of the exploratory work. In its recent acquisitions it was not the highest bidder but won the auctions because it had the highest execution credibility. ...
It is two years since I last attended Pearson’AGM. Back then the share price was around £11 and John Fallon, who took over as chief executive at the start of 2013, was promising that a major restructuring of the world’s leading education company was “on track” and would “drive a leaner, more cash generative, faster growing business from 2015”.
Sadly, things did not turn out as planned. Since then there have been numerous profit warnings, Pearson’s share price has fallen by around ...
Sparsely attended meeting in ec2 but interesting nevertheless
No formal presentation which is disappointing but Directors very open to Q&A
Chairman noted the sad passing of one of the NEDs Duncan Lewis
Printed Q1 update provided
Encouraging features inter alia :
Profitable growing company with strong cash flow and cash buffer
Provides exposure to some attractive areas via performance and security testing of networks and applications including next generation high speed Ethernet + security issues related to 'internet of things' etc
New activist shareholder engaging with Board - ...
Yesterday I attended the Annual General Meeting of Segro (SGRO) at the RSA near to Charing Cross Station. Segro is a Real Estate Investment Trust (REIT) which used to be called Slough Estates. It has moved from having a portfolio of office property to now being focussed on industrial and warehouse properties (including the "Big Box" warehouses now in demand by internet retailers to act as distribution centres).
Now it just so happens that I was reading the Daily Telegraph over breakfast ...
Yesterday I attended the Annual General Meeting of McColls in Brentwood. Their head office seems to be a cluster of older buildings in the countryside. There were 4 ordinary shareholders attended, which one director said was twice last years.
McColl's Retail Group is a chain of 1,352 "convenience" and "newsagent" stores. Revenue last year was £932 million with profits before tax of £21.1 million. The stores are either branded Martins or McColls which is somewhat odd (indeed in my local area there ...
After all the media hype I found the crowd inside and out much bigger than in previous years. The outside hecklers this year were predominately lobbying against the extraction of oil and gas from the Great Barrier Reef area off Western Australia. In previous years they were “First Nationals”, complete with full head-dresses trying to preserve their Tar Sands areas in Northern Canada. I have gathered that the Tar Sands will remain untouched, and including Australians within this meeting who were ...
This report is based on my contemporaneous notes of the meeting and is not a verbatim transcript. I
make no warranty as to its accuracy and it is possible that I misheard or misunderstood specific
points. Readers should not place any reliance on its accuracy and should make their own enquiries
with the company’s investor relations department on any issues that may concern them. My
comments on points raised and responses are in italics.
Bit of a trek to the AGM of Persimmon, held at York ...
Last night was the latest annual meeting for investors in the Fundsmith Equity Fund. It was another good performance by Terry Smith on the night, and of course a good performance by the Fund itself was reported. It achieved a return of 15.7% last year (year ending December 2015) which was way ahead of any global fund index you care to choose. A lot of stock picking investors did well last year, but how many also have achieved 4.7% in the ...
Good attendance - over 300 shareholders.
Opening remarks by Lord Smith explained why he had accepted the Chairmanship.
a) Company faced challenges.
b) What needed to be done had been identified.
c) A plan was in place.
Lord Smith's final check was to make sure that the "people" could deliver and the answer was that they could.
Against the background of the Trust's long established reputation (deep, rich heritage) Lord Smith felt he could add value. The Trust mattered to 102,000 shareholders, 300 staff, and the 60 ...
I attended the AGM of Zytronic plc held at their offices and factory in Blaydon, Newcastle on 25th February 2016. Zytronic started in World War II making eye glasses for gas masks and have developed over the years such that 80% of their production is now rugged touch screens for the industrial and commercial markets. These touch screens sit in front of conventional PC screens and act essentially as an input device. The specialist manufacturing capability of Zytronic is the layering ...