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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 ...
I attended the IDOX AGM on 25th February.
It started on time at 11 am in their recently acquired offices (Reading Room acquisition) just off Holborn. Good to see they delayed the start time from the 10am of last year which was a response to a shareholder request last year. There were about 8 shareholders and other interested individuals plus the usual hangers on.
The newly appointed Chair, Laurence Vaughan, introduced the board.
All resolutions were passed on a show of hands with the ...
There were several shareholders present, including two ex-employees. As with last year, the AGM was held in Titon’s offices in Stanway and the company made shareholders feel welcome. All resolutions were passed. The following are my notes, please excuse any errors/omissions.
Commenting on their current trading, TON hasn't seen any impact despite Geopolitical worries and concerns in financial mrkts. One of their current concerns is Brexit, but that’s mainly based on the uncertainty around it - TON doesn't mind outcome as long ...