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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 ...
I attended the AGM of Schroder Mid Cap investment Trust (SCP) today 10/2/2016
The meeting commenced on time and all board members were present which was good to see. This included Rachel Beagles who is retiring and Robert Talbut who has just been appointed today. The Chairman introduced his colleagues to the audience which consisted of circa 12 shareholders.
There then followed an interesting presentation from Rosemary Banyard of Schroders who is the present lead fund manager. She will retire from Schroders at ...
Please note that this report represents my personal opinions about Connect Group and its
management. It is not intended to be a public document, and I do not wish to affect my relationship
with the management by disclosing it to them, so please do not circulate this report or republish on
any other websites.
Background & Investment Overview
I have been a shareholder in Connect Group for four years now and it has proved rather a successful
investment, so far, mainly as a result of entering at ...
I attended the Annual General Meeting of this company in the City of London Guildhall today. The meeting started at 12.00 am (and with no refreshments before, only after). In my experience Chairmen who choose that time usually do so as it enables them to cut off questions early (e.g. at 1.00 pm when folks are getting hungry), and so it turned out.
The Chairman Anthony Townsend who also chairs seven other companies (way too many!) did not bother to introduce his ...
I attended the General Meeting of Baronsmead VCT this morning in London. It was immediately followed by a similar General Meeting for Baronsmead VCT 2, which I did not stick around for as my questions had been covered in the first meeting. These meetings were to approve the merger of these VCTs to form one larger Venture Capital Trust. The merger was on the usual "proportional net asset value" basis used for VCT mergers and as the two portfolios are almost ...