Company News

Profit Warnings at XP Power and Ted Baker, plus Mercia Placing

Post Date: December 10, 2019

A number of profit warnings this morning. The most interesting to me was at XP Power (XPP) although I do not hold it. It was interesting because as a...

M&G Property Fund Closed and M&C Saatchi Accounting Problems

Post Date: December 9, 2019

The really bad news yesterday for many investors was that the £2.5 billion M&G Property Portfolio Fund had been closed to redemptions. This is of course an open-ended fund...

Ted Baker Audit Failure, SRT Marine Big Deals

Post Date: December 3, 2019

The bad news this morning for holders of retailer Ted Baker (TED) is that the company has announced an independent review of its inventory. It says it has identified...

General Meeting Requisition at Allied Minds

Post Date: November 21, 2019

Crystal Amber Fund (CRS) have requisitioned a General Meeting at Allied Minds (ALM). Allied Minds is an investment company that invests in technology and life science businesses such as...

Lloyds Shareholders Lose Case

Post Date: November 17, 2019

After many months of deliberation, a judge in the High Court has rejected the claims by former Lloyds TSB shareholders over the takeover of HBOS and recapitalisation of the...

Blancco Campaign Update #3

Post Date: November 17, 2019

Campaign members will be aware that Blancco has published its Report and Accounts for year ending June 2019. They show an improved performance and positive cash flow. As ever,...

The Vultures are Circling – Woodford, Carpetright et al

Post Date: November 2, 2019

With the demise of the Neil Woodford’s empire and the winding up of the Woodford Equity Income Fund, investors are looking for whom to blame – other than themselves...

GB Group, Patisserie Holdings, FRC Stewardship Code and Halma

Post Date: October 27, 2019

The stock market seems to be in limbo as business waits to see the outcome of Brexit politics. In my portfolio, small cap companies are drifting down and even...

Murray Income Trust AGM 5 Nov 2019

Post Date: October 14, 2019

Murray Income Trust have launched a campaign trying to encourage shareholders, existing and new, to meet their fund manager and directors at their forthcoming AGM. ShareSoc are great believers...

Brexit Bounce, Green Accreditation, Security Issues and Hargreaves Lansdown AGM

Post Date: October 14, 2019

The FTSE and my portfolio jumped up this morning (11th October) on the hope of a Brexit Agreement after all. RBS is up 16% which seems to be a...

Speedy Hire Presentation, Burford Analysis and Treatt Trading Statement

Post Date: October 6, 2019

On Tuesday the 1st October I attended a company seminar organised by ShareSoc in Birmingham, mainly to present my new book. But there was an interesting presentation given there...

Ventus Director Changes following ShareSoc campaign

Post Date: October 5, 2019

ShareSoc are pleased with the outcomes at Ventus and Ventus 2 VCTs. It appears that following difficult AGMs, the directors have listened to shareholders' concerns and have come up with a plan to address the many points raised. The campaign was led by Nick Curtis and supported by Sharesoc and seems to have had a good result. Ventus has now appointed Nick Curtis to the Board of Ventus VCT plc with effect from 1st October 2019. Chris Zeal and Lloyd Chamberlain will resign from the ...

Become a free Associate ShareSoc member

Enter your email to sign up as a free Associate ShareSoc member and receive our emails. It takes a few seconds — and on the next page you'll have the option to customise your membership.