Meetings for Investors

Mello Event, ProVen and ShareSoc Seminars and Lots More News

It’s been a busy last two days for me with several events attended. The first was on Tuesday when I attended the Mello London event in Chiswick. It was clearly a popular event with attendance up on the previous year. I spoke on Business Perspective Investing and my talk was well attended with an interesting discussion on Burford Capital which I used as an example of a company that fails a lot of my check list rules and hence I have ...

FRC: Individual Shareholders Engagement Meeting 5 Nov 2019

This was an excellent event, well organised by the FRC with about 80 attendees from ShareSoc and the UK Shareholders' Association. It is very reassuring to hear the underlying messages now coming from the FRC. The significant change of approach on transparency is very much to be applauded. It is also clear that oversight of audit quality is receiving much more attention. Following hard on the heels of yesterday's presentation from David Rule, I was very pleased to see today's news alert, ...

RNS Announcement Emails and Mello Presentation

Many private investors like me have been using a service from Investegate to deliver new RNS announcements via email. But recently, and not for the first time, delivery of such announcements has been delayed, or they have not been delivered at all. This can be positively dangerous – for example I only realised that I had missed seeing one after the share price of a company I held rose sharply. Missing bad news can be even more traumatic. After complaining to Investegate ...

GB Group, Patisserie Holdings, FRC Stewardship Code and Halma

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 large funds and trusts have been declining. Is this due to currency effects or the realisation that “star” fund managers such as Neil Woodford cannot be relied upon? Others are just bouncing around. However there was one exception yesterday when GB Group (GBG) jumped 14% after a positive trading statement. That company ...

Speedy Hire Presentation, Burford Analysis and Treatt Trading Statement

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 by Speedy Hire (SDY). This is not a company I have looked at before because it seemed to be in a sector driven by construction activity which tends to be cyclical and in a fragmented market with few barriers to entry. This is probably why other listed companies in the sector such ...

RBS Shareholder Event 10 September 2019

RBS held a successful shareholder event at their London HQ on 10 September 2019, attended by about 90 shareholders. There is clearly demand, from many shareholders, to attend such events. The format was a panel of Sir Howard Davies, Chairman, Francesca Barnes, NED of the ring-fenced bank, Yasmin Jetha, NED of the ring-fenced bank, Bruce Fletcher, Group Chief Risk Officer and Matt Waymark, Director of Finance and Investor Relations. Sir Howard made a short introduction about strategic issues, explained the latest PPI ...

RBS Shareholder Event Tuesday 10 September 2019, 6pm – 8pm in London.

I am very pleased to report progress at RBS on shareholder engagement with individual investors. The next event will take place on Tuesday 10 September 2019, 6pm – 8pm in London. If you are interested in attending this event please email your full name, postcode and Shareholder Reference Number (if known) to rbseventlondon@computershare.co.uk by Friday 23 August 2019. On the 25 November 2019 RBS are planning a virtual shareholder event. Further information regarding this event and how to participate will be made available soon. I ...

Lloyds Banking Group (LLOY) Retail Shareholder Event 14 June 2019

Carla Antunes da Silva, Executive Committee member and Group Strategy, Corporate Ventures and Investors Relations Director and Douglas Radcliffe, Group Investor Relations Director presented to 40 retail shareholders in a highly successful event organised by Lloyds and ShareSoc. After a detailed 45 minute presentation, Carla and Douglas answered questions for 30 minutes, followed by informal discussions and networking over a very pleasant buffet lunch on the 8th floor of the Lloyds head office in Gresham Street overlooking the London skyline. Copies of the presentation ...

GoGompare AGM and a Generous Remuneration Scheme

Yesterday (23rd May) I attended the Annual General Meeting of GoCompare.com Group (GOCO) which was actually renamed GoCo Group at the meeting. This was held in the City of London at 3.00 pm but even so there were still very few ordinary shareholders present – less than ten I would guess. The company’s main business is a price comparison web service, particularly focused on car insurance, but also covering utilities and other products. It is of course fronted by Italian opera singer ...

Mello Trust and Funds Event and ShareSoc AGM

I managed to attend part of the Mello Trust and Funds Event in West London yesterday and although I had other commitments today, I may manage to attend the second day of the main Mello 2019 event tomorrow. If you have not attended one of these events before, it is definitely worth doing so. The only slight criticism I would have is that getting to Chiswick from South East London where I live via the slow District Line is not great. ...