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The Master Investor Show announces an exciting Main Stage line-up

Post Date: April 1, 2019

Advertising Feature The Master Investor Show – the annual conference for private investors, has announced a superb Main Stage line up for the 2019 show. This year’s event will provide the best insights into investing by reviewing current and future socio-economic trends, cutting edge technologies and how best to take advantage of them. Across the four stages, all things from trading, stocks, shares to funds and bonds will be explained by the leading experts within their fields. Now in its 17th year, Master Investor ...

Argo Blockchain and FT Letter

Post Date: April 1, 2019

An announcement appeared this morning from Argo Blockchain Plc (ARB). It was well timed as I was going to write something on the hype surrounding blockchain technology soon. ARB has received a requisition to remove two of the directors, and appoint others. The company has been focused on providing a cryptocurrency mining service and floated on AIM at a price of 16p – it’s now just over 3p. But a few weeks ago it gave up the “mining-as-a-service” business to focus ...

Will Neil Woodford Succeed?

Post Date: March 24, 2019

How long do you give a fund manager before giving up on poor performance? This is the key question faced by investors in the funds run by Neil Woodford and his Woodford Investment Management company. Neil Woodford had a very successful record at Invesco – their High Income fund turned £10,000 into £230,000 over 25 years. In 2014 he departed to set up his own investment company and he attracted many followers to the new platform but the record since then has ...

Invitation to Meet with Royal Mail, April 8th 15.30pm

Post Date: March 24, 2019

Following the Royal Mail's AGM in 2018, at which 70% of shareholders rejected the Director's Remuneration Report, the Royal Mail are embarking on a series of consultative meetings with major shareholders and shareholders' representatives to discuss their concerns. Such a meeting has been called specifically for representatives of UK Shareholders Association and ShareSoc and will be held at the Royal Mail's premises at Victoria Embankment London on April 8th and attended by Orna Ni-Chionna, NED and Chair of the Remuneration Committee; Julia ...

Safestore and Fundsmith AGMs

Post Date: March 20, 2019

Today I attended the Annual General Meeting of Safestore Holdings Plc (SAFE) in Borehamwood. Their head office is next to one of their self-storage units. They now have 146 stores with a concentration in London/South-East England, and in major UK cities, plus some in Paris. The Chairman, Alan Lewis, commenced the meeting with a very brief statement. He said 2018 was a good year with good strategic progress. He is confident value creation will continue. Note that Mr Lewis is stepping down ...