The Worcestershire is open to all SIGnet members who have an interest in profiting from, and developing their stock market experience (other asset classes qualify too!). Novices and Fund Managers are made equally welcome. Meetings consider topical investment issues, facilitate the exchange of ideas, and are intended to provide a forum for the enjoyable sharing of areas of expertise.
Group updates
April 2025
The group heard presentations on record-keeping systems and data discrepancies in LSE listings, and evolving investment strategies amid Trump tariff concerns, including a multi-factor approach and spread-betting opportunities. Members discussed platforms like Invest Engine, with interest in commodities such as gold, silver, and uranium, and specific stocks including Plus 500, IGG, CMC, SUPR, MPE, and RSW. Morningstar ratings and insurance-related opportunities were reviewed, while ongoing caution around tariff exposure was noted. Inter-meeting communications will remain informal, and a visit to Solid State in Redditch is planned for 28th May. The next meeting is scheduled for Thursday, 15th May 2025.
March 2025
The group held a wide-ranging discussion covering recent share ideas, buys, and strategic shifts. Members reviewed several stocks including HFEL, HHI, RECI, and RWI, while caution was expressed on early-stage ventures like Connected Kerb. Recent buys included QVTS, UBER, and Pfizer, with some members shifting focus to funds and bonds following IHT changes. Other activity included trades in Yellow Cake, Fresnillo, Plus 500, and interest in gold and commodities. Trump’s influence on markets prompted varied views and cash-heavy positions, while value and defence stocks were seen as promising. Options trading and cautious exits from US equities were also discussed. Operational improvements such as inter-meeting subgroups, a shared platform, and better audio were explored. The next meeting is scheduled for Thursday, 17th April 2025
December 2024
The group enjoyed a presentation on technical analysis, covering moving averages, chart patterns and other indicators. Members also discussed the rise of AI in investing, reflecting on its ability to analyse company announcements and manage funds. Stock discussions included National World, Rolls Royce, and Fresnillo. Plans for 2025 include an exciting line-up of presentations including on corporate bonds and climate change investing. The next meeting will be on Thursday, 16th January 2025, followed by lunch for those who wish to attend.