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View all Representation →Consultations- Digitisation Taskforce – Final Report
- FCA Consults on Fund Product Information and Cost Disclosure CP24/30 – ShareSoc Responds
- FRC Consults on UK Stewardship Code – ShareSoc Responds
- FCA Consultation – Modernising Redress
- HMRC Consultation – IHT on Pensions
- ShareSoc Evidence to Lords on FCA Enforcement
- ShareSoc supports FCA proposal for criminal background checks on owners and controllers of financial institutions
- UK ISA: ShareSoc submits consultation response
- FCA Consultation on Enforcement Practice & Transparency
- ShareSoc response to House of Commons Education Select Committee
- UKSA and ShareSoc Submission to Labour Party Review of Financial Services
- FCA Consultation GC23/2 Financial Promotions on Social Media
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SUPERDRY PLC (SDRY)
Blog posts
Brands Have Limits – Saga and AA
Post Date: April 12, 2019
I have written before about the merits of strong brands. This is a paragraph from my new book soon to be published (entitled “Business Perspective Investing”): “Trade marks help customers to identify with the product, and make it easier for them to select the product on a new purchase. Brands are particularly effective when there is actually little difference between competitors’ products - for example, lager beer, gin or washing powder. Brands are exceedingly valuable if well maintained. Coca-Cola is a ...
All Change at Superdry and Intercede – Perhaps
Post Date: April 12, 2019
Readers are probably aware that founder Julian Dunkerton managed to win the votes yesterday (2nd April) at the EGM that he requisitioned at Superdry (SDRY). The votes to appoint him and Peter Williams were won by the narrowest of margins despite proxy advisors such as ISS recommending opposition. My previous comments on events at Superdry are here: https://www.sharesoc.org/blog/company-news/superdry-does-it-need-a-revolution/ . It did not seem clear cut to me how shareholders should vote, but I did suggest there was a need for change.
There ...
Superdry – Does It Need a Revolution?
Post Date: March 14, 2019
I mentioned the requisition of an EGM to appoint two new directors at Superdry (SDRY) in a previous article. Here’s some more analysis:
The requisition has been submitted by two founders – former CEO Julian Dunkerton and James Holder who together hold about 29% of the ordinary shares. They wish to appoint Julian and Peter Williams as non-executive directors – Mr Williams is a very experienced director of consumer products companies and is currently Chairman of Boohoo.com Plc although he is stepping ...
Abcam Interims, Brexit Amusement and Superdry
Post Date: March 4, 2019
Abcam (ABC) published their Interim Results this morning (4/3/2019). The share price promptly dropped 20% although it has recovered half of that at the time of writing. What was the reason for the price drop? A major profit warning, totally unexpected results or other issues? None that I could see. Before giving you my analysis, you may care to read what I said about the company after attending their last AGM – see https://www.sharesoc.org/blog/company-news/persimmon-departure-abcam-agm-and-over-boarding/ .
I expressed concerns about the cost and ...
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