Blog posts

Rolls-Royce and Other AGMs

Yesterday I attended the Annual General Meeting of Rolls-Royce Plc - held at 11.00 in Nottingham (at a conference centre on the University Park). Why move the venue from London where it has been held since 2004? Probably to attract a more sympathetic audience of ex-employees I suspect. Shareholders in Rolls-Royce don't need to be told that this company is going through a rough patch. Profits in the last two years have been miniscule, the dividends have been cut and even revenue ...

AGM Reports

Spirent (SPT) AGM 2016

Sparsely attended meeting in ec2 but interesting nevertheless No formal presentation which is disappointing but Directors very open to Q&A Chairman noted the sad passing of one of the NEDs Duncan Lewis Printed Q1 update provided Encouraging features inter alia : Profitable growing company with strong cash flow and cash buffer Provides exposure to some attractive areas via performance and security testing of networks and applications including next generation high speed Ethernet + security issues related to 'internet of things' etc New activist shareholder engaging with Board - ...