About
Representation
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
- VIEW ALL CONSULTATIONS
Education
Events
View all Events →Upcoming Events- Oct27SIGnet North Leeds / Harrogate / Skipton Group Launch Meeting
- Oct27Asset Match webinar on PISCES: what it means for liquidity in private company shares
- Oct30ShareSoc Webinar with JPMorgan Asia Growth & Income plc (JAGI)
- Nov2The future of share ownership and corporate reporting: what investors need to know
- Forums
Company
UP GLOBAL SOURCING HOLDINGS PLC (UPGS)
Blog posts
Portfolio Review 2022 – Mark Bentley
Post Date: January 19, 2023
This article reflects the opinions of its author and not necessarily those of ShareSoc.
Introduction
Following on from my reviews in 2020 and 2021, I have now conducted a similar exercise for 2022. See my 2020 review for an explanation of my investment objectives, strategy, "asset types" and investment accounts. My 2021 review can be found here.
I think most investors will have found 2022 a difficult year and I was no exception! See "Results Breakdown" below for the gory details.
Whilst my complete portfolio ...
Treatt Profit Warning
Post Date: August 17, 2022
The views expressed in this article are those of its author and not necessarily those of ShareSoc.
It has been suggested by articles in Investors Chronicle that now might be the time to venture back into the small cap market after a big fall in the share prices of such companies in the last year (the FTSE-AIM index is down by 27%). But investors in Treatt (TET) might not agree. After a profit warning this morning (15th August 2022) the share price ...
Leaders and Laggards
Ultimate Products (UPGS): Showing the Way in Shareholder Engagement
Post Date: October 14, 2020
I was delighted to receive an invitation via research house, Equity Development, this afternoon to attend two events organised by LSE listed UPGS.
Firstly, a presentation of their annual results on 3rd November, with an opportunity to ask questions and then a virtual showroom tour on 1st December.
Too many listed and quoted companies restrict their results presentations to analysts and institutional shareholders, so it is good to see UPGS setting a good example and extending an invitation to all current and prospective ...
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