Company Meetings and Presentations

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15th Oct '09 by marben100

24 comments 4770 reads

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Marben100

Premium Member

I am a full-time private investor... with a little trading on the side (generally small-scale arbitrage in specialist niches). Previously, I spent 24 years in the IT industry, 13 of those running my own IT services firm. I invested as a "hobby" for 20 years before turning it into a full-time occupation in 2004. I really enjoy the "research" side of investing, finding out about varied businesses and industries and learning what makes them tick. Since going "full-time" I have learnt an awful lot from some very erudite investors & professionals who are kind enough to share their expertise in electronc forums such as this. I can now count a number of them as my friends, having had the opportunity to meet them in the real world, as well as this virtual one! I try to pay back the debt I owe by sharing what I've learnt and I always value constructive criticism to correct my errors and misapprehensions! I am a Director of ShareSoc, the UK organisation for individual shareholders. See below for details. more »

24 comments

marben100

15th Oct '09

Thx for the replies & clarification.

The only event I've got down for next week is Touchstone Group 's EGM on Monday 19th, at which it is proposed that the company delists from AIM and makes a partial tender offer to shareholders. Details are set out in this circular .

I do not intend to attend this meeting, as I attended their AGM this Monday, together with TMF's carmensfella and Aliceinwonder1. Suffice to say, I was neither impressed by the performance of TSE's management (family interests owning a large propertion of the stock), both at the meeting and as reflected in results, nor by their proposal to delist at the bottom of the market and make what I* consider a derisory tender offer to independent s/hs.

*It seem that TSE's management acknowledge that the offer doesn't represent fair value as they say in the circular:

the Directors believe that the current share price fails to adequately value the underlying Group operations and have little confidence that the underlying value of Group operations will be fully appreciated whilst the Company retains its AIM Admission.

Fortunately, I only have a token holding in the company, for monitoring purposes.

Regards,

Mark

marben100

21st Oct '09

I'd just like to highlight a writeup of presentations given by Judges Capital and Maxima Hldgs Plc that I've posted on TMF (out of respect to Carmensfella, the organiser). I highly recommend the Mello events (which are usually held on third Monday of each month) and will try to remember to post a reminder and details here in future.

Regards,

Mark

marben100

22nd Oct '09

Just one event I've got on my list for next week: the Oilbarrel Conference on 28th October.

Looking forward to seeing presentations from:

Aminex
Bpc
Central Petroleum (ASX:CTP)
Max Petroleum
Petroneft Resources
Volga Gas Plc

For anyone not familiar with these events, they are always well attended and you are likely to meet a number of posters from here and from other BBs. If you can spare the time, a great opportunity to listen to presentations and quiz the directors of oil companies you might either have an investment in, or that might be worth assessing as potential investment candidates.

Hope to see you there!

Mark

StrollingMolby

22nd Oct '09

Whilst not strictly a company presentation event, let's not forget there is also the World Money Show at the QEII Centre in Westminster occurring next Fri/Sat 30/31 October which Murakami flagged up here and which can be seen on numerous banner ads around the site.

Ed (Promethean) is scheduled to speak at 5pm Saturday on the issue of "Power to the People: Private Investors in a Digital Age". The complete schedule can be seen here including a keynote speech by John Authers of the FT on Friday.

I have registered to attend (on Saturday) and hope to meet others there as well as the Stockopedia team.

Also, I noticed in an article on The Motley Fool that the National Investment Club Conference 2009 is taking place on Saturday 30th at the QEII, for those with an interest in starting an investment club, and the schedule has an investment club slant on the Saturday, though not exclusively.

SM

Betasurfer

23rd Oct '09

Another event for the list for those that are interested - next Thursday 29th, there's another ProActiveInvestors One2One investor forum at the Chesterfield Mayfair Hotel. The companies speaking will be:

Andover Ventures Inc. (TSX-V:AOX) - Andover Ventures is a precious and base metal exploration and development company, headquartered in Vancouver, British Columbia, Canada, with world class properties located in the historic Tintic Mining District, Utah, USA and the Polymetallic rich Ambler Mining District, located in Alaska, USA.
Robust Resources Limited (ASX:ROL) - Robust Resources Limited is a Sydney-based miner exploring for Gold-Silver and Base Metals on Romang Island in Indonesia’s richly endowed Banda Magmatic Arc, 650km northwest of Darwin. Robust is exploring highly prospective ground previously explored by Biliton (1990s) and an initial 2000m drilling program with the Lakuwahi Caldera Project has identified wide zones of gold-zinc-silver-lead-copper mineralisation.
Rodinia Minerals (TSX-V:RM) - Rodinia Minerals is a rapidly-growing clean energy company well-positioned to capitalize on the world’s surging demand for uranium and lithium. Although our perspective is worldwide, we’re presently focused on exploration and development of key holdings in historic uranium and lithium belts of the Western United States.

You can register here: http://www.proactiveinvestors.co.uk/eventregistration.php

Murakami

26th Oct '09

In reply to StrollingMolby (post #8)

Just FYI, for those planning to attend the World Money Show on either Friday or Saturday, we are planning to run a variant of the Stockopedia Fund Challenge, which should be quite fun/interesting. More details on that at the show itself!

If you can make it, we'd love to see you, so please come along if you're around. You can register for FREE by clicking here. We'd welcome the support for our first show!!

marben100

29th Oct '09

Re #7: Posts/threads relating to Aminex and BPC at the Oilbarrel conference can be found here: http://www.stockopedia.com/forum/view/32809/oilbarrel-presentation-281009 and here: http://www.stockopedia.com/forum/view/32823/bpc-oil-in-the-sunshine

In response to Rob's query re Central Petroleum (ASX:CTP) on the Aminex thread, I'm afraid I wasn't overly impressed. ISTM that huge CAPEX is required to turn their prospective projects into viable ones. A quoted GTL CAPEX of $75k/bpd of production, though reasonable, doesn't look hugely attractive to me. That's equivalent to paying $7.5m for a well & infrastructure to produce 100bopd of oil. I think there are companies offering considerably more attractive returns than that. I formed the impression that CTP were trying to spread meagre resources over a huge area, rather than focussing on any one prospect with near-term potential.

If anyone wants to discuss CTP further, please start a separate thread.

[edit]Ooops! I see a thread for CTP has been created... I'll copy my comments there.

Regards,

Mark

marben100

29th Oct '09

I only have one date in my diary for next week: the Indigovision Group AGM, in Edinburgh on Wednesday 4th November. 'fraid I won't be attending that one, having attended a post-results briefing from them in London.

Cheers,

Mark

marben100

6th Nov '09

One date I'll highlight for next week: Nighthawk Energy Plc 's AGM @ 11am on 12th November. The meeting is to be held at the offices of Osborne Clarke, One London Wall EC2Y 5EB.

Cheers,

Mark

marben100

9th Nov '09

I have just made travel arrangements to attend Polo Resources Ltd 's AGM next week, on 18th November. If anyone has any questions they'd like asked, either post them here, or send me a Stockopedia message.

Polo's annual report and AGM circular can be found here: http://www.poloresources.com/Investors_Reports.htm

Cheers,

Mark

marben100

10th Nov '09

Just got a reminder that Proactive Investors have a forum this Thursday, 12th November, at 6pm, at the usual venue of the Chesterfield Mayfair Hotel, where attendees will:

hear directly from the directors of Nyota Minerals (AIM/ASX: NYO), Mariana Resources (AIM: MARL), Strategic Natural Resources (AIM: SNRP) and Bravo Venture Group (TSX-V: BVG) who will be presenting (click each company for in-depth information).

Cheers,

Mark

marben100

12th Nov '09

A quick heads up that Monday evening (16th) is the date for the "Mello" investor event, organised by the esteemed "Carmensfella". I will be there. Further details to follow.

Cheers,

Mark

marben100

12th Nov '09

Hot off the press... I understand that Savile Group will be presenting at the Mello event. There is a good writeup on them here: http://www.fool.co.uk/news/investing/company-comment/2009/10/30/saviles-got-talent.aspx?source=isesitlnk0000001&mrr=1.00 Further details still to follow...

StrollingMolby

12th Nov '09

Hot off the press... I understand that Savile Group will be presenting at the Mello event

Great, did Jim'll fix it for you ?

Now then, now then...

SM

doverbeach

13th Nov '09

Afren AGM : White & Case LLP, 5 Old Broad Street, London EC2N 1DW on 30 November 2009 at 10:00 a.m.

marben100

14th Nov '09

OK, detail's of Monday's "Mello" event have now been posted here: http://boards.fool.co.uk/Message.asp?mid=11743851

"Sea Salt" (formerly Mello) is directly opposite the station exit onto Southend Road (opposite Waitrose), on the north side of the railway bridge. Address: 2 Southend Road, BR3 2SD. People start arriving between 6:30 and 7:00pm.

I highly recommend these events, not just for the presentation but as a great opportunity to meet and chat with fellow investors.

Regards,

Mark

marben100

17th Nov '09

Another Proactive Investors event next Thursday 26th November:

hear directly from the directors of Pan African Resources (AIM: PAF), Chaarat Gold (AIM: CGH), Discovery Metals (AIM/ASX: DME/DML) and LonZim (AIM: LZM) who will be presenting.

The presentations will start at 6:00pm and finish at approx 8:00pm. Following the presentations will be a complimentary bar and an assortment of the finest seasonal hot & cold canapés giving you the opportunity to speak with the directors and other investors. It is expected that this forum will be oversubscribed, so please register to avoid disappointment.

Cheers,

Mark

marben100

20th Nov '09

I have posted a writeup of Polo Resources Ltd 's AGM here: http://www.stockopedia.com/forum/view/33450/polo-agm-2009

marben100

26th Nov '09

Next week, I have the AGM for Ceres Power Hldgs , the fuel cell company, in my diary at 10:30 on 4th December. Their recent placing announcement came as a bit of a surprise, considering that they still have £23m in the bank...

Cheers,

Mark

marben100

6th Dec '09

I have posted a writeup of Ceres Power Hldgs 's AGM here: http://www.stockopedia.com/forum/view/33863/ceres-agm-2009

Cheers,

Mark

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Marben100

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