[wvic] Re: WVIC - Actions from November's Meeting

From: "jennie chapman" <dmarc-noreply@xxxxxxxxxxxxx> ("wrenlet2002")
To: "wvic@xxxxxxxxxxxxx" <wvic@xxxxxxxxxxxxx>
Date: Wed, 10 Nov 2021 13:01:46 +0000 (UTC)

Hi Richard
Boo hoo  - what a shame!  Ah well, I will go down another road - not sure what
that might be, but if anyone has anything they would like me to research, do
let me know!
Jennie

    On Tuesday, 9 November 2021, 18:56:21 GMT, Richard Jopling
<dmarc-noreply@xxxxxxxxxxxxx> wrote:

Good evening fellow WVIC members
Further to last nights meeting (thank you again Richard for hosting a great
meeting), please find below the actions taken and some notes for future
consideration.

   - Gamma Communications - a stop loss of 10% on 100% of holding set up for
the maximum duration of 90 days.  Should this trigger, we would still take a
small profit

   - Skanska - instruction was to sell all.  This morning when I tried this, it
was not possible via the online application.  After another call to ii, I found
out it is not possible to trade on the Stockholm Exchange using the online
platform; only trades via their telephone service is possible for shares on the
Stockholm Exchange.  The price for a trade via the telephone service is £49 in
addition to the normal fee of £7.99 😬.  As we brought this share with us from
our portfolio with EQi, I put forward a case this was unfair and that I would
delay the sale.  I was informed that I would hear back before the end of today.
I am delighted to inform you that ii did get back to me late this afternoon
and have agreed to effectively wave this additional fee of £49 for the sale of
Skanska.  I will sell 100%of our Skanska investment tomorrow.

   - ETFs - what we can purchase.  Whilst on the ii platform, I investigated
all ETFs and shares that have been discussed as potential homework.  Please
find the results below.  FYI, please see attached a screen shot of Types of
Investment not available to us and also a list of Markets only available via
the telephone service (higher fees applicable).  Please note that
Internationally listed ETFs or funds are not available to us.

Cannot trade (sorry Jenny)

   - Global X Robotics & Artificial Intelligence ETF (BOTZ) - NASDAQ
   - Global X Cloud Computing ETF (CLOU) - NASDAQ

Can Trade
   - Velocys (VLS) - LSE
   - Blue Field Solar Income Fund (BSIF) - LSE
   - Rolls Royce (RR.) - LSE
   - Enovix Corp. (ENVX) - NASDAQ
   - Visa (V) - NYSE
   - Coinbase Global Inc (COIN) - NASDAQ

I hope this helps and look forward to seeing you all in December at Daphne’s.
Cheers
Richard

References:
- [wvic] WVIC - Actions from November's Meeting
  - From: Richard Jopling

[wvic] Re: WVIC - Actions from November's Meeting

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