Dear everyone,
A big thank you to those who have come up with ideas for our meetings in the
era of Zoom.
The Chairman has approved the way forward as follows:
- Before the next meeting we ask those with Proposals for New Investment
to send in their case, using the New Investment proforma developed by Richard
J. If you can’t fill in all the boxes, no problem, and there is room to add
some additional thoughts.
- Likewise, would Raconteurs of existing stocks please put their thoughts
into a proforma being kindly developed by Richard S, ending with a clear
SELL/HOLD/BUY MORE recommendation.
- John S will bring up the relevant email on screen as it is discussed so
there is no need for for further explanation, just questions.
- Zoom will open up at 7.30, with the meeting business starting at 8 and
finishing at 9pm. The first half hour will be “social” so those feeling tired
or monosyllabic or still having supper just need to log in by 8pm!
As a reminder we have the following Proposals for New Investment
- Neil - something in the Construction industry
- Nick - Qualcom - US semi-conductor and telecoms, and DS Smith -
packaging
- Jane - Nvidia - computer graphics
But new ideas may be submitted nearer the time, using the format.
Raconteurs are as follows:
- Antony - Alphabet
- Nick - Apple
- Richard S - BP, Griffin Mining, Horizon Discovery, Simex Atlantic &
Solar Edge
- Peter D - Diageo
- Neil - Gold
- Jane - Intuitive surgery
- Daphne Oxford Biomedica
- Robin - Tekmar
- John - Bitcoin & Ethereum
So the rest of us can sit back and relax…..
Best wishes
David
