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Popular Articles
Qonnectis (QTI)
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Seagate from the Ashes
Why We Can't Predict
How I Plan to Trade FX
The Metro? Really?

Minutes of MWM meeting on 30th Jan 2008 (or thereabouts) PDF Print E-mail
Written by Scott   
Sunday, 10 February 2008

Agenda

discuss Qonnectis progress

Business from last week brought up ie Cineworld and AUtonomy

Website

 

To read the minutes of this extremely short meeting click 'read more' below

 

Portfolio analysis of Qonnectis

general strategy look to hold for about 6months with major review at end of tax year

Qonnectis recently released a trading statement which days before we had predicted what they would say. This was either fluke or very astute on our part.

[AT THIS POINT BEER WAS PUT IN THE FRIDGE]

Cineworld; Questions about Real D technology answered, it really isnt much, all cinemas are using it and therefore is not exclusive to Cineworld. Still waiting on year end accounts for decision on buy

 Autonomy news - it was agreed for a YES vote to go ahead next week after SCOTT had explained why autonomy were trading at such a high p/e and convinced people they werent overvalued.

NO NEW COMPANIES WERE PRESENTED - NIK been too busy with work, SCOTT AND BEN been constantly researching AUTONOMY or MAJESTIC WINES or XAAR (which isnt a disease in this case)

Any Other Business

a monthly/weekly newsletter to forum subscribers with links to all of this months articles and a run down of what happened in our portfolio and indeed the WORLD in said month.

SCOTT makes apoligies as will not be able to attend next weeks meeting because of going out in Oxford tuesday night.

 

THat concludes the 2nd or 3rd official MWM meetings

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3.25 Copyright (C) 2007 Alain Georgette / Copyright (C) 2006 Frantisek Hliva. All rights reserved."

Last Updated ( Sunday, 10 February 2008 )
 
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The Doghouse:
The Metro? Really?

This weeks doghouse goes go Scott. Not only did he get a stock tip out of the metro, in a written report he then handed out he admitted he couldn't find a particular figure but i quote "It was a big number, tis somewhere in last Mondays metro". Pathetic.

That said, in all fairness, the stock (Majestic Wine, MJW) is now on our probable buy list, he still gets the doghouse for admitting his source.

Ben. 

In my defence it was actually Thursdays Metro.

Scott