Griffin Speculators Investment Club

MINUTES

Griffin Speculators Investment Club

Minutes of meeting held on Wed 6th March 2002

Present: Paul Manning, Nick Walch, Mike Bell, Ian Cosford, Andy Slinn, Neil Hogg, Pauline Naylor.

Apologies: Tim Bentley, Richard Poole, Keith Burbanks, Jon Kitch

Previous Minutes:


Minutes of the monthly meeting of 6th February were approved.

Treasurer's Report:

The Treasurer reported the following figures :

HSBC : £278.30
Charles Schwab : £1038.86
Petty Cash : £ 0.55

Total : £1317.71

Less
Admin. Fund : £ 32.85
Fantasy Share : £ 90.00

Total : £1194.86

Net Assets : £7688.39
(80.54% of total current cash contributions since
inception)

Unit Price : £0.67


The Treasurer was asked to issue a revised set of accounts to reflect the correct 'Change during Month' figures on the Monthly Assets statement.

Additional Investment


There were no applications to purchase additional units or increase monthly subscriptions.

Current Portfolio:

Stock No Stop-Loss Target
Atlantic Caspian Ord 5p 5079 None Sell ½ at 15p
Cadbury Schweppes 426 430p Review
Chorion 3948 20p Track Monthly
Envesta 2000 None None
Games Workshop 266 530p Target sell price 600p & track monthly
Just Group 4965 Suspended Sell ½ at 20p
Lastminute.com 35 None 64p
Hilton Group 500 180p Review April 2002
Quintain Estates 403 180p Track
Rage Software 2176 None Review monthly
       

This Months Investment Decision

After discussion the meeting agreed to hold on to all current holdings and:

· raise stop loss on Cadbury Schweppes

Shares to watch next month


It was agreed to track prices for the shares to watch

Share Price March Price April Price May Price June Price  
JD Wetherspoon 365p        
Wolverhampton & Dudley 656.5p        
Electronics Boutique 142.75p        
HBOS 765.5p        
Safeway 313.5p        
Tesco 249.5p        
JJB Sports          

AOB

Our AGM will be held on Wednesday 22nd May at 12.30pm in CR2 Jubilee House 1. Please make every effort to attend - it has to be quorate.

Members are requested to consider standing for officials posts next year.

The meeting agreed to take up the annual ProShare subscription. Andy Slinn to be reimbursed the cost (£25) out of club's admin fund.

Next Meetings

Wednesday 3rd April 2002 at 12:30 pm in Room 2.

Please note Paul Manning is on holiday for this meeting and therefore the secretarial rota comes into play - Mike Bell is next on the rota for minutes.

Wednesday 1st May 2002 at 12.30pm in Room 2
Wednesday 22nd May 2002 at 12.30pm in Room 2 (AGM)
Wednesday 5th June 2002 at 12.30pm in Room 2
Wednesday 3rd July 2002 at 12.30pm in Room 2
Wednesday 7th August 2002 at 12.30pm in Room 2

Please note your diaries with these meeting dates.