Current Portfolio
| Stock | No | Valuation | 'Owner' | Stop-Loss | Target |
| Alizyme | 960 | £1130.40 | (RP) | 100p | Sell ½ at 250p |
| Artisan | 6270 | £677.70 | (NW) | 10p | Sell ½ at 30p |
| Atlantic Caspian Ord 5p | 5079 | £89.58 | (GR) | None | Sell ½ at 20p |
| Bank of Scotland | 171 | £1249.36 | (PM) | 600p | Review 0102 |
| Envesta | 52 | £17.79 | (NW) | None | None |
| Just Group | 4414 | £484.50 | (RP) | 8p | Sell ½ at 20p |
| Lastminute.com | 35 | £6.90 | (NW) | None | Cover selling costs |
| National Grid | 186 | £1046.34 | (IC) | 500p | Review Jan 2002 |
| Quintain Estates | 403 | £745.64 | (NH) | 150p | Review July 2001 |
| Rage Software | 2176 | £140.32 | (AS) | 5p | Review July 2001 |
This Months Investment Decision
After discussion the meeting agreed to hold on to all current holdings and attempt
to build up monies to approximately £1500 before looking at a further
purchase.
Last minute.com
Richard Poole confirmed he was progressing with the last minute.com sale proposal.
Dealer cover/Address for correspondence
General discussion held. It was agreed to leave as present.
Stop loss / Gain lock policy
This was revisited. Revised figures incorporated in table above.
AOB
Richard Poole advised that Andy Taylor may tender his resignation soon due to
his changing circumstances.
It was agreed to hold our AGM in the third week in May (see below).
A general discussion was held about the potential to raise minimum monthly investment
to £25 for all members (new members after 12 month period). Consideration
may be given to lump sum investments at bonus time. It was agreed that all would
consider and discuss at next meeting. It was pointed out that this would require
changes to the constitution/rules.
General point made about encouraging new members to join.
Nick Walch agreed to circulate details about the Proshare seminars.
Next Meetings
The next normal monthly meetings have been arranged for Wednesday
4th April 2001 and Wednesday 2nd May at 12:30 pm in Moseley's Arms
function room.
The AGM has been arranged for Wednesday 16th May 2001 at 12.30pm in
Moseleys Arms function room.