Apologies: Wez Davey (holiday)
Absent: Allan Proudfoot, Alan Martin
No outstanding actions
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Unit price is down from 102p to 101p.
Brown Group - seems to have gone badly. Need to review.
Kelda - Good yield, steady growth - hold.
UK Coal - New purchase. Share suffered badly in recent years with prospect of a recovery. On a 10% stop loss.
Hardys and Hansons - banking on a long hot summer with lots of sporting events. Continuing up - hold.
Isoft - were tracking sideways. Sold at 400, now at 391. Will re-acquire at the bottom of its trading band.
Shell - recovery share, up some 8% (£83). Need to decide whether to ditch or keep as long term share.
British Empire - bought as a momentum share. Unfortunately moment has stopped and it is now tracking sideways. Need to review.
Savils - Estate agents - dropped recently. This one has the potential to fall a long way. Need to consider whether to hold or sell.
Enterprise Inns - tracking sideways, share sold.
Pennon - showing good growth. Monitor and hold.
Rank - Recent fall, but has good dividend prospect. Monitor and hold for present.
Bovis - good long term growth prospect, but recent fall (20%). Monitor.
London Stock Exchange - Good long term growth potential, but has a wide trading band. Currently tracking upwards, sell if it reaches 510p per share.
Review minutes of previous meeting
Review treasurer's report
Review current holdings
AOB
Agenda for next meeting