Minutes of meeting - 17th July 2000
Minutes of Ermyn Investment Club Meeting
17 July 2000
Present: DH, RM, GA
Review of current portfolio
| Greenwich | 4000 | shares | Hold and review at 14p. |
| Desire | 80 | shares | Hold. |
| Ransome | 1700 | shares | Sold at 63p 5.7.2000 |
| M&S | 300 | shares | Review next meeting. |
| Corp Svs | 750 | shares | Out if we can break even. |
| Scott & New | 160 | shares | |
| Tepnel | 800 | shares | Hold for review at next meeting but get out at 120p if before. |
| McAlpine | 350 | shares | Sell at 225p (purchase price) or 235p break even. |
| Eidos | 260 | shares | Sold at 533p 5.7.2000 |
Potential Targets with share price levels at which we will review purchase.
GA to research and advise reporting dates.
| PSION | REVIEW AT £7 |
| KEWILL | REVIEW AT £7 |
| SAGE | |
| IMAGINATION TECH | REVIEW AT £2.5 |
| BALTIMORE | REVIEW AT £6 |
| DURLACHER | REVIEW AT 70P |
| CMG | REVIEW AT £9 (EVEN £10) |
| TURBOGEN | LET IT SETTLE FIRST |
| TRAFFIC MASTER | RESEARCH PRICE |
| EIDOS (AGAIN) | WATCH PRESS AND REVIEW AT £4 |
| LLOYDSTSB | REVIEW IF < £6 |
Meeting closed at 1.15pm.
RM
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