SIGnet Join Donate Contact Login
ShareSoc — UK Individual Shareholders Society
Popular AGM voting guidance Investor Academy Company research Woodford campaign SIGnet groups
SIGnetJoinDonateContactLogin

Blogs

Latest Blogs

Laggard Aviva AGM – Companies should engage positively with shareholders!

Post Date: April 8, 2026
Don’t hide in York! Don’t use hybrid AGMs to hide from difficult questions.  The announcement that Aviva plc will hold its 2026 Annual General Meeting at its regional office in York (Wellington Row) on 6 May is, on the surface, framed as an act...
Read more

Laggard Jubilee Metals (JLP) 

Post Date: March 31, 2026
The value of careful balance sheet analysis   Jubilee Metals Group plc (JLP:LON) is a UK‑based, AIM‑listed metals processing and recovery company. It specialises in extracting valuable metals from mine waste, tailings and...
Read more

Vanguard cuts LifeStrategy UK Home Bias

Post Date: February 16, 2026
Why Now, and What It Really Means  Vanguard has announced a significant change to its flagship LifeStrategy range: a reduction in the long‑standing UK home bias. Equity exposure to the UK will fall from...
Read more

Portfolio review 2025 – Cliff Weight

Post Date: January 29, 2026
Up 15.7%. 😊. I am happy with this. Key points Portfolio up 15.7%. Benchmark performance: 13%, representing a 90% equities/10% bonds/cash allocation. The global equities benchmark rose 13.9% in sterling terms MSCI USA rose 9.2% in sterling terms (17.9% in dollars, but I was unhedged) UK FTSE 100 rose +25.8%. My outperformance of +2.7% reflects: my FTSE 100 shares (impact on returns = +0.5%), stock selection +6%, my small AIM company bias (-1.5%) and US underperformance in sterling terms ...
Read more

Laggard Socially Useful Frenkel Topping (FEN): Another Opportunistic Takeover and Delisting

Post Date: November 6, 2025
Another week, another blatant example of the chronic undervaluation of UK small-cap companies, leading to a lowball takeover, that forces long-term individual shareholders out at a lowball valuation.  The AIM market, it seems, is becoming a hunting ground for opportunistic private equity firms to snatch up good businesses on the cheap.  I’ve written about this pattern before with Gusbourne, Dewhurst, and the particularly egregious case of Anexo. The latest name to add to this sorry list is Frenkel Topping (AIM: FEN). I think this one is particularly cynical. Many ShareSoc members will ...
Read more

Become a free Associate ShareSoc member

Enter your email to sign up as a free Associate ShareSoc member and receive our emails. It takes a few seconds — and on the next page you'll have the option to customise your membership.