Stockwatch UK is an independent reporter of UK PLC news with a focus on UK mid and small cap stocks, including AIM. We are based in London, primarily attending corporate meetings and publish a timely summary of the meeting to our membership base. The intention is to inform and all comments are our own with no financial recommendation implied.
WHY STOCKWATCH UK
30 YEARS' of
A NOSE FOR AN INVESTMENT STORY
1-2-1 MEETING FEEDBACK & SUMMARIES
The author of Stockwatch UK is an experienced reporter of UK PLC news, with a career long interest in UK mid, small cap & AIM stocks. These segments of the LSE generally outperform the larger caps stocks over time. Fact. Acorns becoming oak trees can happen. Successful investment is said to be a combination of avoiding the many daily black hole opportunities that exist and taking a long term investment approach. As a human, this advice is not that easy to take as temptation and greed are strong forces to repel. The market will try to unseat equity investors in their investment journey.
SPREADSHEETS DON'T TELL THE WHOLE PICTURE
Stockwatch UK reports the company news, often following a formal results meeting, but also through analysis of RNS newsflow using our experience to highlight and interpret the content. Remember that not all of the spoken word is heard by the audience nor interpreted the same way. Human bias at work. It often seems to happens that the most interesting and potentially dial moving comments that are made in a results presentation do not get reported by the modern spreadsheet trained analyst. Gut instinct or 'fag packet' analysis is no longer encouraged. Listening is a skill. Interpreting the presentation and asking the right questions takes knowledge and sometimes bravery. Stockwatch UK tries to be different.
Stockwatch UK has strong connections with IR houses and is able to attend or join in with a company's result webcast. We also take time to attend PLC speed dating evenings where we can ask direct questions about the business, it's future plans and trading concerns, ESG or dividend policy decisions, funding concerns and any other questions where it seems the answers do not often make the content of a broker note. In the current spreadsheet dominated analyst universe, the answer of 42 is not always correct in the real world.
Stockwatch UK is a PLC meeting reporting service for the sophisticated or professional investor. No investment recommendations are to be implied.
Stock meeting write ups will generally be results focused, but 1-2-1's meetings with management will also feature* alongside other market comments
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*The content of Stockwatch UK should in no way be seen as an inducement to trade and the content within the email seeks to be informative. Production is not necessarily daily but seeks to be timely and relevant with the views being that of the meeting attendee's alone. No liability for financial loss will be accepted. All emails correspondents are confidential and shall not be shared.