The notes in the following pdf, were written by me, about different companies, on the Motley Fool investment boards. The notes cover various companies in the following order:
- Aminex plc, we start with the 2009 AGM of an oil explorer focused on East Africa. At the time of writing this entry, Aminex is still live and kicking (just). But has been one of my weaker investments to date.
- Centurion, a Canadian oil explorer and the note covers a conversation with the CEO. The company was ultimately taken over and was a reasonable investment call.
- Encore Oil plc. This was a bit of a roller-coaster around 2008. The company's early claims about developing a North Sea gas storage facility did not really come to fruition; the share price collapsed as a result. However, the company did subsequently discover some good quantities of oil and made a lot of money for investors who stuck with it.
- Heritage Oil plc, also no longer with us, but which also proved to be both profitable and exciting.
- Medisys plc. My online commenting on companies started in earnest not in oils, but in healthcare, specifically with a syringe manufacturer, There are a number of discussion forum posts about this company, which I followed for several years, before it went bust. Luckily the research paid off, because when it reached its death throes it became clear that investors were ignoring the value in its diabetes monitoring business. The experience was an abject lesson in the dangers of communicating too much with directors, a lesson that other, more successful investors have also found.
- SCi Entertainment, which would later become Scidos. This investment was as much about the company as being part of a community of investors, who shared a lot of information and made it a profitable experience in many ways.
The final post in the document deals with my experiences of being a Barclays Stockbrokers customer, specifically how they expected me on one occasion to find the marketmaker for General Motors' bonds, since they did not know who it was.