November 12, 2008
After a remarkable first half of the 2008 AGM season, we're gearing up for the final three weeks but need a little bit of your help to get the job done funding the expenses associated with good shareholder activism. Therefore, here is an unbeatable $99 subscription offer plus detail on the past month's actions and the companies we hope to visit before the season finishes on November 28.
The past few weeks has seen some remarkable AGM action which Mayne Report subscribers have enjoyed as follows:
ANZ board changes, BHP, Telstra and Stokes - Wednesday, November 12
Computershare AGM, Seven wash-up and ABC Learning chair - Tuesday, November 11
Stokes bunfight, Talking Heads and IMF audio - Monday, November 10
Babcock blasted at fiery B&B Power AGM - Friday, November 7
Round 10 with James Packer at Seek AGM - Thursday, November 6
Fee gouging under the pump at Babcock & Brown Infrastructure - Wednesday, November 5
Meeting billionaire hedge fund manager Kerr Neilson - Tuesday, November 4
Inside Toll's $55m executive heist - Thursday, October 30
Jousting with Max The Axe at Macquarie Media - Wednesday, October 29
Two AGM encounters with James Packer - Tuesday, October 28
History made at Transurban AGM - Monday, October 27
The Asciano revolt at tears from the chairman at AWB - Wednesday, October 22
Murdoch video, PacBrands, NAB and Xenophon - Tuesday, October 21
Rupert's accountability dodge, Macquarie's Italian hit and Babcock backflip - Monday, October 20
Questions for Rupert, CNBC drops Sun king doco, outrageous payouts and ComBank rip-offs - Friday, October 17
Charles Goode refuses to answer the ANZ question - Wednesday, October 15
Rudd's shock and awe approach should be welcomed - Sunday, October 12, 2008
Our own portfolio has been battered by the market meltdown and there are still several flights to be purchased. Here is a roll call of what interests us for the rest of November, travel budget permitting.
Thursday, November 13: Attending Fairfax and ComBank in Melbourne.
Friday, November 14: Beaconsfield Gold, Mirvac or Slater & Gordon in Melbourne.
Monday, November 17: ERG and Goodman Group in Sydney, plus RACV, Premier Investments and Contango in Melbourne.
Tuesday, November 18: Julia Ross and Cabcharge in Sydney plus Tolhurst in Melbourne.
Wednesday, November 19: Redflex, IOOF, Tattersall's, Senetas, Alliance Resources, AED Oil and Hansen Technologies in Melbourne, whilst Macquarie Communications Infrastructure Group, Staging Connections, Regional Express, Eastern Star Gas and WAM Active meet in Sydney.
Thursday, November 20: Challenger Financial Services, Sonic Healthcare, Goodman Fielder and Babcock & Brown Communities in Sydney, whilst Nexus, St Barbara and Symex gather in Melbourne.
Friday, November 21: Telstra, AV Jennings, Costa Exchange and Spotless in Melbourne whilst Sydney offers up Macquarie Radio, Salmat, National Hire, Sims Group, Bravura and a hostile EBI wind-up EGM.
Monday, November 24: K2 Asset Management in Melbourne.
Tuesday, November 25: RACV, Premier Investments, K&S and Prime Financial Group in Melbourne and Ramsay Healthcare the only major offering in Sydney.
Wednesday, November 26: Oncard and Chemgenex in Melbourne.
Thursday, November 27: running for Centro Retail and BHP-Billiton boards at AGM in Melbourne, plus also attending Woolworths in Melbourne, whilst Australian Resources in Perth and the Margaret Jackson-chaired Flexigroup in Sydney looks interesting.
Friday, November 28: Centro Properties in Melbourne, Qantas in Brisbane and DUET and Primary Healthcare in Sydney.
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