Contango Presentation from our meeting

February 1, 2010 • No Comments

This is the slideshow that Contango Oil & Gas CEO Ken Peak presented last Saturday night at the IIM first annual investor meeting at Holiday Isle in the Florida Keys. We own shares of Contango (MCF) in the Tarpon Folio.



I also have some video clips of Ken’s speech that are currently being edited. I will post them as soon as they’re ready.

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Cale

Posted by Cale at 9:33 PM in Annual Meeting, Our Portfolios

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My Slides from the 2010 Investor Meeting

February 1, 2010 • No Comments

Here’s the quick version of just my slides. My actual speech will follow soon.

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Cale

Posted by Cale at 9:21 PM in Annual Meeting

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Early Pics from the Investor Meeting

February 1, 2010 • 4 Comments

Starting to see some pics come in from IIM’s first annual investor meeting last Saturday…

Keep out, daytraders.

The Dock Next to the Tiki Hut

The Weather Was Perfect

Ah, the Keys in January

Powerpoint Under The Tiki Hut

Contango CEO Ken Peak begins his presentation.

Cale, in the Keys and staring wild-eyed at something.

CEO Ken Peak preaching to the converted.

Would you believe this was the moon?

Behaving well while the folks talk investing.

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Cale

Posted by Cale at 9:10 PM in Annual Meeting

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I'm a portfolio manager at Islamorada Investment Management in the Florida Keys. Email me at caleinthekeys@gmail.com.

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