Well Mello Central number two to be exact and it is this Thursday at 5pm at the same location as the first...The FinnCap HQ at 60 New Broad Street, London EC2M 1JJ. There will be very few changes to the popular format although each presentation will be given slightly longer this time. So here is the confirmed line up and the theme is land and property with a hidden assets twist...( Note..this may not be the exact order on the night)

Inland (LON:INL) 19.5p

Inland specialises in buying brownfield land and enhancing its value by obtaining planning permission, before selling consented land on to developers. The group’s current portfolio, located in London and the South East, consists of 1,600 residential plots, 75% of which are consented, and 256,000 sq ft of commercial space, of which over 60% is consented. Even accepting the discounts to NAV implicit in current housebuilding sector valuations, the shares looks undervalued on an NAV basis...trading at a significant discount to a projected underlying NAV of 33p per share (when attributing upside from land sales at Drayton Garden Village, one of Inland’s core projects accounting for 50% of consented plots). The Inland management team recently attended our Monday Mello evening in Beckenham and the discussion after that presentation can be found here...

http://boards.fool.co.uk/first-up-at-1830-we-heard-from-spru...

M Winkworth Llc (LON:WINK) 88p

Many of you attending will have heard of the franchised estate agency operator focused on Central London, the Home Counties and the South East. Winkworth’s numbers held up well during the recession thanks to its low central cost base and the low capital cost of expanding its model. Earlier this month, the company released results for the year to December 2010, showing a 9.5% uptick in sales to £3.7m and pre-tax profit up by 28% to £1.1m. At the same time Winkworths announced the acquisition of a four-office franchise in Bournemouth for £455,000, after having raised £1.0m in a placing in March to take advantage of a number of identified acquisition opportunities. The results can be seen here...

http://www.investegate.co.uk/Article.aspx?id=201105050700109...

There will then be a ten minute break for everyone to refuel their glasses and also to meet Guy Thomas the author of 'Free Capital' who will be coming into town to provide another short…

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