Company presentations from Mello May 2019 + Mello Trusts and Funds (video)

Monday, Jun 03 2019 by
14

Here is alphabetical order:

Avation (LON:AVAP) by Richard Wolanski

Who gives a company overview, historical financial performance, H1 19 summary, aircraft portfolio and why invest now?

https://www.piworld.co.uk/2019...


Axiom European Financial Debt Fund (LON:AXI) presentation at Mello Trusts & Funds May 2019

A short version c 5 mins of the Axiom presentation at Mello.  Rather an interesting overview of Subordinated debt, and banks since 2008.

https://www.piworld.co.uk/2019...


Circle Property (LON:CRC) by John Arnold, CEO & Edward Olins COO

Outlines what they do, the current portfolio, the board, their history, their strategy and the investment opportunity.

https://www.piworld.co.uk/2019...


Blue Whale Growth Fund by Stephen Yiu, CIO

Excellent overview of the history, their investment process, research, definition of a high quality business, approach to valuation, modelling and forecasts, portfolio construction, what drives turnover, risk, portfolio characteristics & positioning, fund performance.

https://www.piworld.co.uk/2019...


Downing, Income & Growth by James Lynch, Fund Manager and Ian Fishwick, AdEPT Technology (LON:ADT)

James discusses the possibilities of capital growth AND income, using ADT as an example, presented by Ian, with a mention of Ramsdens Holdings (LON:RFX) and Discoverie (LON:DSCV)

https://www.piworld.co.uk/2019...


Gresham House Energy Storage Fund (LON:GRID) by Bozkurt Aydinoglu

An overview of energy storage, the market background, revenue opportunities, and the fund.

https://www.piworld.co.uk/2019...


Gresham House Strategic (LON:GHS) at Mello Trusts & Funds by Graham Bird, Fund Manager

What is strategic public equity?  The market opportunity. Performance.  Process.  Qualifying opportunities, etc.

https://www.piworld.co.uk/2019...


Hardman & Co: Hot Topics in Technology, by Milan Radia, Tech Analyst at Hardman.

https://www.piworld.co.uk/2019...

Discusses the internet, IoT and AI, with reference to specific companies.  What to look for to assess the investment potential.


Impax Asset Management (LON:IPX) by Ian Simm, Founder &CEO

Overview of their sustainability fund.

https://www.piworld.co.uk/2019...

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Rosenblatt Group PLC is a United Kingdom-based company that provides a range of legal services to the businesses. The Company’s services include banking and finance, construction and projects, corporate, dispute resolution, employment services, financial services, insolvent person (IP)/ technology/media, real estate, regulatory and funds, and tax services. It offers advisory services on the tax implications of company acquisitions and sales, restructurings and reorganizations, joint ventures and capital-raising activities. It offers dispute resolution services, such as fraud, professional negligence, defamation, corporate insolvency/shareholder disputes, intellectual estate, media and banking (including claims related to mis-selling and interest rate swaps). It serves banks, brokers, institutional investors, sovereign and private equity funds, payment service providers, e-money institutions and e-commerce companies. more »

LSE Price
81.64p
Change
0.2%
Mkt Cap (£m)
65.3
P/E (fwd)
10.6
Yield (fwd)
5.7

Tern Plc invests in, develops and sells private software companies with technology, based in the United Kingdom. The principal activity of the Company is investing in unquoted and quoted companies to achieve capital growth. The Company focuses on businesses in the cloud, Internet of Things (IOT) and mobile sectors. The Company focuses on building companies with technologies and services within the IOT market. more »

LSE Price
9.41p
Change
-2.2%
Mkt Cap (£m)
24.5
P/E (fwd)
n/a
Yield (fwd)
n/a

Panoply Holdings PLC is a United Kingdom-based technology services company. The Company operates through its subsidiaries, including Bene Agere Norden AS (Bene Agere), Manifesto Digital Limited (Manifesto Digital), Not Binary Limited (Not Binary) and Questers Global Group Limited (Questers). It operates through Experience, anything as a service (XaaS), Intelligence, Transformation and Automation segments. Bene Agere is a strategy and management consultancy business. Manifesto Digital is a digital experience agency. Not Binary is an information technology (IT) consultancy. Questers provides onshore and nearshore agile software development services. Not Binary is focused on software development and automation. more »

LSE Price
95p
Change
 
Mkt Cap (£m)
46.5
P/E (fwd)
21.0
Yield (fwd)
0.7



  Is LON:RBGP fundamentally strong or weak? Find out More »


10 Posts on this Thread show/hide all

InvestorJohn 3rd Jun 1 of 10

Much appreciated Tamzin!

Does anyone have the presentation from Scientific Digital Imaging (LON:SDI) I would really like to see it too...

| Link | Share | 1 reply
JohnEustace 3rd Jun 2 of 10

In reply to post #480026

I don't believe the Scientific Digital Imaging (LON:SDI) presentation was videoed. It wasn't in the PI World room. I was there and it was a very full room but perhaps someone recorded it on their phone?

| Link | Share
tomps3 3rd Jun 3 of 10
2

John's right, I'm afraid Scientific Digital Imaging (LON:SDI) declined to be recorded. A huge shame since I'd have liked to have seen them too!

| Link | Share | 2 replies
Effortless Cool 3rd Jun 4 of 10

In reply to post #480186

Were Water Intelligence (LON:WATR) recorded?

| Link | Share | 1 reply
JohnEustace 3rd Jun 5 of 10

In reply to post #480186

If there was one message that I got loud and clear from the Scientific Digital Imaging (LON:SDI) presentation it was that the CEO Mike Creedon doesn't like spending any money that he doesn't have to!
Possibly an overdone strength but on the whole something for shareholders to welcome.

| Link | Share | 1 reply
InvestorJohn 4th Jun 6 of 10

In reply to post #480236

Ok thanks anyway folks

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tomps3 6th Jun 7 of 10
1

In reply to post #480216

No I'm afraid Water Intelligence (LON:WATR) declined to be filmed, which is a shame.

| Link | Share
JTG 11th Jun 8 of 10
2

Thank you so much for doing this, if only for Richard Wolanski's Avation presentation. His confidence has grown, and I'm a happy long-term holder, just not long-term enough yet!

| Link | Share
brucepackard 13th Jun 9 of 10

Thanks for sharing these. I couldn't attend and appreciate being able to watch the videos.

For What It's Worth I would have been interested in both Water Intelligence (LON:WATR) and Scientific Digital Imaging (LON:SDI) too!

| Link | Share
CheshireUK 29th Jul 10 of 10

I am a new user of Stockopedia and am finding the share rankings to be very interesting. I also note that my largest single holding in TERN gets a very low rating here. However, my own research suggests that TERN could well be my most profitable investment. I realise its high risk, but the reward potential is also high. I would be interested in hearing from others that are invested in TERN.

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