Mello November 18: company presentations

Sunday, Dec 09 2018 by

Here are the company presentations recorded by piworld at Mello London, November 2018.  Click on the  link in the title of each below, to get to the video.  All videos c.20-35 mins.  

EDIT 19.2.19: just added RA International (LON:RAI) presentation at Mello London, November 2018.  It's an audio recording with slides. It gives a really helpful introduction to the business, the business model, and the management's personality & drive.

Really worth a listen.

AdEPT Technology (LON:ADT) presentation at Mello London, November 2018.  Ian Fishwick, CEO, Phil Race, Gp MD, and John Swaite, FD, outline the strategy, the key KPI's and the investment proposition. 

Biome Technologies (LON:BIOM) presentation at Mello London, November 2018, by Paul Mines, CEO  Since this was recorded BIOM have just announced £600k grant funding from Innovate UK for their bioplastics division.  The bioplastics side of the business sounds very dynamic - in the right place at the right time.  (To understand more, do look at their fun video here, explaining the more serious issues with plastic.)

Downing Monthly Income Fund presentation at Mello London November 2018, by James Lynch, Fund Manager.  This fund aims to give monthly income, from dividends, whilst offering long term capital gains.

Frontier Developments (LON:FDEV) presentation at Mello London - November 2018, by Alex Bevis, CFO.  Outlining the history as a work-for-hire games developer, with the rise of digital distribution giving a catalyst to a more profitable self-published model.  It's launched three revenue generating game franchises: Elite Dangerous, Planet Coaster and Jurassic World Evolution, franchise four is now in development and two more are in early stages of development.  A really helpful overview.

International Biotechnology Trust (LON:IBT) presentation at Mello London November 2018 by Carl Harald Janson, Lead Investment Manager.   A comprehensive overview of the IT, which gives insight to the biotech sector, the growth drivers, the investment process at IBT, risk and how handled.

Minds Machines (LON:MMX) presentation at Mello London November 2018, by Toby Hall, CEO who joined in 2014 to turn the company around.  Here he outlines the history, the strategy, and the investment proposition.  I thought .luxe was rather interesting.  A good overview of what they do, the turnaround, and their vision.

Palace Capital (LON:PCA) presentation at Mello, November 18 by Neil Sinclair, Chief Executive, Stephen Silvester, FD, Richard Starr, Executive Director.  The team give a comprehensive overview of their strategy including the market background, the financials and their portfolio.

Petards (LON:PEG) presentation ot Mello, November 2018.  Introduction by Osman Abdulah, Group CEO, presentation by Paul Negus, Group Business Development Director.  Covers their markets in rail, traffic technology and defence.  Together with their strategic plan.  Very comprehensive.

Shield Therapeutics (LON:STX) presentation from Mello, November 2018.  A good overview of what they do, by Tim Watts, CFO.  I was interested to see they qualify for the Stockopedia R&D Breakthroughs Screen.

Sigmaroc (LON:SRC) presentation at Mello London - November 2018 by Max Vermorken, CEO. Buy and build in the construction materials market.  Slater Investments hold >9%.

Smartspace Software (LON:SMRT)presentation at Mello London November 2018, by new CEO, Frank Beechinor, who outlines his strategy & vision. Judging by the hot-desking and meeting room management systems in offices we visit, this seems a good market to be in.  Frank explains it eloquently.

T Clarke (LON:CTO) presentation at Mello London - November 2018, by Mark Lawrence, CEO & Trevor Mitchell, Group FD.  Rather neatly coincided with their Ahead of Expectations trading update.  They also have a Stockopedia stock rank of 99.  It looks a well managed business.  A great presentation.

Zotefoams (LON:ZTF) presentation at Mello London - November 2018, by David Stirling, CEO.  Compelling presentation by David, outlining the investment case, and answering all the FAQs. 


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