Mello November 18: company presentations

Sunday, Dec 09 2018 by

piworld recorded various company presentations 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.  I'll be updating this page, with all those companies we filmed, over the next few weeks.

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. 

Altitude (LON:ALT) presentation at Mello London, November 2018.  Nikki Stella, CEO and Chairman outline the investment opportunity.  Nikki is certainly very passionate, and excited about the opportunity.

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.

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.

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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Zotefoams plc is a United Kingdom-based cellular material technology company. The Company is engaged in the manufacture and sale of cross-linked block foams. The Company's segments include Polyolefins, High-Performance Products (HPP) and MuCell Extrusion LLC (MEL). Polyolefins foams are made from olefinic homopolymer and copolymer resin. HPP foams include ZOTEK F foams and T-Tubes insulation, made from polyvinylidene fluoride (PVDF) fluoropolymer. Other products include foams made from polyamide (nylon) and PEBA. MEL licenses microcellular foam technology and sells related machinery. The Company offers a range of categories of products, such as AZOTE, including PLASTAZOTE, EVAZOTE and SUPAZOTE; ZOTEK, including ZOTEK F, ZOTEK N and ZOTEK PEBA, and T-FIT. Its products are used in a range of markets, including sports and leisure, packaging, transport, medical, Industrial, building and medical other construction, and other. more »

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TClarke plc is a United Kingdom-based building services company, which delivers electrical, mechanical, and information and communications technology (ICT) services. The Company provides electrical and mechanical contracting and related services to the construction industry and end users. Its geographical segments include London and South East, Central and South West, the North and Scotland. The Company's businesses include Intelligent Buildings Green Technologies, Facilities Management, Transport, Mission Critical, Manufacturing Services, Residential & Hotels, M&E Contracting and Design & Build. The Company within its M&E contracting business has capabilities in sectors, including commercial offices, retail, education, healthcare, financial services and media. Its Manufacturing Services business includes in-house precision prefabrication and engineering services. Its projects include Beckley Court, Chiswick Park, Kettering Hospital, Project Nova, Mitie Care Home and Rathbone Square. more »

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Minds + Machines Group Limited and its subsidiaries own and operate a portfolio of generic top-level domain assets (gTLDs). The Company operates in the domain name industry and provides end-to-end domain services. Its segments include Registry ownership (Registry), including applicant of top level domain name from Internet Corporation for Assigned Names and Numbers (ICANN) and wholesaler of domain names of those top level domain names; Registry service provider (RSP) and consulting services (segment B), which includes back end service provider for a registry, and Registrar (Registrar), which includes retailer of domain names. Its portfolio is focused around geographic domains, such as .london, .boston, .miami and .bayern; professional occupations, such as .law, .abogado and .dds; consumer interests, including .fashion, .wedding and .vip; lifestyle, including .fit, .surf and .yoga; outdoor activities, such as .fishing, .garden and .horse, and generic names, such as .work and .casa. more »

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