Mello November 18: company presentations

Sunday, Dec 09 2018 by
13

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. 


Disclaimer:  

As per our Terms of Use, Stockopedia is a financial news & data site, discussion forum and content aggregator. Our site should be used for educational & informational purposes only. We do not provide investment advice, recommendations or views as to whether an investment or strategy is suited to the investment needs of a specific individual. You should make your own decisions and seek independent professional advice before doing so. The author may own shares in any companies discussed, all opinions are his/her own & are general/impersonal. Remember: Shares can go down as well as up. Past performance is not a guide to future performance & investors may not get back the amount invested.


Do you like this Post?
Yes
No
13 thumbs up
0 thumbs down
Share this post with friends




What's your view on this thread? Log In to Comment Now

You can track all @StockoChat comments via Twitter



Stock Picking Tutorial Centre


Related Content

StockSlam 3rd April  Registration is open
StockSlam 3rd April - Registration is open
Events and Meetups 7th Mar

Mello 2019All you need to know
Mello 2019....All you need to know !
Events and Meetups 27th Feb


Introduction to Equity Analysis
Introduction to Equity Analysis
Learning to Invest 11th Mar


Let’s get you setup so you get the most out of our service
Done, Let's add some stocks
Brilliant - You've created a folio! Now let's add some stocks to it.

  • Apple (AAPL)

  • Shell (RDSA)

  • Twitter (TWTR)

  • Volkswagon AG (VOK)

  • McDonalds (MCD)

  • Vodafone (VOD)

  • Barratt Homes (BDEV)

  • Microsoft (MSFT)

  • Tesco (TSCO)
Save and show me my analysis