Mello November 2019: company presentations and Woodford keynote by Ed Croft, Stockopedia

piworld filmed 10 companies or funds at Mello November 2019. We will post here as they are edited.  Plus the keynote by Ed Croft.

1. Belvoir (LON:BLV)

Belvoir (LON:BLV) presentation at Mello London November 2019 by Dorian Gonsalves, CEO.

Great overview of all revenue streams. 6% divi. Aspiration to achieve a £100m market cap, Dorian outlines how.

2. £BIOM presentation given at Mello London November 2019 by Paul Mines, CEO

The changes in the bioplastics market, and where the opportunities lie.  An update on Stanelco RF Technologies, ie. the fibre-optic furnaces.

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

3. GetBusy (LON:GETB)

GetBusy (LON:GETB) investor presentation at Mello London November 2019.

CEO Paul Haworth outlines the business and the strategy.  GETB provide document storage software on a SaaS recurring revenue model.  Historically, Paul Haworth has built a company which was acquired by a larger fish.

4. Inspired Energy (LON:INSE) presentation at Mello London November 2019 by Mark Dickinson, CEO.

An outline of the opportunity & strategy.Mark is an experienced pair of hands with 20 years' experience in the sector, having been CEO of M&C Energy before selling to Schneider Electric in 2013.

5. £OPM  Ian Smith, CEO & Ed Rimmer, COO, give a corporate overview of 1pm, at Mello London November 2019, and outline their strategy to achieve £350m loan book by 2024 (from £140m).

6. Polar Capital Global Financials Trust (LON:PCFT)

Polar Capital Global Financials Trust (LON:PCFT) presentation at Mello London November 2019 by Nick Brind, Fund Manager.

Highly informative overview of banks and the financial sector, presenting why the time is right to invest in the sector.  And why Polar Capital Global Financials Trust (LON:PCFT) might be a good vehicle.

7. Polar Capital Global Healthcare Trust (LON:PCGH) presentation by Gareth Powell, Co-Head healthcare team.

An overview of the healthcare sector including the innovations and the US political landscape.

8. What went wrong at Woodford: A forensic investigation of the Woodford Equity Income Fund history.  

By Edward Page Croft, Founder Stockopedia, keynote at Mello London 2019.

Ed uses the research tools offered by Stockopedia to expose the investing themes across the lifetime of the Woodford Equity Income Fund. Although nothing can be done to reverse events for Woodford holders, there are insights we can all learn for our own more successful investing; especially with the help of Stockopedia!