The Stockopedia team feature in the next MelloMonday....19th October

13th Oct '20 by carmensfella

11 comments 1310 reads

We will be hosting this Monday evening event virtually, via Zoom and it will take place on Monday 19th October 2020 from 6pm to 9pm and then every third Monday thereafter. Full details on the website www.melloevents.com

Here is what you can look forward to this coming Monday...

Investment Share Clubs
Ed Croft took on a new initiative at the Stockopedia HQ in early 2020, starting an Investment Club for the team. They have performed incredibly well and are up over 60% on the year. The team will share their story with us....

Gamechangers!
An introduction to a company that has had a transformational announcement which may not have been fully understood by investors. The company will not be announced before this session, but the directors will be available for a full one hour break out presentation to allow further Q&A.

What’s new? Investor tools, strategies and ideas
Investing Rules! Investment author Mark Simpson explains why portfolio rules are key to avoiding investment mistakes and describes some simple rules that you can apply to improve your investing.

Company Update - Bioventix Presentation with Mello audience Q&A.....
Peter Harrison CEO returns to update us on the latest annual results to 30th June 2020. Bioventix has been a top performing Mello regular presenting company since their appearance at Mello 2014 in Derby. Any investor who attended then and invested in Bioventix would have had a ten-fold return.

Quickfire questions with two Mello members
Get to know some familiar faces from our physical events. Another two of our Mello members have agreed to answer some investor focused questions and give their candid answers.

Introducing an IPO
A company about to list on the market coming to meet investors and answer questions

Steve Clapham – Accounting red flags and investment top tips
Steve Clapham will do another 10 minute session on accounting red flags and investing top tips from his Behind the Balance Sheet training courses.

MelloBASH
In the MelloBASH, we will have our popular panelists from last month, Kevin Taylor and Paul Scott joined by fund manager Melwin Mehta and Mello’s stalwart investor Leon Boros. They will all be giving their analysis and BASH (Buy, Avoid, Sell or Hold) verdicts on listed companies selected…

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Anne Bellamy

14th Oct '20

If any of you want to hear more about the Stockopedia investment Club then do join us for their session at the MelloMonday next week on the 19th October.

www.melloevents.com

There are still tickets available and if you use the code MMStocko21 it will be half price.

carmensfella

16th Oct '20

The MelloBASH panel (which includes Paul Scott and Leon Boros) will be a panel of fund managers, analysts & renowned investors analysing companies suggested by the audience

This Monday evening they will be covering NCYT, ODX, CNCT, AVON, SCE & TSTL

18th Oct '20

The full programme is available on the website

https://melloevents.com/wp-content/uploads/2020/10/Monday-19th-October-MM-Programme-3.pdf

There are still 27 tickets available and if you use the code MMStocko21 it will be half price.

doug2500

20th Oct '20

Fantastic meeting thanks David.

If there are any covid positives this is one. I could never visit a physical event due to distance and work but the two online ones have been the next best thing.

You get the feeling the meeting could run for another 2 hours and still not get dull.

Edward Croft

Yes it was an excellent session.

I was on the BASH panel... we discussed

Novacyt Sa (LON:NCYT) - majority said buy
Connect (LON:CNCT) - disagreement over whether a hold/avoid vs strong buy (deep value / turnaround opportunity with risks?)
Omega Diagnostics (LON:ODX) - an uncertain vote here
Avon Rubber (LON:AVON) - voted a very strong hold

We didn't get around to discussing Tristel (LON:TSTL) - which is a very strong business.

BASH is a great format.

I wasn't sure if voting was meant to be on the presentation, or a mix of that and our own feelings if we had previous knowledge of the stock? Maybe there should be a neutral option too, but maybe avoid covers that?

I wasn't quite sure if sell means go short, or just sell if you own? Or which is worse sell or avoid?

Gotta love 'back the truck up' though.

21st Oct '20

The BASH is the most popular session in the feedback we get.

To avoid confusion I will give the official line we have on the panel regarding the verdicts given

Avoid.....this is the strongest negative ie. do not invest and maybe a 'short'
Sell.......If you already hold the indication is that it is time to sell
Hold.....Do nothing....so this is the neutral option
Buy......Generally positive and suggesting a purchase
Back up the truck.....Says it all and certainly indicating strong buy

Hope that helps but naturally we expect everyone to DYOR.

Rusty2

That's interesting about Avon Rubber (LON:AVON) which I do hold, I did sell half recently, I was going to ask about them as the Stockopedia rankings have fallen considerably this year and SR is now only 42.

Nick Ray

I think the big drop in Quality Rank for Avon Rubber (LON:AVON) is because the Piotroski F score dropped from 8 to 3 in May/June after the half-year report and it is now 2.

Nick, thanks yes that does seem to be the case, I think most of that relates to an acquisition, benefits should feed through next year. More debt than I like but they have sold Milkrite for £180m, so it should was only very short term, if the figures were updated today I'm sure the rating would be higher.

8th Nov '20

The next Mello Monday is tomorrow evening. The companies to be featured on the BASH are Reach, Tristel, Tremor, Peloton and Versarien

It is part of the MelloMonday event which is going to be held every two weeks or so through the next year whilst Mello events and conferences cannot be run physically. The evening sessions start at 6pm and include interviews with fund managers and well known investors plus educational content provided across a series of presentations.

The whole event is by zoom invite and the whole programme can be found here...

https://melloevents.com/upcoming-event/mellomonday-9th-november/

Do come and join us for a very entertaining evening. Tickets are half price if you enter the code MMStocko21 and if you want an annual pass for 18 of these MelloMondays it will only cost you a fiver per evening event and you do not need to leave the comfort of your home....Incidentally the recordings are sent out to you about 36 hours after each one too..

The Stockopedia team feature in the next MelloMonday....19th October

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Carmensfella

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