Updated 10.6.19 Video: Company presentations from Mello

Monday, Jun 03 2019 by
12

piworld are posting the company presentations from Mello for:

SCROLL TO THE BOTTOM FOR THE VIDEOS

Avation (LON:AVAP)

Circle Property (LON:CRC)

Downing

Hardman

Impax Asset Management (LON:IPX)

K3 Business Technology (LON:KBT)

Malvern International (LON:MLVN)

Marshall Motor Holdings (LON:MMH)

Mirada (LON:MIRA)

National Milk Records (OFEX:NMRP)

Panoply Holdings (LON:TPX)

Rosenblatt (LON:RBGP)

Smartspace Software (LON:SMRT)

Tavistock Investments (LON:TAVI)

Tern (LON:TERN)

T Clarke (LON:CTO)

Trinity Exploration and Production (LON:TRIN)

Trackwise Designs (LON:TWD)

As they become available, they will be published below.


Starting with:

Avation (LON:AVAP) by Richard Wolanski

Who gives a company overview, historical financial performance, H1 19 summary, aircraft portfolio and why invest now?

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


Circle Property (LON:CRC) by John Arnold, CEO & Edward Olins COO

Outlines what they do, the current portfolio, the board, their history, their strategy and the investment opportunity.

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


Blue Whale Growth Fund by Stephen Yiu, CIO

Excellent overview of the history, their investment process, research, definition of a high quality business, approach to valuation, modelling and forecasts, portfolio construction, what drives turnover, risk, portfolio characteristics & positioning, fund performance.

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


Gresham House Energy Storage Fund (LON:GRID) by Bozkurt Aydinoglu

An overview of energy storage, the market background, revenue opportunities, and the fund.

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


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Gresham House Energy Storage Fund Plc is a United Kingdom-based closed-ended investment company. The Company’s investment objective is to provide investors with a dividend over the long term by investing in a diversified portfolio of utility-scale operational energy storage systems (ESS), which utilize batteries and also utilize engines, located in Great Britain. It also seeks to invest in projects with alternative battery technologies, such as sodium and zinc derived technologies or other forms of energy storage technology, such as flow batteries or machines and compressed air technologies. The Company also intends to invest in ESS Projects, which use gas generators or diesel or dual fuel diesel-and-gas reciprocating generators. The Company is managed by Gresham House Asset Management Limited. more »

Price
104p
Change
1.0%
Mkt Cap (£m)
104
P/E (fwd)
n/a
Yield (fwd)
n/a

Tern Plc invests in, develops and sells private software companies with technology, based in the United Kingdom. The principal activity of the Company is investing in unquoted and quoted companies to achieve capital growth. The Company focuses on businesses in the cloud, Internet of Things (IOT) and mobile sectors. The Company focuses on building companies with technologies and services within the IOT market. more »

LSE Price
12.15p
Change
-0.8%
Mkt Cap (£m)
30.9
P/E (fwd)
n/a
Yield (fwd)
n/a

Panoply Holdings PLC is a United Kingdom-based technology services company. The Company operates through its subsidiaries, including Bene Agere Norden AS (Bene Agere), Manifesto Digital Limited (Manifesto Digital), Not Binary Limited (Not Binary) and Questers Global Group Limited (Questers). It operates through Experience, anything as a service (XaaS), Intelligence, Transformation and Automation segments. Bene Agere is a strategy and management consultancy business. Manifesto Digital is a digital experience agency. Not Binary is an information technology (IT) consultancy. Questers provides onshore and nearshore agile software development services. Not Binary is focused on software development and automation. more »

LSE Price
95p
Change
 
Mkt Cap (£m)
40.2
P/E (fwd)
25.7
Yield (fwd)
n/a



  Is LON:GRID fundamentally strong or weak? Find out More »


9 Posts on this Thread show/hide all

InvestorJohn 3rd Jun 1 of 9

Much appreciated Tamzin!

Does anyone have the presentation from Scientific Digital Imaging (LON:SDI) I would really like to see it too...

| Link | Share | 1 reply
JohnEustace 3rd Jun 2 of 9

In reply to post #480026

I don't believe the Scientific Digital Imaging (LON:SDI) presentation was videoed. It wasn't in the PI World room. I was there and it was a very full room but perhaps someone recorded it on their phone?

| Link | Share
tomps3 3rd Jun 3 of 9
2

John's right, I'm afraid Scientific Digital Imaging (LON:SDI) declined to be recorded. A huge shame since I'd have liked to have seen them too!

| Link | Share | 2 replies
Effortless Cool 3rd Jun 4 of 9

In reply to post #480186

Were Water Intelligence (LON:WATR) recorded?

| Link | Share | 1 reply
JohnEustace 3rd Jun 5 of 9

In reply to post #480186

If there was one message that I got loud and clear from the Scientific Digital Imaging (LON:SDI) presentation it was that the CEO Mike Creedon doesn't like spending any money that he doesn't have to!
Possibly an overdone strength but on the whole something for shareholders to welcome.

| Link | Share | 1 reply
InvestorJohn 4th Jun 6 of 9

In reply to post #480236

Ok thanks anyway folks

| Link | Share
tomps3 6th Jun 7 of 9
1

In reply to post #480216

No I'm afraid Water Intelligence (LON:WATR) declined to be filmed, which is a shame.

| Link | Share
JTG Tue 12:46pm 8 of 9
2

Thank you so much for doing this, if only for Richard Wolanski's Avation presentation. His confidence has grown, and I'm a happy long-term holder, just not long-term enough yet!

| Link | Share
brucepackard Thu 2:23pm 9 of 9

Thanks for sharing these. I couldn't attend and appreciate being able to watch the videos.

For What It's Worth I would have been interested in both Water Intelligence (LON:WATR) and Scientific Digital Imaging (LON:SDI) too!

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 Are LON:GRID's fundamentals sound as an investment? Find out More »





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