Updated 19.6.19 Video: Company presentations from Mello & Mello Trusts&Funds

Monday, Jun 03 2019 by

piworld are posting the company presentations from Mello for:


Avation (LON:AVAP)

Circle Property (LON:CRC)



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)


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?


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.


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.


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

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


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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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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 »

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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 »

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  Is LON:CTO 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...

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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?

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tomps3 3rd Jun 3 of 9

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

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tomps3 6th Jun 7 of 9

In reply to post #480216

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

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JTG 11th Jun 8 of 9

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!

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brucepackard 13th Jun 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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