Mello London 2018

Mello London 2018 … a two minutes whistle stop tour of Mello London.

 

Find all the companies who were recorded here.

The next Mello Event will be 16th & 17th May 2019, more details will be posted here (in due course):  http://melloevents.com

 

 

Videos from MELLO 2018

Internet Mobile Communications Ltd presentation at Mello London May 2019
40:53

Internet Mobile Communications Ltd presentation at Mello London November 2019

By Andrew Fox, Executive Chairman & Mark Stewart, CEO   Andrew Fox, Executive Chairman Introduction – 00:18   Mark Stewart, CEO Organisation chart & customers – 00:58 IMC history – 02:28 IMC What they do – 07:25 IMC/Bank of Telecom PaaS – benefits – 09:14 IMC brands – 14:11 IMC Bank of Telecom revenues & […]
Blue Whale Capital investor presentation at Mello London November 2019
28:20

Blue Whale Capital investor presentation at Mello London November 2019

Blue Whale Capital investor presentation at Mello London November 2019 Presented by Stephen Yiu, Chief Investment Officer Stephen outlines the investment objectives of the Blue Whale Growth Fund, and how they achieve their market beating performance.   What Blue Whale do? – 00:23 Flagship fund – Blue Whale Growth – 03:05 Investment process – significant […]
1pm (OPM) investor presentation at Mello London November 2019
40:32

1pm (OPM) investor presentation at Mello London November 2019

Ian Smith, CEO and Ed Rimmer, COO give an overview of the business, and their strategy to grow from £140m loan book, to £350m by 2024.   Ian Smith, CEO Introduction – 00:18 Who we are & what we do – 01:16 Market positioning – 02:46 Four operating divisions – 03:19 Core competencies – 07:10 […]
Inspired Energy (INSE) investor presentation at Mello London November 2019
25:17

Inspired Energy (INSE) investor presentation at Mello London November 2019

Mark Dickinson, CEO talks us through the business proposition of Inspired Energy, and his strategy going forward. 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. Introduction – 00:18 The Journey – 01:25 Key stats as at […]
Kape Technologies (KAPE) Mello London November 2019 investor presentation
34:19

Kape Technologies (KAPE) Mello London November 2019 investor presentation

An overview of Kape (formerly Crossrider), by Ido Erlichman, CEO. This was recorded BEFORE the game changing acquisition of LTMI Holdings. It gives great insight to the strategy, and the lay of the land before LTMI. Introduction – 00:18 Investment highlights – 00:53 KAPE in numbers – 01:58 H1 highlights – 03:08 Consumer digital privacy […]
GetBusy (GETB) presentation at Mello London November 2019
39:32

GetBusy (GETB) presentation at Mello London November 2019

By Paul Haworth, CFO. Paul describes the background of GetBusy, their products, their markets, and their vision for growth. What does GETB do? – 00:35 Origins to the present – 00:54 Major shareholders – 01:58 GETB products – 02:23 The problems GETB solve – 03:17 GETB document management products – 06:10 GETB markets – 08:11 […]
Belvoir Group (BLV) presentation at Mello November 2019
37:09

Belvoir Group (BLV) presentation at Mello November 2019

By Dorian Gonsalves, CEO Introduction & overview – 00:18 The Belvoir business – 04:07 Belvoir’s markets – 11:37 Belvoir’s future – 17:36 The investment case – 24:58 Q&A – 26:30 Belvoir Group PLC, formerly Belvoir Lettings PLC is a United Kingdom-based company engaged in selling, supporting and training residential lettings franchises. The Company operates a […]
Leon Boros: Becoming … an ISA millionaire against the odds – Mello May 2019
50:49

Leon Boros: Becoming … an ISA millionaire against the odds – Mello May 2019

Leon gives insight to his own investing journey, and how he’s achieved 21.5% CAGR since 2003. He analyses how investors can achieve those returns. Citing the winning formulas of the best investors, gleaned from research by Lee Freeman-Shor, in the book The Art of Execution. Lastly, he covers his rationale on Arcontech (ARC), and why […]
Stephen English keynote presentation at Mello London May 19: Swiss army knife investing
41:13

Stephen English keynote presentation at Mello London May 19: Swiss army knife investing

Stephen shares his investing wisdom, in his engaging and entertaining style. Highly recommended. Retail Life Cycle – 01:14 Domino’s Pizza – 02:40 Shoe Zone – 06:19 Buy and build strategy – 12:02 Restore – 20:37 Earnings accretive can value destruct – 25:58 Gartners hype cycle – 27:27 Vertu Motors: forward PE de-rating – 30:23 Rumsfeldian […]
Pantheon International presentation at Mello Trusts & Funds May 2019
32:30

Pantheon International presentation at Mello Trusts & Funds May 2019

By Helen Steers, Partner and Andrew Lebus, Partner A fascinating overview of the private equity markets by Helen, followed by Andrew who talks specifically about Pantheon International, and what it offers investors. Helen Steers, Partner Introduction – 00:18 Private Equity market – 02:10 Opportunity set in Private Markets – 09:00 Types of private equity – […]
Rosenblatt Group (RBGP) Presentation at Mello May 2019
40:33

Rosenblatt Group (RBGP) Presentation at Mello May 2019

By Nicky Foulston, CEO Introduction & Nicky’s background – 00:18 Summary – 04:34 Growth strategy – 07:41 Financial highlights – 10:34 Legal services market – 14:36 Peer group metrics – 15:53 Remuneration – 17:10 Litigation funding – 22:03 Dividends & M&A – 28:16 Outlook – 28:45 Q&A – 29:33 Rosenblatt Group PLC is a United […]
Downing: Income & Growth presentation at Mello May 2019
38:07

Downing: Income & Growth presentation at Mello May 2019

Downing: Income and Growth By James Lynch, Fund Manager, Downing & Ian Fishwick, Chairman, AdEPT Technology James Lynch, Fund Manager, Downing Introduction – 00:28 Market opportunities: small cap v large cap – 01:23 DiscoverIE – 03:05 AdEPT Technology – 07:34 Ian Fishwick, Chairman, ADT ADT Key Fundamentals – 08:28 ADT Strategy – 10:18 ADT Sectors […]
Trackwise Designs (TWD) Presentation at Mello May 2019
33:42

Trackwise Designs (TWD) Presentation at Mello May 2019

By Philip Johnston, CEO Introduction – 00:18 About Trackwise – 00:43 RF business – 01:45 Improved Harness Technology (IHT) – 04:22 The competition – 09:10 Business strategy – 11:08 2018 highlights – 11:44 Financial highlights – 13:01 IHT today – 13:30 Summary – 18:50 Q&A – 20:00 Trackwise Designs PLC is a United Kingdom-based company […]

Polar Capital Holdings (POLR) Presentation at Mello May 2019

A presentation by Gavin Rochussen, CEO Introduction – 00:18 What is the Polar Capital model? – 00:49 Attracting the best talent – 01:48 Market perspective – 04:04 Assets under management & analysis – 05:35 Style bias – 09:02 Current active share – 09:54 Strategy performance – 11:09 Capacity – 14:40 Areas of strategic focus – […]
Axiom European Financial Debt Fund (AXI) presentation at Mello Trusts & Funds May 2019
06:33

Axiom European Financial Debt Fund (AXI) presentation at Mello Trusts & Funds May 2019

European Financials: Value trap or Investment opportunity By David Benamou, CIO, Axiom Alternative Investments Who are Axiom? – 00:17 Performance targets of Axiom credit funds – 00:40 Reasons to invest in Subordinated Financial – 02:50 Banks 2008-2019 – 04:16 Axiom European Financial Debt Fund Limited is a closed-ended investment company. The investment objective of the […]
Polar Capital Technology Trust (PCT) presentation at Mello Trusts & Funds May 2019
48:55

Polar Capital Technology Trust (PCT) presentation at Mello Trusts & Funds May 2019

Polar Capital Technology Trust (PCT) By Ben Rogoff, Investment Director, Technology Introduction – 00:18 The team – 01:07 Investment framework – 02:32 Thematic investing: Hype v Reality – 05:10 Technology change: Little Chef – 07:28 Internet: new networks on unprecedented scale – 10:58 Digital disruption – 15:06 Artificial intelligence – 24:47 Autonomous vehicles – 26:11 […]
Hardman & Co: Hot Topics in the Tech sector Presentation at Mello May 2019
13:23

Hardman & Co: Hot Topics in the Tech sector Presentation at Mello May 2019

By Milan Radia, Technology Analyst, Hardman & Co Introduction – 00:18 Internet – 01:29 Key sector themes – 02:27 Internet of Things (IoT) – 03:36 SmartHome and LightWave – 04:52 Evolution of AI – 06:20 Chatbots/Artificial solutions – 08:01 Cloud Adoption – 10:09 Assessing investability – 11:14 Hardman & Co are a rapidly growing, innovative […]
Urban Logistics REIT (SHED) presentation at Mello Trusts & Funds May 2019
25:03

Urban Logistics REIT (SHED) presentation at Mello Trusts & Funds May 2019

By Richard Moffitt, Director & CEO, & Christopher Turner, External Management Team, Property Director Introduction – 00:18 Investment strategy – 00:37 The Board & Manager – 07:14 Portfolio: High Quality Tenants – 08:59 Portfolio Highlights – 13:14 The Market – 17:23 Summary – 23:30 Urban Logistics REIT plc, formerly Pacific Industrial & Logistics REIT plc, […]
T Clarke (CTO) Presentation at Mello May 2019
34:39

T Clarke (CTO) Presentation at Mello May 2019

T Clarke (CTO) Presentation at Mello May 2019 By Mark Lawrence, Gp CEO & Trevor Mitchell, Gp FD Video overview of T Clarke – 00:18 Introduction – 02:28 What CTO does – 03:27 Financial summary – 06:09 Current market expectations for 2019 – 07:49 A selection of current projects – 08:53 Our five target markets […]

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