Mello Events66 Videos

Internet Mobile Communications Ltd presentation at Mello London May 2019
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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
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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
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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
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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
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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
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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
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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
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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
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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 […]