Mello Events49 Videos

Urban Logistics REIT (SHED) presentation at Mello Trusts & Funds May 2019
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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
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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 […]
Tavistock investments (TAVI) Presentation at Mello May 2019
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38:06

Tavistock investments (TAVI) Presentation at Mello May 2019

By Brian Raven, CEO & Q&A with contribution from Oliver Cook, Chairman Introduction – 00:18 Why invest in Tavistock? – 01:04 Why financial services? – 02:15 The strategy – 03:54 The brand – 05:44 Strategic partnerships – 07:01 Delivering explosive growth & business model – 08:02 The timeline – 11:13 The financials – 11:49 Group […]
Malvern International (MLVN) Presentation at Mello May 2019
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31:45

Malvern International (MLVN) Presentation at Mello May 2019

By CEO Sam Malafeh and CFO Bharat Guha. Sam Malafeh (CEO) Introduction – 00:18 History – 01:29 The management team – 03:18 The education industry – 05:21 The business model – 07:53 Why Malvern? – 11:44 Accreditation & partners – 14:48 Scalability – 17:47 Locations – 18:07 Financial progress – 19:10 Bharat Guha (CFO) Bharat’s […]
Gresham House Energy Storage Fund plc (GRID) presentation at Mello Trusts & Funds May 2019
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37:45

Gresham House Energy Storage Fund plc (GRID) presentation at Mello Trusts & Funds May 2019

By Bozkurt Aydinoglu Introduction – 00:17 A typical energy storage plant – 01:17 Summary of the fund – 02:29 Key investment characteristics – 06:11 Assets – 11:14 The market background – 11:45 Persistent volatility and wasted power – 13:42 A hedge for renewable investments – 15:09 Revenue opportunities – 17:07 Revenue assumptions – 20:40 Competitive […]
Gresham House Strategic plc (GHS) Presentation at Mello Trusts & Funds May 2019
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34:36

Gresham House Strategic plc (GHS) Presentation at Mello Trusts & Funds May 2019

By Graham Bird – Fund Manager Gresham House overview – 00:17 Gresham House Strategic overview – 03:07 What is strategic public equity? – 07:38 Market opportunity – 10:30 Performance – 14:34 Process – 15:18 Qualifying opportunities – 19:11 Value enhancements – 22:04 Top 10 holdings – 24:30 Track record – 29:31 The team – 29:45 […]
National Milk Records (NMRP) Presentation at Mello May 2019
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37:09

National Milk Records (NMRP) Presentation at Mello May 2019

By Andy Warne, MD & Mark Frankcom, FD Introduction – 00:18 Delivering results and passionate about growth – 01:13 Milk we give the provenance of the product – 02:56 We partner & protect; we ensure and assure; we service and support – 03:52 Corporate overview – 05:45 The Board 06:56 What do we do? – […]
Avation (AVAP) Presentation at Mello May 2019
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38:34

Avation (AVAP) Presentation at Mello May 2019

By Richard Wolanski, FD Introduction – 00:18 Company overview – 01:17 Snapshot of Avation – 08:22 Half Year 2019 Summary – 14:02 Historical Operation & Financial Performance – 14:56 Half Year 2019 Summary – 15:35 Attractive Industry Fundamentals – 20:28 Attractive Aircraft Portfolio – 23:14 Customers – 26:10 Growth and diversification continues – 26:50 Fleet […]
Circle Property (CRC) Presentation at Mello May 2019
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37:20

Circle Property (CRC) Presentation at Mello May 2019

John Arnold, CEO, Edward Olins COO Introduction – 00:20 Overview – 00:43 What we do – 02:53 Current portfolio – 04:32 The board & supporting team – 05:29 Company history – 07:19 Our strategy – 09:52 Market watch – falling supply in regional cities – 11:53 2018 Highlights – 13:19 The investment opportunity – 14:20 […]
Blue Whale Growth Fund presentation at Mello Trusts & Funds May 2019
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27:31

Blue Whale Growth Fund presentation at Mello Trusts & Funds May 2019

By Stephen Yiu, CIO Introduction – 00:22 What we do – 00:54 Key facts of Blue Whale Growth Fund – 05:15 Investment process – 06:03 Company research – 07:06 Our definition of a high quality business – 08:13 Our approach to valuation – 10:07 Financial modelling & forecasts – 13:25 Portfolio construction – 17:25 What […]