Mello82 Videos

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36:38

Biome Technologies (BIOM) presentation at Mello London November 2019

By Paul Mines CEO, Biome Technologies plc Introduction – 00:17 Group overview – 00:30 Addressing global trends – 00:46 Group profile – 01:16 2019 highlights – 01:32 Investment proposition – 02:43 Biome Bioplastics  – 03:49 Bioplastics a changing market – 03:51 The business – 08:39 Bioplastics growth – 11:05 Industrial biotechnology – 12:30 Stanelco RF […]

23rd December 2019

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24:22

Polar Capital Global Healthcare Trust (PCGH) Mello London November 2019

By Gareth Powell, Co-Head healthcare team.   Gareth presents an overview of the healthcare sector including innovations, the political landscape in the US and the fund. Introduction – 00:18 Why Healthcare? – 00:50 Immuno-oncology – 00:11 AstraZeneca – 02:24 Targeted Oncology – 03:37 Loxo Oncology – 04:05 Robots – 04:25 Stryker – 05:29 Why invest […]

18th December 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 & […]

4th December 2019

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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 […]

3rd December 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 […]

2nd December 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 […]

26th November 2019

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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 […]

22nd November 2019

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52:21

What went wrong at Woodford: A forensic investigation of the Woodford Equity Income Fund history

By Edward Page Croft, Founder Stockopedia, speaking at Mello London 2019. Ed uses the research tools offered by Stockopedia to expose the investing themes across the lifetime of the Woodford Equity Income Fund. Although nothing can be done to reverse events for Woodford holders, there are insights we can all learn for our own more […]

22nd 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 […]

19th November 2019

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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 […]

18th November 2019