Latest videos

Tremor (TRMR) 2019 full year results presentation April 2020
18:08

Tremor (TRMR) 2019 full year results presentation April 2020

Tremor CEO Ofer Druker presents the Company’s 2019 full year results. Introduction – 00:17 The business – 00:46 Tremor today – 01:13 Tremor’s new position in the market – 02:05 2019 highlights – 02:34 Traditional TV budgets shifting to digital video – 04:26 Ad spend trends in the US – 05:13 Business flow – 05:56 […]
Empresaria Group (EMR) FY19 results presentation March 2020
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Empresaria Group (EMR) FY19 results presentation March 2020

Empresaria CEO Rhona Driggs and CFO Tim Anderson present the Group’s 2019 full year results. This presentation was recorded on the 18th of March 2020 Rhona Driggs, CEO Introduction – 00:17 Overview – 00:38 Tim Anderson, CFO Financial review – 06:54 Summary income statement – 06:58 Profit bridge – 07:18 Earnings – 10:34 Adjusted net […]
The investing principles of … Andrew Hollingworth – Part two
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The investing principles of… Andrew Hollingworth – Part two

This is the second interview with Andrew Hollingworth, Founder and Fund Manager at HollAnd Advisors. Here, Andrew covers more about risk management, meeting management, what he’s learnt managing the fund, and much more. Note, this was recorded during February 2020, before COVID-19 gripped the nation, and torpedoed markets. It would be interesting to get Andrew’s […]
Eagle Eye Solutions (EYE) Interim Results (for 6 months ended 31st December 2019)
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Eagle Eye Solutions (EYE) Interim Results (for 6 months ended 31st December 2019)

EYE H1 results presentation to analysts by Tim Mason, CEO & Lucy Sharman-Munday, CFO, March 2020. Tim Mason, CEO Overview & Executive Summary – 00:16 Addressable market – 02:43 Lucy Sharman-Munday Financials – 04:47 Tim Mason, CEO Strategic update – 13:08 Delivering on our customer strategy – 13:59 Innovation – 15:46 North America update – […]
The investing principles of Andrew Hollingworth – Part one
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The investing principles of Andrew Hollingworth – Part one

A fantastic interview with Andrew Hollingworth, Founder and Fund Manager of HollAnd Advisors, an investment management & investment research company. We cover Andrew’s investing principles, with much drawn from Warren Buffett and John Templeton. He has a strong focus on ‘value’ and ‘franchise’ orientated analysis, and lasers in on ROTA. Note, this was recorded during […]
Empresaria Group (EMR) 2019 full year results overview
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Empresaria Group (EMR) 2019 full year results overview

Rhona Driggs, CEO and Tim Anderson, CFO talk through the results. Rhona Driggs, CEO Overview of 2019 – 00:27 Tim Anderson, CFO Financial overview – 01:25 Rhona Driggs, CEO Stronger Together initiative – 02:30 Strategic objectives – 04:30 Outlook – 05:42 Empresaria Group plc is a United Kingdom-based international specialist staffing company. The Company’s principal […]
Litigation Capital Management (LCM) H1 2020 results – March 2020
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Litigation Capital Management (LIT) H1 2020 results – March 2020

Patrick Moloney, CEO and Nick Rowles-Davies, Exec Vice Chairman, give an overview of the business, what’s been achieved in H1 and their outlook. Patrick Moloney, CEO Introduction – 00:22 Nick Rowles-Davies, Exec Vice Chairman Corporate portfolios – 01:15 Strategic alliances – 02:26 Patrick Moloney, CEO LCM Global Alternative Returns Fund – 04:20 Revenue line – […]
Kape Technologies (KAPE) FY19 results presentation
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Kape Technologies (KAPE) FY19 results presentation

CEO Ido Erlichman and CFO Moran Laufer present the Group’s 2019 full year results. Ido Erlichman, Group CEO Introduction – 00:17 Investments highlights – 00:37 Becoming a leader in digital privacy – 01:59 Operational highlights – 02:36 Moran Laufer, Group CEO Financial highlights – 04:07 Ido Erlichman, Group CEO Public concerns for online privacy – […]
Open Orphan (ORPH) presentation at ShareSoc March 2020
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Open Orphan (ORPH) presentation at ShareSoc March 2020

By Cathal Friel, Exec Chair Friel gives an overview of Open Orphan, how it was formed, the business, hVIVO and its work with virus testing, plus comments on COVID-19. Introduction – 00:18 Open Orphan management – 03:00 History and acquisitions – 04:15 High value & longer-term contracts – 08:32 Open Orphan – 09:22 Genomic database […]
Ultra (ULE) FY2019 results presentation 10th March 2020
01:09:00

Ultra (ULE) FY2019 results presentation 10th March 2020

Presentation given to analysts on Tuesday 10th March, 2020. By Simon Pryce, CEO and Jos Sclater, Group CFO Simon Pryce, CEO Introduction – 00:18 Overview of 2019 – 01:57 Strategy update – 05:05 The Focus; Fix; Grow transformation – 07:59 Transformation – 11:25 Areas of increased focus for 2020 – 14:56 New contracts won in […]
Michael Taylor – Trading in your 20s
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Michael Taylor – Trading in your 20s

Michael Taylor AKA Shifting Shares is another of our young investors. Michael started trading in his 20’s, within a short amount of time found he could make more money from it, than from his day job. Today, still in his 20’s, he continues to trade. In addition, he writes on the subject for the Investors […]
Gresham House (GHE) FY19 results and review
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Gresham House (GHE) FY19 results and review

By Tony Dalwood, CEO Overview – 00:23 Organic growth over 5 platforms – 01:20 Culture and values – 02:10 Assets and sustainability – 03:06 Leaders in sustainability – 04:12 New opportunities – 04:55 Outlook – 06:19 The next 5 years – 07:00 Gresham House PLC is a United Kingdom-based specialist alternative asset manager. The Company […]
Attraqt (ATQT) 2019 full year results
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Attraqt (ATQT) 2019 full year results

Attraqt CEO Luke McKeever talks about the Group’s full year results for the period ending 31st December 2019.   Introduction – 00:20 Performance – 00:48 Early Birds – 01:44 Growth Strategy – 02:21 Outlook – 03:02 ATTRAQT Group PLC (ATTRAQT) provides visual merchandising, site search and product recommendation technology. The principal activity of the Company […]
The China Dolls Investment ClubThe China Dolls Investment Clubthumb new
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The China Dolls Investment Club

A charming introduction to The China Dolls investment club who have achieved at 105% return over the last 10 years. We join three members of the group, Pam, Virginia and Mary, prior to their monthly evening meeting. We learn how they set up and run their club, where they find their investments, what they like, […]
Diaceutics (DXRX) presentation at ShareSoc London, February 2020
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Diaceutics (DXRX) presentation at ShareSoc London, February 2020

Presented by Peter Keeling, CEO Introduction – 00:20 What is Precision Medicine? – 02:05 Patient pathway – 04:20 What Diaceutics do – 07:57 The market – 11:05 Key metrics – 13:50 Diagnostic commercialisation platform – 17:16 Revenue analysis – 19:01 Diaceutics PLC is a United Kingdom-based data analytics and implementation services company which services the […]

dotdigital Group (DOTD) H1 19 results

CEO Milan Patel and CFO Paraag Amin, talk about the Groups’ half year results to 31st of December 2019. Milan Patel, CEO Introduction – 00:20 The opportunity- 01:00 Growth strategy – 01:57 Paraag Amin, CFO Financial highlights – 03:16 Milan Patel, CEO Outlook – 04:08 dotdigital Group Plc is a United Kingdom-based company, which is […]
Keywords Studios (KWS) Capital Markets Day: London, February 2020
02:57:58

Keywords Studios (KWS) Capital Markets Day: London, February 2020

Keywords Studios is becoming the ‘go to’ provider for external development services. This CMD gives an overview of the structural growth drivers of their markets and opportunities for each of the service lines, including case studies which illustrate the strength of offering across two of the newer service lines, Game Development and Marketing Services. Opening […]
SThree (STEM) FY results presentation (year end 30th November 2019)
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SThree (STEM) FY results presentation (year end 30th November 2019)

Analyst presentation January 2019 by Mark Dorman, CEO & Alex Smith, CFO Mark Dorman, CEO Who is SThree? – 00:39 Our purpose – 02:06 Performance highlights – 2:55 Alex Smith, CFO Financials – 03:45 Mark Dorman, CEO The opportunity – 13:35 Business overview – 17:23 Group KPIs – 18:06 Performance by region – 20:15 Strategy […]
NWF interim results (to 30 November 19) – overview.
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NWF Group (NWF) interim results (to 30 November 19) – overview.

Richard Whiting, Chief Executive and Chris Belsham, Group Finance Director, run through interim results (to 30.11.19), released on 28th January 2020. Richard talks through the development strategy including the acquisitions in the fuel division to consolidate the sector, and a new warehouse in the foods division, backed by customer contracts, both will be earnings enhancing […]
Ultra Electronics (ULE) Capital Markets Day January 2020
02:34:48

Ultra Electronics (ULE) Capital Markets Day January 2020

CEO Simon Pryce and the ULE management team give details on Ultra’s new Corporate Strategy and focus on Maritime and Intelligence & Communication divisions. The presentation also provides insight into the Focus, Fix, Grow improvement opportunities and broader growth ambitions for the Group. Opening video – 00:20 Simon Pryce, CEO Introduction – 02:57 The Team […]
EIS investing with Tim J Grattan
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EIS investing with Tim J Grattan

Tim gives us a tremendous overview of EIS investing, why governments offer EIS tax breaks, what they are, how to take advantage of them, the pitfalls, and his overall performance during the 10 years he’s been doing them. A great personal insight. Tim Grattan’s background – 00:29 What is an EIS and why does the […]
Biome (BIOM) presentation at Mello London November 2019
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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 […]
Blue Whale Q&A December 2019
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Blue Whale Q&A December 2019

Stephen Yiu, Chief Investment Officer, answers investors’ questions, sent into him. The fund’s performance to date – 01:11 How does fx affect the fund? – 02:53 Companies jump in and out of the top 10, can you explain why? – 06:01 What is your view on timing the markets and volatility? – 11:13 Do you […]
Polar Capital Global Healthcare Trust (PCGH) Mello London November 2019
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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 […]
The Panoply (TPX) H1 2020 interim results December 2019
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The Panoply (TPX) H1 2020 interim results December 2019

Neal Gandhi, CEO, gives an overview of the business, runs through H1 20, and outlines the investment case.   Overview of TPX – 00:18 H1 financial highlights – 01:30 H1 operational highlights – 02:05 Investments – 03:52 Why invest? – 04:54 Outlook – 05:24 Click here to view the Progressive Equity Research note. Panoply Holdings […]
Ilika (IKA) – Capital Markets Day December 2019: Solid-state battery technology.
01:37:54

Ilika (IKA) – Capital Markets Day December 2019: Solid-state battery technology.

The CMD was held to enable investors to meet management and see the newly opened facilities in Hampshire.  The roadmap for the future was outlined, where solid state batteries are important to EV development, but also for other early adopters, such as consumer electronics and domestic appliances.  Guest speakers were Asad Farid, Analyst,  Berenberg, on […]
Sosandar (SOS) H1 results presentation November 2019
38:21

Sosandar (SOS) H1 results presentation November 2019

CO-CEO & Co-Founder Julie Lavington and Head of Finance, James Bowling present the company’s interim results to 30th September 2019.   Julie Lavington Introduction & Overview – 00:18 James Bowling Financial review – 02:29 Income statement – 02:33 H1 revenue progression – 02:43 Repeat order growth – 03:04 Investment in team & marketing – 03:42 […]
Litigation Capital Management (LIT) investor presentation November 2019
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Litigation Capital Management (LIT) investor presentation November 2019

By Patrick Maloney, CEO, and Nick Rowles Davies, Executive Vice Chairman Patrick and Nick introduce themselves and outline how LIT makes its money.  What they’ve achieved in FY19, and where they see the future opportunities, including corporate portfolio transactions and a trial of insolvency-based claims.   Patrick Maloney, CEO – 00:18 Nick Rowles Davies, Exec […]
Internet Mobile Communications Ltd presentation at Mello London May 2019
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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 […]
IG Design Group (IGR) H1 results presentation 2019
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IG Design Group (IGR) H1 results presentation 2019

Presented by Paul Fineman, CEO & Giles Willits, CFO Paul and Giles run through a strong set of H1 results, in spite of Brexit and China headwinds. They continue to grow margins, through creating value for customers. EPS growth at a lower percentage than PTP growth, simply down to month weightings on the Impact acquisition. […]
1pm (OPM) investor presentation at Mello London November 2019
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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 […]
Sosandar (SOS) H1 results November 2019
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Sosandar (SOS) H1 results November 2019

Sosandar’s CEO & Founder Julie Lavington and Head of Finance, James Bowling, present the company’s interim results to 30th September 2019. Introduction – 00:20 Accelerated growth – 01:07 An increasing product range – 01:40 Investment – 02:34 Industry recognition – 03:45 Optimising data – 04:28 Summary & outlook – 05:22 Sosandar PLC, formerly Orogen PLC, […]
Appreciate (APP), formerly Park Group (PARK) interim results November 2019
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Appreciate Group (APP), formerly Park Group (PARK) interim results November 2019

Ian O’Doherty, CEO outlines what’s been achieved in the period, not least the new name, their move to new offices, the pending launch of a new product, Giftli and more. This illustrates the execution of strategy, and a confidence in the full year. Overview – 00:20 Rebrand to Appreciate – 01:08 Progress – 02:18 Giftli […]
Inspired Energy (INSE) investor presentation at Mello London November 2019
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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 […]
IMImobile (IMO) H1 results November 2019
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IMImobile (IMO) H1 results November 2019

IMImobile CEO Jay Patel presents the Group’s half year results to 30th September 2019 Introduction – 00:20 Market drivers – 00:45 Financial highlights – 01:32 Acquisitions – 02:09 Summary & outlook – 04:07 IMImobile PLC is a cloud communications software and solutions provider. The Company’s segments include Europe and Americas (Europe being substantially all to […]
Creightons (CRL): interim results presentation for period ending 30.9.19
01:06:51

Creightons (CRL): interim results presentation for period ending 30.9.19

Bernard Johnson, Group Managing Director, Paul Forster, Group Finance and Commercial Director and Pippa Clark summarise the last six months both financially and operationally, and update us on what we can expect, going forward. Bernard Johnson, Group Managing Director Introduction – 00:18 Current performance – 01:29 Paul Forster, Group Finance & Commercial Director Financial highlights […]
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 […]
Charles Stanley (CAY) interim results to 30.09.19
09:29

Charles Stanley (CAY) interim results to 30.09.19

Paul Abberley, CEO, and Ben Money-Coutts, CFO, give an overview financially and operationally on the first half, inspiring confidence for the full year. Paul Abberley, CEO Results overview – 00:24 Ben Money-Coutts, CFO Financial highlights – 00:57 Transformation programme: financial – 04:01 Paul Abberley, CEO Transformation programme: sales – 06:19 Transformation programme: Operational efficiency – […]
Kape Technologies (KAPE) proposed acquisition of Private Internet Access
08:40

Kape Technologies (KAPE) proposed acquisition of Private Internet Access

Ido Erlichman, CEO outlines the details of the acquisition of LTMI holdings. LTMI is the holding company for Private Internet Access, the leading US based digital privacy company with a strong position in data privacy services and over 1 million paying customers. Overview of the strategic fit & earnings enhancing growth LTMI offers – 00:18 […]
GetBusy (GETB) presentation at Mello London November 2019
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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 […]
Tremor (TRMR) finnCap Technology Seminar
25:50

Tremor (TRMR) finnCap Technology Seminar

By Tal Mor, CTO and introduction by Neil Jones, NED Tal runs through the technology of the Tremor platform, revealing how Tremor fulfils the increasing demands of advertisers, which is the key to unlocking the potential of the business and how it makes its money. Neil Jones, NED – 00:18 Tal Mor, CTO – 2:49 […]
Polar Capital Global Financials Trust (PCFT) at Mello November 2019
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Polar Capital Global Financials Trust (PCFT) at Mello November 2019

By Nick Brind, Fund Manager Introduction – 00:18 The financial sector 10 yr performance – 01:38 Bank balance sheets – 02:10 Banks appetite for risk reduced – 03:32 Few signs of balance sheet stress – 05:19 Banks have significantly more liquidity – 06:17 FinTech – 07:37 Monzo & Revolut v One Savings Bank & Close […]
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 […]
ZOO Digital Group ZOO H1 19 investor presentation
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ZOO Digital Group (ZOO) H1 19 investor presentation

By Stuart Green, CEO & Phil Blundell, CFO Stuart Green, CEO ZOO at a glance – 00:18 Phil Blundell, CFO Financial highlights – 02:36 Stuart Green, CEO Operational highlights – 04:32 OTT video market – 09:57 Growth – Four Strategic Pillars – 14:10 Innovate – 14:59 Scale – 17:30 Collaboration – 18:50 Partner – 20:51 […]