Latest videos

EIS investing with Tim J Grattan
40:04

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
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 […]
Blue Whale Q&A December 2019
33:43

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
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 […]
The Panoply (TPX) H1 2020 interim results December 2019
06:05

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
49:39

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
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 […]
IG Design Group (IGR) H1 results presentation 2019
52:39

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
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 […]
Sosandar (SOS) H1 results November 2019
06:37

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
08:44

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
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 […]
IMImobile (IMO) H1 results November 2019
04:51

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
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 […]
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
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 […]
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
38:19

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
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 […]
ZOO Digital Group ZOO H1 19 investor presentation
50:45

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 […]
WHIreland (WHI) H1 results November 2019
05:17

WHIreland (WHI) H1 results November 2019

CEO Phillip Wale presents an overview of the Group’s half year results to 3oth September 2019.   Overview – 00:19 Financial highlights – 00:50 Wealth Management – 01:39 Corporate and institutional broking – 02:12 Board appointments – 02:55 Proposed placing – 03:27 Summary & outlook – 04:00 WH Ireland Group plc is a holding company. […]

Castleton Technology (CTP) H1 results November 2019

CEO Dean Dickinson and CFO Haywood Chapman, talk about the Group’s interim results for the period ending 30th September 2019 Introduction – 00:22 Recent challenges & solutions– 00:37 Financial highlights – 05:49 Operational progress – 07:14 Client wins – 10:26 Cross-selling – 11:42 Growth Strategy – 12:46 Summary & outlook – 13:10 Castleton Technology plc, […]
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 […]
Proactis (PHD) FY19 results overview November 2019
05:24

Proactis (PHD) FY19 results overview November 2019

Tim Sykes, CEO, tells us the outcome of the operational review, how this is being executed, and what impact it will have going forward. Overview & operational review – 00:23 Performance & operational highlights – 02:19 Financial highlights – 03:10 Summary & outlook – 04:11 PROACTIS Holdings PLC is a United Kingdom-based company, which is […]
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 […]
Instem (INS) presentation at piworld – Progressive Equity Research event September 2019
42:18

Instem (INS) presentation at piworld – Progressive Equity Research event September 2019

Phil Reason, CEO, gives a comprehensive overview of the investment case for Instem. Introduction by Gareth Evans, Progressive Equity Research – 00:18 Phil Reason, CEO Introduction – 01:05 What is Instem? – 03:02 Market leader – 06:22 Market drivers – 08:38 INS from discovery to post marketing – 13:13 Study management – 16:42 Regulatory solutions […]
ECSC Group (ECSC) presentation at ShareSoc October 2019
31:13

ECSC Group (ECSC) presentation at ShareSoc October 2019

by Ian Mann, CEO and Founder Introduction – 00:18 What ECSC do – 01:41 The market – 08:09 New cyber security vulnerabilities – 09:37 Major GDPR fines – 10:56 Jan-June 19 financial performance -15:10 Organic revenue growth – 18:11 KPIs – 19:00 Outlook – 20:08 Summary – 21:10 Q&A – 21:50 ECSC Group plc is […]
Everyman H1 results presentation September 2019
52:48

Everyman Media Group (EMAN) H1 results presentation September 2019

An overview of Everyman H1 results by Crispin Lilly, CEO & Elizabeth Lake, CFO, presenting in the Everyman cinema at Kings Cross. Crispin Lilly, CEO Introduction – 00:18 Overview – 01:36 The evolution of Everyman – 03:04 What makes EMAN unique – 05:28 Food and drink – 06:31 Film content – 07:42 Motivated team – […]
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 – […]
Eagle Eye (EYE) FY19 results September 2019
44:53

Eagle Eye (EYE) FY19 results September 2019

A comprehensive overview of the year operationally & financially by Tim Mason, CEO & Lucy Sharman-Mundy, CFO Tim Mason, CEO Eagle Eye – 00:44 Executive summary – 02:04 eCommerce tools to bricks & mortar retailers – 02:40 EYE KPI’s – 04:41 EYE investment case summary – 05:36 Lucy Sharman-Mundy, CFO Revenue split by business model […]
DX Group (DX) FY19 webcast October 2019
17:14

DX Group (DX) FY19 webcast October 2019

By Ron Series, Executive Chairman, Lloyd Dunn, CEO & David Mulligan, CFO A comprehensive outline of DX Group by the management, who joined from 2017, summarising what they’ve achieved over this time. Ron Series, Executive Chairman Who are DX.? – 00:32 Executive Team – 01:37 Divisional Structure – 02:35 Summary FY19 – 03:55 Lloyd Dunn, […]
Air Partner (AIR) H1 results October 2019
06:46

Air Partner (AIR) H1 results October 2019

piworld’s Tamzin Freeman talks to CEO Mark Briffa about the Group’s half year results for the period ended 31st July 2019.   Introduction – 00:22 Financial highlights – 00:53 Operational highlights – 02:12 Market backdrop – 03:07 Pipeline – 04:37 NGS partnership – 05:22 Outlook – 06:07 Air Partner plc is a United Kingdom-based aviation […]
Aquis Exchange (AQX) H1 19 presentation
52:17

Aquis Exchange (AQX) H1 19 presentation

By Alasdair Haynes, CEO & Jonathan Clelland, CFO Overview on H1 19 both operationally and financially, and more detail on the proposed acquisition of the NEX Exchange. Introduction – 00:18 Aquis Exchange at a glance – 01:16 H1 19 overview – 08:35 KPIs – 10:30 Liquidity – 13:45 Aquis Exchange growth – 16:23 Financial performance […]
Finncap Group (FCAP) Presentation at Progressive Equity Research event September 2019
28:45

finnCap Group (FCAP) Investor presentation September 2019

With an introduction by Gareth Evans, Progressive Equity Research. Sam Smith, CEO, outlines the business model for finnCap, the rationale behind the recent IPO and what’s happened since. Tom Hayward, CFO runs through the financials, and combining with Cavendish. Sam Smith, CEO Overview of finnCap – 00:33 Market opportunity – 02:02 Financial highlights – 03:31 […]
Sumo Group (SUMO) H1 results presentation September 2019
01:08:36

Sumo Group (SUMO) H1 results presentation September 2019

Carl Cavers, Founder & CEO, David Wilton, CFO present the H1 19 results to analysts on 26.9.19. Intro video – 00:20 Carl Cavers, Founder & CEO Introduction – 01:30 David Wilton, CFO Financial overview – 04:05 Carl Cavers, Founder & CEO Operational update – 24:23 The market and growth drivers – 42:51 Strategy – 46:37 […]
The Panoply (TPX) Capital Markets Day September 2019
01:47:20

The Panoply (TPX) Capital Markets Day September 2019

With Neal Gandhi, Oliver Rigby A helpful overview of TPX which IPO’d December 2018. The overview by Neal and Ollie gives the purpose and vision for the company. The presentation by FutureGov, Human + & Greenshoot Labs, gives a sense of their acquisitions and the people behind them. Introduction – 00:18 Financial highlights FY19 – […]

Judges Scientific (JDG) H1 2019 analyst presentation, September 19

With David Cicurel, CEO & Brad Ormsby, CFO A very comprehensive overview of Judges Scientific, what they do and their KPIs. What’s happened in the period. Their strategy going forward. David Cicurel, CEOIntroduction – 00:18About Judges – 01:05The Judges Group – 03:09Judges customers – 03:50Key messages – 04:45 Brad Ormsby, CFOFinancial highlights – 06:40Performance – […]
XL Media XLM H1 2019 webcast, September 2019
15:13

XL Media (XLM) H1 2019 webcast, September 2019

By Ory Weihs Ory runs through the key highlights of the period, and growth initiatives going forward. Introduction – 00:18 The business – 00:38 Key highlights – 01:24 Current trading – 02:15 Gambling Regulatory Summary – 03:00 Financial highlights – 06:40 Revenue diversification – 07:27 Income statement – 08:58 Cash Flow Statement – 09:24 Balance […]
Biffa (BIFF) Capital Markets Day September 2019
13:22

Biffa (BIFF) Capital Markets Day September 2019

Biffa management outline their strategy. This 13 minute video covers the key themes: the I&C consolidation story, which was much talked about at the IPO. The energy from waste. And most exciting, the polymers business with its attractive returns. All divisions operate in a very strong market, driven by government policy and consumer interest. Michael […]
Quixant (QXT) H1 19 results September 2019
05:32

Quixant (QXT) H1 19 results September 2019

Jon Jayal, CEO & Guy Millward, CFO give an overview of H1 19 results giving colour on the profit warning, and cite diversification should generate strong growth over the next few years. H1 results overview – 00:18 Strong customer retention – 01:19 Densitron – 02:08 Financial highlights – 02:44 Outlook – 04:49 Quixant Plc is […]
Tremor International (TRMR) H1 19 results webcast
13:55

Tremor International (TRMR) H1 19 results webcast

By CEO Ofer Druker, who runs through H1 2019 results, gives an operational update and guides on the outlook. Introduction – 00:18 Our business – 00:45 Our vision – 01:51 A unique proposition – 02:21 Clients and Partners – 03:33 Significant opportunity in video – 04:15 Traditional TV budgets shifting to Digital video – 05:05 […]
Everyman Media Group (EMAN) H1 results September 2019
07:46

Everyman Media Group (EMAN) H1 results September 2019

Everyman CEO Crispin Lilly talks about the Group’s half year results for the period ended 4th July 2019. About Everyman – 00:22 Financial highlights – 02:31 Roll out Strategy – 03:07 Operational performance – 05:04 Outlook – 06:43 Everyman Media Group plc is a United Kingdom-based holding company. The Company is an independent cinema group […]