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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 […]

7th February 2020

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29:16

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 […]

31st January 2020

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11:08

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 […]

28th January 2020

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08:28

Gresham House (GHE): Review of 2019

By Tony Dalwood, CEO Overview of 2019 – 00:23 Growth in 2019 – 01:18 Culture and values – 02:10 Diversity of assets offered for all investors – 03:05 Investment process and sustainability – 04:12 New opportunities – 04:57 International growth – 06:06 Outlook for 2020 – 06:34 The next five years – 07:15 Gresham House […]

27th January 2020

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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 […]

24th January 2020

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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 […]

10th January 2020

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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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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 […]

20th 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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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 […]

16th December 2019