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40:33

Rosenblatt Group (RBGP) Presentation at Mello May 2019

By Nicky Foulston, CEO Introduction & Nicky’s background – 00:18 Summary – 04:34 Growth strategy – 07:41 Financial highlights – 10:34 Legal services market – 14:36 Peer group metrics – 15:53 Remuneration – 17:10 Litigation funding – 22:03 Dividends & M&A – 28:16 Outlook – 28:45 Q&A – 29:33 Rosenblatt Group PLC is a United […]

19th July 2019

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38:07

Downing: Income & Growth presentation at Mello May 2019

Downing: Income and Growth By James Lynch, Fund Manager, Downing & Ian Fishwick, Chairman, AdEPT Technology James Lynch, Fund Manager, Downing Introduction – 00:28 Market opportunities: small cap v large cap – 01:23 DiscoverIE – 03:05 AdEPT Technology – 07:34 Ian Fishwick, Chairman, ADT ADT Key Fundamentals – 08:28 ADT Strategy – 10:18 ADT Sectors […]

17th July 2019

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Codemasters (CDM) FY19 results presentation

By Frank Sagnier, CEO & Rashid Varachia, CFO Intro video – 00:18 Frank Sagnier, CEO Key highlights – 01:33 Digital sales – 07:00 The market – 13:55 Rashid Varachia, CFO Financial overview – 17:55 Frank Sagnier, CEO Looking ahead – 31:08 Summary – 44:39 Codemasters Group Holdings PLC, formerly Codemasters Group Holdings Limited, is a […]

10th July 2019

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38:56

Castleton Technology (CTP) FY19 results investor presentation

A comprehensive overview of FY19 results. *To get an introduction to CTP see links below. Dean Dickinson CEO Overview of FY19 results – 00:18 Castleton Community Solution for smaller HAs – 03:14 CTP solution set – 04:13 The market opportunity – 07:29 Case study – 08:45 Haywood Chapman CFO Financial highlights – 11:17 Contracted backlog […]

9th July 2019

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29:44

Keith Ashworth-Lord, The UK Buffettology Fund: interview part two

Keith Ashworth-Lord CIO, Sanford DeLand UK Buffettology Fund Another inspiring 30 mins from Keith talking us through valuations, self-discipline, learned lessons, Woodford, and much more. Valuation of good companies – 00:20 AB Dynamics – 02:08 Sell discipline – 04:45 Lessons learned from past mistakes – 06:04 Lessons learned from Woodford? – 10:08 Do you have […]

5th July 2019

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55:47

Zoo Digital Group (ZOO) FY19 results presentation

By Stuart Green, CEO & Philip Blundell, CFO Stuart Green, CEO Introduction – 00:19 ZOO at a glance – 01:20 Highlights – 02:18 Vendor selection by large buyers – 05:00 The OTT market today – 09:08 2019-20: Transition of OTT Services – 10:55 Hours of content by platform (US) – 12:49 Strategic Pillars & Progress […]

2nd July 2019

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33:42

Trackwise Designs (TWD) Presentation at Mello May 2019

By Philip Johnston, CEO Introduction – 00:18 About Trackwise – 00:43 RF business – 01:45 Improved Harness Technology (IHT) – 04:22 The competition – 09:10 Business strategy – 11:08 2018 highlights – 11:44 Financial highlights – 13:01 IHT today – 13:30 Summary – 18:50 Q&A – 20:00 Trackwise Designs PLC is a United Kingdom-based company […]

2nd July 2019

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01:12:20

Creightons (CRL) FY19 preliminary results presentation

By Bernard Johnson, Group MD Pippa Clark, Global Marketing Director Paul Forster, Group Finance and Commercial Director Bernard Johnson, Group MD Introduction – 00:18 Paul Forster, Group Finance and Commercial Director Financial highlights – 06:40 Revenue – 10:38 Operating profit – 11:33 Operating margin – 12:35 R&D impact – 13:28 Diluted EPS – 14:15 ROCE […]

1st July 2019

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Polar Capital Holdings (POLR) Presentation at Mello May 2019

A presentation by Gavin Rochussen, CEO Introduction – 00:18 What is the Polar Capital model? – 00:49 Attracting the best talent – 01:48 Market perspective – 04:04 Assets under management & analysis – 05:35 Style bias – 09:02 Current active share – 09:54 Strategy performance – 11:09 Capacity – 14:40 Areas of strategic focus – […]

1st July 2019

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31:34

Keith Ashworth-Lord, The UK Buffettology Fund: interview part one

Keith Ashworth-Lord, Sanford DeLand, Chief Investment Officer, The UK Buffettology Fund. Keith was inspired by Benjamin Graham, which led him to Buffett.  Keith views his investments as a Business Manager, rather than a Fund Manager.  An approach which has rewarded him, with Return on Investment of c.200% since he launched the Buffettology Fund in 2014.  […]

28th June 2019