This is the line up of session from the last MelloMonday on 19th October....
18:00 Stockopedia – Investment Clubs
Edward Croft is co-founder and CEO of Stockopedia.com. He previously worked as a wealth manager at Goldman Sachs and for a family office before founding Stockopedia. Ed graduated from Oxford University with first-class honours in Chemistry, is a Chartered Financial Analyst and Zend-Certified PHP Engineer.
Ed Croft took on a new initiative at the Stockopedia HQ in early 2020. They started an Investment Club for the team. The main goal was to find a way for the team to kindle a lifelong interest in stock markets and investing and hopefully profit along the way. They have performed incredibly well and will share the story with us…
Oliver Cooper is a CFA® charterholder, specialising in funds and portfolios at Stockopedia.com. He has previously worked with Towry Investment Management and prior to that with Invesco Perpetual. Oliver has a first-class honours degree in Economics from the University of Birmingham and the Certificate in Investment Management (IMC).
18:20 ShareSoc – Cliff on shareholder campaigns
ShareSoc will update us on some of their private investor campaigns, including:
CGT – Making CGT simpler and fairer
Stamp Duty – Reducing and equalising stamp duty
Cliff Weight has been a stock market investor since 1984. He now focuses on smaller growth companies. He is a non-executive director of MM&K, the leading independent remuneration consultant, and has 30 years’ experience as a remuneration consultant advising many FTSE 350, Small Cap and AIM companies. He is a member of the Editorial Board of Executive Compensation Briefing. He is the author of the Directors’ Remuneration Handbook.
18:30 Company update- Bioventix Plc.
Bioventix manufactures and supplies high affinity sheep monoclonal antibodies (SMAs) for use in diagnostic applications such as clinical blood testing.
Tonight at Mello Monday, Peter Harrison CEO returns to update us on the latest annual results to 30th June 2020. Bioventix has been a top performing Mello regular presenting company since their appearance at Mello 2014 in Derby. Any investor who attended then and invested in Bioventix would have had a ten-fold return.
19:00 What is new? Investor tools, strategies, and ideas…
Investing Rules!
Investment author Mark Simpson explains why portfolio rules are key to avoiding investment mistakes and describes some simple rules that you can apply to improve your investing.
Mark Simpson
19:10 Gamechangers – which company is transforming this month?
We have a great new session: “Gamechangers” – An introduction to a company that has had a transformational announcement which may not have been fully understood by investors. The company will not be pre-announced beforehand but leading investors and directors talk us through the company gamechanger.
19:30 QQ – Quickfire Questions
During QQ, the Mello audience ask investor focused questions of :
Mark Tughan, a comedian who runs comedy sessions at The Glee Club, and
Pamela, a founding member of the China Dolls all women Investment Club.
19:50 Company presentation IPO – Mailbox REIT PLC
Iconic Birmingham site the Mailbox is a single asset company which will be floated on a new property stock exchange.
Mailbox REIT is expected to raise £62.5m by listing on the International Property Securities Exchange (IPSX), a new regulated exchange that is dedicated to the democratisation of commercial property for retail investors.
This investment opportunity is brought to you by M7 Real Estate Financial Services Limited acting as AIFM to the Mailbox REIT plc. To find out more visit themailboxreit.com. Capital is at risk.
20:15 Specialist insights
Steve Clapham
This month Specialist Insights comes from Steve Clapham on accounting red flags and investing top tips from his Behind the Balance Sheet training courses. Steve runs a Forensic Accounting Course for some of the biggest investment institutions and hedge funds and he is a former partner and head of research at two multi-billion hedge funds himself, so he knows what he is talking about. Expect some practical tips which you can immediately put into practice and help avoid losers (accounting red flags) and identify winners (investing tips). You can read more about Steve and check out his blog on his website.
Behind the Balance Sheet is an investment research consultancy which creates bespoke research for large institutional investors and produces training programmes for their analysts and portfolio managers. The firm was founded in 2012 by Steve Clapham, who has 30 years of experience analysing and investing in equities. He spent some 20 years as a rated sell-side equity analyst before becoming a partner of a multi billion hedge fund in London in 2005.
20:30 Mello BASH (Buy, Avoid, Sell, or Hold?)
In the MelloBASH, we will have the ever popular Ed Croft, Kevin Taylor, Melwin Mehta and Leon Boros giving their verdicts together with the audience on listed companies selected by you…our Mello delegates. The panel members will change each month. Companies to be covered on Monday include Avon Rubber, Tristel, Omega Diagnostics, SCE, Novacyt and Connect. Donations will be made to their chosen charities to show our appreciation of their excellent research and diligent coverage of the selected companies. Companies covered so far by our BASH panels include BOO, BUR, GAW, RBG, PLUS, NRR, AVCT & QUIZ. Do let us know which companies you’d like analysed in future Mello Monday BASH panels.
Edward Croft is co-founder and CEO of Stockopedia.com. He previously worked as a wealth manager at Goldman Sachs and for a family office before founding Stockopedia. Ed graduated from Oxford University with first-class honours in Chemistry, is a Chartered Financial Analyst and Zend-Certified PHP Engineer.
Leon is a recently retired professional investor. Prior to his retirement he was founder and managing director of Equity Strategies, a boutique corporate finance firm. Leon started his career at EY where he qualified as a Chartered Accountant.
Leon has been investing since his late teens. In 1993 he opened his first PEP and has since achieved annualised returns of 18.42% (to Dec 2019).
Leon was previously a non-executive director of ShareSoc. Twitter: Leon Boros @Boros10
After completing his B.Eng (Electrical), Melwin followed his passion for stock investing and worked in private equity, a family office and an activist hedge fund. For the last 20 years, he has annually met 250+ companies across diverse industries. He invests with a long term ownership mindset and seeks multi-baggers. He is the Portfolio Manager of MI Sterling Select Companies Fund. Outside of work, he is a board member of Young Enterprises, member of the CFA UK Society of Investment Professionals and active in saving bees.
Web: www.sterlingim.co.uk
Kevin began his City career 27 years ago, training as an actuary with a focus on defined benefit pension schemes. In 1997 he moved over to Investment Banking and joined a structured finance team working on complex projects and debt finance for large corporates. During those 27 years of financial markets experience Kevin has been a keen small cap investor looking after his family’s portfolios and trading on both the long and the short side of markets. Kevin is one of the more sceptical member of our panel and likes to see proof that demonstrate management’s claims before investing in a management team.