Monday 11th July 2022, 5pm – 9pm
Programme
5pm Welcome and Company presentation by Zoo Digital
5:45pm Michael Taylor: Is it better to be a trader than an investor in the current market?
6pm Company presentation by Manolete
6:40pm Mark Simpson: A portfolio of personality & style
7pm Company presentation by ECP
7:40pm Mello BLISS Competition Update
7:50pm ShareSoc provide a Woodford update
8pm Mello BASH
Company Presentation – ZOO Digital
ZOO Digital supports major Hollywood studios and streaming services to globalise their content and reach audiences everywhere, by providing world-leading, technology-enabled localisation and media services.
Founded in 2001, ZOO Digital operates from hubs in Los Angeles, London, Dubai, Turkey, South Korea, India and Denmark with a development and production centre in Sheffield, UK. The company is targeting $100m sales in the medium term.
The Group provides media services through its platforms that include: ZOOsubs, ZOOdubs, ZOOstudio. Its full-service proposition delivers the end-to-end services required to prepare both original and catalogue content for digital distribution; these services include dubbing, subtitling & captioning, metadata creation & localisation, artwork localisation and media processing. Alongside this offering, ZOO also provides its customers with management platforms and strategic solutions to support their own internal globalisation operations.
ZOO is a go-to service partner for media businesses looking to globalise their content across different territories, languages and distribution platforms. Using its innovative technology-enabled approach, ZOO helps its customers to reduce time to market, lower costs and deliver high quality products to their global audiences. The business has frameworks in place with all major Hollywood studios and streaming services. Its customers include Disney, NBCUniversal, HBO and ViacomCBS.
ZOO’s competitive advantage arises from three interlinking factors – the leading role it has played in the digital transformation of its sector; the world class proprietary platforms that it develops to enable this transformation; and the global supply chain of thousands of freelancers, working collaboratively in ZOO’s platforms, which delivers services that scale easily to meet demand. These factors combine to make ZOO uniquely geared to capitalise on new market opportunities in a fast-paced and constantly evolving industry.
Dr Stuart Green, Chief Executive Officer
Phillip Blundell, Chief Financial Officer
Phillip Blundell joined ZOO with a proven record in senior finance and operational roles within UK technology companies, including DotDigital Group plc, Eagle Eye Solutions Group plc and Intelligent Environments plc. Qualified as a Chartered Accountant with Coopers & Lybrand, now part of PwC, he has over 20 years’ experience building strong software businesses through product innovation and global partnerships.
Company Presentation – Manolete Partners Plc
Manolete Partners Plc is the UK’s leading insolvency litigation financing company which was founded in 2009 by its Chief Executive, Steven Cooklin, a UK Chartered Accountant.
Manolete finances the pursuit of claims through litigation and alternative dispute resolution to produce optimal returns for the creditors of insolvent companies and excellent returns for its shareholders. The Company has completed investments in over 770 specialist insolvency cases and is renowned for its unparalleled knowledge of the Insolvency and Recovery sector.
Manolete works alongside Insolvency Practitioners from all of the “Big Four” through to one and two partner specialist insolvency and restructuring practices in the regions. Case values range from £20k to over £70m.
HSBC provides Manolete with a £25m revolving credit facility – Manolete floated on the London Stock Exchange (AIM) in 2018. Manolete has been voted Insolvency Litigation Funder of the Year for the fifth time in six years at the industry’s Turnaround Recovery and Insolvency Awards. The Company was named as the only company in the insolvency litigation funding sector to be ranked in Band 1 of the legal industry’s prestigious Chambers Guide.
Steven Cooklin, CEO
Michael Taylor: Is it better to be a trader than an investor in the current market?
Michael Taylor is a full-time UK trader of his own private capital since December 2016. He is willing to take a contrarian view and go against prevailing sentiment, relying on price action analysis to generate alpha.
My Trading Philosophy
I have a rules based system trading both directions which draws heavily on technical analysis and some use of Level 2. Being net short in February and March 2020 delivered positive returns as global equities slid across the board due to the coronavirus (Covid-19) crisis. This method was described in detail in my free short selling guide.
Risk management is the most important factor for me as capital drawdowns work against traders exponentially. I run technical filters that allow me to focus find strong names without listening to the noise, and I share these concepts in my email subscription and in my writing.
If you have any questions or would like to get in touch, you can email me directly at michael@shiftingshares.com.
Company Presentation – Eight Capital Partners Plc
Eight Capital Partners plc (AQSE: ECP) is a financial services operating company that aims to grow revenue through sourcing, investing in and delivering tech, fintech and other on-trend-sector transaction in businesses engaged in “Fintech” operations, from the digitisation of banking services, through to blockchain-backed disruptive finance companies.
Richard Day, Chairman of Epsion Capital, a wholly owned subsidiary of Eight Capital Partners plc
Mr Day, a qualified lawyer, has had a diverse and successful senior management career, acquiring extensive knowledge of public markets, corporate finance and corporate governance across a range of sectors. He was a co-founder of institutional stockbroker, Arden Partners plc where he worked from 2002 until 2015, and was Head of Corporate Finance for most of his time with the firm. He played an important role in building the business both domestically and internationally.
Since then, he has been on the boards of various listed companies. He is currently Non-Executive Chairman of AIM-listed “Big Data” analytics company, Pelatro plc and most recently, AQSE-Listed The British Honey Company plc, the premium British honey and craft spirits producer. He is also Chairman of Eden Geothermal Limited, a private company, which is drilling the first well on its two-well deep geothermal site at the world-famous Eden Project in Cornwall.
Mark Simpson: A portfolio of personality & style
Mark Simpson has been investing in individual stocks since 2003. Over the last decade Mark has generated a 19% compound annual return following a Value methodology vs a FTSE All-Share Total Return Index that has returned less than 8% over the same period. He has achieved this out-performance by developing a strategy that plays to his unique strengths and overcomes his weaknesses, in particular finding practical ways to overcome behavioural biases. His book Excellent Investing describes this approach and how investors of all types can generate higher and more consistent returns by developing their own strategy that plays to their strengths and overcomes their weaknesses.
Mark Simpson
The Mello BASH (Buy, Avoid, Sell & Hold)
Damian Cannon, Private Investor
Mark Simpson, Private Investor
Alan Charlton, Private Investor
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