Monday 22nd November 2021, 5.30pm – 9.30pm
5.30 pm Mello welcome
5.35 pm Company presentation by Cerillion
6.05 pm Company presentation by Insig AI
6.45 pm Placings – Are you getting your fair share? Presented by Cliff Weight and Karin Schulte from ShareSoc
7.00 pm Company presentation by Poolbeg Pharma
7.30 pm Educational insights
7.45 pm Company presentation by ENGAGE XR Holdings
8.15 pm Mello BASH featuring Kevin Taylor and Mark Simpson covering Capital Drilling (CAPD), CMC Marketings (CMCX) & Hostmore (MORE)
Company Presentation: Engage XR plc (LON:EXR)
ENGAGE XR Holdings plc (AIM: EXR; Euronext Growth: EXR) is a virtual reality (‘VR’) technology company focused on becoming a leading global provider of virtual communications solutions through its proprietary software platform, ENGAGE. ENGAGE provides users with a platform for creating, sharing, and delivering VR content for education, training, and online events through its three solutions: Virtual Campus, Virtual Office, and Virtual Events.
ENGAGE is currently developing a new fully featured corporate metaverse codenamed “ENGAGE Oasis” with the launch expected in the first half of 2022. EXR is listed on AIM in London and on the Enterprise Securities Market, a market regulated by Euronext Dublin. For further information, please visit: www.engagexrholdings.com (LinkedIn: @Engage XR Holdings plc Twitter: @engage_xr)
David Whelan, CEO
David is a tech entrepreneur and founder of Immersive VR Education. He is a former Editor-in-chief of Virtual Reality Reviewer and a multi-awarding winning VR director and producer with 10+ years web development, a background in app creation and programming large CRM systems. David believes in a future where education is accessible to all no matter your geographical location or financial status.
Seamus Larrissey, CFO
Seamus has 11+ years experience in finance. His previous roles include a senior finance position at TSSG Group looking after 100+ staff and researchers and as an auditor for Ernst & Young.
Company Presentation – Cerillion plc (LON:CER)
Cerillion is a leading provider of mission critical software for billing, charging and customer relationship management (“CRM”), predominantly serving the telecommunications market. The Company currently has over 90 customer installations across over 40 countries.
Headquartered in London, Cerillion also has operations in Pune, India, where its Global Solutions Centre is located, Miami, Sydney and Bulgaria, where it has recently opened an office.
Louis Hall, CEO
Louis Hall is the CEO and founder of Cerillion, having led the management buyout of the original business from Logica in 1999. Louis has worked in the enterprise software industry for over 25 years and prior to forming Cerillion held a number of product, sales and management positions at Logica.
Oliver Gilchrist, CFO
Oliver joined Cerillion in 2001 as CFO. He has over 30 years’ experience in finance, training as a chartered accountant at Coopers & Lybrand (now part of PWC). He left Coopers & Lybrand for industry in 1995 joining Parallax PLC as CFO, prior to its sale to Keane Inc in 1999 for $25m. Following this he acted as interim CFO for Apama Inc, managing a second round interim fundraise of $10m in 2001. The company was subsequently sold to the Carlyle Group.
Company Presentation – Poolbeg Pharma plc (LON:POLB)
Poolbeg Pharma is a clinical stage infectious disease pharmaceutical company, with a capital light clinical model which aims to develop multiple products faster and more cost effectively than the conventional biotech model. The Company, headquartered in London, is led by a team with a track record of creation and delivery of shareholder value and aspires to become a “one-stop shop” for Big Pharma seeking mid-stage products to licence or acquire. The Company is targeting the growing infectious disease market. In the wake of the COVID-19 pandemic, infectious disease has become one of the fastest growing pharma markets and is expected to exceed $250bn by 2025.
With its initial assets from Open Orphan plc, an industry leading infectious disease and human challenge trials business, Poolbeg has access to knowledge, experience, and clinical data from over 20 years of human challenge trials. The Company is using these insights to acquire new assets as well as reposition clinical stage products, reducing spend and risk. It already has a Phase II ready repositioned small molecule immunomodulator for severe influenza and a portfolio of other exciting assets.
The Company plans to broaden this portfolio further going forward and is in active discussions with AI data analysis platforms to help accelerate the power of its human challenge model data and biobank. For more information, please go to www.poolbegpharma.com
Jeremy Skillington, CEO
Jeremy began his biotechnology career in the Business Development group of Genentech, Inc in California in 2002. At Genentech he was responsible for executing over 40 licensing, investment and collaboration transactions. Returning to Ireland in 2009, he then led Business Development and was a member of the Senior Management team at Opsona Therapeutics Ltd before becoming a founder and CEO of immuno-oncology company TriMod Therapeutics Ltd.
He joined German investment fund HS Lifesciences GmbH in 2014 to provide start-up and business development support to portfolio companies ImmunoQure AG and Ethris GmbH.
He joined Inflazome on its founding in 2016 and was instrumental in their acquisition by Roche in September, 2020 for €380M (£325M) upfront and significant downstream milestone payments.
Jeremy studied Biochemistry at the National University of Ireland, Galway where he was awarded his Ph.D. He performed his post-doctoral research at the University of California, San Francisco in the lab of Prof Rik Derynck.
Cathal is 56 years-old, and is an entrepreneur, starting work at 16 years due to his father’s untimely illness he went on to complete his education at night classes and got an MBA from the University of Ulster in 1990. He spent the following five years lecturing part time in International Marketing and Business Planning at the University of Ulster, while running his own new technology services business.
In 2001 he was part of the team who successfully established Merrion Stockbrokers in Dublin and in 2007 he founded Raglan Capital. Cathal is the Executive Chairman and Co-Founder of Open Orphan plc which IPO’d on the London and Dublin stock exchanges in June 2019. He also co-founded Amryt Pharma plc in 2015 along with Joe Wiley, which is listed on the London stock exchange since 2016 and which listed on Nasdaq in July 2020.
Prior to Amryt, Cathal founded Fastnet Oil & Gas plc in 2011 which he IPO’d on the London stock exchange. Cathal is a finalist in the International category as part of the EY Entrepreneur of the Year 2020.
Cathal Friel, Chairman
Company Presentation – Insig AI plc (LON:INSG)
Insig is an AI and machine learning company that has developed a range of products to transform its clients’ competitiveness through unlocking the power of their data.
The products integrate software, data science and cloud computing to help asset managers make better decisions, generate value, and manage their workflow more effectively. The products can be used alone or together. Insig Portfolio is the Company’s flagship product, it is a user-friendly web application which provides portfolio managers of all sizes and strategies with additional data driven insights to aid their investment decisions. Insig Portfolio was developed to alleviate the frustration of asset managers currently working with error-prone spreadsheets, and to remove the time-consuming effort of building data science applications in-house. Its second major product offering is Insig ESG. Insig ESG empowers asset managers to develop a credible data-driven ESG strategy (and bespoke scoring) through interrogating company reports, documents and data.
Other products include:
- Insig Data – takes data from third party providers and transforms it into a machine-readable format, allowing machine learning and analysis to be conducted on that data. It is rapidly deployed, data-agnostic, and easy to implement.
- Insig Docs – automatically extracts, stores and tags data from documents, enabling you to access, unlock and visualise large amounts of data.
- Insig Exceleton – converts complex Excel spreadsheets into Python code. It allows users to move beyond Excel’s limitations on scalability, automation and data connectivity, by enabling machine learning and other data analytics to be conducted on your data. The process requires zero user coding and enables the full benefits of machine learning.
Steve began his career with Thomson Reuters before being headhunted to work at Goldman Sachs. Steve worked at Goldman Sachs for nearly 10 years developing strategic analytical tools for use across the global investment bank, from Sales and Trading applications to front end website optimisation for clients. Steve latterly led a global sales team for Goldman Sachs in relation to Sales Technology before he left to become an entrepreneur. Steve subsequently moved to California to become CPO and then CEO of Zenti, Inc, a Silicon Valley based tech-start-up focussing on big data analytics solutions, utilising human pattern recognition and machine intelligence. The products he designed helped analyse millions of documents to surface patterns of behaviour and human intent.
These products were successfully used by The United States Senate (Permanent Subcommittee for Investigation) as part of a major financial fraud investigation and the National Veterans Foundation for a Veteran Suicide Prevention campaign. Steve left Zenti in 2016 to focus on artificial intelligence and machine learning within the financial markets space, before co-founding Insight with Warren Pearson in 2017.
Steve Cracknell, CEO
Diana Rose, ESG Research Director
Diana is a sustainability expert with a Masters in Environmental Technology from Imperial College. With over 12 years of international experience Diana has worked across the private, public and charitable sectors in environmental and social sustainability. With a technical grounding in sustainable water management, Diana has worked across aviation, mining and sustainable events. This included working at De Beers Group as the UK-based Project Manager for the implementation of Anglo American’s best practice social impact management system ‘The Social Way’.
The Mello BASH (Buy, Avoid, Sell & Hold)
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.
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.
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