25th January 2021, 6pm - 9.30pm

Company Presentation 

HeiQ

HeiQ is a pioneer and at the forefront of global technology in the $10 billion antimicrobial fabrics and $24 billion textile chemicals market. With the focus on materials and textile innovation, HeiQ has created some of the most effective, durable and high-performance technologies and textile effects in the market today, which cool, warm, dry, repel, purify, and destroy viruses. Since 2005, HeiQ has developed over 200 technologies in partnership with 300 major brands.

HeiQ is a high intellectual capital company which has successfully built up a reputation in textile technologies, having won multiple awards and innovating with leading eco-conscious brands such as Patagonia.

Led by an experienced management team, HeiQ rapidly researches new solutions for partners, quickly delivers scaled up manufacturing from its sites across the world and helps partners market the product to end consumers – aiming for lab to consumer in months.

HeiQ aims to deliver growth for its shareholders through a combination of increased sales of its core products and by entering additional lucrative markets through disruptive innovations.

Carlo is a co-founder and serves as Chief Executive Officer (“CEO”) of the HeiQ Group. Carlo studied Environmental Sciences and Forest Engineering (MSc) at the Swiss Federal Institute of Technology, ETH Zurich. He earned his Executive MBA at the University of St.Gallen (HSG). After his service as an army pilot, he started his professional career as co-founder of the ETH spin-off, myclimate, a non-profit organisation and prominent provider of carbon offsetting measures. Since 2004, Carlo has served HeiQ as co-founder and CEO, developing the firm from a two-employee company to a 90 employee company. He also serves as Chairman of ECSA Group, a 107-year-old Swiss chemical and energy distributor with a consolidated turnover of over CHF 300 million for 2018 and is a member of the executive board of science industries, the Swiss association of the pharmaceutical, biotech and chemical industry.

Xavier started his career in finance in 2005 after obtaining a bachelor’s degree in Business Administration from the University of St.Gallen (HSG). At the beginning of his professional career, he worked with EY Switzerland as an auditor for industrial clients and graduated as a Swiss Certified Public Accountant in 2009. He later worked in various finance positions and led the global finance and accounting team of a listed Korean speciality chemical producer before joining HeiQ in 2018 as Head of Controlling. He was appointed Group Chief Financial Officer in October 2019.

MelloBASH (Buy, Avoid, Sell, Hold)

The MelloBASH features a mix of Fund Managers and Private Investors including Kevin Taylor, Alan Charlton and Leon Boros.  They will be giving their verdicts together with the audience on listed companies selected by you…our Mello delegates.  Donations will be made to their chosen charities to show our appreciation of their excellent research and diligent coverage of the selected companies.   Do let us know which companies you’d like analysed in future MelloMonday BASH panels by emailing georgina@melloevents.com.

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  

Alan is a Full Time Professional Investor, having enjoyed a 30 year career working  the Retail Industry, and been a Director of many well know High Street names. He has been fortunate to work directly for some of the greatest Retailers of the last generation, including Lord Kirkham, Sir Philip Green (interesting experience!!) and Sir Stuart Rose. Fortunate to have learned from some of the very best. 
Alan posts occasionally on message boards as “Simso”…going right back to PaulyPiliots Pub and the old Motley Fool days! Current investment strategy is specifically focussed on stocks which benefit from the current environment.

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.

Specialist Insights

Steve Clapham

Stephen Clapham of investment research and training consultancy Behind the Balance Sheet will be here again with another instalment of his accounting red flags and investing tips series. In accounting red flags he will talk about comparing operating cash flow to earnings, and give some tips on adjustments to ensure you are comparing like with like. In the investing tips series, he will explain why supply is often a much better indicator to use than demand when evaluating the outlook for industry pricing.

 

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.

Gamechangers – which company is transforming this month?

The next in our series of “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.