Results Roadshow Special
29th March 2021, 5pm – 9.30pm
Dates for Upcoming events included in the Annual Pass:
Monday 12th April 2021
Monday 26th April 2021
Monday 10th May 2021
Monday 24th May 2021
Monday 7th June 2021
Monday 21st June 2021
Monday 19th July 2021
Programme for the evening
5.00 pm Introduction to our Mello Roadshow
5.05 pm Alun @MrContrarian reviews the Mello BASH companies
5.10 pm Company presentation by Judges Scientific
5.40 pm How to join corporate fundraisings with James Deal Primary Bid
6.00 pm Company presentation by Filta Group
6.30 pm Leon Boros interviews Peter Harrison from Bioventix
7.00 pm Company presentation by Digital Box
7.30 pm A March results round up with Paul Scott, Gordon @glasshalfull & Alan Charlton, companies covered: Cerillion (CER), BOKU, Aeorema (AEO) Headlam (HEAD), MJ Hudson (MJH), Spectra (SPSY), Tandem (TND), Cambridge Cognition (COG), SCS
8.00 pm Company presentation by Get Busy
8.30 pm Mello BASH with Alan Charlton, Alex Schlich, Richard Crow and Kevin Taylor covering Superdry (SDRY), Joules (JOUL) and SMS
Leon Boros interviews Peter Harrison of Bioventix
Leading private investor Leon Boros will interview CEO of Bioventix, Peter Harrison, some insightful questions following their recent interim results.
Alun @MrContrarian reviews the Mello BASH companies
Alun @MrContrarian reviews the BASH companies covered by Mello over the last six months.
Company Presentation – Judges Scientific
Judges Scientific plc (AIM: JDG), is a group focused on acquiring and developing companies in the scientific instrument sector . The Group consists of 19 businesses acquired since it was re-admitted to AIM in 2005.
The acquired companies are primarily UK-based with products sold worldwide to a diverse range of markets including: higher education institutions, the scientific communities, manufacturers and regulatory authorities. The UK is a recognised centre of excellence for scientific instruments. The Group companies hold five Queen’s Awards for innovation and export.
The Group’s companies predominantly operate in global niche markets, with long term growth fundamentals and resilient margins. Judges Scientific maintains a policy of selectively acquiring businesses that generate sustainable profits and cash. Shareholder returns are created through the repayment of debt, organic growth and dividends.
Brad Ormsby, Group Finance Director
Brad Ormsby is a Chartered Accountant who has significant senior finance and operational experience acquired during nine years at PwC followed by six years at Eurovestech plc, the pan-European development capital fund, and associated companies.
Prior to joining Judges Scientific, Brad was Chief Financial Officer at Kalibrate Technologies plc, where he led the company’s IPO.
Company Presentation – GetBusy
Paul was formerly the EMEA Finance Director at Dialight plc, the leading global industrial LED lighting specialist. There, he co-led the strategic outsourcing of Dialight’s UK manufacturing operations and the conversion of their EMEA business to a sales and distribution model.
Paul has also held senior financial roles with Consort Medical plc and LPA Group plc. Before that he spent 9 years with Deloitte advising a range of listed and private technology and software clients. Paul is a chartered accountant and holds a degree in Astronomy from University College London.
AIM-listed GetBusy is a subscription software business that develops and sells document management and task management tools to the financial and professional services industries, enabling efficient and secure working from anywhere.
GetBusy’s award-winning document management products, Virtual Cabinet and SmartVault, are well-established in the accounting and bookkeeping markets and together have over 67,000 paying subscribers. The products improve the efficiency and security of clients’ document workflows and integrate tightly with a wide variety of leading back-office systems, promoting significant productivity benefits for professional fee-earners. Both products enjoy low churn rates and attractive opportunities for vertical and geographical expansion. Over 90% of the Group’s revenue comes from high quality recurring subscriptions and the Group benefits from very low levels of customer concentration and markets that have proved their resilience during the covid-19 pandemic.
The eponymous GetBusy product is a new offering aimed at opening additional addressable markets. It creates one place from which businesses can send, discuss, sign and store work. The Group recently announced its partnership with NetSuite, the leading cloud ERP provider with over 24,000 enterprise customers globally, to embed GetBusy’s document handling, task management and e-signature capabilities into the NetSuite interface.
GetBusy de-merged from Reckon Limited, an Australian-listed software group, in August 2017 and listed on AIM. Based in Cambridge, UK, with offices in Houston and Sydney, the Group employs around 140 staff worldwide.
Company Presentation – Filta Group
Filta Group is a market-leading, commercial kitchen services business, servicing restaurants, supermarkets, stadiums, healthcare, education, hotels and amusement parks. Trusted by many global brands, Filta specialises in Fryer Management and Grease & Drain Management, servicing businesses that require regular maintenance.
Tom Dunn, CEO North America
A 25 year veteran of the franchise industry having worked for some of the largest franchisors in the world, Tom joined Filta in 2009. Serving first as the Vice President of Sales, then appointed COO in 2011, he became CEO of North American Operations in 2019. He has a Degree in Finance from Auburn University.
Jason Sayers, Group CEO
Founded Filta in the UK in 1996 and has since been the driving force for the business and, as Group CEO, has ultimate responsibility for all of its operations worldwide. Has a degree in European Business Systems, major Systems Analysis.
Brian Hogan, CFO
Senior financial executive with more than 30 years’ experience including an international role as Vice President: Finance for Amkor Technologies based in Japan. Since 1995 has held various North American Vice President and Chief Financial Officer roles, most recently as Chief Financial Officer at Canada-based private equity firm Cobalt Capital Inc. Has a degree in Accounting, an MBA, and a Certified Public Accountant license (inactive).
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Company Presentation – Digitalbox plc
Based in Bath, UK, Digitalbox is a ‘pure-play’ digital media business with the aim of profitable publishing at scale on mobile platforms.
Digitalbox operates three trading brands, “Entertainment Daily”, “The Tab” and “The Daily Mash”. Entertainment Daily produces and publishes online UK entertainment news covering TV, showbiz and celebrity news. The Daily Mash produces and publishes satirical news content. The Tab is the UK’s biggest youth culture site fuelled by students.
Digitalbox generates revenue from the sale of advertising in and around the content it publishes. The Group’s optimisation for mobile enables it to achieve revenues per session significantly ahead of market norms for publishers on mobile.
James Carter, Chief Executive Officer
James joined Digitalbox in 2016 and is responsible for the strategy, direction and day to day running of the business. He has a proven track record in building value in the media industry, within both public and limited companies. As part of the founding executive team at Factory Media, he drove the business to achieve a significant exit to Forward Internet Group. Prior to the creation of Factory Media, James was NPD Director at Dennis Publishing and Publishing Director at EMAP PLC where he had responsibility for FHM. FHM grew from a fledgling fashion focused magazine to a global network of 32 editions and a value at its peak of over £250m
David Joseph, Chief Financial Officer
David is a law graduate and Chartered Accountant, starting his career and qualifying with Price Waterhouse, moving into industry in steel stockholding (ASD plc) then into FMCG (Unilever plc) before entering the media industry in 1995 when he joined Emap plc. Here he occupied several senior financial roles within its operating companies, including Chief Financial Officer of Emap Metro, the men’s and music publications business and Emap Advertising, the then central cross platform advertising sale business. On leaving in 2001 David has since worked exclusively within the media industry on many projects including start up, MBI, MBO, turnaround, distressed and buy and build across a wide spectrum of enterprise values (£1 million to £50 million) and funding structures, internationally, both in the Far East and in the USA
MelloBASH (Buy, Avoid, Sell, Hold)
Kevin is a full-time professional Investor and a part-time business consultant. He began his City career in 1993, training as an actuary with a focus on defined benefit pension schemes. In 1997 he moved over to Investment Banking, joining a structured finance team that developed bespoke financial solutions, and provided debt finance, for large corporates. Kevin has always been a keen small cap investor looking after his family’s portfolios and trading on both the long and the short side of markets. He is one of the more sceptical panel members and likes to see proof that demonstrates management’s claims before investing in a management team.
After starting life as a milkman and ending up paralysed after a motorbike accident @ 19 years old, Richard started investing in 1982. Mainly punting penny shares and buying unit trusts all went quite well until the 1987 Black Monday Crash where he lost a third of his investments. Undeterred he returned to investing several years later and had good success in the tech boom, selling out early before most of the tech rout. Thereafter, he started investing and trading, mainly in small caps finding many multi-baggers and much greater success. He now runs a very restricted private chatroom 270 or so members where members discuss the stock news of the day and stock merits and opinions, together with chat and banter re life, gardening, photography and more.
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.
The founder of Yellowstone Advisory in 2017
20 years expertise in strategy consulting, investment banking and fund management
MD and Head of Equity Sales at Collins Stewart
Portfolio manager at Newton and Sanlam FOUR managing balanced and UK equity portfolios
BA in Business Studies from Sheffield University & MBA from the Kellogg Graduate School of Business, USA