Monday 7th February 2022, 6.00pm – 9.30pm
Programme for the evening
6.00 pm Welcome and Mello Bliss update
6.05 pm Company presentation by RBG Holdings plc
6.35 pm David Stredder interviews Martin Stamp of ShareScope
7.05 pm Company presentation by CentralNic
7.35 pm China Dolls Investment Club discusses their thoughts on the markets
7.50 pm Company presentation by Belvoir Group plc
8.10 pm Mark Simpson presents ‘How to gain an investment edge using public information’
8.20 pm Mello BASH with Castleford Tiger, Steve Clapham & Jack Brumby
Company Trading Update – Belvoir Group PLC
Belvoir Group PLC – UK-wide property franchise group
Founded in 1995 and listed on AIM since 2012, Belvoir Group (BLV.L) operates a multi-brand property franchise network of 439 offices delivering residential lettings and sales, and property-related financial services across the UK. Managing over 71,500 properties, Belvoir reported profit before tax up 20% to £6.7m in 2020 and marked its 24th year of uninterrupted profit growth.
Dorian Gonsalves, Chief Executive
Dorian has extensive experience in the property industry having spent seven years with Countrywide before joining Belvoir in 2005 as Business Development Manager. Appointed Sales Director a year later and subsequently Chief Executive Officer, Dorian also spent five years as a director of The Property Ombudsman. Dorian has a deep understanding of franchising and the strategic vision to deliver a successful franchise operation.
Interview with Martin Stamp, Secret Millionaire & ShareScope Founder
ShareScope and SharePad are the UK’s no.1 investment data & analysis software for Private Investors & Traders. If you want to pick winners, start with your investment software. Founded in 1997 ShareScope & SharePad are consistently voted Best Investment Software by readers of the UK’s top-selling investment magazines including the Financial Times & Investor’s Chronicle in 2021.
Find out more about our award winning software at www.sharescope.co.uk. All subscribers can sign up for a free one-to-one training session and if you haven’t subscribed before there is a no quibble 30-day money-back guarantee. Mello Annual Pass Holders can also get their second month free by using the promo code “mellopass” at check out. Don’t just take our word for it, why not read our 5-Star Trustpilot reviews too.
Martin Stamp, Founder, ShareScope/Sharepad
Company Presentation – RBG Holdings plc
RBG Holdings plc is a professional services group, which comprises the following divisions:
RBG Legal Services Limited (“RBGLS”)
RBGLS is the Group’s legal services division which combines the businesses previously operated by Rosenblatt Limited and Memery Crystal LLP
Rosenblatt is one of the UK’s pioneering legal practices and a leader in dispute resolution. Rosenblatt provides a range of legal services to its diversified client base, which includes companies, banks, entrepreneurs and individuals. Complementing this is Rosenblatt’s increasingly international footprint, advising on complex cross-jurisdictional disputes.
Memery Crystal offers legal services in a range of areas such as corporate (including a market-leading corporate finance offering), real estate, commercial, IP & technology (CIPT), banking & finance, tax & wealth structuring and employment. Memery Crystal is one of the leading legal practices in the UK to advise the emerging cannabis sector on a wide range of business issues. Memery Crystal offers a partner-led service to a broad range of clients, from multinational companies, financial institutions and owner-managed businesses to individual entrepreneurs.
LionFish Litigation Finance Limited
The Group also provides litigation finance in selected cases through a separate arm, LionFish Litigation Finance Limited. LionFish finances litigation matters being run by other solicitors in return for a significant return on the outcome of those cases. As such, the Company has two types of litigation assets – Rosenblatt’s own client matters, and litigation matters run by third-party solicitors. LionFish is positioned to be a unique, alternative provider to the traditional litigation funders.
Convex Capital Limited
Convex Capital is a specialist sell-side corporate finance boutique based in Manchester. Convex Capital is entirely focused on helping companies, particularly owner-managed and entrepreneurial businesses, realise their value through sales to large corporates. Convex Capital identifies and proactively targets firms that it believes represent attractive acquisition opportunities.
Nicky Foulston, CEO
Nicky Foulston took over the commercial management of Rosenblatt in September 2016. She had been a client of the Firm for nearly 30 years. Nicky’s background was the acquisition, in 1992, of the Brands Hatch Circuit Group and the subsequent stock market listing in 1996. Brands Hatch was acquired three years later by Interpublic, returning IPO investors a 6-7x return on their money.
China Dolls Investment Club
We are nine ladies who decided 20 years ago to improve our knowledge of investing. We started by sending for a manual from the company Proshare to help set up our investment club, this gave us a good structure to follow.
Over the years we have become firm friends, enjoying many evenings of laughter whilst researching our investments. Another plus side to this is we have also managed to establish a strong portfolio which, apparently, rivals many hedge funds in the city.
Treasure at China Dolls Investment Club and Private Investor
Pam has been Treasurer since the clubs inception. She is a qualified accountant and keeps the clubs tax records in order.
Pam will be talking to David about the investing landscape and the opportunities available to investors in 2022.
Company Presentation – CentralNic Group plc
CentralNic (AIM: CNIC) is a London-based AIM-listed company that drives the growth of the global digital economy by developing and managing software platforms allowing businesses globally to buy subscriptions to domain names, used for their own websites and email, as well as for protecting their brands online. Its core growth strategy is identifying and acquiring cash-generative businesses in its industry with annuity revenue streams and exposure to growth markets and migrating them onto the CentralNic software and operating platforms.
CentralNic operates globally with customers in almost every country in the world. It earns recurring revenues from the worldwide sales of internet domain names and other services on an annual subscription basis.
For more information please visit: www.centralnicgroup.com
Ben Crawford is the CEO of CentralNic Group Plc, a company he IPO-ed on the London Stock Exchange in 2013, and has grown from $2M in revenues to over $250M, through a combination of organic growth and acquiring companies renowned for their excellent tech, people and customers – including Instra, Key-Systems, Codewise and Safebrands.
CentralNic is a leader in vertical integration of the domain industry, combining registries, registry back-ends, wholesale, retail and corporate registrars into one group, together with leading registrars and monetisation companies serving domain investors – including Hexonet, Moniker, Internet.BS, Parking Crew and Zeropark.
Ben specializes in developing international media and technology businesses, through a combination of business development, including personally negotiating many multi-million-dollar contracts, and M&A activity, having completed and financed 24 acquisitions to date.
Ben’s previous positions include President of Louise Blouin Media in New York, Managing Director of SportBusiness Group in London and Executive Producer of the Official Website for the Olympic Games in Sydney, as well as managing significant internet projects for Microsoft in the 1990s.
Ben is also a widely-published writer, featured in the New York Times, the South China Morning Post, Politico, Robb Report, and others. Ben is a true believer in the power of technology, business and a spirit of collaboration to bring the world closer together.
Michael Riedl was Executive Vice President and CFO of KeyDrive S.A. from August 2011, overseeing the company’s growth over the next seven years. Before joining KeyDrive S.A., Michael held managing positions in the private equity and ICT industries. He started his career with Roland Berger Strategy Consultants, where he specialised in performance improvement programmes. Michael was Chief Restructuring Officer at Group Saint-Paul in Luxembourg from 2004 to 2007 before joining DZ Equity Partners, the private equity firm, in Frankfurt in 2007. In 2008, Michael joined BIP Investment Partners where he worked on private equity opportunities with a focus on buyouts until 2011. Michael holds a Bachelor’s degree in Computer Science from James Madison University, USA, a Master of Science degree in Business Administration from European Business School, Germany, and an LLM from Frankfurt School of Finance and Management. He is also a Chartered Management Accountant.
Mark Simpson – How to gain an investment edge using public information
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.
The Mello BASH (Buy, Avoid, Sell & Hold)
Steve Clapham from Behind the Balance Sheet
Following the event Steve has kindly addressed some of your unanswered questions here: https://club.behindthebalancesheet.com/c/members-area/unilever-questions
Andrew Robinson Castleford Tiger
Jack Brumby Stockopedia columnist