MelloMonday, 9th September 2024

MelloMonday, 9th September 2024, 5.00pm - 8pm

Programme

5.00pm Interview with Rosemary Banyard, VT Downing Unique Opportunities, Fund Manager, Downing LLP
5:40pm Company presentation from Cohort plc
6.20pm Mello Autumn Events
6:30pm Company presentation from European Green Transition
7.00pm Educational Presentation
7:20pm BASH Panel featuring Damian Cannon (AT.) and Mark Simpson (SFR)

Interview with Rosemary Banyard, VT Downing Unique Opportunities, Fund Manager, Downing LLP

Rosemary Banyard began her career with James Capel & Co where she was a senior investment analyst for 12 years before becoming a fund manager at AIB Govett. She rose to prominence and developed a reputation as one of the leading female fund managers in the UK after she joined Schroders in 1997. For almost 20 years she was known for running the acclaimed Schroder UK Smaller Companies Fund with Andy Brough, and was for many years lead manager of the award-winning Schroder Mid Cap Fund PLC as well as heading up several other segregated UK equity mandates, managing total assets of circa £1 billion.

In 2016 she joined Sanford DeLand to launch and manage the Free Spirit Fund. The Schroder UK Mid Cap trust returned 17%* p.a. while she was manager and in her two and a half years managing money at Sanford DeLand the Free Spirit Fund returned 31%**, placing it in the top decile of the IA UK All Companies sector. She joined Downing in March 2020 to launch the VT Downing Unique Opportunities Fund.

Company Presentation – Cohort plc

Cohort plc (www.cohortplc.com) is the parent company of six innovative, agile and responsive businesses based in the UK, Germany and Portugal, providing a wide range of services and products for domestic and export customers in defence and related markets.

Cohort (AIM: CHRT) was admitted to London’s Alternative Investment Market in March 2006. It has headquarters in Reading, Berkshire and employs in total over 1,300 core staff there and at its other operating company sites across the UK, Germany, and Portugal.

Simon Walther, Finance Director
After graduating with a BSc in Toxicology and Pharmacology from University College London, Simon went on to qualify as a Chartered Accountant with Touche Ross in 1992. Simon moved to the Peninsular and Oriental Steam Navigation Company (P&O) in 1993 where he was appointed as Chief Accountant for P&O European Ferries in 1995. He has over 25 years’ industry-relevant experience, with previous senior finance roles at Alvis and BAE Systems.

Company Presentation – European Green Transition

European Green Transition plc (listed on the AIM London Stock Exchange under the ticker “EGT”) is a business operating in the green economy transition space in Europe. EGT intends to capitalise on the opportunities created by Europe’s transition away from fossil fuels to a green, renewables-focused economy. The Company plans to expand its existing portfolio of green economy assets through M&A, targeting what it believes to be distressed and undervalued projects that are revenue generating. EGT sees substantial opportunities to deliver value from its M&A pipeline across the green economy space.

EGT’s highly experienced leadership team has a strong track record of building successful public companies and EGT plans to replicate this approach, creating a sustainable and profitable business while generating shareholder returns.

The Company’s current portfolio of green economy assets includes the Olserum Rare Earth Project in Sweden. The Olserum project is one of Sweden’s projects of “National Interest” and has the potential to become Europe’s first operating REE mine. EGT has taken an exclusive option over a copper tailings recycling project in Cyprus with the potential to generate meaningful amounts of copper, and with the site and surroundings offering an excellent long-term location to establish a potential solar power facility. EGT has taken a further exclusive option to develop a peatland carbon sink programme and in turn generate carbon credits at Altan in Donegal in the northwest of Ireland. EGT owns additional projects in northern Sweden and Germany which have defined and tangible upside with potential to realise near-term inflection points in a cost effective manner. EGT’s objective is to build a profitable business while aiming to monetise some of its assets through sale or partnership with larger industry players or European end users. The team is focused on success while remaining committed to its defined ESG strategy, ensuring excellent development practices across all projects in addition to regular local community engagement.

For more information visit www.europeangreentransition.com or follow us on Twitter and LinkedIn.

Aiden, an economic geologist with 16 years’ industry experience, served as Exploration Manager and later COO at Zinnwald Lithium Plc (formerly Erris Resources Plc) which he took through IPO and RTO. He boasts expertise in gold and base metals, notably contributing to the discovery of Djibouti’s Pandora prospect and a new epithermal gold district. A strategic alliance with Centerra Gold in Sweden marked his tenure with Erris Resources from 2016-2019. Prior to becoming European Green Transition CEO, Aiden played a pivotal role as lead geological consultant resulting in a much-improved understanding of the REE mineralisation at Olserum and substantial target growth.

As CEO Aiden will be reviewing many new opportunities for acquisition with a particular focus on the technical due diligence.

Aiden Lavelle, CEO

Jack Kelly, CFO

Jack Kelly is an experienced financial professional with a depth of experience completing M&A transactions across a range of sectors. Prior to joining European Green Transition, Jack worked across Raglan Capital’s portfolio of companies supporting M&A, transaction, licensing and investor relations activities.

Jack has also worked in PwC Ireland’s Corporate Finance team supporting Irish and international businesses on a range of M&A related activities. Jack has a Business and Economics degree from Trinity College Dublin and is a member of Chartered Accountants Ireland.

Jack brings expertise in M&A to the executive team with a focus on structuring deals and carrying out financial and legal due diligence of new opportunities.