MelloMonday, 11th March 2024, 5pm - 8.30pm


5pm Fireside chat with Chris Boxall, Co-Founder and Director of Fundamental Asset Management 
5:40pm Company presentation by Kinetiko Energy 
6:10pm Company presentation by Galliford Try 
6:40pm Introducing Clipper Automative and our Tax Efficient Investment Show
7pm Company presentation by Taseko Mines 
7:30pm BASH with Mark Simpson (PAY) and Kevin Taylor (RNO)

Fireside chat with Chris Boxall, Fundamental Asset Management

Established in 2004 by Chris Boxall and Stephen Drabwell, Fundamental Asset Management is an independent, owner managed, investment management firm which has delivered outstanding investment performance through focusing on direct equity investment, notably in AIM.

Fundamental undertakes its own in-depth research, seeking out the best investment opportunities across UK and international stock markets.

The firm has an unrivalled knowledge of AIM and has successfully provided AIM for Inheritance Tax planning and General Portfolio Management to private investors, trusts and institutions for more than 17 years.

In support of direct equity investment, and with a notable focus on AIM, in 2006 Chris also established Investor’s Champion. This online investment magazine is jam-packed with high quality content covering companies, funds, economics and global events – all to help you make your money go further.

Investor’s Champion was setup to introduce readers to those lesser known, smaller quoted companies. Since then, the website’s regular blogs and research have uncovered some outstanding small company success stories (and helped its readers avoid numerous disasters).

Company Presentation – Kinetiko Energy

Kinetiko Energy’s vision is to commercialise a gas energy transition solution for South Africa as the country seeks to restore and rebuild it’s energy infrastructure by transitioning away from existing ageing coal infrastructure into cleaner energy solutions. 

The Company is an gas explorer focused on advanced shallow conventional gas) opportunities in rapidly developing markets in South Africa. South Africa has extensive gassy coal basins, widespread energy infrastructure and growing gas demand. Kinetiko Energy has a world class, enormous, onshore gas resource.

The Company has achieved maiden gas reserves and a 6Tcf 2C contingent resources and large potential exploration area, comprising approximately 6,000km2 of granted and applied exploration rights.  In late 2023, the Company announced a joint venture with the South Africa Government investment vehicle IDC (Industrial Development Corporation of South Africa) to develop South Africa’s largest onshore gas project to supply 50 MW growing to 500 MW, with an option for an additional 1000 MW. 

Kinetiko Energy is currently listed in Australia on ASX (ASX: KKO). The Company is investigating the possibility of dual listing the Company on a UK exchange (LSE or AIM) in 2024.

Adam Sierakowski, Executive Chairman

Adam is a seasoned lawyer and founding director of Palisade Corporate and Trident Capital. With a focus on corporate transactions, he has successfully navigated the landscape from private entities to listed public companies. Adam’s expertise lies in capital raising, ASX transactions, and developing assets and corporate structures for major companies both in Australia and overseas. With over 21 years of experience in the legal field, he has also held director positions in ASX listed companies, further demonstrating his deep understanding of the industry.

Nick de Blocq, CEO

Nick has over 35 years of experience as an Engineer and Manager in the Upstream Oil and Gas industry in various senior roles, including Multi-Country Operations & Functions Management and Regional Business Development with Schlumberger, Africa VP with an American corporate and COO with a Regional Solutions supplier in West Africa. Nick has consulted to the SA Government on the localisation of industry and sat on the National Ports Authority advisory panel to bring an oil and gas aspect to their marketing strategies.

Richard Wolanski, Corporate Finance

Richard Wolanski, B.Com, ACA, is a Chartered Accountant with qualifications that include a Bachelor of Commerce from the University of Western Australia. Richard has over 30 years professional experience in the finance and mining industries at an international level. He has provided corporate, strategic and financial advisory assistance to public companies in Australia, Singapore and the United Kingdom.  

Company Presentation – Taseko Mines Limited

Headquartered in Vancouver, Canada, Taseko Mines Limited is a dynamic international mining company driven to unlock the true value of copper in North America for its investors, employees, communities, and for the complex changing world.

As a leading producer of the metals our society requires to transition to a low-carbon future, Taseko recognizes opportunity and delivers enduring value by developing and operating world-class copper mines and mineral properties in British Columbia and Arizona.

Taseko’s corporate strategy has been to grow the company sustainably and profitably by focusing on the continued operations of its foundational asset, the Gibraltar Mine in central BC, and the advancement of North America’s next copper producer, Florence Copper in Arizona – while also advancing its pipeline of high-quality, advanced-stage development projects, including the Yellowhead copper project and the Aley niobium project.

The long-life, low-cost, Gibraltar copper mine (87.5% owned) located in south-central BC, is a state-of-the-art facility that has won numerous environmental and safety awards for operational excellence. It is the second largest open pit copper mine in Canada, producing 130 million pounds of copper per year, and 2.5 million pounds of molybdenum per year, and supporting a 700+ person workforce.

In addition to the Yellowhead copper project and the Aley niobium project, Taseko is also advancing the Florence Copper project in Arizona – a near-term copper producer with an unparalleled energy, water and GHG profile per unit of production. Florence Copper is a unique ‘in-situ copper recovery’ project which significantly increase Taseko’s annual metal production, delivering a necessary metal our society requires for a low-carbon future. 

Taseko has reported full year 2023 Adjusted EBITDA of $190 million and Earnings from mining operations before depletion and amortization of $207 million. Revenues for 2023 were $525 million, 34% higher than the prior year. Gibraltar sold 120.7 million pounds of copper for the year (100% basis) which contributed to revenue for Taseko of $525.0 million, the highest annual revenue Taseko has ever recorded.

Mr. McDonald is a senior corporate executive with over 25 years of experience in mining, corporate development, financial and management roles. He joined Taseko as Chief Financial Officer in 2013 and was appointed President & CEO in July 2021.

Mr. McDonald has been a key member of the team that acquired and developed the Florence Copper Project, which is now poised to become a major new supplier of low-carbon copper in Arizona. He has also led Taseko through several significant financing transactions, including the company’s most recent US$400 million bond refinancing, and strategic partnership with Mitsui.

Prior to Taseko, Mr. McDonald was CFO of Quadra FNX Mining Ltd. and its predecessor Quadra Mining Ltd., a mid-tier copper producer with five operating mines in Canada, Arizona, Nevada, and Chile. He also held senior executive roles with Yukon Zinc Corp. and Cumberland Resources Ltd. prior to its acquisition by Agnico-Eagle Mines in 2007.

A graduate of the University of British Columbia, Mr. McDonald holds a Bachelor of Commerce (Finance) degree and is a Chartered Professional Accountant (CPA).  Mr. McDonald is a Chartered Professional Accountant (British Columbia) and a U.S. Certified Public Accountant (Illinois). He holds a Bachelor of Commerce (Finance) degree from the University of British Columbia.

Stuart McDonald, President 

Company Presentation – Galliford Try plc (LON:GFRD)

Galliford Try is one of the UK’s leading construction groups, working to improve the UK’s built environment, delivering positive, lasting change for the communities we work in on behalf of our clients.

Our business operates mainly under the Galliford Try and Morrison Construction brands, focusing on areas where we have core and proven strengths, namely in Building, Highways and Environment. We see long-term growth and appropriate margins in these markets.

Our company is founded on our values of excellence, passion, integrity and collaboration, and our vision is to be a people-orientated, progressive business, driven by our values to deliver lasting change for our stakeholders and the communities we work in.

Andrew Duxbury, Finance Director

Andrew Duxbury was appointed Group Finance Director in March 2019. Andrew joined Galliford Try in March 2012 as Group Financial Controller and from 2016, held a number of operational finance roles, including Finance Director of Linden Homes prior to the demerger of the housing division. Andrew is a Fellow of the Institute of Chartered Accountants and, prior to joining Galliford Try, he worked for PwC.

Introduction to Clipper Automative, EIS investment 

Clipper Automotive electrify existing fleet vehicles. We are on a mission to decarbonise transport and drive towards a greener future. We believe the fastest, cheapest, most impactful way to decarbonise transport is to electrify existing fleet vehicles.
In the UK alone, there are 6 million polluting commercial vehicles that need to decarbonize within the next decade. Replacing them with new EVs would unleash a staggering 200 million tonnes of carbon emissions and cost £300 billion. We offer a smarter solution: upcycling existing vehicles to go all-electric and emission-free.

Our approach is not just environmentally sound; it’s also economically savvy. The benefits for Fleet Operators speak for themselves: 80% lower carbon emissions
compared to the production of a new EV and at half the cost. With a conversion in under a week, it’s a true no-brainer. And the best part? We can perform this conversion for almost any vehicle. Clipper Automotive’s focus is on commercial fleet applications, where the impact is greatest, and the profits are substantial. Our story began with up-cycling London Black Cabs, converted from diesel to all-electric and now licensed in cities across the UK. We’ve harnessed cutting-edge integration technology to transform vehicles at scale; and are expanding the team, bringing in the skills and expertise we need to grow fast and make the most of this opportunity.

This is an emerging multi-billion-pound market. We are unlocking this and projecting £273 million in annual revenue, with £81 million in annual EBITDA within just 5 years, creating significant value for our shareholders. Now, we’re inviting you to join our journey. Our EIS Seed round is open, we’re seeking partners and investors who share our vision of making a substantial difference in the race to Net Zero while generating impressive returns. 

Alex is a manufacturing systems engineer and management consultant with more than twenty years professional experience in change management and business process optimisation.

Alex lives in Southwark, London, and is committed to living sustainably. He has school-age kids and is actively working with the local community promoting sustainability issues and tackling air pollution.

He holds a PhD in Manufacturing Systems Engineering, BSc in Mechanical Engineering and MSc in Ergonomics. He worked as an industrial engineering consultant for Tefen in electronic, automotive and bio-pharma supply chain, as well as senior positions at BT.

The Mello BASH (Buy, Avoid, Sell, Hold)

Mark Simpson Private Investor

Kevin Taylor Private Investor

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