MelloMonday, 13th May 2024, 5pm - 8.00pm


5pm Interview with Alyx Wood, Chief Investment Officer of Kernow Asset Management
5:30pm Company presentation from Warpaint
6:00pm Company presentation from Transense Technology
6:40pm Andy Vaughan presents his book, Pigs Get Slaughtered
6.50pm Company presentation from Strip Tinning
7:30pm BASH Panel

Interview with Alyx Wood of Kernow Asset Management

Alyx Wood, Chief Investment Officer

Alyx is the Chief Investment Officer of Kernow Asset Management. He is responsible for trading and investment research.

Before Co-founding Kernow, Alyx worked as a Fund Manager at Downing LLP, Vice President at Deutsche Bank AG, and Management Consultant at KPMG LLP. He is a consultant for several family offices and has completed the Non-Executive Directors Programme (BVCA). Alyx is a Qualified Chartered Accountant (ICAS) and holds an Investment Management Certificate (CFA Institute) and a BA in Accounting and Economics.

Andy Vaughan presents his e-book, Pigs Get Slaughtered

Author, Andy Vaughan

Andy Vaughan is a qualified Landscape Architect and Novelist. He worked in landscape design for many years in the UK, both in the public sector and as a Director of a private consultancy, before moving to Japan. He first came to Japan on a government scholarship and moved there permanently around sixteen years ago. He currently lives in Tokyo with his wife and two sons.

Andy became interested in stock market investing more than twenty years ago and it was this fascination with the world of private investing that became the inspiration for his recently published novel, Pigs Get Slaughtered. The book is a financial crime thriller set in London and is told from the perspective of a full time private investor.

Book Synopsis

You need to be a certain type to make it as a successful trader, but you don’t need to work in the City. Alex had proved it to himself over the last three years working from a desk in his London bed-sit.

When hedge fund manager, Jamie Sinclair, invites him to join him in a new investment, it feels like the opportunity to step up to the big league. However, it turns out instead, to be an introduction to the darker side of the financial markets. The place where greed and manipulation tilt the game in favour of those unknown who lurk in the shadows.

Alex must use all his skills to unravel the complex web of deception and there’s more at stake than just a quick profit. What begins as financial research turns into a quest for the truth that takes him across the globe.

In the world of finance, you need to know who you’re dealing with. The breathless conclusion reveals exactly what lengths they’ll go to, to hide their identity and cover up their crimes.

Company Presentation – Transense Technologies

Transense Technologies plc (AIM: TRT) is a developer of specialist sensor technology and measurement systems.  The Company has two active business divisions:

  • Translogik, development and supply of smart connected tyre inspection and management solutions to some of the worlds best known tyre manufacturers, service centres and fleet operators helping them reduce costs whilst improving compliance and vehicle safety
  • SAWsense, development and supply of Surface Acoustic Wave (SAW) sensor technology, that is used by leading global businesses in aerospace, automotive, robotics and industrial machinery to improve performance, reliability and efficiency 

These two business divisions have strong growth prospects that are underpinned by residual royalty income from Bridgestone iTrack a tyre condition and performance monitoring system, that was developed by Transense and subsequently licensed to Bridgestone Corporation for a ten-year period in 2020, expiring in 2030.Transense is headquartered in Oxfordshire, UK, and was admitted to trading on AIM, a market operated by the London Stock Exchange (AIM: TRT), in 1999.  The Company’s leadership team, senior management and strategy have changed in recent years, with a clear focus on value creation through the delivery of sustainable revenue growth from its business divisions. Transense is now successfully commercialising its IP and know-how, supporting its customers to develop applications for its key technologies, generating revenues through licensing, the supply of engineering services and product hardware.

Nigel Rogers, Exec Chairman

Nigel joined the Board as an Independent Non-Executive Director in July 2015 and became Non-Executive Chairman in February 2020. He took the lead in licensing the iTrack system to Bridgestone Corporation, together with the sale of the associated operating business and assets.

On completion in June 2020, Nigel was appointed as Executive Chairman of Transense and joined the board as a Non-Executive Director of ATMS Technology Limited, the Bridgestone subsidiary responsible for the global deployment of iTrack.

He has more than twenty years’ experience in leading AIM-listed engineering companies, including as Group CEO of both Stadium Group plc (now part of TT Electronics plc) and 600 Group plc. He is also currently Chairman at Solid State PLC and Chairman at Surgical Innovations Group Plc. His early career was as a Chartered Accountant with PwC in the U.K., Latin America and the Middle East.

Ryan joined the board as Business Development Director in December 2021 and was appointed as Managing Director in 2024.

Ryan is an award-winning engineer and business leader with more than 20 years’ experience in the high-performance, heavy-duty and off-highway automotive markets.

Prominent in the development of power electronics, electric motors and drives (PEMD) for these demanding applications, he has successfully founded, scaled and sold three businesses in the electric vehicle space.

He is also CEO of eTech49 Limited, an advisory business specialising in disruptive hardware technology in PEMD. In addition, he is Chairman of EV North, an industry group representing the booming electric vehicle industry in the north of England, a Board member of the North East Local Enterprise Partnership and an advisor to a number of corporations.

Ryan Maughan, Managing Director

Company Presentation – Warpaint

Warpaint has been listed on AIM since 2016, and is a profitable, cash generative, dividend-paying business with no debt. Warpaint sells branded cosmetics under the lead brand names of W7 and Technic. W7 is sold in the UK primarily to major retailers and internationally to local distributors or retail chains. The Technic brand is sold in the UK and continental Europe with a significant focus on the gifting market, principally for high street retailers and supermarkets. In addition, Warpaint supplies own brand white label cosmetics produced for several major high street retailers. The Group also sells cosmetics using its other brand names of Man’stuff, Body Collection, Very Vegan, and Chit Chat, each targeting a different demographic.

On leaving school at 16, Sam started work in a cosmetics warehouse, supplementing his income by selling cosmetics directly to the public at numerous London street markets. Selling directly to the public gave him an invaluable insight into consumer needs and in 1981 at the age of 18, using £500 he had saved he set up his own business, buying and selling close-out and end of line cosmetics and fragrance. During the course of the next ten years, Sam and Eoin’s paths crossed on numerous occasions, working intermittently with each other on a joint venture basis until they formally went into business together in 1992. Together with Eoin Macleod, Sam developed the business which resulted in the formation of W7.

 Sam Bazini, CEO

Company Presentation – Strip Tinning Holdings

Founded in 1957 Strip Tinning has a rich history in providing components to a global Tier 1 OEM base for use in the world’s most recognised car brands.
Strip Tinning manufactures specialist flexible electrical connectors related primarily to heating and antennae systems embedded within automotive glazing and to the connection of the cells within electric vehicle (EV) battery packs.

The Glazing related products are used on vehicles of all types. Driven by new technologies, this market is growing strongly and as a leading player, the company is growing strongly.  In addition, the EV revolution is presenting valuable new growth opportunities for battery-related products and our Battery Technologies division is a leader in the Mid-Market for such solutions.

The Group’s strategy is to remain a leading supplier of specialist connectors for Glazing worldwide and in the Battery Technologies market to become a leading supplier of Cell Contact Systems.

Adam Le Van, Chief Financial Officer  

Adam is an experienced Chief Financial Officer in the automotive sector and held the role for Rimstock Limited, a Private Equity backed manufacturer of alloy wheels.

Adam Robson, Executive Chairman

Adam brings a wealth of management and business development experience having led many early stage and mature technology, advanced manufacturing and service companies across automotive and other sectors.

Richard Barton, Group CEO 

Richard started his working life in sales and marketing in small and highly entrepreneurial businesses. As such he was actively involved in all the commercial activities of the firms he worked in, learning and developing key management and marketing skills from the outset.

Mark Perrins, Managing Director 

Mark has extensive experience in automotive leadership and most recently held the position of European Quality Director for Plastic Omnium Automotive Ltd.

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

Kevin Taylor
Private Investor

Damian Cannon
Private Investor

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