MelloMonday, 15th April 2024, 5pm - 8.00pm
Programme
5pm Graeme Bencke, Co-Manager of the Amati Global Innovation fund, presents “Reshoring – Investment Opportunities from the Coming Restructuring of Global Supply Chains”
5:20pm Company presentation by European Green Transition
5:50pm Company presentation by Zinc Media
6:20pm Company presentation by Manx Financial Group
6:50pm BASH Panel with Damian Cannon (TIME), Kevin Taylor (RNO) and Leon Boros (BVXP)
“Reshoring – Investment Opportunities from the Coming Restructuring of Global Supply Chains” – Graeme Bencke, Co-Manager of the Amati Global Innovation fund
Recent geopolitical tensions and the disruptions through the pandemic have highlighted the risks of relying on globalised supply chains. The result is a wave of ‘reshoring’ and ‘near-shoring’ of production to avoid these problems in the future. Companies and countries are beginning to plan significant capital investments to avoid bottlenecks and dependencies, and to improve their security of supply.
Graeme Bencke (Co-Manager of the Amati Global Innovation fund) will discuss potential beneficiaries, and areas of the team’s investment focus.
Company Presentation – Zinc Media
Since its inception in 1981, Zinc Media Group has established itself as the UK’s leading television and content creation powerhouse, renowned for its award-winning and critically acclaimed factual TV and multimedia content. The UK’s only TV content creation company listed on the London Stock Exchange, they have a strong foundation in producing impactful storytelling, earning the trust of TV broadcasters, platforms, brands, advertisers, and businesses around the globe.
Operating from its offices in London, Manchester, Macclesfield, Glasgow, Aberdeen, Belfast, Bristol, and even extending its reach to Qatar, Zinc Media Group has consistently expanded its portfolio. Renowned for producing compelling programmes such as ‘Putin vs The West’, ‘Inside Obama’s White House’, and ‘Afghanistan: Getting Out’, the group has also excelled in a variety of genres, including long-standing hits like ‘Bargain Loving Brits’ and ‘Sunday Morning Live’. Beyond television, Zinc Media has ventured into corporate films, podcasts, audio experiences, branded entertainment, and publishing, demonstrating a versatile and innovative approach to content creation.
Zinc Media Group’s array of television production labels showcases its diverse capabilities: Atomic specialises in premium specialist factual content; Brook Lapping is known for its exceptional current affairs, contemporary history, and investigative reporting; Rex focuses on popular factual documentaries; Red Sauce brings factual entertainment to life; Supercollider champions genre-blending content for TV and brands; and Tern TV enhances the group’s reputation with its multi-award-winning factual productions across the Nations.
The Group’s Commercial Content Creation division further exemplifies its breadth, featuring Zinc Communicate, which excels in creating advertiser-funded programming, digital entertainment, and corporate films, among other services. The Edge Picture Company, one of the largest brand filmmaking production companies in the UK and the Middle East, adds to the group’s accolades with over 700 awards, serving a global client base that includes some of the world’s leading brands and charities. Zinc Media Group’s enduring success and innovation in content creation across multiple platforms affirm its status as a leader in the industry, shaping narratives and engaging audiences worldwide.
Mark Browning is the Chief Executive Officer of Zinc Media Group Plc, he leads the UK’s only TV content creation company listed on the London Stock Exchange. Before Zinc, as ITN Productions’ Group Managing Director (2009-2019), he rescued ITN from near bankruptcy, steering it towards significant profitability and diversification. Browning’s leadership heralded ITN’s first Oscar nomination in 2017 for a film on the Syrian civil war, secured major contracts including English Premier League productions, and collaborated on ‘The Queen’s Green Planet’ with Queen Elizabeth II and Sir David Attenborough. Under his guidance, ITN became a top 5 UK independent TV producer, bagging every major international award. Previously, at Heart, now the UK’s largest commercial radio brand, he propelled Heart London to the top by redefining its identity and introducing notable presenters. Browning’s career transitioned from teaching to media, where he became an award-winning journalist and then a media executive. His expertise spans across television, advertising, sports, education, digital, and radio. Renowned for transforming media entities and instilling new cultures, Browning is celebrated for his ability to inspire teams towards achieving peak creative and commercial outcomes.
Mark Browning, CEO
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 significant opportunity 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 distressed and undervalued projects. EGT sees substantial opportunities to deliver value from its M&A pipeline, which includes critical material, wind, solar, processing and recycling projects.
EGT’s highly experienced leadership team have a strong track record of building successful public companies through the acquisition of distressed assets. EGT plans to replicate this approach, creating a sustainable and profitable business while generating significant 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 rare earths mine. EGT own additional projects in northern Sweden and Germany which have defined and tangible upside with potential to realise near-term value inflection points in a cost effective manner. EGT’s objective is to build a profitable business while monetising 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.
Cathal Friel is a seasoned serial entrepreneur with a long‐running and successful history in business. Cathal is Managing Director of Raglan Capital and serves as Chairman and co‐founder of Poolbeg Pharma plc. Poolbeg was established as a spin-off from hVIVO plc (formerly Open Orphan plc), another company that Cathal co-founded and where he currently serves as Chairman.
Cathal also co‐founded Amryt Pharma plc which IPO’d on the London Stock Exchange in 2016 and was successfully sold to Chiesi Farmaceutici for $1.48bn in April 2023. Prior to that, he was co‐founder and Chairman of Fastnet Oil & Gas plc, which listed on the London Stock Exchange in 2011.
Cathal began his working career a little earlier than most by having to step in to help run the family business in 1981 at the relatively young age of 16 due to a family illness. He went on to complete his education by taking night classes and received an MBA from the University of Ulster in 1990. Cathal then spent the following five years lecturing on a part‐time basis on International Marketing and Business Planning at the University of Ulster whilst in tandem running his own technology services business. In 2001, Cathal was part of the team that successfully established Merrion Stockbrokers in Dublin. Following Merrion’s successful trade sale in 2006, he founded Raglan Capital which is renowned for building in‐house companies that are quickly listed on the public stock markets and are scaled rapidly post‐IPO generally via M&A transactions. Cathal was a finalist in the international category of the EY Entrepreneur of the Year 2020.
Cathal Friel, Co-Founder, NED and Largest Shareholder
Company Presentation – Manx Financial Group plc
Manx Financial Group PLC (MFG) is an AIM-listed company (LSE: MFX.L). It is the holding company of a diversified financial services group which offers retail and commercial customers, both in the Isle of Man and the UK. The sectors include banking services, payment solutions, foreign exchange, money saving solutions, wealth management, general insurance, and life insurance through its subsidiaries Conister Bank, Conister Finance & Leasing, Edgewater Associates, Manx Collections, MFX, Blue Star Business Solutions, The Business Lending Exchange, Payment Assist and Ninkasi Rentals & Finance.
MFG’s strategy is to combine organic growth with strategic acquisition to further augment the range of services it offers and to gain greater market share in its preferred markets.
Douglas Grant, Group CEO
Douglas Grant has over 30 years’ experience working in finance, initially with Scottish Power, before moving to the industrial sector to work with ICI and then Allenwest. Prior to joining Manx Financial Group PLC, he was finance director of various UK and Isle of Man private sector companies and has extensive capital markets experience. He is a professionally qualified banker with an executive MBA. Appointed to the Board on 14 January 2010 and appointed as Chief Executive Officer on 3 November 2021. He is the Managing Director of Conister Bank Limited
James Smeed, Group Finance Director
James has over 15 years financial services experience, having started his career with KPMG in audit and assisting in transaction services. He joined the Group in August 2012 as Group Head of Finance and was appointed to the Bank’s Board as Finance Director in 2017 and to the Group’s Board in 2021. He is both a Chartered Accountant and a Chartered Tax Adviser and Treasurer of the Isle of Man Bankers Association. Appointed to the Board on 3 November 2021.
The Mello BASH (Buy, Avoid, Sell, Hold)
Leon Boros
Private Investor
Damian Cannon
Private Investor
Kevin Taylor
Private Investor
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