Monday 17th April 2023, 5pm – 7.30pm
5.00 pm Mello welcome and company presentation by Downing Renewables & Infrastructure Trust plc (DORE)
5.30 pm Belvoir final results Q&A
5.50 pm Launch of Mello2023 at the Clayton hotel and Conference Centre, Chiswick
6.00 pm Alan Charlton reviews Sosandar plc
6.20 pm Mark Simpson – Extreme value investing: screening for net nets
6.40 pm Mello BASH with Kevin Taylor, Damian Cannon, Richard Crow and Mark Simpson, covering MTI Wireless Edge, Kitwave and Quarto
Company Presentation – Belvoir Group PLC
Belvoir Group PLC – UK-wide property franchise group
Founded in 1995 and listed on AIM in 2012 (BLV.L), Belvoir operates a nationwide property franchise Group with 487 offices across seven brands specialising in residential lettings, property management, residential sales and property-related financial services. With its Central Office in Grantham, Lincolnshire, the Group manages 75,500 properties and reported record revenues of £33.7m in 2022 marking Belvoir’s 26th year of unbroken profit growth.
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.
Alan Charlton reviews Sosandar plc
Alan Charlton will be analysing Sosandar plc and presenting the investment case from his perspective. He is an esteemed private investor with experience in many distinguished fields, which equip him with a high level of expertise and knowledge.
Company Presentation – Downing Renewables & Infrastructure Trust plc
About Downing Renewables & Infrastructure Trust plc (DORE)
DORE is a closed-end investment trust that aims to provide investors with an attractive and sustainable level of income, with an element of capital growth, by investing in a diversified portfolio of renewable energy and infrastructure assets in the UK and Northern Europe.
DORE’s strategy, which focuses on diversification by geography, technology, revenue and project stage, is designed to increase the stability of revenues and the consistency of income to shareholders. For further details please visit www.doretrust.com
About Downing LLP
Downing LLP is a London-based investment management firm. It has over 25,000 investors and has raised over £1.7 billion into businesses across a range of sectors, from renewable energy, care homes, health clubs, and children’s nurseries, to technology and sports nutrition. Downing has a demonstrable track record in renewables, having made 119 investments into solar parks, wind farms and hydroelectric plants since 2010. For further details please visit www.downing.co.uk
Tom Williams, Partner and Head of Energy and Infrastructure
Tom joined Downing as Partner in the Energy & Infrastructure team in July 2018. He heads up the team and has 20 years’ of experience as Principal and Adviser across the private equity and private debt infrastructure sectors. He trained as a Solicitor before moving into private equity, where he carried out successful transactions totalling in excess of £13 billion in the energy, utilities, transportation, accommodation and defence sectors. Tom holds a Postgraduate Diploma in Legal Practice from the Royal College of Law and both a master’s and bachelor’s degree in law from Cambridge University.
Tom Moore joined Downing in May 2019 and is a Partner and Head of Asset Management. Tom is building our asset management functionality to provide our investors with an efficient and class leading management service. Prior to joining Downing, Tom was Director at Foresight Group, where he had oversight of a significant portfolio of renewable energy investments.
Tom Moore, Partner and Head of Asset Management
The Mello BASH (Buy, Avoid, Sell & Hold)
Richard Crow Private Investor
Mark Simpson Private Investor
Damian Cannon Private Investor
Kevin Taylor Private Investor
Hardman & Co is a multi-disciplinary financial consultancy and investment research firm, employing highly experienced analysts and professionals with a broad range of capital markets expertise.
Click here for Hardman & Co research.
Progressive introduces you to new investment ideas. FCA authorised and regulated, we provide freely available equity research and connect investors with companies across every sector of the market.
Click here to receive our research and be invited to our regular investor events.