MelloMonday, 22nd January 2024, 5pm - 8.30pm
Programme
5:00pm Paul Hill presents “Where the markets are wrong & how to profit?”
5.30pm New IPO…Tertre Rouge Assets (TRA)
6:10pm Company presentation by Hercules Site Services (HERC)
6:50pm Educational Session
7pm Company presentation by Good Energy (GOOD)
7:40pm BASH Panel with Kevin Taylor (JNEO), Mark Simpson (NXQ) and Richard Crow (AVON)
David Stredder interviews Paul Hill – Outlook for markets and equities
Paul Hill is a professional investor, capital markets commentator & equity analyst with more than 30 years experience. Founder of PMH Capital, Paul was the final stage prize winner for ‘Portfolio Construction Theory’ in the 2012 ‘Chartered Institute for Securities & Investment’ exams.
Company Presentation – Tertre Rouge Assets
Tertre Rouge Assets (TRA) was created to purchase physical assets and businesses related to the classic car market. The company has assembled a first-class management team, which it believes provides TRA with a particular advantage when sourcing car assets at the most attractive price. The Board has deep industry experience and comprises of Mika Hakkinen, David Coulthard MBE, Allan McNish, André Ahrlé, and Steven Schapera.
The classic car market has historically outperformed other traditional and ‘passion’ asset classes such as gold, equities, fine wine and luxury watches, providing greater diversification for investors. TRA’s proposition enables investors access to an asset class with particularly high barriers to entry and limited liquidity.
Steven Schapera, Non-Executive Chairman and Co-Founder
Steven has two big exits behind him, first to Estee Lauder for $234m in 2016 and later to Henkel for €400m in 2020. He has 40+yrs experience building businesses across35 countries, including as Founder, CEO, Chairman or NED and across NYSE, LSE, ASX, and Swedish Nasdaq Stock Exchanges.
André Ahrlé, Chief Executive Officer and Co-Founder
André founded a global enterprise offering high-end executive protection services. He started his motorsports career with Porsche GT racing in 1992 with wins at Daytona and podium finishes at Le Mans 24H. André began building his significant classic car and motorcycle collection in 1993.
Company Presentation – Hercules Site Services plc
Hercules is a leading tech enabled labour supply company for the UK infrastructure sector. Founded in 2008, Hercules has an established track record of profitability and fast-growth and has built a blue-chip customer base which includes Balfour Beatty, Costain, Kier, Skanska, Dyer & Butler and Volker Fitzpatrick. The Company has been appointed to provide labour for a range of high-profile infrastructure projects, such as HS2, due to its agile, innovative, digital first approach and complete service offering. It is well-placed to benefit from any government increase in infrastructure spending and its experienced management team has identified multiple opportunities for growth.
Brusk Korkmaz, CEO & Founder
Brusk Korkmaz has worked in the construction industry for 20 years. Prior to founding Hercules in 2008, he held positions with MJ Gleeson, Black and Veatch and Hochtief UK, gaining experience across a range of civil engineering projects and labour supply for various sectors, including highways, rail, water industry and utilities. He is a member of the Institute of Civil Engineers and holds a BEng Honours Degree from University College London.
Paul Wheatcroft, CFO
Paul Wheatcroft has spent 25 years as a Finance Director working in a number of industry sectors including construction, building materials, energy, wholesale, manufacturing. He joined Hercules in February 2020 and brings with him significant business experience in M&A, raising finance and financial management. Previously, Paul was Finance Director in three subsidiaries of Hanson PLC for over 13 years, and Group Finance Director of Ecotricity Group, a green energy company for eight years, responsible in all these roles for financial, legal, HR and IT matters. Paul is a Fellow of the Chartered Institute of Management Accountants
Company Presentation – Good Energy
Good Energy is a supplier of 100% renewable power and an innovator in energy services. It has long term power purchase agreements with a community of over 2,000 independent UK generators.
Since it was founded 20 years ago, the Company has been at the forefront of the charge towards a cleaner, distributed energy system. Its mission is to power a cleaner, greener world and make it simple to generate, share, store, use and travel by clean power. Its ambition is to support one million homes and businesses to cut carbon from their energy and transport used by 2025.
Good Energy is recognised as a leader in this market, through green kite accreditation with the London Stock Exchange, Which? Eco Provider status and Gold Standard Uswitch Green Tariff Accreditation for all tariffs.
Nigel Pocklington, CEO
Since joining Good Energy, Nigel has led the company’s successful navigation of the energy crisis, and its repositioning as an innovative provider of services to homes and businesses making the energy transition. This has included the strategic acquisition of Wessex Eco Energy and the first new propositions for customers on the Feed-in Tariff for several years.
Nigel is a widely experienced senior executive with a strong commercial, digital, and operational track record spanning over 25 years. He most recently served as Chief Commercial Officer of Moneysupermarket Group plc. Prior to this, he held senior roles at Expedia Inc., including President of eBookers and Chief Marketing Officer of Hotels.com. He spent a decade of his early career at Pearson plc, including a period leading the digital operations of the Financial Times. He holds an MA and M.Phil from Oxford University and an MBA from INSEAD.
In August 2023 Nigel joined the Board of Mobico plc as a Non-Executive Director, a leading international transport operator. Nigel is also a Non-Executive Director and remuneration committee chair at Kin + Carta plc, a global digital transformation business focused on helping make the journey to becoming a digital business tangible, sustainable and profitable.
The Mello BASH (Buy, Avoid, Sell & Hold)
Richard Crow Private Investor
Kevin Taylor Private Investor
Mark Simpson Private Investor
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