Mello Results Special, Thursday 25th April 2024, 1pm - 6.30pm
Programme
1pm Company presentation by Gelion plc
1:40pm Update from SIGnet
1:50pm Company presentation by Team Internet
2:30pm Results Round Up with Paul Scott
2:50pm Company presentation by Journeo
3:30pm Equals Group Results and Strategic Update with Alan Charlton
3:50pm Company presentation by Aeorema
4:20pm Company presentation by Zinc Media
4:50pm Update from ShareSoc
5pm Company presentation by accesso
5:40pm Results Round Up with Paul Scott
6pm Company presentation by The Property Franchise Group
Results Round Up presenter Paul Scott
I trained as an accountant with a Top 5 firm, but that was so boring that I spent too much time in the 1990s being a disco bunny, and busting moves on the dancefloor, and chilling out with mates back at either my house or theirs, and having a lot of fun!
Then spent 8 years as FD for a ladieswear retail chain called “Pilot”, leaving on great terms in 2002 – having been a key player in growing the business 10 fold. If the truth be told, I partied pretty hard at the weekends too, so bank reconciliations on Monday mornings were more luck than judgement!! But they were always correct.
I got bored with that and decided to become a professional small caps investor in 2002. I made millions, but got too cocky, and lost the lot in 2008, due to excessive gearing. A miserable, wilderness period occurred from 2008-2012.
Since then, the sun has begun to shine again! I am now utterly briliant again, and immerse myself in small caps, and am a walking encyclopedia on the subject. I love writing a daily report for Stockopedia.com on most weekday mornings, constantly researching daily results & trading updates for small caps. Cheese!
Occupation
Analyst, Blogger, Company Director, Entrepreneur, Event Organiser, Private Investor
Investment Strategy
I search for fundamental value in smaller caps, especially companies which are overlooked, or where price has become irrationally low due to negative sentiment. I like businesses with decent cashflow, strong balance sheets, and like dividends. I tend to hold for 6 months to 10 years, but a typical investment is 2-3 years. Special situations, and situations where the market has not yet priced in an improving commercial outlook for a company particularly interest me, as do turnarounds. But above all, shares which are cheap!
Company Presentation – Team Internet plc
Team Internet (AIM: “TIG”) is a leading global internet solutions company headquartered in London. The company operates in two highly attractive markets: high-growth digital advertising (Online Marketing segment) and domain name management solutions (Online Presence segment). Team Internet has been recognized as one of the top-50 tech industry companies in the FT 1000 list and has also been included in the FTSE AIM UK 50 and AIM 100 indices.
The Online Marketing segment is dedicated to helping online consumers make informed choices through the provision of privacy-safe, easy-to-understand advertorials and review websites. The company uses artificial intelligence-based customer journeys to convert general internet users into high-confidence consumers. Team Internet captures the value it creates for consumers through strategic partnerships with world-leading search and e-commerce partners, generating utility style revenues.”
The Online Presence segment serves as a distribution channel for digital products, particularly domain names, and stands out by providing the broadest inventory of domain extensions through fully automated APIs and fulfilment services. The company offers web hosting companies, leading international brands, and SMBs one-stop-shop access to all their needs. Additionally, operators of country-code and generic domains benefit from access to an unrivalled distribution network. Team Internet generates highly reliable subscription based revenues from its services.
Michael Riedl, Group CEO
Michael Riedl was appointed Chief Executive Officer of Team Internet in December 2022. With strong financial and operational knowledge from his time as Chief Financial Officer, Michael is positioned well to lead Team Internet to an even brighter future.
Michael was Group CFO of Team Internet Group PLC from 2019 following its acquisition of KeyDrive SA, where he served as Executive Vice President and CFO from 2011, overseeing huge growth for the company. Prior to joining KeyDrive, Michael held managing positions in private equity and ICT industries (2008-2011), and was Chief Restructuring officer at Group Saint-Paul in Luxembourg (2004-2007).
Michael recently completed the Advanced Management Program at Harvard Business School. He holds two Master’s degrees; a LLM from the Frankfurt School of Finance and Management and Science in Business Administration from European Business School and a Bachelor’s degree in Computer Science from James Madison University, USA. He is also a Chartered Management Accountant.
William 'Billy' Green, Group CFO
William Green joined Team Internet in 2019 as Group Finance Director, before becoming Group Chief Financial Officer in December 2022. William’s most recent role prior to joining Team Internet in 2019 was at Fremantle, part of the RTL Group. Following a ten-year stint with PwC in London and California, William worked for a variety of UK and US listed international groups in the Technology and Media sectors, including Ebiquity, hVIVO, Time Inc, Clear Channel, and Live Nation. William is a Fellow Member of the Institute of Chartered Accountants in England & Wales, having qualified as a Chartered Accountant in 2001.
Company Presentation – accesso Technology
accesso is the leading global provider of patented and award-winning technology solutions that redefine the guest experience, drive increased revenue, streamline operations and support data-driven business decisions for leisure & entertainment operators. Currently serving over 1,000 venues worldwide, accesso invests heavily in research and development to provide venues with technology that empowers them to deliver unforgettable guest experiences. Staffed by a team of attractions, cultural venue and ski industry veterans, accesso partners with venues to increase their range of on- and off-site guest engagement to drive increased revenue through intuitive ticketing, point-of-sale, virtual queuing, distribution and experience management technology.
Steve Brown, CEO
As Chief Executive Officer at accesso, Steve Brown leads the day-to-day operations of the company.
Like many attractions industry veterans, Brown’s early theme park career began during college as an hourly employee at the Walt Disney World Resort in Orlando. After a break to pursue his MBA, he returned to Disney where he held a variety of roles with increasing responsibility in financial planning and pricing strategy including development of revised multi-day admission offerings to incorporate the opening of Disney’s Animal Kingdom. In 1999, Brown was named Director, Walt Disney World Ticketing where he led all aspects of the Resort’s ticketing process across its nine gated attractions including pricing strategy, fulfillment operations, training and financial management.
In 2002 he was named Vice President, Revenue Management for the Disneyland Resort in Anaheim, California. Brown successfully drove dramatic growth in park admissions and hotel revenues through significant changes to strategic and promotional pricing, the introduction of new ticket options and by leveraging technology to expand sales distribution channels. In this broad-based executive role, he held primary financial accountability for the Resort’s hotel and ticket revenues, led all promotional and strategic pricing efforts, and managed the attendance forecasting and visitation research functions. In 2005 his role was expanded to encompass line-of-business responsibility for the Disneyland Annual Passholder program including acquisition and renewal marketing, passholder experience optimization, CRM and pricing strategy. Brown’s contributions were key to the Disneyland Resort’s 2005 – 2006 record financial performance during the celebration of the landmark attraction’s 50th anniversary.
Prior to joining accesso, Brown served as the corporate Vice President of Ticket Strategy and Sales for Six Flags. While at Six Flags, he led a 220-person sales force responsible for driving nearly 35% of the company’s admissions revenue. Brown championed an overhaul of the company’s eCommerce process, which doubled the already significant online sales and established Six Flags’ national partnerships with major distributors including Expedia, Travelocity, Best Buy Reward Zone and Costco. He led a comprehensive, research-based review of the company’s ticket pricing and developed the strategic plan for 2007 price adjustments across the company’s North American theme parks and water parks. The implementation of this plan contributed significantly to 2007 attendance growth and the company’s positive cash flow results for the first time in its history.
Brown received his MBA from the Goizueta Business School at Emory University in Atlanta and graduated with a BS in Marketing from the University of South Florida in Tampa.
As Chief Financial Officer, Fern MacDonald provides leadership, direction and management to the organization’s global finance and accounting team including responsibility for reporting, budgeting, forecasting, compliance and taxation as well as supporting M&A activity.
MacDonald joined accesso in May 2018 bringing over 16 years of finance and accounting experience from both practice and industry. MacDonald is both a Chartered Accountant and CPA and holds a BA from Dublin City University, Ireland.
Prior to joining accesso, MacDonald spent 8 years with private equity backed company ZeroChaos, ultimately serving as Executive Vice President, Finance, supporting the global finance operations, from their US headquarters, through a period of significant growth and acquisitive activity. Previously, MacDonald was a senior manager with Ernst & Young, serving a series of public and private clients from both the Dublin, Ireland and Moscow, Russia offices.
accesso are pleased to officially invite you to accesso’s Technology Showcase Event at the Westin, London City on Thursday 2 May 2024 from 12:30pm, with a presentation at 1pm, followed by the opportunity to experience the technology first hand. Lunch will be provided.
accesso is the premier technology solutions provider for leisure, entertainment, and cultural markets worldwide. What consumers expect from theme park visits, attractions, venues, and even ski resorts has dramatically changed. Guests want to be able to maximise their time, make the most of their experiences and seamlessly move round attractions and resorts.
That’s where accesso comes in. From queuing, to point-of-sale, to ticketing and even food and beverage, accesso harnesses technology and data to keep attractions and venues in-step with the evolving demands of the modern consumer. Currently serving over 1,000 venues in 34 countries around the globe, accesso’s solutions help clients streamline operations, generate increased revenues, improve guest satisfaction, and use the power of data to educate business and marketing decisions.
This event is an opportunity to experience the technology hands on and learn more about accesso’s product and service offerings. The business’ patented and award-winning solutions drive increased revenue for attractions operators while improving the guest experience. Some of accesso’s customers include Six Flags, the San Francisco Zoo and Battersea Power Station.
To register your attendance at the event, please use the link here; https://demo.accesso.com/techshowcase.
Company Presentation – Journeo PLC
Journeo plc is a leading Intelligent Transport Systems provider, delivering solutions in towns, cities, airports, and the public transport networks that connect them. The Company works extensively with local and combined authorities, Network Rail and many of the largest multinational transport operators, supporting them as systems converge towards a more efficient and sustainable future.
The business has five operating companies:
• Journeo Fleet Systems: CCTV video surveillance to improve passenger & driver safety, telematics for vehicle and driver performance monitoring, real-time communications for remote condition monitoring and automatic passenger counting.
• Journeo Passenger Systems: design, manufacture, installation, and management of hardware and software for electronic public transport information systems, in and around towns, cities, ferry terminals and airports which includes smart-ticketing and wayfinding.
• Infotec: design, advanced manufacture, installation and software management of information displays hardware for rail applications in stations, on-platform and on-vehicle.
• MultiQ (based in Aarhus, Denmark): full-service provider of Intelligent Transport Systems (“ITS”) with customers in Denmark, Sweden and Iceland.
• Journeo AB (based in Stockholm, Sweden): technical services provider to public transport customers in Sweden.
In the last 4 years, the Company has invested over £6 million in research and development, enabling it to design and supply powerful innovative solutions for customers’ complex requirements and the demands of modern public transport. With an Internet of Things (“IoT”) approach and open standards, together with field-proven and reliable engineering, Journeo is able to offer flexible, scalable products and services that can integrate with existing technology while preparing for future advancements.
Russ Singleton, CEO
Russ is a Chartered Engineer and brings over 25 years’ experience of forming and growing technology businesses to his role as CEO. Originally a development engineer in visual systems, Russ has designed products and software and founded businesses to generate substantial sales growth and leadership positions in a number of market sectors world-wide.
Russ has over 10 years’ experience working as CEO of AIM-quoted Companies with M&A experience in the UK and USA and extensive international experience; having set up businesses and operations throughout Continental Europe, USA, Singapore & the Middle East.
Nick Lowe, CFO
Nick is an FCA having qualified as a Chartered Accountant with Tenon in Nottingham, before joining KPMG. He has significant experience at finance director level in growing, technology led, SME businesses and has strong group reporting, process and control skills.
Company Presentation – Gelion plc
Gelion (“gel: ion”) is a global -energy storage innovator, supporting the transition to a more sustainable economy by commercialising two globally important next generation technologies: Lithium-Sulfur (Li-S) and Zinc-based (Zn) hybrid cells to electrify mobile and stationary applications. Gelion plc (the Group) is listed on the London Stock Exchange’s AIM market and wholly owns Australia based Gelion Technologies Pty Ltd. Gelion is designing and delivering innovative battery technology to enable that transition and return value for its customers and investors.
Lithium Sulfur Gelion’s effort is directed at the potential for the Li-S chemistry to deliver double the gravimetric energy density of standard Lithium-ion chemistries whilst concurrently reducing cost and increasing safety, targeting the EV and e-aviation markets, helping to make global transport, energy consumption and storage more sustainable. Gelion is developing a product for its high energy density sulfur cathode at its expanded R&D facilities in Sydney, enabling it to integrate with a variety of anodes ranging from graphite to silicon to lithium metal, depending on the targeted application. Gelion recently also expanded in the UK by acquiring OXLiD Ltd, significantly increasing its capability in cathode improvement thereby accelerating path to commercial partners and commercialisation.
Zinc Gelion is adapting its zinc technology to comprise an alternate cathode technology, a zinc hybrid cell to develop complementary next-generation batteries for the lead-acid eco-system. Early testing indicates that this solution has the potential to maintain good energy density levels with enhanced cost and safety aspects. Once fully developed, Gelion intends for its zinc technology to provide a durable and sustainable market extension within the ecosystem that supports lead-acid batteries.
John Wood, CEO
John is an experienced and successful CEO of private and public companies and has led businesses both in the technology and energy industry over a 30-year career. He is also a proven sector specialist with significant commercial, scaling and manufacturing experience. John has deep experience in the lead-acid sector having established Ecoult which gained recognition as one of the 100 Global Cleantech in 2013 and he implemented many seminal projects after its acquisition by East Penn Manufacturing.
Company Presentation – The Property Franchise Group PLC
The Property Franchise Group PLC (AIM: TPFG) is the largest property franchisor in the UK and manages the second largest estate agency network and portfolio of lettings properties in the UK. The Company was founded in 1986 and has since grown to a diverse portfolio of nine brands operating throughout the UK, comprising longstanding high-street focused brands and a hybrid, no sale no fee agency. The Property Franchise Group’s brands are Martin & Co, EweMove, Hunters, CJ Hole, Ellis & Co, Parkers, Whitegates, Mullucks & Country Properties. Headquartered in Bournemouth, UK, the Company was listed on AIM on the London Stock Exchange in 2013.
Gareth Samples, CEO
With 30 years’ industry experience, Gareth brings a wealth of Estate Agency, Financial Services and digital marketing knowledge to the Group.
In his 21 year career at LSL Gareth was appointed Managing Director of the Your Move brand, which was the largest single brand estate agency in the UK at the time. In this role he was responsible for Your Move’s franchise operation as well as having overall control of Financial Services and Lettings and the strategy of the brand.
Following his successful career at LSL, Gareth became Managing Director of Briefyourmarket.com where he gained significant digital marketing experience and knowledge and since 2014 he has served as Chairman of Legalforlandlords. Gareth formally joined the Group as CEO on 30 April 2020.
David Raggett, CFO
Since qualifying with PwC as a Charted Accountant David has spent his whole working life in franchising as franchisor and franchisee. Initially David held financial responsibility for several Ford franchises before, in the mid 90s, moving to Porsche’s UK headquarters. Here he held financial responsibility for its distribution, retails and financial services businesses at various times, as well as being their company secretary and, for several years, Head of Legal.
In 2007 David took up the role Finance Director for the Motability Scooter and Powered Wheelchair Scheme to restore its financial stability, to improve its offering and to expand its customer base. After successfully turning the scheme around and leading it into new ownership, David joined the Group in February 2013.
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
Equals Group Results and Strategic Update with Alan Charlton
Alan Charlton, Professional Private Investor
I am a Full Time Professional Investor, having enjoyed a 30 year career working the Retail Industry, and been a Director of many well know High Street names. I have been fortunate to work directly for some of the greatest Retailers of the last generation, including Lord Kirkham, Sir Philip Green (interesting experience!!) and Sir Stuart Rose. Fortunate to have learned from some of the very best. I post occasionally on message boards as “Simso”…going right back to PaulyPiliots Pub and the old Motley Fool days! Current investment strategy is specifically focussed on stocks which benefit from the current environment.”
Company Presentation by Aeorema Communications
Aeorema Communications plc (AIM: AEO.L) is a leading strategic communications Group based in London, New York and Amsterdam. Through its agencies, Aeorema provides a suite of creative brand experience, strategic consultancy and event services to an international blue-chip client base, helping clients maximise and deliver on their long-term communication strategies over multiple event and film touchpoints.
The dividend-paying Group delivers these services via its fully owned Cheerful Twentyfirst companies, two live events agencies that specialise in devising and delivering corporate communication solutions across the globe. The Group also operates Eventful, which provides consultative, high-touch services including assisting clients with venue sourcing, event management and incentive travel.
With more than 56 years of combined operating experience and extensive award wins, Aeorema is a recognised industry thought leader.
Steve Quah is a founder and Chief Executive Director at Cheerful Twentyfirst (Aeorema) and oversees the management of all events. With extensive expertise in both theatrical and digital brand experiences, Steve is the driving force behind the company’s strong creative service ethos. Steve brings over thirty years of unique insight, innovation and experience to the company and continues to focus the team on delivering game changing events for all clients. With a passion for creating award winning brand experiences, Steve has produced over 400 corporate productions and numerous live events for some of the world’s largest brands including Vodafone, Google, KPMG, Clifford Chance, LG, Disney, BBC, News UK and Microsoft to name but a few.
Steve Quah, Founder & CEO
ShareSoc Update & Offer
Scan above QR code to access 30% off ShareSoc membership
Mike Dennis, Director of ShareSoc and Bill from SIGnet will be sharing a special offer for our Mello Results Show audience all 3 of their paid membership options:
Anyone using the discount code will pay the reduced amount for the first year and the full amount for subsequent years.
