Mosman (AIM: MSMN) is a helium, hydrogen and hydrocarbon exploration, development and production company focused on projects in the US. The Company made a strategic pivot towards the growing helium sector in 2024, where demand and price continue to rise.

Mosman currently holds three high-potential helium projects in Colorado, a region with significant helium concentrations, a history of production, and established infrastructure

Andy Carroll

• Particular expertise in oil and gas, taking companies from permit applications and initial exploration operations, through to development, production and marketing

• Extensive Board and management experience in energy sector in the UK, Canada PNG and Australia.

• A mechanical engineer by background, Andy has spent his career in the oil industry, initially with BP. He is also founder and Managing Director of Australasian Energy Pty Ltd and Chairman of ASX listed High Peak Royalties Ltd.

Quartix is a leading provider of vehicle tracking systems and fleet management solutions, serving over 30,000 fleet customers worldwide across various industries, including construction and field services. The company has fitted its tracking system in more than 800,000 vehicles across eight countries.

Headquartered in Newtown, Wales, Quartix also has offices in Cambridge, Chicago, and Paris, demonstrating its international reach. Quartix Technologies plc is publicly listed on AIM, a market of the London Stock Exchange.

Quartix’s vehicle tracking solutions provide real-time GPS tracking, detailed trip reporting, geofencing capabilities, driver behaviour monitoring, and mobile app access. These features help fleet managers improve operational efficiency, enhance safety, and reduce costs. The company is committed to transparency, offering straightforward pricing with no hidden fees and flexible subscription contracts to meet the needs of businesses of all sizes.

Quartix primarily serves companies that provide site-based services, where the cost of personnel is a greater factor than the vehicle itself. Its typical customers generate revenue when the vehicle is stationary, making efficient workforce management critical to business success.

The company is led by an experienced executive team with a combined service of more than 90 years, ensuring deep industry knowledge and a commitment to continuous innovation. Quartix’s dedication to customer service and excellence has cemented its reputation as a trusted partner for businesses seeking reliable and effective fleet management solutions.

Andy Walters, Executive Chairman Quartix Technologies PLC

Andy Walters founded Quartix in 2001 with three colleagues. Prior to that he was Managing Director of a subsidiary of Spectris plc for 6 years and had spent 15 years with Schlumberger in the UK and France, where he was marketing director of the payphones and smart cards division. Andy holds an MA in electrical sciences from the University of Cambridge.

BASH is an acronym for Buy, Avoid, Sell and Hold a share in a company to be discussed during each panel.

Panellists:

Kevin Taylor

Kevin is an experienced small-cap investor having invested his own and family money for over 30 years.  He began his City career in 1993, training as an actuary with a focus on defined benefit pension schemes.  In 1997 he moved over to Investment Banking, joining a structured finance team that created bespoke financial solutions, and provided debt finance, for large corporates.  

After leaving banking in Feb 2021 Kevin worked for two years as CFO of a small software business that he helped to rescue from administration.  He is now a full-time professional Investor.  Kevin is one of the more sceptical panel members and likes to see proof that demonstrates management’s claims before investing in a management team.  He invests on a long-term basis but also trades short-term trends on both the long and short side of markets.

Damian Cannon

Damian is an experienced private investor who has tried almost every successful strategy, and many that weren't, over the last 20 years. During that time, he has published deep-dive analysis of individual companies, blogged a monthly trading journal and established the StockSlam social investor event. He probably could have saved a lot of time by sticking with the Zulu Principle from the beginning but where's the fun in that?

Mark Simpson

Mark Simpson is a Value investor, writer and presenter. He focuses on finding sources of edge in the market and developing practical ways to overcome behavioural biases. His book Excellent Investing describes this approach and how investors of all types can generate higher and more consistent returns by developing a strategy that plays to their strengths and overcomes their weaknesses.