Past Events & Webinars

8 December 2022

Auxico Resources: diversifying the supply chain in the massive critical elements market

Auxico Resources (CSE:AUAG / OTC:AUXIF) is one of the few companies in the world selling monazite, the essential carrier mineral for rare earth elements deemed critical for economic security.

CEO and President Frederick Kozak explains the rare earth elements carried by monazite include the very difficult ones to produce and pronounce, and those of the highest value including praseodymium, neodymium, terbium, and dysprosium.

Kozak says Auxico’s contribution to the supply chain can help resolve what he calls an economic war with so many elements controlled and produced by the few.  

Via its sister company in the Democratic Republic of Congo, Auxico is diversifying the supply chain in a market that has ‘massive demand’. At the same time, it is progressing a resource estimate for its Minastyc Property in Columbia and the processing of its tin tailings project in Brazil.

7 December 2022

Master Investor Sector Focus: Oil & Gas

The war in Ukraine has focussed minds on the sources and costs of our energy like never before. As governments across the western world seek security of supply at prices which won’t bankrupt their economies, the value of picking good oil and gas companies in which to invest has rarely been clearer. In this webinar Master Investor hears from experts on the oil and gas sector and a range of companies with exciting prospects.

Ian Tchacos – Executive Chairman of ADX Energy
Callum Macpherson – Head of Commodities at Investec
Andrew Matharu – Chief Financial Officer of Hartshead Resources Limited
Kris Martinick – CEO of Botala Energy

17 November 2022

Investing in the Age of Longevity

Investing in the Age of Longevity 2022 was held in London on 17 November 2022. The one-day masterclass featured presentations from scientists and business leaders at the cutting edge of the field, giving participants the inside track on the latest aging-related discoveries and investment opportunities.

3 November 2022

Agronomics Capital Markets Day

Agronomics Limited (LSE: ANIC) is the London listed company focused on opportunities within the field of cellular agriculture. In this capital markets webinar Agronomics updates and introduces investors, analysts and media to some of the cutting edge companies within its portfolio.

16 October 2022

The Art of Investing – Jonathan Davis interviews Tamer Ozmen, Founder and CEO of Mintus

Tamer Ozmen is the founder and CEO of innovative contemporary art investment platform, Mintus. Jonathan Davis speaks with him to find out how it works and what is in it for investors.

27 September 2022

Master Investor Sector Focus: Going for Gold

With global uncertainty has come a renewed interest in the precious metal and we discuss the gold outlook with major investor, Jim Mellon.

25 July 2022

London Technology Club: Jonathan Davis talks tech investment with Konstantin Sidorov

It has been an eventful year so far for Tech Investing, Jonathan Davis find out what the LTC looks for and what they expect from the future.

22 July 2022

D4t4 Solutions: The cash generative tech company with game-changing initiatives

For 30 years tech company D4t4 Solutions Plc (LON:D4T4) has helped organisations get the best value from all their data assets. It’s been recognised for its service winning many awards including Technology Company of the Year in the 2022 Small Cap Awards. 

The company operates in 27 countries, and as chief executive officer Bill Bruno explains the business mantra is applicable to customers everywhere – to help organisations better leverage data to make decisions, manage the ever evolving landscape of data privacy and help brands be the best stewards of their customer data.

It’s a big responsibility and Bruno, who was handpicked to take over as CEO by business founder Peter Kear, is confident any competition is unable to compete at the level D4t4 can with “its technologies that do phenomenal things for customers,” including its pioneering data capture and contextualization platform that puts security and privacy compliance first.  

As a cash generative, profitable business D4t4 recently rewarded investors with a special dividend, and an increase in the standard payout. Bruno doesn’t make any promises about more special dividends, but is confident about the company’s future describing it as one “that is growing in a market that has the potential for further growth.”

20 July 2022

UK Small Companies Fund Manager of the Year – Alex Wedge of Liontrust talks to Jonathan Davis

Liontrust’s microcap fund had a great year in 2021, significantly outperforming its benchmark and gaining 33.6%. Alex Wedge tells Jonathan Davis what they look for in an investment and how the fund maintains a balanced portfolio.

6 July 2022

Open Orphan PLC – Aiming to deliver continued double digit growth

Open Orphan PLC (AIM:ORPH) was the first contract research organisation (CRO) to conduct a Covid challenge trial, and in the words of chief executive Yamin ‘Mo’ Khan, it now has approximately 90% of the market in challenge studies whereby “we inoculate each healthy volunteer with a virus and then we test the drug under quarantine conditions.”

That’s a unique USP, and Mo talks about how the business has divested into new streams of revenue such as offering clinical site services to customers, and challenge models including asthma and malaria.

The last set of results showed a 76% increase in revenue and almost a £9 million swing on EBITDA, and chief financial officer Leo Toole says “we see strong potential to continue that kind of growth into future periods with the company aiming to deliver double digit EBITDA percentage points in terms of revenue and profitability.”

Toole says booking off revenue for 2023 is almost finished, and the planning horizon is now stretching into 2024.

Both he and Khan are frustrated with the share price particularly as the backlog order book is worth approximately £65 million pounds which is close to the company’s current (June 2022) market cap. Khan concludes that “as we continue to grow and we build we’ll see a much stronger future and a much improved share price.”

29 June 2022

Bloomsbury Publishing: Highest ever sales and profit for the publisher that’s a joy to manage

As it approaches its 36th birthday, Nigel Newton CBE the founder and chief executive of Bloomsbury Publishing PLC (LON:BMY), says the publisher has “Never been a more fun company to run and to work at.”

One of the reasons for that he says is: “Success breeds success, and this 41% growth in sales that we’ve seen over the last two years and 70% increase in profits is a joy to manage.”

Newton says that the reading habit re-engaged with during lockdown has been “permanently reacquired” and that the company is trading in line with management expectations which he says are “high expectations.”

He talks not only about the joy of management but at the core of the business the joy of reading aiding those who are now pursuing hobbies that are well serviced by books.

Bloomsbury, says Newton, is an unusual publisher describing it as half general, half academic which is platform agnostic selling authors’ works in hardback, paperback and e-book and as an audio book download. “We promote the story and leave the decision to how to consume it to the reader.”

And consume they do as the company is also a beneficiary of the self-publishing phenomenon with many of its authors starting out on that route including internationally renowned fantasy writer Sarah J Maas, who is much recommended by the TikTok subcommunity #BookTok with over 60 billion interactions as of June 2022.

16 June 2022

TPXimpact Holdings PLC: An incredibly cash generative business blending autonomy with responsibility

Neal Gandhi founded TPXimpact Holdings (AIM: TPX) with a mission to reduce, and eventually eradicate the bureaucracy that paralyses government programmes at local and central level.

The company is a technology-enabled services company focused on digital transformation which in Gandhi’s words: “Empower our teams at the edge to get the job done without bureaucracy.”

TPX does that, he says, by pulling together multi-disciplinary teams, to create solutions that work and deliver against the goal for companies. He adds it’s about sharing findings, ensuring great value for taxpayers with the ultimate goal of benefiting society.

The client list is impressive and includes DEFRA, the Food Standards Agency and the NHS. TPX counts 50 of the largest 160 local authorities as its clients, and commercial customers include Legal & General and HSBC.

While society benefits, Gandhi wants to make sure shareholders do too. He says the business is incredibly cash generative, and on a run rate basis his and the team’s goal is to deliver £200 million revenue by March 2025.

7 June 2022

ANGLE PLC – a small British company changing the world in cancer

Andrew Newland founded ANGLE PLC (AIM:AGL) in 1994. Twenty-eight years on and his company has won FDA clearance for ANGLE’s liquid biopsy Parsortix initiative which in the U.S. alone has a $100 billion per annum addressable market.

“We’re solving an enormously challenging and important medical question,” says Newland who says the ultimate growth of Parsortix is unbounded.

1 June 2022

CentralNic Group – fast-growing technology company with ‘plenty of blue sky ahead’

CentralNic Group PLC (AIM:CNIC) global operator and developer of software systems reports on its fantastic start to the year. Revenues were up 86% to $156.6m ($84.4m), its adjusted EBITDA was 83% better at $18.5m ($10.1m), its operating profit was $10.0m ($1.4m), while its net debt was down 18% to $61.3m.

The figures reflect the potential of its strong marketplace for Online Presence and Online Marketing services.

Ben Crawford, CEO of CentralNic Group PLC, joins us to discuss its successes, the future and what potential acquisitions may lie ahead.

25 May 2022

ENGAGE XR – Disrupting Global Communication

David Whelan was stony broke after the 2008 financial crash, but after a €1,000 loan from his sister, and an investment into Oculus headsets he is now the chief executive of dual-listed virtual reality software company ENGAGE XR Holdings PLC (LON:EXR) which is dedicated to the deployment of the metaverse.

The metaverse, according to Whelan, is the evolution of how we communicate online. Currently the internet is like a flat page filled with text and video. Compare that to the metaverse which is about engagement and a breakaway from the internet which can be solitary and divisive.

He talks to Master Investor about the company’s pathway to profitability, how everybody should have a stake in the metaverse and the customer profile which tellingly includes Facebook.

11 May 2022

RBG Holdings – A cash generative business which cherry picks best-in-class companies

Nicola Foulston is wanting to accelerate growth at professional services group RBG Holdings plc (AIM:RBGP). As the chief executive she is driving the business that has the “best in class of professional services” brought together in a platform.  Her aim is to add other niche brands that are specialists in their field while focussing on share price growth and the maintenance of the dividend and its yield.

10 May 2022

Investing in the Future of Longevity – the Ketone Chapter

The field of longevity has long been considered to be theoretical and one for the future, but that future is here now. The science of ketosis promises lucrative opportunities in a wide range of therapeutic areas, and the global keto market is expected to rise to $15 billion by 2027.

Juvenescence has brought together the leading experts in the ketone metabolism research field for a panel discussion on the revolution happening with ketones and the direction the research is leading the key players in this space. We cover how ketones can modulate fundamental aspects of human physiology, including glucose metabolism, brain function and heart health.

6 May 2022

Commodities Investing: Lean into inflation, spend time in the market and research the fundamentals

Do we lean into inflation or panic? Commodity investment expert Simon Popple advises invest in areas that are going to go up in price. Think fuel, think energy and think about the opportunities that some well-run mining companies will present to those not risk averse and those with the time to do their research.

Popple is founder of Brookville Capital, a service dedicated to educating about commodities, portfolio diversification and stock recommendations including Chalice Mining which has increased ’65 times’ since Popple’s endorsement.

In this podcast he shares his BRIDGE stock analysis technique, and belief that investors should ‘spend time in the market instead of timing the market.’ Simon also gifts viewers and listeners of this Master Investor interview with an inflation busting exclusive discount code to his weekly Brookville Capital Intelligence Report.

19 March 2022

Master Investor Show 2022

After three years, Master Investor Show 2022 returned to London as an in-person event. Held on 19 March 2022 at the Business Design Centre, Master Investor’s flagship event offered an unparalleled opportunity for private investors to help shape their investment plans and find portfolio inspirations. With presentations from renowned investment experts on future trends and market analysis, as well as an exhibition comprising companies from across a range of asset classes and services, Master Investor Show once again proved it’s the UK’s leading event for private investors.

21 February 2022

Inside View: The Coding Revolution

Sarah Lowther interviews the CEO and CFO of Northcoders Group PLC, Chris Hill and Charlotte Prior to find out more about their growth plans, business model and what they are doing with the money raised from their 2021 IPO.

15 February 2022

Inside View: The Evolution of Fintech

Sarah Lowther is joined by Derren Nathan of Hybridan who describes the advances being made in Fintech, and the companies engineering the industry’s progress.

3 February 2022

Inside View: Smiths News Group – Value stock with growth potential?

Following a strong year, are Smiths News Group shares now undervalued? Sarah Lowther interviews CEO, Jon Bunting and CFO, Paul Baker.

31 January 2022

Inside View: Sarah Lowther interviews on the ‘Class of 21’, Microlise Group PLC

2021 was a bumper year for IPOs, with Microlise Group PLC one of the most promising. Sarah Lowther interviews CEO, Nadeem Raza and CFO, Bill Wynn about the performance and the future of the business.

27 January 2022

Investing in 2022

2022 promises to be an ‘interesting’ year for investing. This webinar addresses the major themes and assesses how investors can make the most out of the year ahead.

Sarah Lowther is joined by Victor Hill, Mark Watson-Mitchell and Jonathan Davis for a look at the major themes and opportunities that lie ahead.

25 January 2022

Inside View: SDI Group – A Covid-proof company?

SDI Group has enjoyed sustained growth with the pandemic seemingly unable to hold it back. Sarah Lowther speaks to CEO, Mike Creedon about cash generation and Covid-19.

17 January 2022

Master Investor: Jonathan Davis interviews Martin Gilbert

Jonathan Davis interviews Martin Gilbert, founder of Aberdeen Asset Management and currently Chairman of both AssetCo PLC and Revolut (amongst others). Martin discusses his experiences with Aberdeen, the value being created by AssetCo and the state of the current economic cycle.