ShareSoc
RECORDINGS OF SHARESOC EVENTS

This page catalogues publicly available recordings of past ShareSoc events. We would like to thank piworld for creating these recordings for us.

If you find the recordings below interesting, why not attend one of our events in person? You will then be able to ask your own questions of the presenting companies, and socialise with their directors and with fellow investors. Come along and enjoy an interesting and enjoyable evening! Go here for details of our forthcoming events.

ShareSoc Growth Company Seminar, 14th November 2018

Forbidden Technologies (FBT)

Ian McDonough, CEO & Stephen Streater, Director of R&D

Ian McDonough, CEO
Introduction – 00:20
The market – 01:00
Blackbird – 03:58
FBT’s evolution – 05:29
What customer’s say – 08:48
H1 2018 financial highlights – 09:48
Operational highlights – 10:40

Stephen Streater, Director of R&D
Blackbird developments – 12:35
Blackbird demo – 14:18

Ian McDonough, CEO
Investment case summary – 21:40

Q&A – 22:45

ShareSoc Growth Company Seminar, 14th November 2018

Pelatro (AIM:PTRO)

Subash Menon, Managing Director

Introduction – 00:18
The product – 03:20
The technology – 5:57
The demand – 10:28
The relevance – 11:48
The market opportunity – 15:56
Customer growth – 17:51
Global footprint – 18:57

Nicholas Hellyer, Finance Director

Revenue model – 19:23
Financial highlights – 22:44
Acquisition highlights – 23:57
Current trading – 25:30

Subash Menon, Managing Director

Post IPO events – 26:18
Summary – 28:12

Q&A – 29:00

ShareSoc Growth Company Seminar, 14th November 2018

Ilika (AIM:IKA)

Graeme Purdy, CEO

Introduction – 00:18
Business overview – 00:36
Business model – 01:18
Toyota collaboration – 02:18
Benefits of solid state – 04:13
Stereax product evolution – 05:41
Stereax road map – 06:10
Market applications – 07:47
Deployment projects – 10:38
Commercialisation – 12:48
Distribution – 13:53
Goliath – 15:00
Faraday battery challenge – 16:24
Powerdrive line – 17:17
MoseSS – 18:11
Battery architecture – 19:04
Goliath scale-up – 19:46

Stephen Boydell, CFO

Financial results – 20:33
Recent placing – 21:45

Graeme Purdy, CEO

Milestones achieved – 22:07
Milestones planned – 24:07

Q&A – 25:40

ShareSoc Growth Company Seminar, 10th October 2018

Supermarket REIT (LSE:SUPR)

With Steve Windsor and Ben Green.

Introduction – 00:19
Investment strategy – 01:07
The portfolio – 03:59
Investing in the future model of UK Grocery – 05:50
Global convergence on the future model of grocery – 10:26
Our market – Supermarket yield – 12:52
Supermarket leases offer one of the cheapest sources of RPI – 14:33
Supply and demand of index linked supermarkets – 16:22
Performance – 17:29
Proactive asset management – 19:27
Conclusion – 21:22
The team – 22:46

Q&A 23:32

ShareSoc Growth Company Seminar, 10th October 2018

Bioventix (AIM:BVXP)

By Peter Harrison, CEO.

Overview – 00:29
Location and skills – 00:54
Automated blood testing – 01:26
Creating antibodies – 05:35
Why SMA’s? (Testosterone) – 07:49
Why SMA’s? (Troponin) – 10:04
Financial highlights 17/18 – 12:00
BVXP sales 17/18 product mix – 12:58
Key financials – 14:50
New Troponin assays – 15:46
Pipeline Development 2018 – 16:18
Business dynamics – 18:40
Selected shareholder base – 22:05
Bioventix Directors – 22:42
Conclusion and outlook – 23:19
Q&A – 24:39

ShareSoc Growth Company Seminar, 13th September 2018

Amryt Pharma (AIM:AMYT)

Presentation by Amryt Pharma CCO, David Allmond.

The team – 00:27
The vision – 02:12
Amryt overview – 04:04
Commercial & development pipeline – 06:00
Strategy – 3 pillars of growth – 07:43
Lojuxta – 10:02
Epidermolysis Bullosa (EB) AP101 – 12:20
AP103 – building an EB franchise – Gene Therapy Platform – 18:26
In-License Opportunities – 21:07
Financials – 22:16
Investment case – 22:55
Q&A – 24:18

ShareSoc Growth Company Seminar, 13th September 2018

Malvern International (AIM:MLVN)

Malvern International CEO Sam Malafeh and CFO Bharat Guha, present an overview of the group at the ShareSoc Growth company seminar September 2018.

Sam Malafeh, CEO
Introduction – 00:21
Biographies – 00:43
Group proposition – 04:26
Structure of organisation – 05:46
What Malvern offers – 09:42
Group growth strategy – 10:18
Course delivery model – 11:57
Future expansion – programmes & offerings – 13:23
Courses & locations – 15:46
International reach & sales channels – 17:35
Strategy – 20:56
The Group’s recent journey – 23:30
Digital strategy – 25:36

Bharat Guha, CFO – 25:49
Recent interim financial highlights – 26:32

Sam Malafeh, CEO
2018 progress – 29:34
Investment Summary – 33:02
Key shareholders – 35:18

ShareSoc Growth Company Seminar, 11th July 2018

K3 Business Technology(AIM:KBT)

Adalsteinn Valdimarsson, CEO, and Rob Price, CFO

Adalsteinn Valdimarsson, CEO
Business overview – 00:34
Product offering – 03:16
Reorganisation/Engagement models – 05:38
Channel partner network – 07:38
H1 results overview – 08:50

Rob Price, CFO
H1 financial overview – 10:38

Adalsteinn Valdimarsson, CEO
Summary – 17:04

Q&A – 19:22

ShareSoc Growth Company Seminar, 11th July 2018

MaxCyte (AIM:MXCT)

Doug Doerfler – Founder, President & CEO

Introduction – 00:23
Background and what MaxCyte does – 02:41
Business model – 04:11
CARMA platform, CAR therapy in oncology – 09:07
Cell therapy programmes – business model – 16:12
Revenue potential across multiple applications – 19:15
Expected news flow – 21:36
Summary & outlook – 22:18
2017 financial highlights – 22:50
Q&A – 23:45

ShareSoc Growth Company Seminar, 18th April 2018

International Biotechnology Trust (LSE:IBT)

Dr Carl Harald Janson, Lead Investment Manager

International Biotechnology Trust introduction video – 00:22
Dr Carl Harald Janson, Lead Investment Manager introduction – 03:07
Performance 1, 3 & 5 years – 3:47
Dividend – 05:06
Share price/discount – 05:42
Dividend sustainability – 06:34
Biotech is a high growth sector – 07:25
Favourable regulatory environment – 10:45
Worldwide pharma sales – 11:15
M&A – 11:37
Risks – 13:15
The US market – 14:11
Sector valuation – 16:13
IBT investment process – 17:04
Risk mitigation – 17:54
Portfolio breakdown – 19:42
Oncology treatment options – 21:54
Top 10 holdings – 23:14
Unqouted portfolio – 24:00
Awards & Summary -25:58
Q&A -25:19

ShareSoc Growth Company Seminar, 18th April 2018

Impax Asset Management (AIM:IPX)

Ian Simm, CEO

Introduction 0:30
Investment management landscape & IPX – 1:36
IPX assets under management – 2:50
What is a sustainable global economy? – 3:38
IPX historic track record – 4:57
Drivers for environmental products & services – 5:32
Returns from specific environmental markets – 6:13
Offices and distribution partners – 6:45
Shareholder register – 7:19
2017 Business highlights – 8:30
2017 Financial highlights – 10:56
Acquisition of PaxWorld Management – 12:35
IPX group structure – 16:38
Future prospects – 16:57
Summary – 18:39
Q&A – 19:15

ShareSoc Growth Company Seminar, 13th February 2018

Veltyco Group (AIM:VLTY)

Introduction by CFO – 00:25
Introduction & overview of business by NED – 01:45
Overview of the brands – 05.18
eSports.com – the market opportunity – 06:29
An attractive business model – 09:00
Growth strategy and recent trading – 10:55
Summarising the investment proposition – 11:51
Financials: P&L – 12:39
Trading update figs 5.2.18 – 13:25
Other highlights – 13:49
Board of Directors – 14:05
Share price since admission to AIM June 16 – 14:22

Q&A
What’s the revenue split between the verticals? And, there’s a large receivable outstanding in the last set of accounts, could you explain? – 15:15
What impact would banning binary options have on your business? – 17:08
What is the VLTY competitive advantage? How do you mitigate regulatory risk? What’s VLTY’s relationship with eSport.com? – 18:04
Who do VLTY advertise with and if they impose price increases, doesn’t that affect VLTY profitability? – 19:57
What’s the size of the eSport betting market size? Are there any forecast on growth of that market? Do VLTY have quasi monopoly on eSports betting? – 21:45
What are VLTY doing to act ethically within the gaming industry? – 24:20
What do the eight employees do? – 26:00

ShareSoc Growth Company Seminar, 13th February 2018

Ilika plc (AIM:IKA)

Business overview – 00:20
Business model – 01:20
Our production – 02:20
Materials development projects – 03:34
Solid state batteries – 08:10
Stereax Batteries for IoT (Internet of Things) – 12:30
Stereax Applications – 13:23
Stereax road map – 16:03
P180 demonstrator – 17:00
Progress towards mm scale batteries – 17:55
Stereax commercialisation – 18:50
By device & by geography – 20:35
Manufacturing supply chain – 22:05
Strategic considerations – 23:50
2017/18 Outlook – 24:35

Q&A

What’s the current cash position? – 25: 22
Do you compare yourself with Arm? Are you aiming for the top with IoTs? – 26:20
How do you manage fx risk? – 27:51
Are you building relationships with corporates and foundries in parallel? & How far from being used in commercialised products? – 28:17
Will you generate income from the licencing before the royalties come through, and will it be enough to cover costs? – 31:01
With the foundries, if they are they going to use your licence to produce stuff, how much extra capital investment will they have to make? – 31:35
Have you got the 3-d batteries working yet, ie. those one on top of the other? – 32:22

ShareSoc Growth Company Seminar, 8th November 2017

Trinity Exploration and Production plc (AIM:TRIN)

Introduction to Bruce Dingwall – 00:38
Trinidad and oil production – 02:22
Trinity’s oil fields – 03:30
Trinity’s law and national landscape – 04:13
Corporate snapshot – 05:47
Who are we? What do we do? – 06:54
Trinity’s reserves – 09:18
Oil production in 2017 – 09:40
Trinity’s key metrics – 13:45
EBITDA margin: 27% – 14:42
Cost base down 57% since 2014 – 15:48
Peer group comparison – 16:44
H2 2017: increased work programme – 17:46
Momentum – 18:33
2018-19 outlook – 23:20
Margin comparison – 23:55
Summary – 24:19

Q&A
Why is the share price so undervalued? – 25:05
What’s the likely CAPEX over the coming years? – 27:54
Could you explain how the tax and royalties work? – 29:50
Why has it taken so long to get to cash flow positive? – 32:06
What is your dividend policy? – 33:55
What are institutions asking for Trinity to achieve before they take a stake? – 24:25
Why is the share price so low, what do you need to do? – 36:05
Why is the performance not consistent? – 37:25
With the history of Venture Productions, who has stayed with you? What are your plans? – 38:09

ShareSoc Growth Company Seminar, 8th November 2017

LoopUp (AIM:LOOP)

Introduction – 00:18
Key facts – 00:55
Market background – 01:44
Financial summary – 02:54
Why LoopUp? – 04:25
Conference calls, the user experience – 06:30
Risk averse usage environment – 09:45
The product – 14.00
Barriers to entry – 15:57
Customers & revenue model – 16:42
Business development – 17:44
Efficient RoI per sales Pod – 20:44
Growing the Pods & marketing – 22:45
Summary – 23:58

Q&A
Your competitive position v existing dial in conference systems? – 24:28
How did you develop your pod system & how do you drive sales? – 26:15
Who are your target market? – 29:02
What does a customer pay? – 30:02
Gross margin across the business? – 31:08
Revenue per Pod? – 31:50
Why not increase the number of Pods? – 33:15
What size do you have to reach to be safe in your space? – 34:57

ShareSoc Growth Company Seminar, 8th November 2017

N4 Pharma (AIM:N4P)

ShareSoc Growth Company Seminar, 11th October 2017

AB Dynamics (AIM:ABDP)

Video: track testing and lab testing – 00:44
Track testing – 01:45
Advanced Vehicle Driving Simulator – 02:19
ABDP The business – 04:22
What ABDP do – 04:55
What we really do IP – 05:39
Our capabilities – 06:35
Our products – 07:05
Market size – 08:27
Our customers – 09:00
Geographical split – 10:06
Story of growth – 12:25
On-going growth drivers – 13:45
The new facility – 17:16
Q&A – 18:00
What’s the effect of Brexit? – 18:03
Is there a market to offer testing as a service? – 19:25
Is there a market outside of auto? – 21:13
Tim Roger’s departure – 22:40
Who are the largest shareholders? – 24:45
Are Tesler a client? – 26:36
Do you see yourself moving from testing before sales to testing after sales?
– 27:50
Employee share scheme – 28:30
Competitors – 30:35
The new factory, headway to grow – 32:00
Will the new factory save costs? – 33:25
CAPEX – 34:09

ShareSoc Growth Company Seminar, 11th October 2017

CAP-XX (AIM:CPX)

ShareSoc Supper, Richmond, 7th March 2017

With AdEPT Telecom (AIM:ADT)

ShareSoc Supper, Richmond, 7th February 2017

With Accesso (AIM:ACSO)

ShareSoc Supper, Richmond, 2nd November 2016

With Palace Capital (AIM:PCA)

Investing in AIM, from ShareSoc Masterclass,  June 2015