Yellowstone Advisory Private Investor Evening: CAML, LST, FVA & BOW

Companies presenting: Central Asia Metals PLC, Light Science Technologies Holdings PLC, Fevara PLC & Bow Street Group PLC
Date: Wednesday 13th May
Time: 5:30pm
Location: London, EC1

Event: Yellowstone Advisory Private Investor Evening: CAML, LST, FVA & BOW
Description: CAML, Light Science Technologies Holdings, Fevara & Bow Street Group present their investment case followed by Q&A and the opportunity for informal discussions with management over drinks and canapés.

Central Asia Metals PLC
Speaker: Gavin Ferrar, CEO
Bio: Gavin has over 25 years’ experience in the mining sector. He began his career in the industry with Anglo American, initially in target generation and due diligence, and subsequently in greenfields exploration and project management of a feasibility study of a gold project. He then spent eleven years in London’s investment banking sector in debt financing, derivatives and equity investments across the mining sector with Barclays Capital and Investec. Gavin joined the Company in June 2014 as Business Development Director, was appointed CFO in April 2018 and held this position for six years before being appointed CEO in October 2024.
Company Description: Central Asia Metals, an AIM-quoted UK company based in London, owns 100% of the Kounrad SX-EW copper operation in central Kazakhstan and 100% of the Sasa zinc-lead mine in North Macedonia. The Company also owns an 80% interest in CAML Exploration, a subsidiary formed to progress early-stage exploration opportunities in Kazakhstan, and a 28.4% interest in Aberdeen Minerals Ltd, a privately-owned UK company focused on the exploration and development of base metals opportunities in northeast Scotland.

Light Science Technologies Holdings PLC
Speaker: Simon Deacon, CEO
Bio: A dynamic, forward-looking entrepreneur, Simon established his first business over 30 years ago. Since then he has founded and grown businesses in Lighting, Electronics, Display manufacturing, Agriculture Technologies, and Passive Fire Protection markets. Simon was also a co-founder of a retail consultancy that created a working standard for Circular Design Certification reporting on carbon impact and sustainability. This has been adopted by global retailers and brands.
Company Description: Light Science Technologies Holdings PLC brings together four companies in three growing market sectors worth over £100bn: Controlled Environment Agriculture (CEA), Passive Fire Protection (PFP), Contract Electronics Manufacturing (CEM). The group specialises in designing and manufacturing technology solutions for clients across the above three market sectors which products include, sensors, software, control systems, irrigation, crop lighting, PCB assembly for pest control, audio and passive fire protection. Our companies share many synergies and focus on providing solutions to some of today’s key global issues, including: Global food security, dependable supply chains and the Fire Safety Act 2021

Fevara PLC
Speaker 1: Joshua Hoopes, CEO
Bio: Josh became Chief Executive Officer on 1 July 2025. Prior to joining Fevara in 2024, he worked for Associated British Foods plc for more than ten years, including five years as Managing Director at AB Agri where he oversaw the Intellync and AB Dairy Divisions of the company. Josh holds a BSc in Finance from the University of Utah and an MBA from Manchester Business School which led to his early career experience with Deloitte and Walgreens Boots Alliance. Josh is an experienced operator with a deep understanding of Agriculture and related markets.
Speaker 2: Gavin Manson, CFO
Bio: In November 2023 Gavin was appointed as CFO of Fevara plc. Previous appointments include Chief Financial and Operating Officer of Electra Private Equity PLC, Group Finance Director of Premier Farnell plc, Finance Director of the largest division of Thomas Cook Group Plc and Managing Director of Merck Services UK Ltd. In February 2024, Gavin joined the Board of AIM listed Windar Photonics plc as a Non-Executive Director, whilst continuing as Non-Executive Director and Chair of Audit and Risk of Meallmore Ltd, one of the largest care home operators in Scotland.
Company Description: Fevara is an international specialist in livestock supplements. The Group develops, manufactures and markets research-proven supplements, including feed licks, blocks, bagged minerals, and boluses for cattle, sheep and horses, sold under recognised and trusted brands, including Crystalyx®, Horslic®, Horslyx®, Scotmin Nutrition®, SmartLic®, Tracesure® Advanced and Macal®.

Bow Street Group PLC
Speaker 1: David Page, Executive Chairman
Bio: David was chief executive and then chairman of PizzaExpress until it was acquired by a private equity house in 2002. David founded and was chairman of The Clapham House Group PLC from 2003 to 2010, during which time it acquired Gourmet Burger Kitchen, Bombay Bicycle Club and other restaurant brands, including The Real Greek. Between 2012 and 2023, David founded and was chairman of The Fulham Shore PLC which acquired Franco Manca and The Real Greek.
Speaker 2: Nick Wong, CFO
Bio: Nick qualified as a chartered accountant with Baker Tilly and specialised in corporate finance. From 2005 to 2013, Nick was the Group Finance Director and Company Secretary of The Clapham House Group PLC and worked on the acquisitions of several restaurant businesses including Gourmet Burger Kitchen (grew from 6 to 60 restaurants in the UK and over 10 internationally) as well as their disposals and the recommended takeover by Nando’s owners. Nick was appointed Finance Director of The Fulham Shore PLC between 2014 and 2024, overseeing the acquisition Franco Manca (grew from 10 to 70) and The Real Greek (grew from 7 to 27) and the eventual recommended acquisition by Toridoll Holdings Corporation. In addition to finance, he also looked after the IT and online strategy of various restaurant businesses, introducing numerous loyalty and rich data systems into those businesses
Company Description: Bow Street Group is an AIM-listed restaurant Group and operator of the Wildwood and dim t brands. During 2025, it completed a meaningful fundraise to enable it to invest in the current estate and acquire additional exciting and scalable restaurant brands, as well as appointing David Page as Executive Chair and Nick Wong as CFO, both formerly of The Fulham Shore and other restaurant groups.

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May 13, 2026

Group description:	Our group discuss a wide range of income generating instruments. Quoted dividend paying companies are usually the biggest topic for discussion; but we also discuss dividend paying Investment Trusts (including REITs) and ETFs, bonds (government and corporate), and preference shares.
Meeting Type/Venue:	Meetings are held online via Zoom.
Meeting Frequency/Timing:	Monthly on the 1st Tuesday of the month, from 6:30pm.

Group description:	The aim of this group is to share our investing ideas and experiences across all equity markets, brokers, websites and software to the benefit of us all. We do not discuss sums of money invested but may mention percentages gained and lost. We will rotate the chairperson who is responsible for creating, with member’s help, suitable agendas. We also rotate members to deliver a presentation, lasting between 15 and 45 minutes, on a topic of their choosing.
Meeting Type/Venue:	Meetings are held online via video conferencing.
Meeting Frequency/Timing:	Monthly on the 3rd Tuesday of the month, from 2-4pm.

Group description:	We welcome anyone interested in investments regardless of their level of knowledge and experience.
Meeting Type/Venue:	Meetings are held in a function room of a pub in Beaconsfield New Town.
Meeting Frequency/Timing:	Monthly on the 1st Wednesday of each month at 6pm.

Group description:	Investors of all levels of experience are welcome to join the Farnham (Surrey) group. Convened by David Stredder, who will be known to many as the founder of Mello, organiser of in person investment conferences and virtual Mello Mondays. David is also a director at ShareSoc and has been investing in quoted shares since the 1980s, with a focus on UK small caps. He has an extensive knowledge of UK companies and network of contacts in the investing universe.
Meeting Type/Venue:	Meetings are held at a pub near to the railway station in Farnham, GU9.
Meeting Frequency/Timing:	Meetings are held monthly on the 2nd Tuesday of the month from 11am to 3pm with a break for lunch.

Group description:	Our Group considers both US Small Caps (up to $2bn Market Cap) and Mid Caps (up to $10bn market Cap). Meetings include discussions around buys / sells / watchlists, a short Macro discussion and discussions led by group members on companies or topics of their choice.
Meeting Type/Venue:	Meetings are held online.
Meeting Frequency/Timing:	Meetings are held on the 3rd Monday of the month from 7pm.

Group description:	Our group is interested in sustainable investing and our goal is to identify and evaluate businesses that will thrive through innovation and their transition to a ‘One Planet Economy’. By leveraging the skills of group members, we aim to deeply understand these businesses, particularly focusing on how they develop long-term valuable benefits for their customers. Each year, we plan to evaluate around seven businesses to identify opportunities where our valuation exceeds the market price. A successful outcome is defined as achieving a compound annual growth rate (CAGR), including dividends, of 10% over a decade.
Meeting Type/Venue:	Meetings are in-person in a pub near to Waterloo station in London.
Meeting Frequency/Timing:	Meetings are bi-monthly on a Monday from 10:45am to 4:30pm. Members are expected to also pay for their own lunch which secures the group free use of a private room in the pub. The cost is expected to be £35-40 per person, per meeting, in addition to your SIGnet membership fee.

Group description:	A welcoming group open to all types of investors. Typical meeting content is to have a deep dive presentation on a topic selected by the participants and a session on buy/ sell/ key lessons learnt last month.
Meeting Type/Venue:	In person at a friendly pub close to Piccadilly Circus
Meeting Frequency/Timing:	Monthly during the evening on the first Wednesday of the month.

Group description:	All levels of experience welcome. A typical meeting agenda includes: – Macro Environment – Trades: Members review existing positions and identify securities with promising TA entry patterns or setups and with suitable risk/reward. Any security, long, short, futures, options may be considered. The convener takes actual positions in trades and maintains his own detailed ledger, accurately measuring performance of individual securities and cumulative activity. Members are notified by e-mail prior to the entries or exits that are decided upon. Following each meeting an updated copy of the ledger is circulated together with the next meeting agenda. Members may wish to maintain similar ledgers of their own but there is no obligation to do so. – Technical Analysis: Techniques and systems used in trades. Members can request discussion of particular aspects of TA.
Meeting Type/Venue:	Online via Zoom
Meeting Frequency/Timing:	The first Tuesday of every month from 7 to 9pm

Group description:	Open to all investors / people with an interest in investing. Typical meeting will involve members talking about recent purchases, successes, failures and possible future purchases. Also with occasional visiting speakers or members making presentations on a topic of interest.
Meeting Type/Venue:	We aim to meet on the last Tuesday of each month in a private room at a pub in Playhatch. Start time 7pm with members encouraged to meet up around 6pm for a bite to eat / drink before hand, if their diaries allow.
Meeting Frequency/Timing:	7pm on the last Tuesday of the month. Meetings likely to last about two hours but with informal ‘overspill’ before / after.