https://videos.masterinvestor.co.uk/video/4096/seed-innovations-mcdermott-on-the-cannabis-investment-opportunity https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/096/004096/000001/thumb_004256.jpg Seed Innovations' McDermott on the cannabis investment opportunity Cannabis has long been surrounded by stigma and misconceptions remain. However cannabis-related companies have now listed on the UK stock exchange and investors have exposure to the plant and its benefits. Ahead of 2021’s Cannabis Europa London conference, Ed McDermott founder of Emmac Life Sciences and chief executive of Seed Innovations talks to Master Investor about cannabis’s corporate history and the multiple investment opportunities in the cannabinoid space. 2491 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/096/004096/video_6gZReQ7.mov 2023-01-19T18:34:48.234832+00:00 https://videos.masterinvestor.co.uk/moment/37651/the-perception-of-cannabis https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/096/004096/000001/moments/thumb_014922.jpg The perception of cannabis Cannabis has long been surrounded by stigma, and misconceptions remain. With cannabis-related companies now being listed, do they have credibility? Sarah Lowther asks Ed McDermott, founder of Emmac Life Sciences and chief executive of Seed Innovations. 2491 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/096/004096/video_6gZReQ7.mov 2023-01-19T18:34:48.234832+00:00 https://videos.masterinvestor.co.uk/moment/37653/the-difference-between-cannabis-and-cannabinoids https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/096/004096/000001/moments/thumb_014928.jpg The difference between cannabis and cannabinoids While cannabis refers to the plant itself, cannabinoids represent specific molecules taken from that plant. For investors, the two key cannabinoids currently comprise THC (a psychoactive, government-regulated compound) and CBD (a non-psychoactive, over-the-counter compound). Research is also starting to uncover additional benefits of another cannabinoid, CBG. 2491 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/096/004096/video_6gZReQ7.mov 2023-01-19T18:34:48.234832+00:00 https://videos.masterinvestor.co.uk/moment/37654/players-within-the-cannabis-industry https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/096/004096/000001/moments/thumb_014927.jpg Players within the cannabis industry As a broad sector, the cannabis industry comprises R&D, cultivation companies and extraction (processing/manufacturing) companies as well as distribution players for over-the-counter products, such as retail outlets, pharmacies, health and wellness stores. Other elements of the industry include textiles, or oils for nutraceutical products. 2491 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/096/004096/video_6gZReQ7.mov 2023-01-19T18:34:48.234832+00:00 https://videos.masterinvestor.co.uk/moment/37656/the-purpose-of-emmac-life-sciences https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/096/004096/000001/moments/thumb_014926.jpg The purpose of Emmac Life Sciences Emmac Life Sciences was founded in 2018 after a gap was spotted in the European cannabis market. It quickly grew through acquisitions, and is now owned by the world's largest cannabis company. 2491 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/096/004096/video_6gZReQ7.mov 2023-01-19T18:34:48.234832+00:00 https://videos.masterinvestor.co.uk/moment/37658/challenges-to-the-cannabis-industrys-growth https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/096/004096/000001/moments/thumb_014925.jpg Challenges to the cannabis industry's growth Key challenges facing the cannabis industry include access to capital, a poor market sentiment as well as US-led prohibition. While a global opportunity exists for cannabis, cannabis-related companies remain at the mercy of policymakers and regulators, and positioning their business accordingly is seen as the key to success. 2491 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/096/004096/video_6gZReQ7.mov 2023-01-19T18:34:48.234832+00:00 https://videos.masterinvestor.co.uk/moment/37659/esg-concerns-towards-cannabis https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/096/004096/000001/moments/thumb_014924.jpg ESG concerns towards cannabis Several innovations, such as outdoor growing or the use of biomass post-extraction, help to address some ESG concerns towards cannabis. Products are also increasingly being designed around the less harmful vaporizing technology, and inhaling is often the more effective use for some medical conditions. While many ESG concerns still need to be addressed, the main challenge for some cannabis-related companies currently is to stay in business. 2491 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/096/004096/video_6gZReQ7.mov 2023-01-19T18:34:48.234832+00:00 https://videos.masterinvestor.co.uk/moment/37662/the-market-opportunity https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/096/004096/000001/moments/thumb_014923.jpg The market opportunity The cannabis industry is currently still embryonic, requiring years to reach its full potential and for major brands to emerge. Regulation is seen as key. On the medical front, a quasi-recreational state is anticipated. 2491 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/096/004096/video_6gZReQ7.mov 2023-01-19T18:34:48.234832+00:00 https://videos.masterinvestor.co.uk/video/4097/inside-view-50-shades-of-hydrogen https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/097/004097/000002/thumb_004379.jpg Inside View: 50 Shades of Hydrogen Sarah Lowther is joined by Derren Nathan of Hybridan to discuss the rapidly developing technology and industries surrounding the evolution of the hydrogen economy. 821 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/097/004097/video_MxTgxvW.mov 2023-02-02T20:51:09.759867+00:00 https://videos.masterinvestor.co.uk/moment/37631/about-hydrogen https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/097/004097/000002/moments/thumb_015503.jpg About hydrogen Hydrogen is the most abundant element in the universe. Sarah Lowther questions Hybridan Head of Research Derren Nathan about its investing opportunities and pitfalls. 821 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/097/004097/video_MxTgxvW.mov 2023-02-02T20:51:09.759867+00:00 https://videos.masterinvestor.co.uk/moment/37633/the-different-shades-of-hydrogen https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/097/004097/000002/moments/thumb_015502.jpg The different shades of hydrogen Hydrogen has a varied colour palette, ranging from grey (hydrogen derived from coal, methane, natural gas, etc.) and green (split from water using electricity) to purple (nuclear, zero-carbon), yellow (solar) or brown (coal). Blue hydrogen is of particular interest as it represents the real hybrid production method. 821 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/097/004097/video_MxTgxvW.mov 2023-02-02T20:51:09.759867+00:00 https://videos.masterinvestor.co.uk/moment/37634/hydrogen-vs-battery-technology https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/097/004097/000002/moments/thumb_015500.jpg Hydrogen vs battery technology While batteries are already prevalent as the power trains for light vehicles, hydrogen lends itself more to heavy-duty applications, such as trucking, shipping, or industries that are difficult to decarbonise. 821 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/097/004097/video_MxTgxvW.mov 2023-02-02T20:51:09.759867+00:00 https://videos.masterinvestor.co.uk/moment/37636/major-players-within-the-hydrogen-industry https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/097/004097/000002/moments/thumb_015499.jpg Major players within the hydrogen industry Companies that warrant special attention include i) energy storage play Infinity, whose combine project produces green hydrogen for energy storage, ii) fuel cell players that turn hydrogen back into electricity, iii) AFC Energy, which is looking to enable hydrogen-powered engines for ships, iv) Getech, which provides harbour-based hydrogen hubs, and v) companies that are reinventing themselves such as Oracle Power, which is looking to set up a green hydrogen production facility in Pakistan. 821 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/097/004097/video_MxTgxvW.mov 2023-02-02T20:51:09.759867+00:00 https://videos.masterinvestor.co.uk/moment/37640/sectors-within-the-hydrogen-industry https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/097/004097/000002/moments/thumb_015501.jpg Sectors within the hydrogen industry The hydrogen industry ranges from production (companies looking to set up hydrogen production plants) and production technology and hybrids thereof (companies looking to create hydrogen from waste) to energy conversion and supporting infrastructure. In addition, there is a miscellaneous array of companies in this space, such as hydrogen investment funds, actual users of hydrogen, consultants etc. 821 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/097/004097/video_MxTgxvW.mov 2023-02-02T20:51:09.759867+00:00 https://videos.masterinvestor.co.uk/video/4098/inside-view-symphony-environmental-plc https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/098/004098/000002/thumb_004378.jpg Inside View: Symphony Environmental Plc Michael Laurier, Group Chief Executive of Symphony Environmental Technologies Plc, talks to Sarah Lowther about the company's long quest creating solutions to eradicate the global plastic pollution crisis. He explains that while plastic is essential, the type of plastic used can be reconfigured to no longer pose a problem once its purpose has been fulfilled. 954 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/098/004098/video_AYFqFb1.mov 2023-02-02T20:43:24.594416+00:00 https://videos.masterinvestor.co.uk/moment/37668/about-symphony-environmental-technologies https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/098/004098/000002/moments/thumb_015496.jpg About Symphony Environmental Technologies Sarah Lowther welcomes Michael Laurier, Group Chief Executive of Symphony Environmental Technologies, for a chat around the company's environment-friendly solutions. Symphony Environmental Technologies is involved with technologies that make plastic and rubber products smarter, safer and more sustainable. Listed on AIM, the company's market cap in December 2021 was £42 million. Symphony Environmental Technologies won the "ESG Company of the Year" award at the 2021 Small Cap Awards. 954 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/098/004098/video_AYFqFb1.mov 2023-02-02T20:43:24.594416+00:00 https://videos.masterinvestor.co.uk/moment/37672/symphony-environmental-technologies-product-marketing https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/098/004098/000002/moments/thumb_015498.jpg Symphony Environmental Technologies' product marketing Symphony Environmental Technologies sees the biggest challenge in marketing d2w – one of the most established oxo-biodegradable plastic technologies – at a macro level. Using independent scientific evidence to support its product claims, the company engages with the UK government to secure a mandate for the use of this technology in all plastics. 954 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/098/004098/video_AYFqFb1.mov 2023-02-02T20:43:24.594416+00:00 https://videos.masterinvestor.co.uk/moment/37677/symphony-environmental-technologies-market https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/098/004098/000002/moments/thumb_015497.jpg Symphony Environmental Technologies' market Symphony Environmental Technologies has its revenues mainly outside the EU, as regulations in other countries are more amenable to its technologies. The company brings two technologies together that deal with the environment, as well as food waste and food protection, thus providing more value than environmental protection alone. It is also able to move into other sectors such as health. 954 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/098/004098/video_AYFqFb1.mov 2023-02-02T20:43:24.594416+00:00 https://videos.masterinvestor.co.uk/moment/37680/symphony-environmental-technologies-cash-burn https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/098/004098/000002/moments/thumb_015495.jpg Symphony Environmental Technologies' cash burn Symphony Environmental Technologies currently does not see a cash burn. The company made a small loss in both 2020 and the first half of 2021, and has sufficient headroom within its own cash flow and banking facilities. Its gross profits are spent on market development and R&D. Symphony Environmental Technologies considers itself in a good position for 2022, as an increasing number of governments cannot ban plastics and are thus supporting the idea of its technology. 954 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/098/004098/video_AYFqFb1.mov 2023-02-02T20:43:24.594416+00:00 https://videos.masterinvestor.co.uk/video/4099/inside-view-sulnox-groups-richardson-on-the-innovation-thats-reducing-fuel-consumption-and-carbon-emissions https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/099/004099/000001/thumb_004259.jpg Inside View: SulNOx Group’s Richardson on the innovation that’s reducing fuel consumption and carbon emissions SulNOx Group is rapidly becoming the energy transition environmental stock to watch as its fuel conditioners, emulsifiers and stabilizers are adopted by more and more customers. CEO Ben Richardson explains to Sarah Lowther how its products make modes of transport from ships to the family car go further, faster and cleaner and how the company doesn't require large sums of capital to progress to the next stage. 882 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/099/004099/video_AQa1gOq.mov 2023-01-19T18:40:15.647845+00:00 https://videos.masterinvestor.co.uk/moment/37641/about-sulnox-group https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/099/004099/000001/moments/thumb_014938.jpg About SulNOx Group Sarah Lowther asks SulNOx Group CEO Ben Richardson about his company's business model and recipe for success. SulNOx Group produces fuel conditioners, emulsifiers and stabilisers. The company is trading on the Aquis Exchange with a market cap of £38 million, and its aim is to become the energy transition environmental stock. 882 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/099/004099/video_AQa1gOq.mov 2023-01-19T18:40:15.647845+00:00 https://videos.masterinvestor.co.uk/moment/37642/sulnox-groups-environmental-impact https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/099/004099/000001/moments/thumb_014937.jpg SulNOx Group's environmental impact SulNOx Group is a green tech company and owns the intellectual property on emulsifiers and fuel conditioners, which are designed to make fuel burn better. As a result, the company is able to immediately contribute to a reduction in emissions. 882 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/099/004099/video_AQa1gOq.mov 2023-01-19T18:40:15.647845+00:00 https://videos.masterinvestor.co.uk/moment/37643/sulnox-groups-product-availability https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/099/004099/000001/moments/thumb_014936.jpg SulNOx Group's product availability SulNOx Group's petrol conditioner is fully patented and will be available via Amazon from Q1/2023. The company already has several clients trialling the product, with around 8-9% savings on fuel as a result. 882 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/099/004099/video_AQa1gOq.mov 2023-01-19T18:40:15.647845+00:00 https://videos.masterinvestor.co.uk/moment/37645/sulnox-groups-product-applications https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/099/004099/000001/moments/thumb_014935.jpg SulNOx Group's product applications SulNOx Group's solutions improve all liquid hydrocarbons and biofuels, which means that they can be applied not just to cars, but also to vans, trucks, buses, mining equipment, generators for telecom masts, and massive ships. 882 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/099/004099/video_AQa1gOq.mov 2023-01-19T18:40:15.647845+00:00 https://videos.masterinvestor.co.uk/moment/37648/sulnox-groups-fundraising https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/099/004099/000001/moments/thumb_014934.jpg SulNOx Group's fundraising SulNOx Group carried out some initial fundraise for staffing and PR purposes but aims to keep its overall costs low. Its products are manufactured by a major chemicals company, and distributed using sales organisations with networks across the globe. 882 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/099/004099/video_AQa1gOq.mov 2023-01-19T18:40:15.647845+00:00 https://videos.masterinvestor.co.uk/video/4100/master-investor-jonathan-davis-interviews-martin-gilbert https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/100/004100/000002/thumb_004377.jpg 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. 1836 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/100/004100/video_FBttaNF.mov 2023-02-02T20:37:32.696433+00:00 https://videos.masterinvestor.co.uk/moment/37709/about-martin-gilbert https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/100/004100/000002/moments/thumb_015493.jpg About Martin Gilbert Jonathan Davis speaks to Martin Gilbert, founder of Aberdeen Asset Management, about his career. Following his departure from Aberdeen Asset Management, Gilbert held board memberships at Sky and Glencore, and Chairmanship at Revolut. Offered the opportunity to do SPACs by most of the investment banks, Gilbert opted to use cash shells instead to help consolidate the asset management industry. 1836 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/100/004100/video_FBttaNF.mov 2023-02-02T20:37:32.696433+00:00 https://videos.masterinvestor.co.uk/moment/37715/lessons-learned-from-aberdeen-asset-management https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/100/004100/000002/moments/thumb_015492.jpg Lessons learned from Aberdeen Asset Management Looking back at his experiences at Aberdeen Asset Management, Martin Gilbert would opt for a more flexible approach going forward, with a lesser focus on consolidation. He would also neglect Aberdeen Asset Management's single distribution capability approach. 1836 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/100/004100/video_FBttaNF.mov 2023-02-02T20:37:32.696433+00:00 https://videos.masterinvestor.co.uk/moment/37720/selection-criteria-for-fund-managers https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/100/004100/000002/moments/thumb_015491.jpg Selection criteria for fund managers Martin Gilbert puts a strong emphasis on a fund manager's experience. He singles out UK income fund manager Adrian Froth as well as James Anderson, who he sees as having transformed growth fund management. 1836 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/100/004100/video_FBttaNF.mov 2023-02-02T20:37:32.696433+00:00 https://videos.masterinvestor.co.uk/moment/37724/martin-gilberts-faith-in-politicians https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/100/004100/000002/moments/thumb_015494.jpg Martin Gilbert's faith in politicians Martin Gilbert believes that there are some excellent politicians around. He has a very high regard for Michael Gove as well as Lord Grimstone, his former chairman. Other notable politicians that Gilbert singles out include Alex Salmond, Nicola Sturgeon, Alistair Darling, and Gordon Brown. 1836 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/100/004100/video_FBttaNF.mov 2023-02-02T20:37:32.696433+00:00 https://videos.masterinvestor.co.uk/moment/37726/martin-gilberts-best-and-worst-investment https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/100/004100/000002/moments/thumb_015490.jpg Martin Gilbert's best and worst investment Martin Gilbert considers Aberdeen Asset Management his best investment, with the purchase of Morgan Grenfell Asset Management in 2005 representing one of the great investments made at the firm. He sees split-caps as the worst period in his investment career. 1836 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/100/004100/video_FBttaNF.mov 2023-02-02T20:37:32.696433+00:00 https://videos.masterinvestor.co.uk/video/4101/inside-view-sdi-group-a-covid-proof-company https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/101/004101/000002/thumb_004376.jpg 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. 776 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/101/004101/video_XJSOnEF.mov 2023-02-02T20:32:16.946486+00:00 https://videos.masterinvestor.co.uk/moment/37664/about-sdi-group https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/101/004101/000002/moments/thumb_015489.jpg About SDI Group Sarah Lowther speaks to SDI Group CEO, Mike Creedon, about the impact of the Covid-19 pandemic. SDI Group is focussed on the design and manufacture of scientific and technology products for use in digital imaging and sensing and control applications. The company is listed on AIM and currently has a market cap of £173 million. 776 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/101/004101/video_XJSOnEF.mov 2023-02-02T20:32:16.946486+00:00 https://videos.masterinvestor.co.uk/moment/37665/sdi-groups-products https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/101/004101/000002/moments/thumb_015488.jpg SDI Group's products SDI Group sells a range of products across science and technology-based sectors, including cameras for PCR machines, flowmeters for ventilators, dosing equipment for the canning industry etc. 776 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/101/004101/video_XJSOnEF.mov 2023-02-02T20:32:16.946486+00:00 https://videos.masterinvestor.co.uk/moment/37667/sdi-groups-acquisitions https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/101/004101/000002/moments/thumb_015487.jpg SDI Group's acquisitions SDI Group has carried out 14 acquisitions since 2014. When looking to acquire new businesses, the company applies the following criteria: the right fit, succession planning in place, a cash-generative business, a primary focus on science and technology. 776 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/101/004101/video_XJSOnEF.mov 2023-02-02T20:32:16.946486+00:00 https://videos.masterinvestor.co.uk/moment/37671/sdi-groups-reliance-on-loan-facilities-and-placings https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/101/004101/000002/moments/thumb_015486.jpg SDI Group's reliance on loan facilities and placings SDI Group has carried out several placings in the past and also has a loan facility of £20 million which can be raised by an additional £10 million if required. The company only relies on the loan facility for acquisitions, rather than as working capital, and does not envisage any further placings in the future. 776 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/101/004101/video_XJSOnEF.mov 2023-02-02T20:32:16.946486+00:00 https://videos.masterinvestor.co.uk/video/4102/investing-in-2022 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/102/004102/000002/thumb_004375.jpg 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. 3594 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/102/004102/video_D9NTPmB.mov 2023-02-02T20:27:53.913838+00:00 https://videos.masterinvestor.co.uk/moment/37727/about-investing-in-2022 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/102/004102/000002/moments/thumb_015485.jpg About Investing in 2022 Sarah Lowther introduces the format of "Investing in 2022", a webinar that hosts Master Investor contributors Victor Hill, Mark Watson-Mitchell and Jonathan Davis to discuss the major themes and opportunities that lie ahead. 3594 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/102/004102/video_D9NTPmB.mov 2023-02-02T20:27:53.913838+00:00 https://videos.masterinvestor.co.uk/moment/37728/the-key-themes-of-2022 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/102/004102/000002/moments/thumb_015484.jpg The key themes of 2022 Master Investor author Victor Hill sees three strands as the main themes in 2022: i) macroeconomics (influenced by continuing inflation, increasing interest rates etc.), ii) technology (the performance of technology stocks post-Covid), and iii) geopolitics (impacted by the danger of a Russian invasion in Ukraine). Asset allocation is considered as key to good investing in 2022. 3594 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/102/004102/video_D9NTPmB.mov 2023-02-02T20:27:53.913838+00:00 https://videos.masterinvestor.co.uk/moment/37730/inflation-and-technology-stocks https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/102/004102/000002/moments/thumb_015483.jpg Inflation and technology stocks Master Investor author Mark Watson-Mitchell sees inflation going up to 10%, with sales being tempered post-Covid. He also sees technology stocks lowering and difficult to value, and thus prefers annual recurring revenue stocks. 3594 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/102/004102/video_D9NTPmB.mov 2023-02-02T20:27:53.913838+00:00 https://videos.masterinvestor.co.uk/moment/37732/the-predictability-of-developments https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/102/004102/000002/moments/thumb_015482.jpg The predictability of developments Master Investor contributor Jonathan Davis undoubtedly sees volatility to be a key theme in 2022. In light of uncertain developments – such as the Ukraine conflict, interest rates and inflation, and Federal Reserve movements – he takes a more cautious approach in 2022, leaning towards cash and more defensive investments. 3594 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/102/004102/video_D9NTPmB.mov 2023-02-02T20:27:53.913838+00:00 https://videos.masterinvestor.co.uk/moment/37733/victor-hills-positioning https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/102/004102/000002/moments/thumb_015481.jpg Victor Hill's positioning Victor Hill sees a potential turning point for interest rates to return to normality, which would affect technology stocks. He therefore refrains from allocating to large-caps technology stocks, instead reducing equity exposure. Victor Hill is bullish on commodities, agriculture and land, as well as some niche technologies such as vaccine developments and cyber security. 3594 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/102/004102/video_D9NTPmB.mov 2023-02-02T20:27:53.913838+00:00 https://videos.masterinvestor.co.uk/moment/37736/exposure-to-investment-trusts https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/102/004102/000002/moments/thumb_015478.jpg Exposure to investment trusts Investment trusts are equities, listed companies with a distinctive feature: they have a board of directors, and are governed by company law and the accounting requirements of listed companies. However, with a concept of discounts and premiums, they represent a more sophisticated investment. Jonathan Davis, author of "The Investment Trusts Handbook", considers investment trusts as very good vehicles for long-term investors. Over the last ten years, so-called alternative investment trusts have emerged, which not just invest in equities but more specialist areas such as renewable energy, specialist property or logistics. 3594 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/102/004102/video_D9NTPmB.mov 2023-02-02T20:27:53.913838+00:00 https://videos.masterinvestor.co.uk/moment/37737/the-prospects-of-renewable-energy https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/102/004102/000002/moments/thumb_015480.jpg The prospects of renewable energy Victor Hill considers decarbonisation to be one of the great themes of the next three decades. He highlights that in share price terms, power generators seem to have performed less strongly than other market participants, such as companies which produce the technology and components that drive renewable energy. While he sees various issues with both wind technology and battery technology (particularly lithium-ion battery technology), Victor Hill has hydrogen technology on his watchlist for the next ten years, and is also quite bullish on nuclear. 3594 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/102/004102/video_D9NTPmB.mov 2023-02-02T20:27:53.913838+00:00 https://videos.masterinvestor.co.uk/moment/37741/the-prospects-of-banks https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/102/004102/000002/moments/thumb_015479.jpg The prospects of banks Provided the yield curve remains positive, Jonathan Davis expects banks to outperform the rising interest rate environment. He emphasises that today's banks are in much better shape than ten years ago. 3594 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/102/004102/video_D9NTPmB.mov 2023-02-02T20:27:53.913838+00:00 https://videos.masterinvestor.co.uk/video/4103/inside-view-sarah-lowther-interviews-one-of-the-class-of-21-microlise-group-plc https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/103/004103/000002/thumb_004374.jpg Inside View: Sarah Lowther interviews one of 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. 865 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/103/004103/video_4aljF8f.mov 2023-02-02T20:24:13.685681+00:00 https://videos.masterinvestor.co.uk/moment/37685/about-microlise-group https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/103/004103/000002/moments/thumb_015477.jpg About Microlise Group Sarah Lowther interviews the CEO and CFO of Microlise Group, Nadeem Raza and Bill Wynn, to find out more about their business model. Microlise Group provides transport management software to fleet operators, helping them to improve efficiency, safety and reduce emissions. The company was established in 1982 and listed on AIM in July 2021 when it raised over GBP 61 million. 865 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/103/004103/video_4aljF8f.mov 2023-02-02T20:24:13.685681+00:00 https://videos.masterinvestor.co.uk/moment/37687/microlise-groups-business-model https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/103/004103/000002/moments/thumb_015476.jpg Microlise Group's business model Microlise Group supports two types of customers in running their operations: i) companies with large fleets of vehicles for whom Microlise Group provides transport solutions, and ii) OEMs who use Microlise Group's technology to understand how their vehicles are operating in real life. The company operates globally and increasingly generates its revenue from international markets beyond the UK and Europe. 865 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/103/004103/video_4aljF8f.mov 2023-02-02T20:24:13.685681+00:00 https://videos.masterinvestor.co.uk/moment/37689/microlise-groups-customer-base https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/103/004103/000002/moments/thumb_015475.jpg Microlise Group's customer base Microlise Group has almost 500 enterprise customers – large companies with fleets over 500 vehicles – which makes it the dominant player in the UK with nearly 60% market share. In addition, the company has a multitude of smaller customers through its OEM relationships. 865 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/103/004103/video_4aljF8f.mov 2023-02-02T20:24:13.685681+00:00 https://videos.masterinvestor.co.uk/moment/37691/microlise-groups-ipo https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/103/004103/000002/moments/thumb_015474.jpg Microlise Group's IPO Founded in 1982, Microlise Group listed on AIM in July 2021 and raised GBP 18.4 million for its business. The company's decision to IPO was primarily driven by the need for access to capital, in order to help take the business forward internationally, develop more products, and realise opportunities for M&A. 865 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/103/004103/video_4aljF8f.mov 2023-02-02T20:24:13.685681+00:00 https://videos.masterinvestor.co.uk/moment/37693/microlise-groups-acquisition-targets https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/103/004103/000002/moments/thumb_015473.jpg Microlise Group's acquisition targets Microlise Group's M&A strategy is based on the following criteria: i) opportunities that represent a technology bolt-on (i.e. a technology that complements rather than duplicates the company's own), and ii) opportunities that support the company's international expansion (representing a technology that duplicates the company's own). 865 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/103/004103/video_4aljF8f.mov 2023-02-02T20:24:13.685681+00:00 https://videos.masterinvestor.co.uk/moment/37698/microlise-groups-shareholder-value-in-2022 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/103/004103/000002/moments/thumb_015472.jpg Microlise Group's shareholder value in 2022 Microlise Group is continuing to grow as a business, comprising both topline and bottomline growth, and it also has a number of programmes in place to increase its margins. The company stresses that its business as a whole is quite cash-generative, and it aims to pay out a dividend in the longer term. 865 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/103/004103/video_4aljF8f.mov 2023-02-02T20:24:13.685681+00:00 https://videos.masterinvestor.co.uk/video/4104/inside-view-smiths-news-group-value-stock-with-growth-potential https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/104/004104/000002/thumb_004373.jpg 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. 1185 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/104/004104/video_ntDG7yD.mov 2023-02-02T20:21:12.180891+00:00 https://videos.masterinvestor.co.uk/moment/37683/about-smiths-news-group https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/104/004104/000002/moments/thumb_015471.jpg About Smiths News Group Sarah Lowther interviews the CEO and CFO of Smiths News Group, Jon Bunting and Paul Baker, to find out more about their evolved business model. Launched 200 years ago, the newspaper delivery company today has a market cap of GBP 88 million. 1185 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/104/004104/video_ntDG7yD.mov 2023-02-02T20:21:12.180891+00:00 https://videos.masterinvestor.co.uk/moment/37684/smiths-news-groups-newspaper-distribution https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/104/004104/000002/moments/thumb_015470.jpg Smiths News Group's newspaper distribution On a monthly basis, Smith News Group distributes around 75 million individual newspaper copies, as well as 24-25 million magazines. With a 56% market share, the company remains the UK's leading newspaper and magazine distributor. 1185 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/104/004104/video_ntDG7yD.mov 2023-02-02T20:21:12.180891+00:00 https://videos.masterinvestor.co.uk/moment/37688/smiths-news-groups-retail-offering https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/104/004104/000002/moments/thumb_015469.jpg Smiths News Group's retail offering Smith News Group distributes to every type of retail channel that takes newspapers and magazines, ranging from small independent newsagents to Tesco, Sainsbury's and WHSmith. The company's delivery promise includes a 99.5% pack accuracy, with 95% of outlets being served in advance of their required delivery time. 1185 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/104/004104/video_ntDG7yD.mov 2023-02-02T20:21:12.180891+00:00 https://videos.masterinvestor.co.uk/moment/37695/smiths-news-groups-debt-policy https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/104/004104/000002/moments/thumb_015468.jpg Smiths News Group's debt policy Smiths News Group has a stated capital allocation policy and is likely to see its net debt to EBITDA reduce slightly below 1x in the short term. In 2021, the business generated GBP 24 million of free cash flow, a 120% increase over 2020. 1185 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/104/004104/video_ntDG7yD.mov 2023-02-02T20:21:12.180891+00:00 https://videos.masterinvestor.co.uk/moment/37699/smiths-news-groups-recruitment https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/104/004104/000002/moments/thumb_015467.jpg Smiths News Group's recruitment Smiths News Group currently offers a number of self-employment driver and van opportunities. The UK's shortage of drivers and warehouse operatives in September/October 2021 put some pressure on the company, and its current advertising specifically targets those who are now back in the market following season deliveries such as Black Friday and Christmas. 1185 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/104/004104/video_ntDG7yD.mov 2023-02-02T20:21:12.180891+00:00 https://videos.masterinvestor.co.uk/moment/37700/smiths-news-groups-priorities-for-2022 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/104/004104/000002/moments/thumb_015466.jpg Smiths News Group's priorities for 2022 For 2022, Smiths News Group aims to deliver on its promises in an effective and efficient way. The executive team are mindful that steps will be undertaken organically and slowly. 1185 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/104/004104/video_ntDG7yD.mov 2023-02-02T20:21:12.180891+00:00 https://videos.masterinvestor.co.uk/video/4105/inside-view-the-evolution-of-fintech https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/105/004105/000002/thumb_004372.jpg 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. 666 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/105/004105/video_juieNzG.mov 2023-02-02T20:17:15.135386+00:00 https://videos.masterinvestor.co.uk/moment/37701/about-fintech https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/105/004105/000002/moments/thumb_015464.jpg About fintech What form does fintech take, where is it heading, and what are the investment opportunities in this space? Sarah Lowther asks Derren Nathan, Director of Research at Hybridan. 666 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/105/004105/video_juieNzG.mov 2023-02-02T20:17:15.135386+00:00 https://videos.masterinvestor.co.uk/moment/37702/developments-in-fintech https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/105/004105/000002/moments/thumb_015463.jpg Developments in fintech Fintech currently experiences a start-up era as both technology and regulation have caught up with the desire to make finance easier and more accessible. The industry benefits from more APIs that enable better integration, as well as increased funding interest. In the UK, PSD2 has enabled open banking, which allowed people to access data much quicker. 666 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/105/004105/video_juieNzG.mov 2023-02-02T20:17:15.135386+00:00 https://videos.masterinvestor.co.uk/moment/37705/rising-stars-in-fintech https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/105/004105/000002/moments/thumb_015462.jpg Rising stars in fintech LendInvest is a company that has revolutionised property finance for buy-to-let investors and is now starting to move into specialist homeowner mortgages, while Bango is one of the pioneers of mobile phone bill payments. In the foreign exchange arena, Alpha FX has been a mover and shaker, with Argentex being one of the newer entrants. 666 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/105/004105/video_juieNzG.mov 2023-02-02T20:17:15.135386+00:00 https://videos.masterinvestor.co.uk/moment/37706/the-fintech-bubble https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/105/004105/000002/moments/thumb_015465.jpg The fintech bubble There are indications that the fintech bubble is already popping to a certain extent, as fintech indices around the world have seen their average multiples fall by around a third over recent months. 666 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/105/004105/video_juieNzG.mov 2023-02-02T20:17:15.135386+00:00 https://videos.masterinvestor.co.uk/moment/37708/next-developments-in-fintech https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/105/004105/000002/moments/thumb_015461.jpg Next developments in fintech Metaverse might start to make its mark on fintech soon, with some products coming out as a result. Fintech is also expected to modernise the financial services in emerging markets, providing unprecedented access to savings, credits, health insurance etc. 666 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/105/004105/video_juieNzG.mov 2023-02-02T20:17:15.135386+00:00 https://videos.masterinvestor.co.uk/video/4106/inside-view-the-coding-revolution https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/106/004106/000001/thumb_004267.jpg 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. 1118 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/106/004106/video_ccA987P.mov 2023-01-19T18:55:14.840643+00:00 https://videos.masterinvestor.co.uk/moment/37744/about-northcoders https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/106/004106/000001/moments/thumb_014952.jpg About Northcoders Sarah Lowther interviews the CEO and CFO of Northcoders, Chris Hill and Charlotte Prior, to find out more about their business model and growth plans. Northcoders is making coding accessible to all. The company listed on AIM in July 2021. 1118 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/106/004106/video_ccA987P.mov 2023-01-19T18:55:14.840643+00:00 https://videos.masterinvestor.co.uk/moment/37745/northcoders-mission https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/106/004106/000001/moments/thumb_014951.jpg Northcoders' mission Starting out as the "Coding Bootcamp for the North", Northcoders has expanded its mission, to comprise closing the skills gap for businesses, and creating lifechanging opportunities for individuals. Alongside its original base in Manchester, the company also has locations in Leeds and Newcastle. 1118 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/106/004106/video_ccA987P.mov 2023-01-19T18:55:14.840643+00:00 https://videos.masterinvestor.co.uk/moment/37746/northcoders-customers https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/106/004106/000001/moments/thumb_014950.jpg Northcoders' customers Northcoders' initial customer base mainly included career changers in their late 20s and early 30s. Through its apprenticeship company, Northcoders now also targets a younger audience. 1118 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/106/004106/video_ccA987P.mov 2023-01-19T18:55:14.840643+00:00 https://videos.masterinvestor.co.uk/moment/37749/northcoders-geographical-focus https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/106/004106/000001/moments/thumb_014949.jpg Northcoders' geographical focus Through its online model, Northcoders also has learners in the South of England. Northcoders' apprenticeship company operates across England, and through its corporate solutions divisions, the company also provides a nationwide coverage. Northcoders' key hubs on its roadmap include Sheffield, Liverpool, Hull and Nottingham. 1118 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/106/004106/video_ccA987P.mov 2023-01-19T18:55:14.840643+00:00 https://videos.masterinvestor.co.uk/moment/37751/northcoders-response-to-the-pandemic https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/106/004106/000001/moments/thumb_014948.jpg Northcoders' response to the pandemic The coronavirus pandemic initially proved a major hit to Northcoders which only had physical campuses in Leeds and Manchester. In response, the company established an online platform and now has a fully hybrid, more scalable business model in place. 1118 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/106/004106/video_ccA987P.mov 2023-01-19T18:55:14.840643+00:00 https://videos.masterinvestor.co.uk/moment/37753/northcoders-plans-for-2022 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/106/004106/000001/moments/thumb_014947.jpg Northcoders' plans for 2022 Northcoders is currently investing in both horizontal scalability (product roadmap) and vertical scalability (training). The company is also accelerating its hub roadmap, and is investing heavily in its corporate solutions division. 1118 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/106/004106/video_ccA987P.mov 2023-01-19T18:55:14.840643+00:00 https://videos.masterinvestor.co.uk/video/4107/commodities-investing-lean-into-inflation-spend-time-in-the-market-and-research-the-fundamentals https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/107/004107/000002/thumb_004371.jpg 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. 1432 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/107/004107/video_MbQZ6US.mp4 2023-02-02T20:09:56.113603+00:00 https://videos.masterinvestor.co.uk/moment/37853/about-simon-popple https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/107/004107/000002/moments/thumb_015460.jpg About Simon Popple Sarah Lowther speaks to Simon Popple, a commodity investment expert and director of Brookville Capital. Simon provides weekly research on commodity companies. 1432 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/107/004107/video_MbQZ6US.mp4 2023-02-02T20:09:56.113603+00:00 https://videos.masterinvestor.co.uk/moment/37854/the-impact-of-inflation https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/107/004107/000002/moments/thumb_015457.jpg The impact of inflation While inflation cannot be solved, investors can lean into it and benefit to some extent, by looking to invest in areas that are going up in price, such as commodities or food. 1432 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/107/004107/video_MbQZ6US.mp4 2023-02-02T20:09:56.113603+00:00 https://videos.masterinvestor.co.uk/moment/37855/the-recommended-commodities-portfolio https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/107/004107/000002/moments/thumb_015459.jpg The recommended commodities portfolio While the composition of a commodities portfolio depends on the individual risk appetite, it is recommended that investors include a mix of both explorers and developers/producers. Producers are particularly suited for those with a lower appetite for risk, while explorers generally pose a higher risk for investors. 1432 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/107/004107/video_MbQZ6US.mp4 2023-02-02T20:09:56.113603+00:00 https://videos.masterinvestor.co.uk/moment/37857/simon-popples-investment-strategy https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/107/004107/000002/moments/thumb_015458.jpg Simon Popple's investment strategy Simon Popple follows a "3 Rs" investment strategy that incorporates risk (companies matching the appetite for risk), resources (time required to carry out research etc.), and research (several factors to look for in mining companies). 1432 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/107/004107/video_MbQZ6US.mp4 2023-02-02T20:09:56.113603+00:00 https://videos.masterinvestor.co.uk/moment/37863/about-chalice https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/107/004107/000002/moments/thumb_015456.jpg About Chalice Chalice is an Australian junior mining company with land located next to Fosterville, the world's highest-grade, most profitable gold mine. The company made a massive find of precious metals in Julimar, east of Perth, which took its share price to an unprecedented level, increasing 65 times since Popple's endorsement. 1432 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/107/004107/video_MbQZ6US.mp4 2023-02-02T20:09:56.113603+00:00 https://videos.masterinvestor.co.uk/video/4108/investing-in-the-future-of-longevity-the-ketone-chapter https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/108/004108/000002/thumb_004370.jpg 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. 3171 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/108/004108/video_jGr2Kil.mp4 2023-02-02T19:58:17.692982+00:00 https://videos.masterinvestor.co.uk/moment/37794/about-juvenescence https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/108/004108/000002/moments/thumb_015449.jpg About Juvenescence Dr Greg Bailey, CEO of Juvenescence, introduces "Investing in the Future of Longevity – the Ketone Chapter", a webinar that hosts a number of experts to discuss the opportunity to modify aging, and address a variety of pathologies with food-like therapies. Juvenescence is a drug development company that since its launch in 2017 has created a pipeline of six pharmaceutical therapies for supplements to achieve the goal of a longer, healthy life. The company aims to be a dominant player in ketone esters. 3171 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/108/004108/video_jGr2Kil.mp4 2023-02-02T19:58:17.692982+00:00 https://videos.masterinvestor.co.uk/moment/37795/about-dr-brianna-stubbs-the-buck-institute-for-research-on-aging https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/108/004108/000002/moments/thumb_015455.jpg About Dr Brianna Stubbs, The Buck Institute for Research on Aging Dr Brianna Stubbs is the Lead Translational Scientist at The Buck Institute for Research on Aging, the first independent biomedical institute that is focussed solely on the biology of aging. Having researched ketosis for around ten years, Dr Stubbs currently focusses her research on how ketones and ketone metabolism can modulate aging biology. 3171 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/108/004108/video_jGr2Kil.mp4 2023-02-02T19:58:17.692982+00:00 https://videos.masterinvestor.co.uk/moment/37796/about-the-panelists https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/108/004108/000002/moments/thumb_015451.jpg About the panelists Dr Jonathan Little is a PhD scientist who leads the Exercise, Metabolism and Inflammation Laboratory at the University of British Colombia. The laboratory aims to optimise lifestyle interventions, to treat, prevent and reverse metabolic disease and reduce chronic inflammatory conditions. Dr John Newman is a geriatrician and a basic scientist at the Buck Institute for Research on Aging, and at the University of California San Francisco. In his role as a basic scientist, he is focussed on the role of ketone bodies in older adults. Dr Peter Crawford is an adult cardiologist and physician scientist at the University of Minnesota where he oversees a research programme dedicated to understanding the metabolic origins of disease, and serves as Associate Dean for Research Operations. 3171 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/108/004108/video_jGr2Kil.mp4 2023-02-02T19:58:17.692982+00:00 https://videos.masterinvestor.co.uk/moment/37798/about-ketosis https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/108/004108/000002/moments/thumb_015454.jpg About ketosis Dr Jonathan Little defines endogenous ketosis as being "designed to ensure that the brain has appropriate fuel when food or carbonhydrates are scarce", with ketosis representing detactable ketones in the bloodstream. Fasting or a ketogenic diet are two ways to get into ketosis through diet. 3171 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/108/004108/video_jGr2Kil.mp4 2023-02-02T19:58:17.692982+00:00 https://videos.masterinvestor.co.uk/moment/37800/about-exogenous-ketones https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/108/004108/000002/moments/thumb_015453.jpg About exogenous ketones Dr John Newman describes exogenous ketones as a way to deliver ketone bodies directly (as a food, supplement, or drug), thus bypassing other means of producing ketone by the body itself, such as fasting or a ketogenic diet. He considers ketone esters as the cutting-edge of exogenous ketones. 3171 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/108/004108/video_jGr2Kil.mp4 2023-02-02T19:58:17.692982+00:00 https://videos.masterinvestor.co.uk/moment/37802/ketones-in-metabolic-disease-research https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/108/004108/000002/moments/thumb_015452.jpg Ketones in metabolic disease research Dr Jonathan Little highlights that both a ketogenic diet or fasting have long been known as beneficial to treating diabetes. Building on other studies into the impact of exogenous ketones on lowering glucose and inflammation, the team has started a series of studies to demonstrate the glucose-lowering effects of exogenous ketones. 3171 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/108/004108/video_jGr2Kil.mp4 2023-02-02T19:58:17.692982+00:00 https://videos.masterinvestor.co.uk/moment/37807/the-biggest-impact-of-exogenous-ketones https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/108/004108/000002/moments/thumb_015450.jpg The biggest impact of exogenous ketones Dr Jonathan Little sees the biggest immediate impact of exogenous ketones in the effects on the brain. For his own research, he finds the effects of ketones on the immune system as most exciting. Dr Peter Crawford agrees that the greatest opportunity lies in the domain of neurodegenerative disease and cognitive dysfunction, as well as the prospect of heart failure, and regulation and control of inflammation and modulation of immunity in a protected manner. He highlights the need for a better understanding of how ketones are working in a given context. Dr John Newman agrees with Dr Peter Crawford and sees the leading edge for the keytone biology field in its readiness for clinical applications. He also sees the need for additional research to help design molecules and therapies, and further refine the diseases and applications that will benefit the most from ketone biology. 3171 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/108/004108/video_jGr2Kil.mp4 2023-02-02T19:58:17.692982+00:00 https://videos.masterinvestor.co.uk/video/4109/rbg-holdings-a-cash-generative-business-which-cherry-picks-best-in-class-companies https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/109/004109/000002/thumb_004369.jpg 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. 970 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/109/004109/video_GyRxsOW.mp4 2023-02-02T19:56:40.774579+00:00 https://videos.masterinvestor.co.uk/moment/37811/about-rbg-holdings https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/109/004109/000002/moments/thumb_015448.jpg About RBG Holdings Sarah Lowther welcomes Nicola Foulston, Group Chief Executive of RBG Holdings, for a chat around how to accelerate the company's growth. RBG Holdings is a professional services group. The company listed on AIM in 2000 and has a market cap of around £93 million. 970 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/109/004109/video_GyRxsOW.mp4 2023-02-02T19:56:40.774579+00:00 https://videos.masterinvestor.co.uk/moment/37812/rbg-holdings-products-and-services https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/109/004109/000002/moments/thumb_015447.jpg RBG Holdings' products and services RBG Holdings focusses on areas such as dispute resolution / litigation (via Rosenblatt), corporate financing (sell-side, via Convex Capital), and litigation finance. Common to all three areas is the client base, which is highly entrepreneurial. 970 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/109/004109/video_GyRxsOW.mp4 2023-02-02T19:56:40.774579+00:00 https://videos.masterinvestor.co.uk/moment/37813/rbg-holdings-acquisition-plans https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/109/004109/000002/moments/thumb_015446.jpg RBG Holdings' acquisition plans RBG Holdings aims to expand its product offering by acquiring other niche brands that are specialist in their field. In particular, the group is looking for high-margin businesses with a unique position in the market place that can complement its services. 970 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/109/004109/video_GyRxsOW.mp4 2023-02-02T19:56:40.774579+00:00 https://videos.masterinvestor.co.uk/moment/37820/rbg-holdings-share-price-decline https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/109/004109/000002/moments/thumb_015445.jpg RBG Holdings' share price decline Having tripled between January and June 2021, the share price of RBG Holdings has declined considerably since. The group attributes the decline to three factors in particular: 1) lack of material result in its litigation investment, 2) overall economic background, 3) its fairly illiquid business. 970 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/109/004109/video_GyRxsOW.mp4 2023-02-02T19:56:40.774579+00:00 https://videos.masterinvestor.co.uk/video/4110/engage-xr-disrupting-global-communication https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/110/004110/000002/thumb_004368.jpg 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. 1669 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/110/004110/video_FX19oqo.mp4 2023-02-02T19:48:13.863737+00:00 https://videos.masterinvestor.co.uk/moment/37754/about-engage-xr-holdings https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/110/004110/000002/moments/thumb_015438.jpg About ENGAGE XR Holdings David Whelan, CEO of ENGAGE XR Holdings, joins Sarah Lowther for a discussion around the metaverse and how it affects his company. ENGAGE XR Holdings is a reality software company that focusses on the deployment of the metaverse. It is listed in London and Ireland. 1669 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/110/004110/video_FX19oqo.mp4 2023-02-02T19:48:13.863737+00:00 https://videos.masterinvestor.co.uk/moment/37755/about-the-metaverse https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/110/004110/000002/moments/thumb_015439.jpg About the metaverse The metaverse is the evolution of how we communicate online. Whereas the Internet is a rather flat environment, the metaverse is the equivalent of a real life's city. Companies in the metaverse will have their own metaverse which they can completely control. 1669 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/110/004110/video_FX19oqo.mp4 2023-02-02T19:48:13.863737+00:00 https://videos.masterinvestor.co.uk/moment/37759/engage-xr-holdings-unique-selling-point https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/110/004110/000002/moments/thumb_015440.jpg ENGAGE XR Holdings' unique selling point Unlike companies like Meta, ENGAGE XR Holdings sees the Metaverse very similar to the Internet, whereby the Metaverse does not represent one platform but a collection of different platforms providing different services. With security being a major concern for ENGAGE XR Holdings, it is the only metaverse platform with ISO security certification as well as private hosting options. 1669 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/110/004110/video_FX19oqo.mp4 2023-02-02T19:48:13.863737+00:00 https://videos.masterinvestor.co.uk/moment/37760/addressing-security-concerns https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/110/004110/000002/moments/thumb_015443.jpg Addressing security concerns Setting boundaries or banning other users are recommended tools for users to protect themselves in the Metaverse. In addition, ENGAGE XR Holdings considers NFTs to become valuable for the future use within the Metaverse, in terms of providing a technology for verification. 1669 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/110/004110/video_FX19oqo.mp4 2023-02-02T19:48:13.863737+00:00 https://videos.masterinvestor.co.uk/moment/37767/engage-xr-holdings-revenue-generation https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/110/004110/000002/moments/thumb_015444.jpg ENGAGE XR Holdings' revenue generation ENGAGE XR Holdings is generating revenue, and the company anticipates this revenue generation to accelerate in the future. Like on the Internet, the company expects ecommerce to take place on the Metaverse, too, but at a more experience-based level. 1669 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/110/004110/video_FX19oqo.mp4 2023-02-02T19:48:13.863737+00:00 https://videos.masterinvestor.co.uk/moment/37770/engage-xr-holdings-recession-proofness https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/110/004110/000002/moments/thumb_015441.jpg ENGAGE XR Holdings' recession-proofness ENGAGE XR Holdings hasn't been affected by the danger of recession yet; the company is currently accelerating its business and trying to keep up with demand. It sees the Metaverse as an opportunity for companies trying to reduce costs, e.g. by hiring and onboarding remote staff, or hosting virtual events. 1669 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/110/004110/video_FX19oqo.mp4 2023-02-02T19:48:13.863737+00:00 https://videos.masterinvestor.co.uk/moment/37773/engage-xr-holdings-long-term-ambition https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/110/004110/000002/moments/thumb_015442.jpg ENGAGE XR Holdings' long-term ambition ENGAGE XR Holdings' long-term ambition is to disrupt all global communication, and to ensure that the Metaverse is accessible to and a safe space for everybody. 1669 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/110/004110/video_FX19oqo.mp4 2023-02-02T19:48:13.863737+00:00 https://videos.masterinvestor.co.uk/video/4111/centralnic-group-fast-growing-technology-company-with-plenty-of-blue-sky-ahead https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/111/004111/000001/thumb_004272.jpg 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. 2105 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/111/004111/video_kShptpt.mp4 2023-01-19T19:01:35.636183+00:00 https://videos.masterinvestor.co.uk/moment/37816/about-centralnic https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/111/004111/000001/moments/thumb_014957.jpg About CentralNic Ben Crawford, CEO of CentralNic, joins Jonathan Davis for a discussion around his company's successes and future plans. CentralNic is an AIM-listed technology company. It started as a UK innovation back in the 1990s when it was the first network information centre to be privately owned to manage multiple domain names. 2105 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/111/004111/video_kShptpt.mp4 2023-01-19T19:01:35.636183+00:00 https://videos.masterinvestor.co.uk/moment/37819/centralnics-growth-story https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/111/004111/000001/moments/thumb_014964.jpg CentralNic's growth story As a private company, CentralNic paid out its entire profits as dividends every year. Since its IPO, when revenues were $3 million, the company has grown to around $600 million revenues, through a combination of organic growth and a number of acquisitions. 2105 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/111/004111/video_kShptpt.mp4 2023-01-19T19:01:35.636183+00:00 https://videos.masterinvestor.co.uk/moment/37824/centralnics-business-model https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/111/004111/000001/moments/thumb_014963.jpg CentralNic's business model CentralNic focusses on two key business areas: 1) provision of Internet-based tools to companies; 2) provision of online marketing services. The company is platform neutral, which gives it a competitive advantage. Due to the fact that both business areas are based on a recurring subscription model, CentralNic finds that its chosen business approach has proven resilient. 2105 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/111/004111/video_kShptpt.mp4 2023-01-19T19:01:35.636183+00:00 https://videos.masterinvestor.co.uk/moment/37828/centralnics-profit-turnaround https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/111/004111/000001/moments/thumb_014962.jpg CentralNic's profit turnaround CentralNic has experienced strong growth at the top line over the past few years; after $56 million revenue in 2018, 2021 saw over $400 million in revenue while $550 million or more are forecast for 2022. The company attributes its turnaround from small operating losses to operating profits to acquisitions and corresponding amortisations that often distorted its operating profits. With the scaling up of the business, acquisitions played a smaller role on the company's balance sheet. 2105 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/111/004111/video_kShptpt.mp4 2023-01-19T19:01:35.636183+00:00 https://videos.masterinvestor.co.uk/moment/37833/centralnics-acquisition-plans https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/111/004111/000001/moments/thumb_014961.jpg CentralNic's acquisition plans CentralNic intends to continue with its acquisition approach. The company sees further acquisitions as a means to create a more robust business and gain more critical mass in high-growth markets around the world, rather than necessary to sustain its organic growth. 2105 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/111/004111/video_kShptpt.mp4 2023-01-19T19:01:35.636183+00:00 https://videos.masterinvestor.co.uk/moment/37834/centralnics-competitors https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/111/004111/000001/moments/thumb_014960.jpg CentralNic's competitors CentralNic's competitors in the domain name business include listed companies Tucows, Verizon and GoDaddy while in the marketing business, System1 offers many similarities to CentralNic. Tucows and System1 represent the most interesting peer combination to the company. 2105 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/111/004111/video_kShptpt.mp4 2023-01-19T19:01:35.636183+00:00 https://videos.masterinvestor.co.uk/moment/37835/centralnics-debt-refinancing-strategy https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/111/004111/000001/moments/thumb_014959.jpg CentralNic's debt refinancing strategy CentralNic raised debt in 2019 when it carried out four acquisitions, and it has done a couple of tap issues since. The company has improved its net debt to EBITDA, from 2.5 times in 2019 to below 1 times currently. CentralNic also has $90.6 million in cash, and expects to drop its current coupon rate of 7% when refinancing. 2105 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/111/004111/video_kShptpt.mp4 2023-01-19T19:01:35.636183+00:00 https://videos.masterinvestor.co.uk/moment/37836/centralnics-outlook-and-main-risks https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/111/004111/000001/moments/thumb_014958.jpg CentralNic's outlook and main risks CentralNic has managed continuous growth over the past few years, even though the company's major competitors include some heavyweights such as Facebook, Amazon, Apple, or Google. With a robust business plan and its major focus on innovation, CentralNic envisages plenty of milestones ahead. 2105 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/111/004111/video_kShptpt.mp4 2023-01-19T19:01:35.636183+00:00 https://videos.masterinvestor.co.uk/video/4112/angle-plc-a-small-british-company-changing-the-world-in-cancer https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/112/004112/000001/thumb_004273.jpg 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. 1403 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/112/004112/video_pi9sCZf.mov 2023-01-19T19:04:16.379079+00:00 https://videos.masterinvestor.co.uk/moment/37787/about-angle https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/112/004112/000001/moments/thumb_014968.jpg About ANGLE Sarah Lowther quizzes Andrew Newland, CEO of ANGLE, about how his company changes the world in cancer. ANGLE is the only UK listed business to be a leader in the field of liquid biopsy for personalised cancer treatment. The company is listed on AIM and had a market cap of £321 million as of May 2022. 1403 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/112/004112/video_pi9sCZf.mov 2023-01-19T19:04:16.379079+00:00 https://videos.masterinvestor.co.uk/moment/37788/angles-initial-objective-and-subsequent-focus https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/112/004112/000001/moments/thumb_014967.jpg ANGLE's initial objective and subsequent focus ANGLE was founded in 1994 with the initial objective of establishing one or more world-class companies based on intellectual property. It was listed in 2004, and eventually identified Parsotix Inc. as one of its standout companies to focus on, based on its potential to improve cancer patients' lives, and its risk/return position. For over ten years, ANGLE has been focussing exclusively on developing Parsotix further. 1403 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/112/004112/video_pi9sCZf.mov 2023-01-19T19:04:16.379079+00:00 https://videos.masterinvestor.co.uk/moment/37789/parsotixs-immediate-addressable-market https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/112/004112/000001/moments/thumb_014966.jpg Parsotix's immediate addressable market The near-term return is in pharma services; cancer drug trials can utilise the Parsotix system which offers longitudinal monitoring to patients. Medium- and longer term, the technology provides an opportunity for early diagnosis of high-risk cancer patients as well as for treatment decisions. The total addressable market in the US, which ANGLE focusses on, is $100 billion per annum. 1403 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/112/004112/video_pi9sCZf.mov 2023-01-19T19:04:16.379079+00:00 https://videos.masterinvestor.co.uk/moment/37793/angles-founders-personal-motivations https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/112/004112/000001/moments/thumb_014965.jpg ANGLE's Founder's personal motivations For Founder and Chief Executive Andrew Newland, making a difference to cancer patients around the world is key; ANGLE provides the unprecedented ability to assess patients' cancer from a blood sample only. Newland urges other researchers to use the FDA-cleared platform to develop methodologies to improve outcomes for breast cancer patients. 1403 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/112/004112/video_pi9sCZf.mov 2023-01-19T19:04:16.379079+00:00 https://videos.masterinvestor.co.uk/video/4113/tpximpact-holdings-plc-an-incredibly-cash-generative-business-blending-autonomy-with-responsibility https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/113/004113/000001/thumb_004274.jpg 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. 955 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/113/004113/video_XBU59oG.mov 2023-01-19T19:06:02.209158+00:00 https://videos.masterinvestor.co.uk/moment/37775/about-tpximpact-holdings https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/113/004113/000001/moments/thumb_014975.jpg About TPXimpact Holdings Sarah Lowther talks key facts and figures with Neal Gandhi, CEO of TPXimpact Holdings. TPXimpact Holdings has a vision to deliver impactful, sustainable digital transformation to enrich how individuals and society experience the world. The company's values "autonomy with responsibility" contrast with the hierarchical, top-down approach of many legacy companies. Instead, believing that intelligence sits at the edge rather than at the centre or top, TPXimpact Holdings empowers its teams to get the job done, while also giving them responsibility. 955 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/113/004113/video_XBU59oG.mov 2023-01-19T19:06:02.209158+00:00 https://videos.masterinvestor.co.uk/moment/37777/tpximpact-holdings-approach https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/113/004113/000001/moments/thumb_014974.jpg TPXimpact Holdings' approach TPXimpact Holdings' approach to achieving "autonomy with responsibility" is to set up multidisciplinary teams (such as user researchers, content designers, technical architects and full-stack software developers) and apply a highly iterative work process to create solutions for the intended end user group. TPXimpact Holdings sees this approach as key to avoiding failures of big transformation programmes such as The National Programme for IT in the NHS, or Track and Trace. 955 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/113/004113/video_XBU59oG.mov 2023-01-19T19:06:02.209158+00:00 https://videos.masterinvestor.co.uk/moment/37778/tpximpact-holdings-customers https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/113/004113/000001/moments/thumb_014973.jpg TPXimpact Holdings' customers TPXimpact Holdings' customers include clients from the public sector (selected central government departments and agencies, the NHS, local authorities), not-for-profit brands, as well as commercial brands (Legal and General, HSBC etc.). 955 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/113/004113/video_XBU59oG.mov 2023-01-19T19:06:02.209158+00:00 https://videos.masterinvestor.co.uk/moment/37779/tpximpact-holdings-revenues https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/113/004113/000001/moments/thumb_014972.jpg TPXimpact Holdings' revenues TPXimpact Holdings' revenues are expected to total £79 million for the year ending 31 March 2022, with £11.8 million EBITDA, which represents a considerable increase over the previous year. 955 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/113/004113/video_XBU59oG.mov 2023-01-19T19:06:02.209158+00:00 https://videos.masterinvestor.co.uk/moment/37782/tpximpact-holdings-acquisition-strategy https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/113/004113/000001/moments/thumb_014971.jpg TPXimpact Holdings' acquisition strategy Buy and build remains TPXimpact Holdings' main acquisition strategy, in addition to organic growth (both of which should contribute to the company's overall growth in equal parts). Buy and spin-out remains an exceptional acquisition approach for the company, even though it has successfully implemented it in the past. 955 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/113/004113/video_XBU59oG.mov 2023-01-19T19:06:02.209158+00:00 https://videos.masterinvestor.co.uk/moment/37784/tpximpact-holdings-key-selling-point-for-investors https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/113/004113/000001/moments/thumb_014970.jpg TPXimpact Holdings' key selling point for investors Every major technology cycle brings up a new set of winners; TPXimpact Holdings considers itself one of them given the company's comparatively low market cap. 955 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/113/004113/video_XBU59oG.mov 2023-01-19T19:06:02.209158+00:00 https://videos.masterinvestor.co.uk/moment/37786/tpximpact-holdings-focus-on-reputational-growth https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/113/004113/000001/moments/thumb_014969.jpg TPXimpact Holdings' focus on reputational growth TPXimpact Holdings considers reputational growth highly important. While the transition to an integrated model is difficult and continues to be work in progress, it also allows the company to attract a different, higher-quality clientele. 955 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/113/004113/video_XBU59oG.mov 2023-01-19T19:06:02.209158+00:00 https://videos.masterinvestor.co.uk/video/4114/bloomsbury-publishing-highest-ever-sales-and-profit-for-the-publisher-thats-a-joy-to-manage https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/114/004114/000002/thumb_004367.jpg 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." It is also the leading publisher of ornithology and sailing and one of the lead publishers for baking. At its most fundamental level, says Newton, books are filling a new information need and there’s reading itself for 'escape, enlightenment and entertainment.' Bloomsbury 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 also much recommended by the TikTok subcommunity #BookTok which has had over 60 billion interactions as of June 2022. Beloved by readers, Newton says that the company's dividend policy makes it much beloved too by investors particularly growth funds in the city. 928 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/114/004114/video_THee5iI.mov 2023-02-02T19:33:19.680888+00:00 https://videos.masterinvestor.co.uk/moment/37865/about-bloomsbury-publishing https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/114/004114/000002/moments/thumb_015433.jpg About Bloomsbury Publishing Sarah Lowther quizzes Nigel Newton CBE, CEO of Bloomsbury Publishing PLC, about the publisher's performance over the past two years. Bloomsbury Publishing was one of the beneficiaries of the Covid pandemic, when the population turned to reading, among other things. The publisher is listed on the Main Market and has a market cap of £321 million as of June 2022. 928 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/114/004114/video_THee5iI.mov 2023-02-02T19:33:19.680888+00:00 https://videos.masterinvestor.co.uk/moment/37866/bloomsbury-publishings-post-pandemic-sales https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/114/004114/000002/moments/thumb_015434.jpg Bloomsbury Publishing's post-pandemic sales Bloomsbury Publishing's sales figures in March-May 2022 have continued to achieve the high pandemic lockdown levels. The company attributes this result to a fundamental reassessment and permanent shift in peoples' use of time; books serve to meet information needs, and help to provide an escape route. Alongside J.K. Rowling, whose Harry Potter books have seen a real boost during the pandemic, Sarah J. Maas has established herself as one of Bloomsbury Publishing's top authors. 928 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/114/004114/video_THee5iI.mov 2023-02-02T19:33:19.680888+00:00 https://videos.masterinvestor.co.uk/moment/37867/bloomsbury-publishings-business-model https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/114/004114/000002/moments/thumb_015437.jpg Bloomsbury Publishing's business model As a platform-agnostic publisher, Bloomsbury Publishing does not have separate divisions for digital and print. Instead, its academic publishing division contains "Bloomsbury Digital Resources", which cover a range of high-level topics such as history, drama, architecture or philosophy. 928 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/114/004114/video_THee5iI.mov 2023-02-02T19:33:19.680888+00:00 https://videos.masterinvestor.co.uk/moment/37868/bloomsbury-publishings-biggest-threat-to-its-business-model https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/114/004114/000002/moments/thumb_015436.jpg Bloomsbury Publishing's biggest threat to its business model Bloomsbury Publishing does not see authors self-publishing as a threat to its business model. Instead, these authors are considered a market research vehicle; once they amass a high following (such as Sarah J. Maas), they often approach publishers to help deliver the markets. 928 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/114/004114/video_THee5iI.mov 2023-02-02T19:33:19.680888+00:00 https://videos.masterinvestor.co.uk/moment/37870/bloomsbury-publishings-outlook-for-shareholders https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/114/004114/000002/moments/thumb_015435.jpg Bloomsbury Publishing's outlook for shareholders The dividend represent Bloomsbury Publishing's greatest reward to shareholders; over the past 25 years, there has been a constant increase in the dividend. Shareholders are also given discounts on the company's publications. 928 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/114/004114/video_THee5iI.mov 2023-02-02T19:33:19.680888+00:00 https://videos.masterinvestor.co.uk/video/4115/open-orphan-plc-aiming-to-deliver-continued-double-digit-growth https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/115/004115/000002/thumb_004343.jpg 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." 1176 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/115/004115/video_oCF1nZ1.mov 2023-01-30T20:29:53.476904+00:00 https://videos.masterinvestor.co.uk/moment/37837/about-open-orphan https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/115/004115/000002/moments/thumb_015349.jpg About Open Orphan Sarah Lowther talks to Open Orphan CEO Yamin 'Mo' Khan as well as CFO Leo Toole about their organisation's future. Open Orphan is a specialist contract research organisation testing infectious and respiratory disease products using human challenge clinical trials. The market cap as of the end of June 2022 was £74 million. 1176 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/115/004115/video_oCF1nZ1.mov 2023-01-30T20:29:53.476904+00:00 https://videos.masterinvestor.co.uk/moment/37839/open-orphans-business-structure https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/115/004115/000002/moments/thumb_015348.jpg Open Orphan's business structure Open Orphan in its current structure arose out hVIVO (previously Retroscreen), and Venn Life Sciences. These three companies allow Open Orphan Group to offer full-service, end to end clinical trial services to its clients. 1176 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/115/004115/video_oCF1nZ1.mov 2023-01-30T20:29:53.476904+00:00 https://videos.masterinvestor.co.uk/moment/37840/open-orphans-growth-prospects https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/115/004115/000002/moments/thumb_015347.jpg Open Orphan's growth prospects After record revenues representing 76% growth, Open Orphan expects to hit revenues of £15 million in 2022. The company has diversified into new streams of revenues, including new service lines (clinical site services, laboratory services) and new challenge models (asthma trial, malaria model). 1176 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/115/004115/video_oCF1nZ1.mov 2023-01-30T20:29:53.476904+00:00 https://videos.masterinvestor.co.uk/moment/37841/open-orphans-capacity-in-light-of-future-growth https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/115/004115/000002/moments/thumb_015346.jpg Open Orphan's capacity in light of future growth Open Orphan does not expect any capacity constraints that may arise out of the company's strong growth. The company has previously established a new quarantine facility within a four-month period, whereas new studies usually require around five to six months lead time before they go to quarantine. 1176 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/115/004115/video_oCF1nZ1.mov 2023-01-30T20:29:53.476904+00:00 https://videos.masterinvestor.co.uk/moment/37843/open-orphans-measures-for-a-sustainable-performance https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/115/004115/000002/moments/thumb_015345.jpg Open Orphan's measures for a sustainable performance After the £15 million revenues expected for 2022, Open Orphan sees strong potential to continue its growth in subsequent years. To help achieve sustainable performance, the company focusses on driving utilisation and driving productivity in the way it works. 1176 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/115/004115/video_oCF1nZ1.mov 2023-01-30T20:29:53.476904+00:00 https://videos.masterinvestor.co.uk/moment/37845/open-orphans-spinout-business-model https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/115/004115/000002/moments/thumb_015344.jpg Open Orphan's spinout business model Open Orphan completed an important spinout with Poolbeg Pharma in 2021, and continues to actively look at monetising the assets on its balance sheets over time. 1176 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/115/004115/video_oCF1nZ1.mov 2023-01-30T20:29:53.476904+00:00 https://videos.masterinvestor.co.uk/moment/37847/open-orphans-management-style https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/115/004115/000002/moments/thumb_015343.jpg Open Orphan's management style Having taken over as Open Orphans's CEO in early 2022, Yamin 'Mo' Khan describes his initial management style as a blend. Going forward, Mo's focus will be on growing the company both organically and through acquisitions. 1176 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/115/004115/video_oCF1nZ1.mov 2023-01-30T20:29:53.476904+00:00 https://videos.masterinvestor.co.uk/moment/37849/open-orphans-recruitment-of-leadership-team-and-patients https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/115/004115/000002/moments/thumb_015350.jpg Open Orphan's recruitment of leadership team and patients CEO Yamin 'Mo' Khan considers Open Orphan's management as complete and is very satisfied with the team. Recruitment of patients (healthy volunteers) remains a key challenge across the pharma sector, but Open Orphan has put several initiatives in place to help expand its reach. 1176 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/115/004115/video_oCF1nZ1.mov 2023-01-30T20:29:53.476904+00:00 https://videos.masterinvestor.co.uk/moment/37851/open-orphans-major-concerns https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/115/004115/000002/moments/thumb_015342.jpg Open Orphan's major concerns For CFO Leo Toole, main concerns include having good planning in place, a solid sales pipeline, as well as solid execution plans. The future focus for Open Orphan lies on delivering with excellence, and expanding the company's planning horizon to enable growth in 2024. 1176 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/115/004115/video_oCF1nZ1.mov 2023-01-30T20:29:53.476904+00:00 https://videos.masterinvestor.co.uk/video/4465/uk-small-companies-fund-manager-of-the-year-alex-wedge-of-liontrust-talks-to-jonathan-davis https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/465/004465/000002/thumb_004342.jpg 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. 1565 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/465/004465/video_l9HwBUr.mp4 2023-01-30T20:22:40.578484+00:00 https://videos.masterinvestor.co.uk/moment/38543/about-liontrust-asset-management-plc https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/465/004465/000002/moments/thumb_015341.jpg About Liontrust Asset Management PLC John Davis interviews Alex Wedge, Fund Manager at Liontrust Asset Management PLC. Liontrust Asset Management PLC launched the Liontrust UK Microcap Fund in 2016. The fund has won the UK Small Cap Award in 2022. 1565 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/465/004465/video_l9HwBUr.mp4 2023-01-30T20:22:40.578484+00:00 https://videos.masterinvestor.co.uk/moment/38544/the-liontrust-uk-microcap-funds-investment-strategy https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/465/004465/000002/moments/thumb_015340.jpg The Liontrust UK Microcap Fund's investment strategy The Liontrust UK Microcap Fund specialises in the smallest companies on the UK market, with a market cap below £175 million. Around 90% of these companies are listed on AIM, which primarily results from the fund's particular focus on owner manager businesses. 1565 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/465/004465/video_l9HwBUr.mp4 2023-01-30T20:22:40.578484+00:00 https://videos.masterinvestor.co.uk/moment/38546/the-liontrust-uk-microcap-funds-investment-process https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/465/004465/000002/moments/thumb_015339.jpg The Liontrust UK Microcap Fund's investment process For the first stage of its investment process, the Liontrust UK Microcap Fund has defined three attributes that a company needs to demonstrate: intellectual property, distribution, or repeat business. In addition, the fund also values some intangible assets such as a strong brand, strong culture, formats and procedures. Companies also have to be UK-headquartered and cannot be making losses. In the second stage, the fund tests the companies' assets in financial terms. Using the Quest system, a key metric that the fund is looking at includes the cash flow return on capital; companies have to make a return above their cost of capital. In the second stage of its investment process, the fund assesses the companies' valuation, before it decides on its position sizing using a grid of 14 risk measures. 1565 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/465/004465/video_l9HwBUr.mp4 2023-01-30T20:22:40.578484+00:00 https://videos.masterinvestor.co.uk/moment/38548/the-liontrust-uk-microcap-funds-performance https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/465/004465/000002/moments/thumb_015338.jpg The Liontrust UK Microcap Fund's performance The Liontrust UK Microcap Fund has performed exceptionally well over a number of years, with a lower level of volatility than the market as a whole. The fund attributes this performance to its investment style and focus on buying smaller companies that are profitable, have strong business models, and often strong balance sheets (due to owner managers). 1565 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/465/004465/video_l9HwBUr.mp4 2023-01-30T20:22:40.578484+00:00 https://videos.masterinvestor.co.uk/moment/38553/the-liontrust-uk-microcap-funds-performance-in-2022 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/465/004465/000002/moments/thumb_015337.jpg The Liontrust UK Microcap Fund's performance in 2022 The Liontrust UK Microcap Fund suffered from the market sell-off in early 2022 and downward valuations for quality growth companies across the market spectrum. As a result, it is currently down 14-15%. Initial impacts experienced by the fund affect some of its more consumer-facing stocks, as well as the fee-based financial stocks, both of which are driven by macro factors. 1565 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/465/004465/video_l9HwBUr.mp4 2023-01-30T20:22:40.578484+00:00 https://videos.masterinvestor.co.uk/video/4466/d4t4-solutions-the-cash-generative-tech-company-with-game-changing-initiatives https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/466/004466/000002/thumb_004341.jpg 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." 1119 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/466/004466/video_IblV7Dd.mp4 2023-01-30T20:17:56.476144+00:00 https://videos.masterinvestor.co.uk/moment/38557/about-d4t4-solutions https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/466/004466/000002/moments/thumb_015336.jpg About D4t4 Solutions Sarah Lowther interviews Bill Bruno, CEO of D4t4 Solutions, about his company's business. D4t4 Solutions is a tech company that helps companies get the best value from all their data assets. Operating for over 30 years, D4t4 Solutions has won several awards, including "Technology Company of the Year" at the Small Cap Awards 2022. 1119 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/466/004466/video_IblV7Dd.mp4 2023-01-30T20:17:56.476144+00:00 https://videos.masterinvestor.co.uk/moment/38558/d4t4-solutions-rationale-for-success https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/466/004466/000002/moments/thumb_015335.jpg D4t4 Solutions' rationale for success D4t4 Solutions attributes its success to a mix of the following: innovation (the company possesses a world-beating technology which hinders other companies to compete with it), the contributions of its team, and the markets that the company serves (there is a massive need for its fraud protection services from businesses around the globe). 1119 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/466/004466/video_IblV7Dd.mp4 2023-01-30T20:17:56.476144+00:00 https://videos.masterinvestor.co.uk/moment/38560/d4t4-solutions-evolving-data-business https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/466/004466/000002/moments/thumb_015334.jpg D4t4 Solutions' evolving data business D4t4 Solutions has been innovating from a data perspective since it was founded over 30 years ago. While digital has changed significantly over the past decades, the company's mantra has remained the same: helping organisations better leverage data to make decisions. D4t4 Solutions considers not just technology advancements but also new compliance and regulatory challenges (such as privacy elements, protection consumer data, etc.) as an opportunity to advance its business. 1119 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/466/004466/video_IblV7Dd.mp4 2023-01-30T20:17:56.476144+00:00 https://videos.masterinvestor.co.uk/moment/38562/d4t4-solutions-value-for-its-customers https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/466/004466/000002/moments/thumb_015333.jpg D4t4 Solutions' value for its customers D4t4 Solutions produces value for its customers in various ways, including opportunity cost, cost of savings, fraud protection, and data simplification. According to analysis from research organisations such as Forrester and Gartner, the services provided by D4t4 Solutions usually pay for themselves within the first six months. 1119 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/466/004466/video_IblV7Dd.mp4 2023-01-30T20:17:56.476144+00:00 https://videos.masterinvestor.co.uk/moment/38563/d4t4-solutions-value-for-its-shareholders https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/466/004466/000002/moments/thumb_015332.jpg D4t4 Solutions' value for its shareholders D4t4 Solutions is a cash-generative, profitable business, and the company has a continuous focus on creating a balance between managing profits and investing for growth in the business. 1119 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/466/004466/video_IblV7Dd.mp4 2023-01-30T20:17:56.476144+00:00 https://videos.masterinvestor.co.uk/moment/38565/d4t4-solutions-team-and-key-strengths https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/466/004466/000002/moments/thumb_015331.jpg D4t4 Solutions' team and key strengths D4t4 Solutions attributes its success to the energy, excitement and culture that it has built across the business, and it puts great emphasis on fostering that culture going forward. Innovation is key to future-proofing the company's business; continuous input gathered from internal meetings, quarterly partner meetings, and a customer advisory board help D4t4 Solutions release two annual product updates, among others. 1119 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/466/004466/video_IblV7Dd.mp4 2023-01-30T20:17:56.476144+00:00 https://videos.masterinvestor.co.uk/video/4467/london-technology-club-jonathan-davis-talks-tech-investment-with-konstantin-sidorov https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/467/004467/000002/thumb_004340.jpg London Technology Club: Jonathan Davis talks tech investment with Konstantin Sidorov It has been an eventful year so far for tech investing. In this interview with London Technology Club CEO Constantin Sidorov, Jonathan Davis explores what the club is looking for and what it expects from the future. 2641 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/467/004467/video_8H5PQRz.mp4 2023-01-30T19:41:41.632104+00:00 https://videos.masterinvestor.co.uk/moment/38566/about-the-london-technology-club https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/467/004467/000002/moments/thumb_015330.jpg About the London Technology Club Jonathan Davis welcomes Konstantin Sidorov, CEO of the London Technology Club, for a chat about the club. The London Technology Club is a community of institutional investors, high-net-worth individuals, family offices, and professional tech investors. The club organises educational events around technology, demonstrating how tech disrupts selected sectors of the economy, such as art, wine or construction. 2641 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/467/004467/video_8H5PQRz.mp4 2023-01-30T19:41:41.632104+00:00 https://videos.masterinvestor.co.uk/moment/38569/the-london-technology-clubs-member-services https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/467/004467/000002/moments/thumb_015329.jpg The London Technology Club's member services The London Technology Club's services range from equipping its members with knowledge about tech and enabling members to network with other people, to providing investment opportunities, either directly via the club's own fund, or indirectly via 20 different VF funds from across the world. 2641 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/467/004467/video_8H5PQRz.mp4 2023-01-30T19:41:41.632104+00:00 https://videos.masterinvestor.co.uk/moment/38572/the-london-technology-clubs-rationale https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/467/004467/000002/moments/thumb_015328.jpg The London Technology Club's rationale Investors in tech generally face three major problems: 1) investing usually is a side project which leaves little time for due diligence; 2) for private persons, it's very difficult to get allocation in the best companies; 3) even investments in growth stage companies require a lot of capital, and they are risky. The London Technology Club seeks to resolve these issues by pooling money from different investors so that they can invest in a portfolio of companies. It also tries to fill a gap in London's club scene by bringing together people with an interest in technology investments. 2641 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/467/004467/video_8H5PQRz.mp4 2023-01-30T19:41:41.632104+00:00 https://videos.masterinvestor.co.uk/moment/38575/the-london-technology-clubs-company-focus https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/467/004467/000002/moments/thumb_015327.jpg The London Technology Club's company focus The London Technology Club focusses on companies with a valuation between £100 million and £1 billion. For private investors, access to the best companies in this range is usually difficult and requires expertise, which is where the London Technology Club provides support to its members. 2641 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/467/004467/video_8H5PQRz.mp4 2023-01-30T19:41:41.632104+00:00 https://videos.masterinvestor.co.uk/moment/38580/the-london-technology-clubs-investment-success https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/467/004467/000002/moments/thumb_015326.jpg The London Technology Club's investment success To the London Technology Club, selecting the best companies and providing its members with allocation to these companies is key. The club has so far invested in around 60 companies; out of these companies, one company has become bankrupt while another one has gone down. 2641 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/467/004467/video_8H5PQRz.mp4 2023-01-30T19:41:41.632104+00:00 https://videos.masterinvestor.co.uk/moment/38583/the-london-technology-clubs-outlook-for-investors https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/467/004467/000002/moments/thumb_015325.jpg The London Technology Club's outlook for investors The London Technology Club does not see the current period of high inflation, rising bond yields, and tech sell-off in the public markets as a threat for investors. On the contrary, the club stresses that its most successful investments were made during times of downturn. When it invested in Revolut at the end of March 2020, the company had a valuation of £5 billion; the club has since sold its shares at a valuation of £33 billion. The London Technology Club stresses, though, that during difficult times, investing should be delegated to professionals. 2641 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/467/004467/video_8H5PQRz.mp4 2023-01-30T19:41:41.632104+00:00 https://videos.masterinvestor.co.uk/video/5021/master-investor-sector-focus-going-for-gold https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/021/005021/000002/thumb_004339.jpg 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. Master Investor hosts three companies with exciting projects in development to help keep our investors ahead of the curve: financial services company Glint, Australian gold exploration company Barton Gold, and gold exploration and development company Condor Gold. 6457 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/021/005021/video_i33NelU.mov 2023-01-30T19:34:03.444321+00:00 https://videos.masterinvestor.co.uk/moment/39829/about-going-for-gold https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/021/005021/000002/moments/thumb_015319.jpg About Going for Gold Sarah Lowther introduces the format of "Going for Gold", a webinar that hosts major investor Jim Mellon as well as three gold companies with exciting projects in development. Kicking off with a Q&A session with Jim Mellon who gives his outlook on gold, the webinar will see the following companies presenting: 1) Glint, a financial services company with a range of board members from the World Gold Council, 2) Barton Gold, which has 20,000 metres of drilling underway, and 3) Condor Gold with the construction of its "La India" project ready. 6457 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/021/005021/video_i33NelU.mov 2023-01-30T19:34:03.444321+00:00 https://videos.masterinvestor.co.uk/moment/39830/the-perfect-climate-for-gold https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/021/005021/000002/moments/thumb_015318.jpg The perfect climate for gold? Jim Mellon continues to consider gold (as well as other previous metals) an integral part of any investor portfolio. Gold is seen as having proven its worth during the recent inflationary period, particularly in comparison with currencies (except the dollar and ruble) as well as crypto currencies. Jim Mellon also expects an upsurge of the gold price well above USD 2000 before year-end 2022. 6457 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/021/005021/video_i33NelU.mov 2023-01-30T19:34:03.444321+00:00 https://videos.masterinvestor.co.uk/moment/39831/strong-dollar-bad-weak-dollar-good https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/021/005021/000002/moments/thumb_015317.jpg Strong dollar bad, weak dollar good? Jim Mellon believes that as currencies begin to strengthen against the US dollar, the price for gold will go up. He recommends that 5-10% of any investor's portfolio should comprise precious metals. His own portion of gold investments includes futures, shares from large gold companies, and physical gold. 6457 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/021/005021/video_i33NelU.mov 2023-01-30T19:34:03.444321+00:00 https://videos.masterinvestor.co.uk/moment/39833/the-best-timing-for-releasing-profits https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/021/005021/000002/moments/thumb_015316.jpg The best timing for releasing profits Jim Mellon believes that the best timing for selling gold is at times of hysteria; investors shouldn't be tempted to go in at "peak hysteria". With an expected high upsurge in the gold price in the relatively near future, Mellon also expects hysteria to follow. 6457 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/021/005021/video_i33NelU.mov 2023-01-30T19:34:03.444321+00:00 https://videos.masterinvestor.co.uk/moment/39839/about-glint https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/021/005021/000002/moments/thumb_015324.jpg About Glint Founder and CEO Jason Cozens gives an overview of financial services company Glint. Glint helps its customers buy, save, send and spend real gold and other currencies digitally. Reintroducing gold as the most universally trusted form of money, the company is a hybrid between a payments and a trading platform. 6457 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/021/005021/video_i33NelU.mov 2023-01-30T19:34:03.444321+00:00 https://videos.masterinvestor.co.uk/moment/39842/glints-sole-focus-on-gold https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/021/005021/000002/moments/thumb_015315.jpg Glint's sole focus on gold Glint's philosophical belief is for gold to be the ultimate form of money. The company therefore currently does not have any plans to diversify into other precious metals and commodities. 6457 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/021/005021/video_i33NelU.mov 2023-01-30T19:34:03.444321+00:00 https://videos.masterinvestor.co.uk/moment/39844/impact-of-glints-potential-failure https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/021/005021/000002/moments/thumb_015314.jpg Impact of Glint's potential failure Glint successfully got out of administration in 2019 when forensic audits demonstrated that its systems and processes were safe and that all gold was safeguarded. Founder and CEO Jason Cozens stresses that the gold belongs to Glint's customers, not to the company itself. 6457 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/021/005021/video_i33NelU.mov 2023-01-30T19:34:03.444321+00:00 https://videos.masterinvestor.co.uk/moment/39847/glints-fees-and-limits https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/021/005021/000002/moments/thumb_015323.jpg Glint's fees and limits Glint charges 0.5% for buying gold; there is no fee for spending or withdrawing gold. Selling gold into fiat currency occurs a 0.5% fee while a fee of 0.2% per month applies for gold to be stored with and insured by Lloyds of London. 6457 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/021/005021/video_i33NelU.mov 2023-01-30T19:34:03.444321+00:00 https://videos.masterinvestor.co.uk/moment/39850/about-barton-gold https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/021/005021/000002/moments/thumb_015313.jpg About Barton Gold Managing Director and CEO Alexander Scanlon introduces Australian gold exploration company Barton Gold. Barton Gold has built a 1.1 million ounce gold platform in South Australia. Focussing on long-term value, the company aims to develop the region's largest independent gold producer within five years. 6457 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/021/005021/video_i33NelU.mov 2023-01-30T19:34:03.444321+00:00 https://videos.masterinvestor.co.uk/moment/39851/increasing-interest-in-south-australia https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/021/005021/000002/moments/thumb_015312.jpg Increasing interest in South Australia Historically an underinvested and underdeveloped region, Barton Gold has seen an increase in awareness in South Australia among other gold explorers. The company has received almost AUD 1 million in grants from the South Australian government which allowed it to establish a strategic footprint in the region before everyone else. 6457 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/021/005021/video_i33NelU.mov 2023-01-30T19:34:03.444321+00:00 https://videos.masterinvestor.co.uk/moment/39854/barton-golds-financing-strategy https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/021/005021/000002/moments/thumb_015322.jpg Barton Gold's financing strategy Barton Gold raised AUD 15 million when it IPOed, with AUD 11.2 million remaining as of June 2022. The company has a strong focus on generating income from its existing assets, as well as efficient spending. While it does not rule out significant capital raisings in the future, Barton Gold generally aims to reduce the amount of capital required. 6457 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/021/005021/video_i33NelU.mov 2023-01-30T19:34:03.444321+00:00 https://videos.masterinvestor.co.uk/moment/39856/about-condor-gold https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/021/005021/000002/moments/thumb_015311.jpg About Condor Gold Chairman and CEO Mark Child presents gold exploration and development company Condor Gold. Condor Gold owns the La India open pit gold project in Nicaragua. According to the results of a feasibility study published in September 2022, the La India open pit supports a probable mineral reserve of 7.3 million tonnes at 2.56 grams of gold per tonne for 602,000 ounces of gold. 6457 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/021/005021/video_i33NelU.mov 2023-01-30T19:34:03.444321+00:00 https://videos.masterinvestor.co.uk/moment/39862/condor-golds-financing-strategy https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/021/005021/000002/moments/thumb_015321.jpg Condor Gold's financing strategy Condor Gold expects a duration of 3-4 months for financing to come together, and a construction time of around 12-18 months. The company foresees a 60/40 or 70/30 debt-to-equity ratio, and considers raising equity on the TSX market. 6457 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/021/005021/video_i33NelU.mov 2023-01-30T19:34:03.444321+00:00 https://videos.masterinvestor.co.uk/moment/39866/condor-golds-share-price-expectations https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/021/005021/000002/moments/thumb_015320.jpg Condor Gold's share price expectations Condor Gold has a positive outlook for the gold price development in 2023, and thus considers a share price of over 1 GBP as feasible. The company admits that politics in Nicaragua have been challenging, with a discounting effect, but anticipates that if trade took an interest, this would be done with a long-term view, considering Condor Gold's valuation independent from its market capitalisation. 6457 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/021/005021/video_i33NelU.mov 2023-01-30T19:34:03.444321+00:00 https://videos.masterinvestor.co.uk/video/5218/the-art-of-investing-jonathan-davis-interviews-tamer-ozmen-founder-and-ceo-of-mintus https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/218/005218/000002/thumb_004338.jpg 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. 2219 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/218/005218/video_vFInoqK.mp4 2023-01-30T19:24:48.130818+00:00 https://videos.masterinvestor.co.uk/moment/40445/about-mintus https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/218/005218/000002/moments/thumb_015308.jpg About Mintus Jonathan Davis welcomes Tamer Ozmen, CEO and founder of Mintus, for a chat about the company. Mintus is a new trading platform which is designed to allow retail investors to invest in works of art that they might otherwise not be able to afford. 2219 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/218/005218/video_vFInoqK.mp4 2023-01-30T19:24:48.130818+00:00 https://videos.masterinvestor.co.uk/moment/40448/mintus-investment-offering https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/218/005218/000002/moments/thumb_015307.jpg Mintus' investment offering As an FCA-authorised UK company launched in May 2022, Mintus operates as an alternative investment fund manager. Qualified investors have two options to invest, either through a fund structure (minimum investment: 100,000 USD) or via investing in specific artworks (minimum investment: 2,500 GBP). The company currently has two paintings on its platform, by Andy Warhol and George Condo. 2219 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/218/005218/video_vFInoqK.mp4 2023-01-30T19:24:48.130818+00:00 https://videos.masterinvestor.co.uk/moment/40450/mintus-fee-model https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/218/005218/000002/moments/thumb_015306.jpg Mintus' fee model Mintus operates a 0/20 fee model whereby it does not charge any management fee but a 20% performance fee once a profit has been generated. It also applies a 1% exit fee, as well as a 9% mark-up on the initial negotiation price. The sale of the artwork is estimated to take place 2-7 years after purchase, though Mintus usually aims for a timeframe of 2-3 years. 2219 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/218/005218/video_vFInoqK.mp4 2023-01-30T19:24:48.130818+00:00 https://videos.masterinvestor.co.uk/moment/40451/mintus-target-market https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/218/005218/000002/moments/thumb_015305.jpg Mintus' target market Mintus defines three audiences as its key targets: 1) financially savvy investors, 2) professionals/early adopters, and 3) art enthusiasts. The company sees the uncorrelated nature of the product, inflation hedging, and the growing demand for diversification as key factors that help attract investors to its offering. 2219 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/218/005218/video_vFInoqK.mp4 2023-01-30T19:24:48.130818+00:00 https://videos.masterinvestor.co.uk/moment/40455/mintus-growth-ambitions https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/218/005218/000002/moments/thumb_015310.jpg Mintus' growth ambitions Mintus is planning to release USD 150 million worth of inventory into the market in 2022. In addition, the company has two funds totalling USD 210 million. The aim is to get close to the USD 1 billion mark for arts, before considering to diversify into other asset classes. 2219 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/218/005218/video_vFInoqK.mp4 2023-01-30T19:24:48.130818+00:00 https://videos.masterinvestor.co.uk/moment/40457/macroeconomic-impact-on-mintus https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/218/005218/000002/moments/thumb_015309.jpg Macroeconomic impact on Mintus The current macroeconomic environment – comprising high inflation, rising inflation rates, the war in Ukraine, and a poor stock market performance in 2022 – does not appear to have a major negative effect on Mintus. The company sees an uptake in interest from institutional investors, and stresses that historically, arts has proven to be a resilient asset class. 2219 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/218/005218/video_vFInoqK.mp4 2023-01-30T19:24:48.130818+00:00 https://videos.masterinvestor.co.uk/video/5627/agronomics-capital-markets-day https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/627/005627/000003/thumb_004337.jpg 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. 8803 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/627/005627/video_MueT32d.mp4 2023-01-30T19:21:11.112567+00:00 https://videos.masterinvestor.co.uk/moment/43742/about-agronomics-capital-markets-day https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/627/005627/000003/moments/thumb_015304.jpg About Agronomics Capital Markets Day David Stevenson, columnist for the Financial Times, MoneyWeek and Citywire in the UK, introduces the format of "Agronomics Capital Markets Day", a webinar that hosts 15-minute presentations from a wide range of companies within the agronomics portfolio. 8803 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/627/005627/video_MueT32d.mp4 2023-01-30T19:21:11.112567+00:00 https://videos.masterinvestor.co.uk/moment/43743/about-agronomics https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/627/005627/000003/moments/thumb_015303.jpg About Agronomics Co-founder Anthony Chow gives an overview of cellular agriculture company Agronomics, and the field of cellular agriculture as a whole, which is in the process of transitioning from R&D to commercialisation. Agronomics currently has 24 global companies in its portfolio, and invests in three key verticals: cell culture, precision fermentation, and enabling technologies. 8803 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/627/005627/video_MueT32d.mp4 2023-01-30T19:21:11.112567+00:00 https://videos.masterinvestor.co.uk/moment/43744/agronomics-net-asset-value https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/627/005627/000003/moments/thumb_015302.jpg Agronomics' net asset value Agronomics currently has a net asset value per share of just over 16 pence. The company believes there is significant intrinsic value that hasn't been recognised yet, and therefore assumes a net asset value per share of 19 pence. 8803 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/627/005627/video_MueT32d.mp4 2023-01-30T19:21:11.112567+00:00 https://videos.masterinvestor.co.uk/moment/43745/agronomics-company-selection-process https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/627/005627/000003/moments/thumb_015301.jpg Agronomics' company selection process Agronomics strongly focusses on the ability of companies to get cells or strains to a level where proteins can be replicated or produced very efficiently. The technology of these companies needs to have the prospect of getting to scale and parity in terms of price, taste and convenience. The selection of appropriate companies is supported by an internal advisory team with technical expertise, as well as a panel of technical experts. 8803 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/627/005627/video_MueT32d.mp4 2023-01-30T19:21:11.112567+00:00 https://videos.masterinvestor.co.uk/moment/43746/agronomics-stock-market-aims https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/627/005627/000003/moments/thumb_015300.jpg Agronomics' stock market aims Agronomics has a medium-term goal to get into the FTSE-250, which would require a shift to a higher market. The company currently has 37 million GBP in cash and low operating costs, and is therefore not required to raise additional funds. 8803 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/627/005627/video_MueT32d.mp4 2023-01-30T19:21:11.112567+00:00 https://videos.masterinvestor.co.uk/moment/43749/about-all-g-foods https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/627/005627/000003/moments/thumb_015299.jpg About All G Foods CEO and Founder Jan Pacas gives an overview of alternative protein company All G Foods. Using a three-phased approach, All G Foods aims to become the leading precision fermentation dairy company in Asia-Pacific, which represents 45% of the global dairy market. 8803 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/627/005627/video_MueT32d.mp4 2023-01-30T19:21:11.112567+00:00 https://videos.masterinvestor.co.uk/moment/43751/about-liberation-labs https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/627/005627/000003/moments/thumb_015298.jpg About Liberation Labs Co-founder and CEO Mark Warner gives an overview of Liberation Labs. Liberation Labs aims to build the first and only precision food fermentation facility that is designed to optimise cost and product quality. Spanning two phases, the company first plans to target the US, Middle East, and Australia, followed by Brazil, Europe and South East Asia. 8803 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/627/005627/video_MueT32d.mp4 2023-01-30T19:21:11.112567+00:00 https://videos.masterinvestor.co.uk/moment/43753/about-onego-bio https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/627/005627/000003/moments/thumb_015297.jpg About Onego Bio CEO and Co-founder Maija Itkonen gives an overview of alternative protein company Onego Bio. Onego Bio aims to produce animal-free egg white using precision fermentation as the underlying technology. Founded in 2022, the company aims to enter its manufacturing and commercialisation phase in 2025. 8803 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/627/005627/video_MueT32d.mp4 2023-01-30T19:21:11.112567+00:00 https://videos.masterinvestor.co.uk/moment/43765/about-bluenalu https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/627/005627/000003/moments/thumb_015296.jpg About BlueNalu President and CEO Lou Cooperhouse gives an overview of cellular aquacultur company BlueNalu. BlueNalu aims to be the global leader in cell-cultured seafood, and has conceptualised bluefin tuna toro as its first commercial product. 8803 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/627/005627/video_MueT32d.mp4 2023-01-30T19:21:11.112567+00:00 https://videos.masterinvestor.co.uk/moment/43767/about-meatable https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/627/005627/000003/moments/thumb_015295.jpg About Meatable Chief Operating Officer Hans Huistra gives an overview of cultured meat company Meatable. Founded in 2018, Meatable aims to develop, produce and market a variety of branded cultivated meat products, with a global presence envisaged for 2027. 8803 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/627/005627/video_MueT32d.mp4 2023-01-30T19:21:11.112567+00:00 https://videos.masterinvestor.co.uk/moment/43770/about-vitrolabs https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/627/005627/000003/moments/thumb_015294.jpg About VitroLabs Co-founder and CEO Ingvar Helgason gives an overview of alternative protein company VitroLabs. VitroLabs aims to recentralise the leather supply chain using hyperlocalisation. Based on cell-cultivation technology, the company develops lab-grown leather with the same qualities as those of traditional leather. 8803 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/627/005627/video_MueT32d.mp4 2023-01-30T19:21:11.112567+00:00 https://videos.masterinvestor.co.uk/video/5629/auxico-resources-diversifying-the-supply-chain-in-the-massive-critical-elements-market https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/629/005629/000003/thumb_004336.jpg 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. 1253 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/629/005629/video_YzcLcSG.mov 2023-01-30T19:05:49.233769+00:00 https://videos.masterinvestor.co.uk/moment/43774/about-auxico-resources https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/629/005629/000003/moments/thumb_015293.jpg About Auxico Resources Oxyco is a Canadian company focussed on the production of critical minerals and high value metals and rare earth elements. One of the largest deposits outside of china. I am joined by Frederick Kozak who is the CEO. 1253 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/629/005629/video_YzcLcSG.mov 2023-01-30T19:05:49.233769+00:00 https://videos.masterinvestor.co.uk/moment/43775/auxico-resources-products-and-market-demand https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/629/005629/000003/moments/thumb_015288.jpg Auxico Resources' products and market demand Auxico Resources is the sales agent for monazite – the carrier mineral for rare earth elements, particularly critical rare earth elements that have the highest value – out of the Democratic Republic of Congo. The company experiences a massive market demand, resulting from the world's electric future which will require battery technology. 1253 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/629/005629/video_YzcLcSG.mov 2023-01-30T19:05:49.233769+00:00 https://videos.masterinvestor.co.uk/moment/43782/auxico-resources-project-progress-and-funding https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/629/005629/000003/moments/thumb_015292.jpg Auxico Resources' project progress and funding In Colombia, Auxico Resources' project had its NI 43-101 technical report prepared in 2021, and an active sampling programme is underway. In Brazil, the company is about to start a sampling programme, and it has a five-year offtake bankable agreement for tin in place. 1253 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/629/005629/video_YzcLcSG.mov 2023-01-30T19:05:49.233769+00:00 https://videos.masterinvestor.co.uk/moment/43783/auxico-resources-inflation-mitigation https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/629/005629/000003/moments/thumb_015291.jpg Auxico Resources' inflation mitigation While Auxico Resources is mindful of any impact of inflation, the company stresses its capital-light system and considers the economics of its projects in Colombia and Brazil to remain very attractive. 1253 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/629/005629/video_YzcLcSG.mov 2023-01-30T19:05:49.233769+00:00 https://videos.masterinvestor.co.uk/moment/43784/auxico-resources-ambitions https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/629/005629/000003/moments/thumb_015290.jpg Auxico Resources' ambitions While Auxico Resources currently acts as a sales agent and facilitator of improving economies in both Colombia and Africa, the company sees its long-term potential as a near-full value chain. It currently has no ambition to be bought out. 1253 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/629/005629/video_YzcLcSG.mov 2023-01-30T19:05:49.233769+00:00 https://videos.masterinvestor.co.uk/moment/43785/auxico-resources-short-term-goals https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/629/005629/000003/moments/thumb_015289.jpg Auxico Resources' short-term goals Over the next 12 months, Auxico Resources is looking to get a 43-101 report for Colombia that will establish its resources in the ground. The company aims to implement both an extraction project and a tin sales agent project in the country. In Brazil, Auxico Resources will focus its efforts on the start of a 43-101 report as well as funding options. 1253 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/629/005629/video_YzcLcSG.mov 2023-01-30T19:05:49.233769+00:00 https://videos.masterinvestor.co.uk/video/5630/master-investor-sector-focus-oil-gas https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/630/005630/000003/thumb_004335.jpg 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 4976 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/630/005630/video_L3d8UZn.mov 2023-01-30T18:53:27.199523+00:00 https://videos.masterinvestor.co.uk/moment/43786/about-master-investor-sector-focus-oil-gas https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/630/005630/000003/moments/thumb_015287.jpg About Master Investor Sector Focus: Oil & Gas Sarah Lowther introduces the format of "Oil and Gas", a webinar that hosts 15-minute presentations from several companies in the oil and gas sector that are thriving in the current environment. 4976 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/630/005630/video_L3d8UZn.mov 2023-01-30T18:53:27.199523+00:00 https://videos.masterinvestor.co.uk/moment/43788/about-adx-energy https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/630/005630/000003/moments/thumb_015286.jpg About ADX Energy Executive Chairman Ian Tchacos gives an overview of oil and gas exploration and production company ADX Energy. ADX Energy is ASX-listed, but its focus is entirely on Europe, with a particular emphasis on Austria. While its current portfolio represents both onshore and offshore energy operations, the company is transforming its business to onshore explorations. 4976 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/630/005630/video_L3d8UZn.mov 2023-01-30T18:53:27.199523+00:00 https://videos.masterinvestor.co.uk/moment/43791/key-influencing-factors-of-the-oil-and-gas-market https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/630/005630/000003/moments/thumb_015283.jpg Key influencing factors of the oil and gas market Callum Macpherson, Head of Commodities at Investec, sees China as an uncertainty with regard to the demand for oil. A reopening of the country in 2023 would help increase demand and benefit the oil price. As for the supply of oil, Callum highlights the OPEC meeting in 2022 which decided to cut output limits, while for the supply of gas, Russia is seen to hold the keys for Europe. There's uncertainty as to how the gas inventory can be rebuild in 2023. More broadly, Callum considers oil prices as strongly correlated with equities while the high gas prices in Europe seriously impact equity markets and pose a threat to the sustainability of the European industry. 4976 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/630/005630/video_L3d8UZn.mov 2023-01-30T18:53:27.199523+00:00 https://videos.masterinvestor.co.uk/moment/43792/about-hartshead-resources https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/630/005630/000003/moments/thumb_015285.jpg About Hartshead Resources Chief Financial Officer Andrew Matharu gives an overview of gas development company Hartshead Resources, 100% owner and operator of License P2607 in the Southern Gas Basin. Hartshead Resources is ASX-listed, and has a three-phase development portfolio. As part of phase I, the company is currently advancing the Somerville and Anning Gas Fields with 2P reserves of 301.5 Bcf of gas to supply the UK energy market through the Bacton Hub. 4976 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/630/005630/video_L3d8UZn.mov 2023-01-30T18:53:27.199523+00:00 https://videos.masterinvestor.co.uk/moment/43801/about-botala-energy https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/630/005630/000003/moments/thumb_015284.jpg About Botala Energy CEO Kris Martinick gives an overview of energy company Botala Energy. Founded in 2018, the ASX-listed company is developing hybrid projects in Botswana, and currently exploring and developing the Serowe gas project. Botala Energy is also working with Solar Finland to develop a solar panel manufacturing project in Botswana. 4976 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/630/005630/video_L3d8UZn.mov 2023-01-30T18:53:27.199523+00:00 https://videos.masterinvestor.co.uk/video/5637/2023-will-be-more-civilised-as-the-retail-investor-makes-a-comeback https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/637/005637/000003/thumb_004334.jpg 2023 will be more civilised as the retail investor makes a comeback Master Investor's Sarah Lowther and Jonathan Davis tackle the stories and themes that defined the investment landscape of 2022 – a year that saw the return of double digit inflation and a war on the continent of Europe.   The pair talk about the returns being made by investment trusts, the new wave of consolidation in the publishing industry, why you should worry if a company changes its name and whether we're experiencing a short term or serious bear market and how investors can thrive regardless. 1676 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/637/005637/video_ZfViWNi.mov 2023-01-30T18:46:08.523188+00:00 https://videos.masterinvestor.co.uk/moment/43837/the-power-of-the-retail-investor https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/637/005637/000003/moments/thumb_015282.jpg The power of the retail investor Sarah Lowther and Jonathan Davis agree that the retail investor is making a big comeback, and debate the role of both Microsoft and the London Stock Exchange in giving retail investors access to an information and data supply service. 1676 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/637/005637/video_ZfViWNi.mov 2023-01-30T18:46:08.523188+00:00 https://videos.masterinvestor.co.uk/moment/43838/consolidation-in-the-publishing-industry https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/637/005637/000003/moments/thumb_015281.jpg Consolidation in the publishing industry Describing the wave of consolidation among publishers in the UK, Sarah Lowther and Jonathan Davis reflect on the failed merger of Penguin Random House and Simon & Schuster, and highlight Bloomsbury Publishing as a potentially attractive bid target. 1676 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/637/005637/video_ZfViWNi.mov 2023-01-30T18:46:08.523188+00:00 https://videos.masterinvestor.co.uk/moment/43839/developments-among-investment-trusts https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/637/005637/000003/moments/thumb_015280.jpg Developments among investment trusts Jonathan Davis agrees that the current bear market had a negative (though not unexpected) impact on investment trusts. However, highlighting data from the AIC, he stresses that over 40% of those investment trusts with a market cap of over GBP 50 million had actually made a positive net asset value return over past 12 months, and 20% a share price total return. 1676 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/637/005637/video_ZfViWNi.mov 2023-01-30T18:46:08.523188+00:00 https://videos.masterinvestor.co.uk/moment/43840/the-duration-of-bear-markets https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/637/005637/000003/moments/thumb_015279.jpg The duration of bear markets Jonathan Davis confirms that bear markets occur fairly regularly and at relatively large intervals, and are usually defined by a 20% decline from peak to trough. As a rule of thumb, the duration of a bad bear market is around 18-24 months. For the current bear market, Jonathan expects a period of relatively lower returns. 1676 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/637/005637/video_ZfViWNi.mov 2023-01-30T18:46:08.523188+00:00 https://videos.masterinvestor.co.uk/moment/43843/2022-in-summary https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/637/005637/000003/moments/thumb_015278.jpg 2022 in summary From an investment perspective, Jonathan Davis considers 2022 "difficult but not without hope". He highlights both the double-digit inflation and war in Europe as two of the year's key negative developments. 1676 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/637/005637/video_ZfViWNi.mov 2023-01-30T18:46:08.523188+00:00 https://videos.masterinvestor.co.uk/video/5644/lingo-the-blockchain-driven-vacation-and-real-estate-company https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/644/005644/000004/thumb_004333.jpg Lingo: the blockchain driven vacation and real estate company Glen Goodman interviews Hassam-Moussa Rawat, Co-Founder and CEO of revolutionary blockchain start-up Lingo, to find out how Lingo is using blockchain technology to create a token which enables real estate investment to deliver vacation rewards. 2984 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/644/005644/video_1WqP7qm.mov 2023-01-30T18:40:30.723671+00:00 https://videos.masterinvestor.co.uk/moment/43872/about-lingo https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/644/005644/000004/moments/thumb_015277.jpg About Lingo Glen Goodman speaks to Lingo Co-founder and CEO Hassam-Moussa Rawat. Lingo is a new blockchain-based project. 2984 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/644/005644/video_1WqP7qm.mov 2023-01-30T18:40:30.723671+00:00 https://videos.masterinvestor.co.uk/moment/43873/lingos-rationale https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/644/005644/000004/moments/thumb_015276.jpg Lingo's rationale Lingo was launched against a market-oriented idea, with blockchain representing the fastest technology adoption in history. 200 million people are currently in the blockchain space; blockchain adoption is growing at 113% per year, twice the rate of the Internet in the 1990s, which means that 1 billion people are expected to embrace Web3 by 2025. 2984 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/644/005644/video_1WqP7qm.mov 2023-01-30T18:40:30.723671+00:00 https://videos.masterinvestor.co.uk/moment/43875/lingos-return-for-investors https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/644/005644/000004/moments/thumb_015275.jpg Lingo's return for investors Based on conservative estimates, Lingo sees a 12-15% "return" in the form of miles for investors in year 1, with increasing returns over the subsequent years as investors add to their real estate assets. 2984 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/644/005644/video_1WqP7qm.mov 2023-01-30T18:40:30.723671+00:00 https://videos.masterinvestor.co.uk/moment/43880/lingos-five-year-outlook-for-investors https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/644/005644/000004/moments/thumb_015274.jpg Lingo's five-year outlook for investors Based on the assumption that Lingo generated around USD 10 million/year in real estate – accumulating to USD 50 million/year after five years – and assuming a 6% yield, an investment of USD 1,000 in year is expected to create a 30% return in year 5. 2984 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/644/005644/video_1WqP7qm.mov 2023-01-30T18:40:30.723671+00:00 https://videos.masterinvestor.co.uk/moment/43883/lingos-transaction-fees https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/644/005644/000004/moments/thumb_015273.jpg Lingo's transaction fees Of its 2.5% transaction fee, Lingo uses 70% to buy real estate. The remainder is spent on a mix of working capital (employees, technical innovations, etc., 20%) as well as ongoing marketing and branding (10%). 2984 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/644/005644/video_1WqP7qm.mov 2023-01-30T18:40:30.723671+00:00 https://videos.masterinvestor.co.uk/moment/43885/lingos-riskreward-ratio https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/644/005644/000004/moments/thumb_015272.jpg Lingo's risk/reward ratio Lingo buys real estate before launching the token, and thus protects the investment of its investors by 50%. In a worst-case scenario, investors would experience a downside of only 50%, while the upside potential could be 200x. 2984 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/644/005644/video_1WqP7qm.mov 2023-01-30T18:40:30.723671+00:00 https://videos.masterinvestor.co.uk/moment/43886/lingos-investment-options https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/644/005644/000004/moments/thumb_015271.jpg Lingo's investment options Lingo is currently closing the private round, only onboarding small investors. There are two options to onboard: i) on a token-only basis (before the public sale), with a minimum ticket of USD 50,000, or ii) via a USD 500,000 ticket, which gives exposure to both the token and equity. As a next step, Lingo is planning to launch an Initial Exchange Offering (IEO) with a tier 1 exchange. 2984 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/644/005644/video_1WqP7qm.mov 2023-01-30T18:40:30.723671+00:00 https://videos.masterinvestor.co.uk/video/5684/as-goes-january-so-goes-the-year-will-2023-be-a-stormy-one https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/684/005684/000002/thumb_004364.jpg As goes January, so goes the year. Will 2023 be a stormy one? Master Investor’s Sarah Lowther and Jonathan Davis discuss the investment themes that have started to materialise this year. With some equity market indices approaching or breaking through their 200 day moving averages, is this potentially a positive sign for the rest of 2023? Davis talks about the phenomenal success of passively managed funds over the past two decades, and names the active fund managers who deserve honourable mentions. Inflation in the UK is discussed. Will it return to the Bank of England’s 2% target and why is BOE Governor Andrew Bailey eating humble pie? And discover why Davis says this is the year that the trip to the US should be a vacation destination and the Western Isles shouldn’t. 1033 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/684/005684/video_0outlma.mp4 2023-02-02T09:15:16.882135+00:00 https://videos.masterinvestor.co.uk/moment/44131/the-state-of-the-equity-markets https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/684/005684/000002/moments/thumb_015429.jpg The state of the equity markets Jonathan Davis sees some encouraging signs in the equity markets in early 2023, such as many equity market indices having either approached or broken through their 200-day moving average. He stresses that 2022 was a particularly bad year, though, and as a result, many investors are still a long way from making back what was lost over the course of 2022. 1033 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/684/005684/video_0outlma.mp4 2023-02-02T09:15:16.882135+00:00 https://videos.masterinvestor.co.uk/moment/44133/the-role-of-inflation https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/684/005684/000002/moments/thumb_015428.jpg The role of inflation Sarah Lowther and Jonathan Davis agree that the peak of inflation has been reached. Jonathan Davis stresses that the key question is how fast inflation is going to come down; this will depend on both interest rates and the economy. 1033 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/684/005684/video_0outlma.mp4 2023-02-02T09:15:16.882135+00:00 https://videos.masterinvestor.co.uk/moment/44136/active-vs-passive-funds https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/684/005684/000002/moments/thumb_015427.jpg Active vs passive funds Jonathan Davis highlights that passive funds have increased their share of the equity fund market for the last 20 years, and have continued to outperform actively managed funds over that period as well. In 2002, for the first time since the Great Financial Crisis, actively managed funds outperformed passive funds again, and Jonathan Davis could see a similar performance in 2023. 1033 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/684/005684/video_0outlma.mp4 2023-02-02T09:15:16.882135+00:00 https://videos.masterinvestor.co.uk/moment/44138/active-fund-managers-to-watch https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/684/005684/000002/moments/thumb_015426.jpg Active fund managers to watch Jonathan Davis believes index funds to be a good option in order to get core exposure to the US market. In the UK, he points out the attraction of small-cap fund managers, and highlights Henderson Smaller Companies, Henderson Opportunities Trust, Odyssean Investment Trust, BlackRock Smaller Companies, Aberdeen UK Smaller Companies Growth Trust as funds to watch in the investment trust sector. 1033 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/684/005684/video_0outlma.mp4 2023-02-02T09:15:16.882135+00:00 https://videos.masterinvestor.co.uk/video/5721/make-investment-decisions-during-the-summer-and-not-at-the-end-of-the-financial-year https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/721/005721/000002/thumb_004410.jpg Make investment decisions during the summer and not at the end of the financial year Master Investor’s Sarah Lowther and Jonathan Davis talk about what stopped the FTSE 100 from breaching the tantalising 8000 level, and the latest survey from FTSE creator Professor Dimson and friends.   Davis suggests foreign investors need to return to the UK market and reinvigorate its position in the World Equity Index after halving over the past two decades. He also reveals the golden rule concerning dividend yields and equity purchases.   Generous to a fault, Davis also summarises the latest 272-page survey from renowned financial historians Dimson, Marsh and Staunton and discusses how Gen Z’ers can still make money from investing, and why investment decisions are best made in the summer and not in March at the end of the financial year. 1212 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/721/005721/video_uIyoS7K.mp4 2023-03-03T15:57:03.423330+00:00 https://videos.masterinvestor.co.uk/video/5742/jim-mellon-meets-graham-rowan-of-beaufort-private-equity https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/742/005742/000002/thumb_004454.jpg Jim Mellon meets Graham Rowan of Beaufort Private Equity Graham Rowan, Chairman of Beaufort Private Equity, interviews Jim Mellon ahead of the forthcoming Master Investor Show (this recording was made before the date of the show was changed to the 15th of April 2023 due to rail strikes). 755 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/742/005742/video_dZjhXI2.mov 2023-03-21T15:36:16.889311+00:00 https://videos.masterinvestor.co.uk/moment/44426/a-macro-view-of-2023 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/742/005742/000002/moments/thumb_016248.jpg A macro view of 2023 Entrepreneur and investor Jim Mellon highlights the very substantial uplift since October 2022, with the S&P now only 12% away from its January 2022 all-time high. He stresses, however, that another down leg of 30% could be possible before the end of 2023. 755 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/742/005742/video_dZjhXI2.mov 2023-03-21T15:36:16.889311+00:00 https://videos.masterinvestor.co.uk/moment/44427/the-state-of-commodities https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/742/005742/000002/moments/thumb_016247.jpg The state of commodities Jim Mellon agrees with Graham Rowan that commodities are experiencing a new supercycle. He points out that while China has become uninvestable for many investors, one can still invest in things that play a major role in China, such as luxury goods or commodities. Jim Mellon himself is very bullish on gold, and sees silver as a viable alternative for those wanting to play more volatility. 755 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/742/005742/video_dZjhXI2.mov 2023-03-21T15:36:16.889311+00:00 https://videos.masterinvestor.co.uk/moment/44430/developments-in-the-agrarian-sector https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/742/005742/000002/moments/thumb_016246.jpg Developments in the agrarian sector Jim Mellon points out the positive performance of the companies included in the Agronomics portfolio, both in terms of valuations and making headway towards the market. He cites VitroLabs' lab-grown leather as well as precision fermentation foods as examples of products that are now on sale, and highlights that cell agriculture-based products are now also getting closer to the market. Jim Mellon emphasises the major difference between plant-based foods and foods produced through cell agriculture and precision fermentation, the latter of which have the capacity of being much cheaper, healthier, and more environmentally-friendly. 755 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/742/005742/video_dZjhXI2.mov 2023-03-21T15:36:16.889311+00:00 https://videos.masterinvestor.co.uk/moment/44431/developments-in-the-longevity-sector https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/742/005742/000002/moments/thumb_016245.jpg Developments in the longevity sector Jim Mellon sees a lot of money coming into the space, and considers the longevity sector as one to watch, albeit very carefully. He stresses the need for a diversified portfolio, and for everything to be science- and evidence-based. Personally and from a societal perspective, Jim Mellon views longevity as a great and vital opportunity, particularly in light of the demographic crisis in many countries across the world. 755 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/742/005742/video_dZjhXI2.mov 2023-03-21T15:36:16.889311+00:00 https://videos.masterinvestor.co.uk/video/5806/vcts-tax-efficient-alternatives-in-uncertain-times https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/806/005806/000003/thumb_004486.jpg VCTs - tax efficient alternatives in uncertain times Master Investor’s Jonathan Davis and Sarah Lowther talk about why March 2023 was a mega merger month, and why there’s so much consolidation in the broking sector and activity in the private equity space.   Davis advises those with surplus income and the younger investor to consider venture capital trusts as they ‘essentially’ give investors tax breaks. “They are very risky,” says Davis, “but they do provide a very tax efficient alternative for higher risk, smaller company investment.”   With predictions of ‘more trouble to come’ for the UK economy and investment landscape, Davis describes the economy as a head-scratching conundrum with the consumer demonstrating resilience against a backdrop of higher interest rates and energy prices.   Jonathan and Sarah also wax lyrical about the state of Royal Mail, and columnist A N Wilson’s dark childhood boarding school experiences which contrasted with the light of his father’s eccentricity. 1544 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/806/005806/video_y3pppye.mov 2023-04-18T15:44:06.284263+00:00 https://videos.masterinvestor.co.uk/moment/44746/the-state-of-the-equity-markets https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/806/005806/000003/moments/thumb_016498.jpg The state of the equity markets Jonathan Davis points out that the markets stabilised in March 2023, as fears of a banking crisis seemed to have subsided to an extent. The situation for brokers remains difficult, though, which is evidenced by some consolidation happening in the broking sector. Overall, Jonathan Davis's outlook on the economy remains rather gloomy. 1544 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/806/005806/video_y3pppye.mov 2023-04-18T15:44:06.284263+00:00 https://videos.masterinvestor.co.uk/moment/44749/the-state-of-the-banks https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/806/005806/000003/moments/thumb_016497.jpg The state of the banks Jonathan Davis considers the sharp rise of interest rates a problem for many banks as investors are beginning to move their money out of banks to get higher yields. At the same time, banks are affected by the significant drop in government bond prices, which reduces the value of their assets on the balance sheet. 1544 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/806/005806/video_y3pppye.mov 2023-04-18T15:44:06.284263+00:00 https://videos.masterinvestor.co.uk/moment/44752/the-impact-of-the-budget-on-freelancers https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/806/005806/000003/moments/thumb_016496.jpg The impact of the budget on freelancers Jonathan Davis highlights the planned rise in taxes while also stressing that the end of lifetime allowance for pension contributions will be helpful to a number of people. He also points out that ISAs and VCT regimes remain in place. 1544 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/806/005806/video_y3pppye.mov 2023-04-18T15:44:06.284263+00:00 https://videos.masterinvestor.co.uk/moment/44754/vcts-for-young-investors https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/806/005806/000003/moments/thumb_016495.jpg VCTs for young investors Through providing tax breaks when investing in early-stage companies, venture capital trusts (VCTs) are designed to encourage support for new businesses and innovation. VCTs remain particularly attractive for retired people using the tax-free income, or for young high earners looking for a good long-term saving. Jonathan Davis recommends to look at VCTs early in the year. Since VCTs are high risk, he also points out the importance of having a diversified portfolio. 1544 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/806/005806/video_y3pppye.mov 2023-04-18T15:44:06.284263+00:00 https://videos.masterinvestor.co.uk/moment/44755/2023-outlook https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/806/005806/000003/moments/thumb_016494.jpg 2023 outlook Even though the equity markets have fared relatively well, Jonathan Davis sees more trouble to come in 2023. He is sceptical of the strong economy despite the major interest rate and energy price rises, and believes the knock-on effects will become apparent during the remainder of the year. 1544 https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/806/005806/video_y3pppye.mov 2023-04-18T15:44:06.284263+00:00