Episodes

July 6, 2022

Open Orphan PLC – Aiming to deliver continued double digit growth

Open Orphan PLC (AIM:ORPH) was the first contract research organisation (CRO) to conduct a Covid challenge trial, and in the words of chief executive Yamin 'Mo' Khan, it now has approximately 90% of the market in challenge studies whereby "we inoculate each healthy volunteer with a virus and then we test the drug under quarantine conditions." That’s a unique USP, and Mo talks about how the business has divested into new streams of revenue such as offering clinical site services to customers, and...
June 29, 2022

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

As it approaches its 36th birthday, Nigel Newton CBE the founder and chief executive of Bloomsbury Publishing PLC (LON:BMY), says the publisher has "Never been a more fun company to run and to work at." One of the reasons for that he says is: "Success breeds success, and this 41% growth in sales that we’ve seen over the last two years and 70% increase in profits is a joy to manage." Newton says that the reading habit re-engaged with during lockdown has been "permanently reacquired" and that the ...
June 29, 2022

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

As it approaches its 36th birthday, Nigel Newton CBE the founder and chief executive of Bloomsbury Publishing PLC (LON:BMY), says the publisher has "Never been a more fun company to run and to work at." One of the reasons for that he says is: "Success breeds success, and this 41% growth in sales that we’ve seen over the last two years and 70% increase in profits is a joy to manage." Newton says that the reading habit re-engaged with during lockdown has been "permanently reacquired" and that the ...
June 29, 2022

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

As it approaches its 36th birthday, Nigel Newton CBE the founder and chief executive of Bloomsbury Publishing PLC (LON:BMY), says the publisher has "Never been a more fun company to run and to work at." One of the reasons for that he says is: "Success breeds success, and this 41% growth in sales that we’ve seen over the last two years and 70% increase in profits is a joy to manage." Newton says that the reading habit re-engaged with during lockdown has been "permanently reacquired" and that the ...
June 16, 2022

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

Neal Gandhi founded TPXimpact Holdings (AIM: TPX) with a mission to reduce, and eventually eradicate the bureaucracy that paralyses government programmes at local and central level. The company is a technology-enabled services company focused on digital transformation which in Gandhi’s words: “Empower our teams at the edge to get the job done without bureaucracy.” TPX does that, he says, by pulling together multi-disciplinary teams, to create solutions that work and deliver against the goal for ...
June 16, 2022

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

Neal Gandhi founded TPXimpact Holdings (AIM: TPX) with a mission to reduce, and eventually eradicate the bureaucracy that paralyses government programmes at local and central level. The company is a technology-enabled services company focused on digital transformation which in Gandhi’s words: “Empower our teams at the edge to get the job done without bureaucracy.” TPX does that, he says, by pulling together multi-disciplinary teams, to create solutions that work and deliver against the goal for ...
June 16, 2022

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

Neal Gandhi founded TPXimpact Holdings (AIM: TPX) with a mission to reduce, and eventually eradicate the bureaucracy that paralyses government programmes at local and central level. The company is a technology-enabled services company focused on digital transformation which in Gandhi’s words: “Empower our teams at the edge to get the job done without bureaucracy.” TPX does that, he says, by pulling together multi-disciplinary teams, to create solutions that work and deliver against the goal for ...
June 12, 2022

Is the bear market over?

In our latest podcast, Mark Slater, founder of Slater Investments, and manager of the Slater Growth and Slater Recovery funds, talks bear markets and stock opportunities in conversation with Jonathan Davis. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.
June 12, 2022

Is the bear market over?

In our latest podcast, Mark Slater, founder of Slater Investments, and manager of the Slater Growth and Slater Recovery funds, talks bear markets and stock opportunities in conversation with Jonathan Davis. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.
June 12, 2022

Is the bear market over?

In our latest podcast, Mark Slater, founder of Slater Investments, and manager of the Slater Growth and Slater Recovery funds, talks bear markets and stock opportunities in conversation with Jonathan Davis. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.
June 7, 2022

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

Andrew Newland founded ANGLE PLC (AIM:AGL) in 1994. Twenty-eight years on and his company has won FDA clearance for ANGLE's liquid biopsy Parsortix initiative which in the U.S. alone has a $100 billion per annum addressable market. "We're solving an enormously challenging and important medical question," says Newland who says the ultimate growth of Parsortix is unbounded. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.
June 7, 2022

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

Andrew Newland founded ANGLE PLC (AIM:AGL) in 1994. Twenty-eight years on and his company has won FDA clearance for ANGLE's liquid biopsy Parsortix initiative which in the U.S. alone has a $100 billion per annum addressable market. "We're solving an enormously challenging and important medical question," says Newland who says the ultimate growth of Parsortix is unbounded. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.
June 7, 2022

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

Andrew Newland founded ANGLE PLC (AIM:AGL) in 1994. Twenty-eight years on and his company has won FDA clearance for ANGLE's liquid biopsy Parsortix initiative which in the U.S. alone has a $100 billion per annum addressable market. "We're solving an enormously challenging and important medical question," says Newland who says the ultimate growth of Parsortix is unbounded. For more investment and economics analysis plus inspiration please visit our website masterinvestor.co.uk.
June 1, 2022

CentralNic Group - fast-growing technology company with 'plenty of blue sky ahead'

CentralNic Group PLC (AIM:CNIC) global operator and developer of software systems reports on its fantastic start to the year. Revenues were up 86% to $156.6m ($84.4m), its adjusted EBITDA was 83% better at $18.5m ($10.1m), its operating profit was $10.0m ($1.4m), while its net debt was down 18% to $61.3m. The figures reflect the potential of its strong marketplace for Online Presence and Online Marketing services. Ben Crawford, CEO of CentralNic Group PLC, joins us to discuss its successes, the ...
June 1, 2022

CentralNic Group - fast-growing technology company with 'plenty of blue sky ahead'

CentralNic Group PLC (AIM:CNIC) global operator and developer of software systems reports on its fantastic start to the year. Revenues were up 86% to $156.6m ($84.4m), its adjusted EBITDA was 83% better at $18.5m ($10.1m), its operating profit was $10.0m ($1.4m), while its net debt was down 18% to $61.3m. The figures reflect the potential of its strong marketplace for Online Presence and Online Marketing services. Ben Crawford, CEO of CentralNic Group PLC, joins us to discuss its successes, the ...
June 1, 2022

CentralNic Group - fast-growing technology company with 'plenty of blue sky ahead'

CentralNic Group PLC (AIM:CNIC) global operator and developer of software systems reports on its fantastic start to the year. Revenues were up 86% to $156.6m ($84.4m), its adjusted EBITDA was 83% better at $18.5m ($10.1m), its operating profit was $10.0m ($1.4m), while its net debt was down 18% to $61.3m. The figures reflect the potential of its strong marketplace for Online Presence and Online Marketing services. Ben Crawford, CEO of CentralNic Group PLC, joins us to discuss its successes, the ...
May 24, 2022

ENGAGE XR – Disrupting Global Communication

David Whelan was stony broke after the 2008 financial crash, but after a €1,000 loan from his sister, and an investment into Oculus headsets he is now the chief executive of dual-listed virtual reality software company ENGAGE XR Holdings PLC (LON:EXR) which is dedicated to the deployment of the metaverse. The metaverse, according to Whelan, is the evolution of how we communicate online. Currently the internet is like a flat page filled with text and video. Compare that to the metaverse which is ...
May 24, 2022

ENGAGE XR – Disrupting Global Communication

David Whelan was stony broke after the 2008 financial crash, but after a €1,000 loan from his sister, and an investment into Oculus headsets he is now the chief executive of dual-listed virtual reality software company ENGAGE XR Holdings PLC (LON:EXR) which is dedicated to the deployment of the metaverse. The metaverse, according to Whelan, is the evolution of how we communicate online. Currently the internet is like a flat page filled with text and video. Compare that to the metaverse which is ...
May 24, 2022

ENGAGE XR – Disrupting Global Communication

David Whelan was stony broke after the 2008 financial crash, but after a €1,000 loan from his sister, and an investment into Oculus headsets he is now the chief executive of dual-listed virtual reality software company ENGAGE XR Holdings PLC (LON:EXR) which is dedicated to the deployment of the metaverse. The metaverse, according to Whelan, is the evolution of how we communicate online. Currently the internet is like a flat page filled with text and video. Compare that to the metaverse which is ...
May 18, 2022

Investing in the Future of Longevity - the Ketone Chapter

The field of longevity has long been considered to be theoretical and one for the future, but that future is here now. The science of ketosis promises lucrative opportunities in a wide range of therapeutic areas, and the global keto market is expected to rise to $15 billion by 2027. Juvenescence has brought together the leading experts in the ketone metabolism research field for a panel discussion on the revolution happening with ketones and the direction the research is leading the key players ...
May 18, 2022

Investing in the Future of Longevity - the Ketone Chapter

The field of longevity has long been considered to be theoretical and one for the future, but that future is here now. The science of ketosis promises lucrative opportunities in a wide range of therapeutic areas, and the global keto market is expected to rise to $15 billion by 2027. Juvenescence has brought together the leading experts in the ketone metabolism research field for a panel discussion on the revolution happening with ketones and the direction the research is leading the key players ...
May 18, 2022

Investing in the Future of Longevity - the Ketone Chapter

The field of longevity has long been considered to be theoretical and one for the future, but that future is here now. The science of ketosis promises lucrative opportunities in a wide range of therapeutic areas, and the global keto market is expected to rise to $15 billion by 2027. Juvenescence has brought together the leading experts in the ketone metabolism research field for a panel discussion on the revolution happening with ketones and the direction the research is leading the key players ...
May 11, 2022

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

Nicola Foulston is wanting to accelerate growth at professional services group RBG Holdings plc (AIM:RBGP). As the chief executive she is driving the business that has the “best in class of professional services” brought together in a platform. Her aim is to add other niche brands that are specialists in their field while focussing on share price growth and the maintenance of the dividend and its yield. For more investment and economics analysis plus inspiration please visit our website masterin...
May 11, 2022

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

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