Hello and welcome to the 15th Hardman & Co Investor Forum, brought to you in partnership with London South East. Recorded on the evening of 26th February 2019, Hardman were joined by four companies, the Gresham House Energy Storage Fund, Shield Therapeutics, Collagen Solutions and Anglo Asian Mining.
1. Gresham House are one of the longest established fund managers in London, with a history dating back to 1857. Today they specialise in alternative assets and in this instance in energy storage technology. GRID was brought to the market in November last year, raising £100M. It is targeting a dividend of 7p, a yield of 7%. Ben Guest, MD, Gresham House New Energy division - 1:06
2. Shield Therapeutics is a pharmaceutical company focused on the development and commercialisation of late-stage hospital-focused pharmaceuticals. Feraccru is a simple treatment for iron deficiency which fits easily into normal clinical practice. Tim Watts, CFO, Shield Therapeutics - 28:16
3. Collagen Solutions develops, manufactures and supplies medical grade collagen biomaterials for use in research, medical devices and regenerative medicine. The growth in this market is driven by demographics and innovation. CS is well positioned for growth through multiple initiatives on a foundation of existing revenue, has a growing customer base and proprietary products nearing launch. They are awaiting regulatory approval for their own proprietary finished product. Jamal Rushdy, CEO, Collagen Solutions - 51:55
4. Anglo Asian Mining is an AIM-listed company with a portfolio of gold, copper and silver production and exploration assets in Azerbaijan. As most investors know, gold is essentially uncorrelated for difficult times. So why AAZ? Its highly cash generative and produces gold, copper and silver from three mines in Azerbaijan. It paid its first dividend in 2018 and its balance sheet moved into a net cash position. Bill Morgan, CFO, Anglo Asian Mining - 1:13:13
Anglo Asian Mining Plc (AAZ.GB.PL)