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Podcast
Direct Investments - mispriced or not?
On-balance sheet investments: the NAV/share-price disconnect – how Mercia values direct investments; pragmatic exit strategies; working with management; current exit environment.
56:53
30 Mar 26•Equity Development
Ultimate Products plc: Brand Growth & Cash Generation (H1 FY26 results) presentation and Q&A
56:58
17 Mar 26•Equity Development
Restore plc (RST) Full Year Results 2025 | CEO & CFO Investor Presentation + Q&A
28:45
13 Mar 26•Equity Development
CAB Payments Holdings - FY25 results presentation (March 2026)
52:18
13 Mar 26•Equity Development