Master Investors

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.

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.

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. Juvenescence was founded with a mission to transform what aging means to the world. Science around aging is accelerating at an extraordinary pace so we’ve set out to further that science through a coalition of the best scientists, physicians and investors creating cutting-edge therapies and products that will empower people to chart their own path forward. Our compan

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.

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 Brookeville 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. Download Simon's presentation slides: https://masterinvestor.co.uk/simon-popple-slides To save £100 on a yearly subscription of the "Brookville

Stephen Yiu, the manager of the Blue Whale Growth Fund, seeded in 2017 by Peter Hargreaves with £25 million of his own money, was a very popular speaker at the Master Investor show 10 days ago. Jonathan Davis, our newest contributor, caught up with him with a series of follow-up questions about this year's market sell-off and how the £960 million fund is responding to the challenges it poses.

Jonathan Davis and Charlie Morris, founder and CIO of ByteTree Asset Management, discuss the outlook for equities, precious metals and crypto-currencies in the wake of the Ukraine invasion. Jonathan Davis is the editor of the Investment Trusts Handbook and a regular contributor to Master Investor - catch him at the Master Investor show this year. Charlie Morris, former Head of Asset Allocation at HSBC, has taken a special interest in analysing and modelling the behaviour of gold and bitcoin for more than a decade.

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.

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.

Tax-free investments specialist Alex Davies, founder of the Wealth Club, tells Jonathan Davis why Venture Capital Trusts are pulling in record sums from savvy investors this year.

Following a strong year, are Smiths News Group shares now undervalued? Sarah Lowther interviews CEO, Jon Bunting and CFO, Paul Baker.

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.

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.

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.

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.

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.

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.

Sarah Lowther is joined by Derren Nathan of Hybridan to discuss the rapidly developing technology and industries surrounding the evolution of the hydrogen economy.

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.

Ahead of the Small Cap Awards, Tim Corcoran interviews the CEO of one of the nominees for ESG Company of the Year, Larry Zulch of Invinity Energy Systems Plc.