Time to invest in Japan? Poster child Hitachi is leading the transformation

Jun 5, 2024 | 15:00 GMT

Sadiq Ahmed
Curation Collective, VP of BD

We are delighted to welcome this week, a joint club call with Richard Aston, senior fund manager of Chikara Investments and Yuichi Izumisawa, European spokesperson of Hitachi, to speak to the collective.

In March 2024, the BOJ ended its negative interest rate policy and raised the interest rate to 0.1%. This shift is part of an effort to re-ignite the economy and encourage domestic investment. Significant wage increases due to union negotiations are also expected to boost consumer spending.

The central bank plans to phase out purchases of commercial paper and corporate bonds over the next year​, reducing reliance on government support and fostering financial market stability. The competitive changes in Japan could be considerable, with higher productivity and better wages leading to improved products and services, Japan’s position in the global market​ is expected to grow considerably over time. 

Richard joins us from Chikara Investments with over 20 years of experience in Japanese equities and more than 25 years in the investment industry. The performance of the portfolios under Aston’s management has been commendable, placing it in the top quartile among its peers over the past five years, with a return of 18.4%. Chikara Investments holds a notable position in Hitachi Ltd., constituting 4.08% of its Chikara Japan Income & Growth Fund.

Hitachi has been actively restructuring its business to enhance its strategic focus and boost its financial health. This restructuring is part of the company’s Mid-term Management Plan 2024, aimed at increasing corporate value through sustainable growth. The reorganization involves divesting legacy auto divisions, acquiring software firm Global Logic and maintaining the current sector-based structure with an emphasis on the growth of three major areas of its business: ‘Digital Systems and IT’ (Data Storage/Ai/Cloud), ‘Green Energy and Rail’ and ‘Connective Industries’. 

Hitachi have growing their ‘green’ segment significantly; with global contracts on revitalising the grid, nuclear partnerships with GE, and expanding their rail manufacturing business in North America, the company continues to be the shining example of Japan’s future.

The economy is shifting, and businesses who see the potential are restructuring along with it. Join us as we speak to the experts in the market for their views on the potential long-term growth of the Japanese economy, one that might be worth considering a second look.



Ceres Power: transforming the future of clean energy

May 29, 2024 | 14:00 GMT

Sadiq Ahmed
Curation Collective, VP of BD

We are delighted to welcome Phil Caldwell, CEO of Ceres Power, to speak to the Collective.

Ceres Power is a leader in advanced fuel cell technology that is making this vision a reality. The company’s groundbreaking SteelCell® technology is setting new standards in the energy sector, offering a sustainable and versatile solution for power generation. The firm has already established strategic partnerships with global corporations such as Bosch, Weichai Power, Doosan, and Miura which is testament to their future within this disruptive industry.

Hydrogen fuel cells are gaining significant momentum on a global scale as part of the broader shift towards cleaner and more sustainable energy solutions. Outside the automotive market, we see particular interest amongst heavy industries like steel production and chemical manufacturing, where they can replace large carbon-intensive processes.

The company recently announced a new licensing deal in January this year with Delta Electronics which it hopes to boost its performance, citing a potential £43m in staged revenues – which it predicts to double its returns this year. With its existing partnerships now in their integration phase, there is the likelihood of a sharp increase in growth in 2025 as royalties start to roll in.

With their share price having dropped by 80% over the last 5 years, the business is on the borders of a breakthrough resurgence – now is an interesting time to learn more.

At the club, we have worked with Ceres previously and have seen the business build through market challenges and remain resilient. We want to showcase the business to you and discuss with the CEO his views on navigating this revolutionary industry and the company’s short-, medium- and long-term strategic objectives.



Vestas: the world’s largest turnkey wind energy solutions supplier

May 22, 2024 | 15:00 GMT

James Gourlay

Over the past 40 years, Vesta Wind Systems has installed 19% of the world’s wind energy generation capacity.  

Wind and solar are just ~10% of global electricity generation (electricity is 20% of global energy consumption) and wind capacity is forecast to grow 9% annually through 2030.

In 2023, there was a post-Inflation Reduction Act industry rout, which challenged all players in the wind farm business who were forced into massive write-downs.

However, The challenges of 2023 should lead to the return of pricing power, with VWS already winning new contracts on more favourable terms. No one has ever questioned the enormity of the demand for renewable energy, the question is whether that demand is profitably serviced.

We think the answer to that question post last year’s trauma is yes, especially when coupled with a huge installed base of projects from which it should earn decent returns. Services (maintenance and parts) are now over 25% of group sales, and the CEO targets 25% margins and high single-digit growth.



Oxford Nanopore: partnering with some of the world’s most significant tech companies

May 21, 2024 | 15:00 GMT

James Gourlay

Oxford Nanopore (ONT) is currently the sole producer of handheld gene sequencing devices globally.

Its share register reads as a who’s who of megacaps, with companies such as Oracle and BioMérieux taking stakes in the business. 

Fascinatingly, the company has also entered into joint ventures with two of the world’s most powerful tech companies – Apple and Nvidia. 

The relationships with these companies showcase the incredible opportunity that Oxford Nanopore represents. 

Gene sequencing of anyone, anytime, anywhere to preemptively prevent diseases is simply a vast market. Oxford Nanopore may be one of the rarest assets in the world and a much-coveted prize for a long list of large public companies.

It could unlock vast markets for several megacaps and, to our knowledge, is the only company globally that produces a handheld gene sequencing device. 

We are particularly interested now because the golden share mechanism that was put in place to block any takeover bids is due to expire in September this year, opening up the prospect of acquisition.

The company currently sits on £472m of cash vs mkt cap of £980m, providing several years of runway. This is all set on a backdrop of a share price that has dropped 82% since ipo’ing in 2021. 

We are delighted to be joined by Gordon Sanghera, CEO of Oxford Nanopore for a deep-dive on the company. 



Evolv: utilising AI to redefine public security

May 15, 2024 | 15:00 GMT

James Gourlay

With many of the world’s security services stating that society is once again facing a growing threat of terror, innovative security solutions have never been more vital. 

Evolv has emerged as a leading force, harnessing the power of AI to address gun and knife crime in school settings, stadiums, music festivals, places of worship, healthcare facilities, and workplaces.

Evolv’s model is compelling, focusing on hardware that creates recurring revenue from software subscriptions, a critical factor for scalable security solutions. The firm’s technology redefines security in public spaces by discreetly screening individuals without physical contact. The firm’s AI technology distinguishes harmless items from potential threats – a job AI was truly born to do.

Symptomatic of the demand for security solutions, the firm’s order book continues to grow apace. 

Despite a rough ride since its 2021 SPAC debut, Evolv has exhibited robust growth and increased adoption. With 4,014 deployments (a 137% YoY increase) and a 129% rise in ARR to $66m as of Q3 2023, its performance speaks volumes. Backed by a solid balance sheet, $139m in cash reserves, and no long-term debt, Evolv is poised for sustained expansion. Its focus on a market segment likely to retain government funding bolsters its position.

New York City Mayor Eric Adams endorsed Evolv’s technology for use on the city’s subway system, and the company has a strong (and growing) presence in sporting arenas across the US. 

We are delighted to be joined by Peter George, CEO, to talk to the Collective on Wednesday 15th of May at 3pm. 



Burford Capital: an incoming tsunami of AI litigation?

Apr 17, 2024 | 15:00 GMT

James Gourlay

Chris Bogart, CEO of Burford Capital, the world’s largest litigation finance firm, will be speaking to the Collective for the second time on 17 April.

We hope to better understand why the company is trading at around a 40% discount to its all-time high despite its extraordinary track record of victories in court and the vast amount of headway that it has made following the bear attack from Muddy Waters.

We also intend to look back to Covid-based litigation that may come through the system shortly and forward to whether AI has litigators licking their lips.

This promises to be a fascinating session – we hope you can join us.



Cybin: will the FDA’s Breakthrough Therapy Designation speed up the trip to approval?

Apr 11, 2024 | 16:00 GMT

James Gourlay

This month has been a significant month for Cybin.

The firm announced a $150m private placement it confirmed as oversubscribed; was granted a “Breakthrough Therapy Designation” from the FDA for its CYB003 psilocybin treatment used for Major Depressive Disorder (MDD); and released Phase 2 trial results for CYB003 demonstrating 75% of participants suffering from MDD achieved remission and no longer showed signs of depression.

Cybin’s CEO, Doug Drysdale, will revisit the Collective in April to tell us more about the implications of these developments and the future of the psychedelic biopharmaceutical sector.



Uranium Energy Corp: Securing America’s Supply of Uranium

Mar 12, 2024 | 15:00 GMT

James Gourlay

We are delighted to welcome Amir Adnani, CEO of Uranium Energy Corp, to introduce us to a company which looks set to be a vital part of the US uranium supply chain long-term.

Holding one of the most significant uranium resource portfolios in the Americas, they are circumventing much of the geopolitical risk other major producers face. They’ve already signed an MOU with TerraPower, Bill Gate’s SMR company, as a result.

Beyond this, UEC is on a mission to show that not only can it supply fuel that will help industry achieve net zero, but to demonstrate that uranium mining itself can be green.

With the price of uranium more than doubling in the last year, now is the perfect time to gain deep insight into the market from Amir.

We hope you can join us.



Aker Carbon Capture: EU net zero legislation, a game-changing catalyst?

Feb 22, 2024 | 15:00 GMT

James Gourlay

In the first week of February, the EU reached a political agreement on the Net Zero Industry Act, which sets out a vital role for carbon capture.

Currently, the European Commission states that there are four million tonnes of annual carbon capture capacity in the EU. By 2040, they want this to rise to 280 million tonnes, of which around 70 million will come from direct air capture.

We first spoke to Aker in 2022, and the share price has fallen from close to 24NOK in August 2022 to around 10NOK where it sits now.

However, as a pure play leader in the space, the company has seen substantial growth in its order book and its revenues, with orders doubling and revenues increasing 139% year-on-year in the fourth quarter of 2023.

We are delighted to welcome back David Phillips, Head of Capital Markets at Aker to talk about the outlook for the company and the industry as a whole.

We hope you can join us.



Darktrace: The dark days may well be behind it!

Jan 29, 2024 | 16:00 GMT

James Gourlay

The stunning recent performance of Crowdstrike, up 84% in the last 6 months, has certainly grabbed our attention.

It made us ask, what other companies might capitalise on the ever-increasing demand for enterprise cybersecurity and can leverage a deep knowledge of AI to enter a massive new phase of growth?

Darktrace offers something rather different in a crowded market that we think complements rather than competes with alternative cyber offerings. 

More importantly, over 9,000 companies seem to agree, as demonstrated by Darktrace’s exceptional retention rates in their recent quarterly results. 

Despite this, since its IPO in 2021, its share price is up only 6%, down 63% from its all-time high.

Founded by controversial figure Mike Lynch, who now only retains 4%, we are delighted to welcome Luk Janssens, Head of Investor Relations, to run us through what makes Darktrace different. 

We hope you can join us for what should be a fascinating hour.



Mycelx PLC: fighting pollution: an innovative solution, addressing a $16 trillion dollar problem

Jan 23, 2024 | 16:00 GMT

James Gourlay

Forever chemical pollution is a monumental problem for DuPont, MMM and many other large chemical companies, as particulate matter now resides in our water supply and bodies, where minimal exposure can have a tragic impact.

Chemsec, a not-for-profit that monitors the impact of hazardous chemicals, estimates an annual social cost of $16T from PFAS pollution alone, and $16bn has been paid out from PFAS-related class actions since 2017 in the US.

Curation Collective is delighted to present Mycelx PLC, a small company that believes it has a solution that can help society address the issue of PFAS pollution.

We welcome their CEO, Connie Mixon, to talk about how the company could be in for a potential boon.

We hope you can join us.



Cryptocurrency: will NFT and Bitcoin double with the upcoming halving?

Jan 10, 2024 | 17:00 GMT

James Gourlay

We are delighted to welcome back Jonathan Bixby, Executive Chairman of NFT Investments, so we can take a deep dive into the cryptocurrency market, NFT Investments and put your questions to him.

With the impending halving, Bitcoin is about to undergo a supply-side shock at a time when demand could increase substantially, should the SEC approve numerous Bitcoin ETFs expected in January.

In the last 14 months, we have seen Bitcoin rise from the four-year low it hit in November 2022. Following the 3rd halving in May 2020, BTC went on a rampant run from $8,821 to over $62,000. This was in the madness of the COVID bull market, so we are keen to understand the current dynamics of the BTC market as we approach this potentially seminal day.

Although the journey with NFT Investments has been full of twists and turns, the company’s pivot from NFTs to buying cryptocurrency has proven wise. NFT is a micro-cap so might not suit everyone, but it’s trading at a very substantial discount to book value, so for those of you who believe that BTC will be a long-term secular winner it could be a good potential play.

If you require more liquidity than offered by NFT, buying the coins directly is a potential option to explore.

We hope you can join us.




Jan 9, 2024 | 16:00 GMT

James Gourlay

Isotopes are the key chemical component that when separated or enriched are used for the treatment of cancer, radiocarbon dating and, most importantly, for generating the fuel for the next generation of nuclear reactors.

ASP Isotopes are developing market-leading isotope enrichment technology that will leverage 20 years of R&D history and address a market that faces significant geopolitical risk, with Russia accounting for 85% of stable Isotope production globally.

We are incredibly grateful to our partners at Ocean Wall for introducing us to this fascinating company. With the company riding the wave of the nuclear energy theme, they feel the company’s share price could travel a lot further.

Many of our members may have already been introduced to the company so we want to take a deeper dive that will allow us to really understand the timelines for development and monetisation of its core technologies 

We will focus on understanding the industrialisation, commercialisation and the appropriate market uses of this technology.

We will be joined by Paul Mann, CEO, and the team from Ocean Wall. We hope you can join us.



A golden era for the world’s oldest currency? 

Nov 30, 2023 | 15:00 GMT

James Gourlay

We are delighted to announce that David Tait, CEO of the World Gold Council, will be talking to the club to explain the impact of gold’s impending digitisation.

As we have mentioned before, The World Gold Council (WGC) is working to utilise tokenisation to create a digital currency backed by gold. The advent of this has the potential to be one of the most impactful events in the history of both digital currencies and gold markets. 

It all boils down to whether this initiative will meaningfully impact global demand for gold and so David’s plans and insights will be absolutely key. 

We hope you can join us for an event that we think will be absolutely fascinating.



Tin: the forgotten critical metal

Nov 16, 2023 | 16:00 GMT

James Gourlay

Increasing global tensions have brought into sharp focus the fragility of many of our supply chains. This has led political and business leaders in Europe and the US to look deeply at onshoring. Securing the technologies and critical materials that drive both the digital and energy transitions is more vital than ever.

Their gaze has been on the ‘sexier’ materials and technologies – lithium and batteries – but a vital yet unglamorous material – tin – is worryingly overlooked.

Tin is 25 times rarer than copper in the Earth’s crust and has been referred to as the “glue in all electronics”. It is used across technologies such as 5g networks, solar panels, touch screens and batteries. As a result, the US, UK and Canada have designated it a “critical metal”.

However, 75% of tin comes from China, Myanmar and Indonesia. There is no primary tin production in Europe or the US.

This is something Cornish Metals is aiming to address. Its South Crofty mine in Cornwall, of which it is 100% owner, is the fourth highest grade tin mine in the world and the highest one not in production.

With its aim of starting production in the next three years, and on the back of the £40m in funding (£25m of this coming from Vision Blue Resources) that it received in 2022, we are excited to learn about the company’s roadmap from here.

We hope you can join us.



S4 Capital: an update on the future of advertising

Nov 1, 2023 | 16:30 GMT

James Gourlay

We last spoke to Sir Martin Sorrell and Wesley ter Haar in the summer of 2022, and since S4 Capital’s share price has had a difficult time. We are delighted to welcome them back for an update.

Year-to-date, the company has shed 68% of its value, and management stated in their H1 2023 interim results that the sector has faced and will continue to see “more challenging growth” throughout 2023. Mixed with the company’s feeling that the digital transformation of the industry is still in its infancy and difficult macro circumstances, a tough environment surrounds S4.

However, potential tailwinds are building. The rise of AI is touching all industries, and the company sees this as something that could really move the needle for them. S4 also sees itself riding a long-term secular growth trend – they are positioning for it by making the business more cost-efficient, adding vital new senior talent and initiating exciting new partnerships.

We aim to give you a deep-dive look at the company and an outlook for the industry.

We hope you can join us.



Rare earths: breaking China’s wall of dominance

Oct 31, 2023 | 13:00 GMT

Flinn Seery

Nowhere is the Chinese dominance of the supply and processing of the minerals that are critical to the energy transition more apparent than in the rare earths industry. China controls 87% of the global refining capacity and has the largest reserves of anywhere in the world.

In a global economy that is becoming increasingly protectionist with regards to these vital resources, this stranglehold asks the question – who could break the Chinese wall of dominance in this space?

Lynas Rare Earths considers itself the only significant non-Chinese supplier. The Australian rare earths company operates the Mt Weld mine in Western Australia and the world’s largest single rare earths processing plant in Malaysia. Australia is currently the 4th largest provider of rare earths and has around 10% of the reserves that China does.

Lynas presents an excellent opportunity to fulfil Western needs with Australian resources.

We look forward to digging deep into the rare earths industry and hearing about the vision for the company going forward. 



Oil market: re-opening the world’s largest reserves

Oct 24, 2023 | 16:00 GMT

James Gourlay

Venezuela has the largest oil reserves in the world. Following the repression of protests in 2014 by Maduro’s government, the US and European countries implemented sanctions on Venezuela. One of the major impacts was the restriction of oil exports. Since 2015, the Venezuelan economy has contracted from $450bn to just $75bn.

President Biden now wants to replenish the US oil reserves, and plenty of US companies, Chevron in particular, and investors would like to get their assets back.

With signs that relations are thawing, allowing oil exports could be the next step.

The US election is set for Nov 2024, and the Venezuelan election for Dec 2024. There is a chance of a deal in 2023 to allow benefits to flow through before both.

One way to act upon this potential unlock is to purchase Venezuelan sovereign debt. To tell us more about the opportunity, we are delighted to welcome Edward Cowen from Winterbrook and Elbek Muslimov from FPP Asset Management, who run a fund that buys Venezuelan bonds and manages investors’ claims. We will also be joined by Nick Lawson, CEO of Ocean Wall for the call.

The risk/reward appears to be powerful for non-US investors. Venezuelan Bonds currently trade at circa 11 cents on the $. If the US lifts sanctions, this could potentially lead to a substantial upward move.



Clean energy: creating a truly green battery

Oct 12, 2023 | 16:00 GMT

James Gourlay

There is a fundamental paradox at the heart of the clean energy industry. Batteries, which are vital in our battle to decarbonise, are themselves responsible for substantial environmental harm. The materials they require and the dirty energy used to fuel them leave a lingering question – at what point does clean energy actually become clean?

Freyr aims to provide a compelling new answer. Utilising the abundant renewal energy resources available in Norway, they are working to develop a lithium-ion battery that is truly green.

The company aims to provide solutions for the markets that require urgent attention if we are to achieve a successful energy transition.

Join us to learn their plan for revolutionising our industries from energy generation to transportation and beyond.



Is the ‘drug taking Olympics’ for dopes?

Oct 5, 2023 | 16:00 GMT

James Gourlay

What if we could push the boundaries of human sporting achievement by using performance-enhancing drugs? Could we see a new class of super athletes who could shatter the 100m world record? That is the question that the Enhanced Games has set out to answer. 

The company aims to bring science to the centre of sport by creating a format that allows for the safe use of performance-enhancing substances. 

Guided by an elite team of athletes and scientists, they’re planning to launch an event that challenges the Olympic Games as the dominant global festival of athletics.

With a focus on both ticket revenues and content rights, they are trying to create an insurgent brand in a world that has seen many new ventures launch and thrive, one only needs to look at the growth of the UFC to see the potential opportunity. 

We will talk to the Enhanced Games President, Dr. Aron D’Souza, to learn more about the company’s vision and the opportunity that it sees. We hope you can join us.



London Stock Exchange Group: the world’s most misunderstood company?

Sep 27, 2023 | 16:00 GMT

James Gourlay

When we hear of the London Stock Exchange of late, the stories largely revolve around talk of London as a declining capital market. However, the true story is being grievously overlooked, and understanding it could offer investors an opportunity.

The LSEG is, in fact, the data backbone of the global stock market industry. It recently launched a 10-year strategic partnership with Microsoft, focused on data, analytics and the cloud, to empower “the future of financial markets”, according to Microsoft.

We are delighted to welcome Peregrine Riviere, Group Head of Investor Relations at LSEG, to help us cut away the noise and to hear the company’s true story.

We hope you can join us.



The copper age: the most in-demand metal?

Sep 20, 2023 | 16:00 GMT

Flinn Seery

To achieve net-zero by 2050 our society needs to mine more copper than has been mined in the entirety of human history.

Ivanhoe Mines is a leading Canadian metals mining company committed to becoming a global leader in supplying critical resources required to transition our world to a low-carbon, renewable future. They have a particular specialism in copper.

The company is currently focused on advancing its three principal projects in Southern Africa: production from, and expansion of, the Kamoa-Kakula copper joint-venture mine in DRC and the Platreef palladium-rhodium-platinum-nickel-copper-gold discovery in South Africa; and the extensive redevelopment and upgrading of the historic Kipushi zinc-copper-germanium-silver mine, also in the DRC.

We believe this call provides a timely opportunity to learn more about the supply-demand dynamics surrounding this vital material and hope you can join us to learn from one of the most exciting producers in this space.



AI and drug discovery platforms

Sep 13, 2023 | 16:00 GMT

Flinn Seery

CEO of E-Therapeutics Ali Mortazavi last spoke to the Curation Collective during our preventative healthcare conference in April. He is now back as an expert speaker to share his unique insight on AI and drug discovery platforms.

Ali has extensive experience in the biotechnology sector and financial markets. His most recent roles include CEO of Silence Therapeutics plc from 2012 to 2018 and a founder shareholder of Evolution Group, a UK-based investment bank, from 2001 to 2008. Ali holds a BSc in computer science, an International Master of chess and a former professional chess player. During his chess career, Ali was actively involved in developing chess databases and analysing chess positions using computer engines.



SmartFrame: protecting and monetising image rights

Aug 9, 2023 | 16:00 GMT

James Gourlay

A few weeks ago, fake pictures of an explosion near the Pentagon momentarily sent the stock market tumbling.

In an era of generative AI, fake pictures and stories are going to be a huge headache for the world’s publishers, news organisations and markets.

SmartFrame (of which club member James Rutherford is Chairman) has been working on a solution for several years now that allows original work to not only be authenticated at source but protected from theft, whilst serving highly relevant contextual ads alongside the image generating revenue for the originator, whether it be a person or an organisation.

Having recently signed The All Blacks, the company expects some of the world’s largest sports franchises to follow soon.

The service is now ready to launch and requires a small amount of funding (circa £3m) to begin the rollout.

It’s a deal that comes at a somewhat unique moment in time, so we felt that our members should be given an opportunity to meet and listen to the management.

We will be holding a call so that SmartFrame CEO, Robert Sewell, can explain their offering to club members.

We hope you can join us.



Vietnam: the next emerging market?

Jul 26, 2023 | 13:00 GMT

Flinn Seery

We are delighted to be joined by Dominic Scriven OBE, Founder and Chairman of Dragon Capital. With a number of Vietnam-focused investment funds, Dragon Capital has been one of the leading investors in Vietnam over the last twenty years.

Vietnam is a country that is growing in visibility as an international investment destination. It currently represents 30% of the MSCI Frontier Market Index and will possibly be upgraded to an emerging market in the near future, meaning the country could see an inflow of foreign capital.

We are excited to learn about the investment potential that the country represents, the sectors that offer the best investment opportunities and how UK-based investors can act upon the opportunity Vietnam presents.

Living in Vietnam himself, we expect to hear a uniquely engaging take from Dominic on this opportunity. We hope you can join us.



Semiconductors: investing in surging demand

Jul 19, 2023 | 16:00 GMT

Flinn Seery

Semiconductors are the backbone of modern industry. Essential for all electronic products, we are in the midst of an economic cold war as their scarcity has driven protectionism and economic brinkmanship. This year, we’ve seen Taiwan Semiconductor Manufacturing Co jump 30%, making it the 10th largest company in the world.

Post-pandemic, there has been much talk of reshoring production to the US and Europe away from China, but we will be hearing from someone who believes the true story is being missed. 

We are delighted to have John Klein, Head of Equity Research at Bryan, Garnier & Co and Thibault Morel, their semiconductor specialist, sharing their thesis. We will get a full overview of their ideas and dive deep into how we can act upon this trend. 

We hope you can join us.



MeiraGTx: tackling serious disease at its root

Jul 11, 2023 | 16:00 GMT

Flinn Seery

At our recent Future of Preventative Healthcare Conference, we explored the opportunities residing in gene therapy. We are excited to bring to the Collective a unique gene therapy company, MeiraGTx, which focuses on addressing diseases that have a significant unmet medical need, coupled with a great treatment potential via gene treatments.

Congenital eye disease is one such disease, it affects 1 in 5000 people, and sees most cases primitively treated with glasses. MeiraGTx aims to drastically mitigate the number of people born with this issue. 

Parkinson’s is another disease of focus for MeiraGTx, which has a huge impact on sufferers lives and to which there is no cure.

We look forward to bringing your questions to Alexandria Forbes, PhD, CEO and Richard Giroux, COO and CFO and hearing about the company’s future and aspirations.



Agronomics Update: the future of food production

Jul 5, 2023 | 16:00 GMT

Flinn Seery

Agronomics is one of the only public vehicles in the cell-cultured meat sector, listed in London, and with the stated aim of taking exposure to the entire cell-cultivated (and, to a lesser extent, plant-based food) space. The Company has established a portfolio of over 20 companies at the Pre-Seed to Series C stage in this rapidly advancing sector.

The club last spoke to Agronomics in April 2022; we are excited to have them return and shed some insight on their future plans and substantial investments in cell-cultured pet food and Biotech.



AI, Japan and Beyond: a look at equity markets in 2023

Jun 15, 2023 | 16:00 GMT

Flinn Seery

We are thrilled to be joined by Simon Edelsten, veteran fund manager and regular FT contributor, for a club call that will span many of the most pressing investment themes of the moment. 

Simon has managed Artemis’ global select strategy since 2011, which invests across developed and emerging markets in companies they feel will profit from long-term innovation trends.

Simon has written opinion pieces on how investors should view the opportunities and risks of investing to address the boom in AI, in February he wrote on why investors should look at Japan and has authored many deeply insightful pieces on global equity markets.

We look forward to having a wide-ranging discussion with Simon on his view on all things equity investing and putting your questions to him.

We hope you can join us.



Novo Nordisk: fighting society’s biggest healthcare problems

Jun 8, 2023 | 15:30 GMT

Flinn Seery

The world has been battling an obesity epidemic for decades and our healthcare systems have struggled to find solutions. In America, around 40% of adults are obese.

Increasingly unhealthy eating habits have also led to 1 in 10 people living with diabetes, 75% of them in the developing world. The prize for finding solutions to these problems has been huge.

Novo Nordisk was first to market with Wegovy, a weight loss drug, and produces 50% of the world’s insulin, so is fighting on both fronts. It’s now capitalised at $350bn.

We will speak to Mark Root, Novo Nordisk’s Director of Investor Relations, to get a comprehensive introduction to the company, its products and the new competition in the field.

Join us for a deep-dive into a business that addresses many of the world’s most difficult healthcare problems in a space where treatments seem to be used by many more than just those unfortunate enough to have diabetes.




Jun 1, 2023 | 16:30 GMT

Flinn Seery

Juvenescence is pioneering Anti ageing healthcare to extend the lifespan of healthy humans. Juvenescence is now going to the market to raise capital in an effort to build an ecosystem and pipeline of assets targeting ageing, age-related disease, and regeneration.

Dr Greg Bailey is the co-founder, executive chairman and former CEO of Juvenescence, and he recently gave a remarkable presentation about the transformative drugs his company is bringing to market during our Preventative Healthcare Conference.

From drugs which regenerate the liver to a pill which prevents rheumatoid arthritis (sure to disrupt the current remedy of injection) to a drug in development which adds ten years to your life. A big claim, but not beyond plausible. We wonder what the addressable market would be for such a drug and how much a company could charge for it.