Show me the Value - CNX Resources, Kenmare Resources

Hi All,

Please note that this is a different venue than usual.

This is our monthly event for those looking for value investing opportunities. Even newbies can join and learn financial concepts through immersion. If you'd like to have a look at presentations from previous sessions or for the performance of stocks discussed in our meet-ups, check here ([https://www.cityfalcon.ai/meetup](https://www.cityfalcon.com/meetup)). Please call me on my mobile (07599665307) if you can't find the place.

AGENDA

6.30 pm - Arrivals and networking

6.50 pm - Intro, and discussion on the current hot market topics.

7.20 pm - Sak Shariff will present Kenmare Resources ($KMR.L), a small cap London listed miner, currently trading at a PE of 3x, with a price to tangible book of 0.4x, free cash flow yield of 30%, and double digit ROE and ROIC. Kenmare currently has a dividend yield of 11%, four times covered by earnings.

7.45 pm - Edward Zhang CFA will present CNX Resources Corporation ($CNX), an upstream natural gas business with a unique operating strategy, vast resource reserves, and a shareholder-orientated management team. Ed believes these factors, and more, present an asymmetric risk-reward opportunity.

8.10 pm - Q&A session

9.30 pm - Close

This is an IN-PERSON EVENT IN LONDON, and we encourage attending the physical locations. However, if you can’t come physically, you can join the online event here.
You can attend the online event for free. However, for the in person event there is a small charge of £5 per person to ensure commitment. Also, please support the venue and our meetup by buying some drinks.

Regards,

Ruzbeh Bacha

Founder and CEO

CityFALCON

Mobile: 07599665307

OUR SPEAKERS

Sak Shariff is an independent investor combining quantitative methods with some additional stock-picking based on value investing principles.

Edward Zhang CFA is an exciting up and coming value investor. Ed recently graduated from a masters at LSE, where he set up his investment portfolio using a fundamental value-orientated approach. In the 10 months since inception, the portfolio just crossed the 100% return mark, and Ed is keen to prove his returns have been skill, not luck. Only time will tell.

Disclaimer: Discussion and presentations do not constitute any form of advice or recommendation for stock transactions. All investors are advised to conduct their own independent research into individual stocks before making a decision.

Please note that this event will be streamed and recorded. By attending, you consent to be recorded and understand that the video may be uploaded and made publicly available.