Show me the Value - Focusrite, VAR Energi, 2023 Review

Hi All,

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, discussion on the current hot market topics, the performance we had, and the lessons we learned in 2023.

7.20 pm - Ilias Ibnyahya will present Focusrite plc (TUNE.L) operating in audio technology, a dynamic sector. The stock saw a notable surge in 2021 before undergoing a substantial downturn. He will utilise DCF to estimate the intrinsic value, and discuss whether the current price reflects an attractive entry point.

7.45 pm - Ildar Davletshin, CFA will present VAR Energi (VARRY), a Norwegian E&P with a double-digit dividend yield on a path to double production in two years.

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: 07827830663

OUR SPEAKERS

Ildar Davletshin, CFA has been working in the financial markets for 20 years including corporate finance, buy-side and sell-side equity research. He is an active bottom-up investor and has recently launched the investment blog, Hidden Value Gems.

Ilias Ibnyahya is an independent investor looking for value in the audio and video market in the UK.

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.