Archive for July 2018

This video can be seen at: https://www.piworld.co.uk/2018/07/31/nwf-group-nwf-full-year-results-july-2018/

 

NWF CEO Richard Whiting and Group FD Chris Belsham, present the Groups’ full year results to 31st May 2018.

Richard Whiting introduction - 00:18
Group overview - 00:31
Fuels results - 01:12
Food results - 02:42
Feeds results - 03:38

Chris Belsham, Financial overview -04:10

Richard Whiting, Group strategy - 08:12
Fuels strategy - 08:19
Food strategy - 09:36
Feeds strategy - 10:32
Summary - 11:19

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This video can be seen at: https://www.piworld.co.uk/2018/07/30/newgate-redleaf-ai-conf-hampleton-partners-tech-ma-in-ai-hype-hope-winners-and-losers/

 

Jonathan refers to a lot of slides, see the video on the link above.

 

Jonathan Simnett, Director, Hampleton Partners.

Jonathan’s presentation looked at “Tech M&A in AI – Hype, Hope, Winners and Losers”, covering the main areas of AI that will be most relevant now, what the conditions for M&A are and why it will be the most important element for investors to consider.

Jonathan has been involved in the enterprise technology business for over three decades, managing and turning around existing businesses and helping management and their investors in fast-growth technology segments to grow, manage change, enter markets, transfer technologies, acquire, merge and sell.

Ralph Anderson Introduction – 00:09
Jonathan Simnett, outline for talk – 00:38
About Hampleton Partners – 01:45
The tech M&A environment – 03:46
The drivers to Sell out early – 06:07
M&A is the new R&D, reasons for all the activity – 06:53
The 3rd coming of AI – 09:01
Tech trends, hype or hope – 12:28
Geography – 14:38
Private equity valuations – 15:38
Winners & losers, market overview – 16:20
Total AI deals – 17:56
Who’s buying who? – 19:02
Summary – 21:49
Q&A – 28:33

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This video can be seen at: https://www.piworld.co.uk/2018/07/28/newgate-redleaf-ai-conference-centre-for-cities-the-future-of-work-in-cities-in-the-uk/

 

Elena Magrini, Researcher, Centre for Cities.

Elena’s presentation covered “The future of work in Cities in the UK”, highlighting the likely changes in jobs across a range of sectors and how this will affect the UK economy.

Elena joined the Centre as a Researcher in April 2017, and has an interest in education, inequality, and migration. Previously, she was a policy intern at Universities UK where she conducted research on degree apprenticeships, and a research intern at the New Local Government Network where she worked on employment and skills, and community asset transfers. Elena holds an MSc in International Public Policy from University College London and a BSc in International Economics from Bocconi University.

Ralph Anderson, Introduction – 00:09
Implications of AI for jobs – 00:28
Geographic areas at higher risk – 03:02
Characteristics of higher risk cities – 04:42
The history of industrial revolution – 05:12
What will happen? What jobs will grow? Where? – 06:54
What are the challenges? – 10:55
How can we ensure all areas prosper? – 12:30
Q&A – 15:20

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This video can be seen at: https://www.piworld.co.uk/2018/07/27/newgate-redleaf-ai-conference-imi-mobile-ai-and-improving-the-customer-experience/

 

Matt Hooper, SVP Global Marketing, IMI Mobile.

Matt’s presentation looked at “AI and improving the customer experience” looking at how AI is already being used in customer service and how attitudes are changing towards it.

Matt Hooper, SVP Global Marketing at IMImobile, is an experienced senior enterprise software marketer and general manager, with over 20 years in international marketing, customer experience, product management and business development. He joined IMImobile in 2015 from cloud compliance SaaS provider Cognia. Prior to that he worked with Boston-based Lavastorm Analytics, MDS, Colibria and as a founding executive of service delivery platform pioneer Elata. Matt has also held senior roles at Qualcomm, HP, BT Global, Orange and Parametric Technology. He is a chartered marketer and a certified RFU rugby coach.

Ralph Anderson Introduction – 00:09
Matt Hooper, introduction IMI Mobile – 00:25
AI Timeline - 00:55
Forecasts - 02:31
Applications - 03:30
Chatbots - 04:35
What do consumers want? - 05:30
Messaging - 06:44
New communication channels - 09:20
Customer journeys - 10:47
Bringing together AI and assisted customer service - 12:11
Process automation - 15:53
Improving customer experience with AI - 17:20
IMI Mobile - 19:17
Summary - 20:25
Q&A - 21:04

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The video can be viewed at: https://www.piworld.co.uk/2018/07/26/newgate-redleaf-ai-conf-sdl-neural-machine-translation-the-toughest-challenge-in-ai/

 

Mihai does refer to various slides and doesn't read them.

 

Mihai Vlad, VP, AI & Machine Learning Solutions, SDL.

Mihai’s presentation discussed “Neural Machine Translation – the toughest challenge in AI?”, looking at the history of the technology, how it works and why it is now so important to companies in a global marketplace.

Mihai Vlad is in charge of the Commercial Strategy for the Machine Translation (MT) division, and all the Machine Learning and AI solutions SDL is bringing to the market. Mihai is an entrepreneur and technologist with background in data sciences, marketing, sales, business and product development. Specifically, Mihai has a deep experience in developing & selling Machine Learning in the Cybersecurity field. Over the past 15 years, Mihai was responsible for building and scaling sales, designed and managed a Data Analytics business, introduced new technologies and delivered complex technical projects all over the world. Throughout university he also ran his own startup – an Internet Service Provider.

Ralph Anderson Introduction – 00:09
Mihai Vlad, SDL introduction – 00:39
What is artificial intelligence? – 01:10
Language – 02:19
Machine translation – 02:53
Neural machine translation from numbers to meaning – 08:10
Encoding & Decoding – 10:46
Turing test – 11:24
Why invest in machine translation? – 14:53
Use cases – 15:40
Data protection – 17:48
Specialisation – 18:31
Summary – 19:17
The human & the machine – 22:05
Q&A – 24:22

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This video can be seen at: https://www.piworld.co.uk/2018/07/25/newgate-redleaf-ai-conference-breed-reply-ai-in-iot/

 

Emanuele Angelidis, Chief Executive Officer, Breed Reply.

Emanuele’s presentation discussed “AI in IoT – Its role and importance”, showing how IoT is now involved in every sector, the potential market value of each and how our perceptions need to change about this technology.

Emanuele Angelidis is a Co-Founder and CEO of Breed Reply, Europe’s leading investor in early stage internet of things (IoT) businesses, that supports IoT entrepreneurs to quickly bring new ideas to market. They achieve this through funding at early-stage; active operational involvement with significant know how transfer of business, managerial and technological expertise; and go-to-market support through the extensive Reply network. Founded in 2014 and based in London they invest across Europe and currently have a portfolio of 20 IoT companies in a variety of different sectors including Health and Wellbeing, Smart Cities and Buildings, Industrial IoT, Platform Infrastructure and Cyber Security. Emanuele Angelidis co-founded Breed Reply after a long, successful career in the telecoms industry. Emanuele started at Italtel Telecomunicazioni, and in 1994 took part in the start-up and development of Omnitel, latterly Vodafone Italy. In 1999, he co-founded Fastweb, one of Italy’s largest telecoms companies, and was CEO.

Ralph Anderson Introduction – 00:09

Emanuele Angelidis, introduction to Breed Reply – 00:27
IoT & AI – 01:07
Disrupting multiple sectors & value – 02:11
Realising the value from IoT & AI – 07:32
Challenges – 16:03
Application examples – 21:30
Conclusion – 26:37
Q&A – 28:38

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The video of this presentation can be seen here: https://www.piworld.co.uk/2018/07/24/newgate-redleaf-ai-conf-razorsecure-cyber-security-and-transport-protection-on-the-move/

 

Alex Cowan, Chief Executive Officer, RazorSecure.

Alex’s presentation discussed “Cyber Security and Transport – protection on the move” highlighting the processes, requirements and challenges facing companies today.

Alex Cowan started RazorSecure after 15 years in the gaming industry working on massive multiplayer games with hundreds of thousands of players and thousands of servers. During that time, he worked in developing software to manage credit card payments and live operational systems as well as dealing with hackers trying to gain an advantage over other players. He saw an opportunity to manage cyber security in a different way, using machine learning with a focused approach to individual systems rather than focusing on network traffic. RazorSecure now provides its patented machine-based learning software to transport system suppliers and operators across Europe.

Ralph Anderson introduction: 00:10

Alex Cowan, RazorSecure introduction - 00:36
Introduction to Cyber Security - 02:11
Frameworks & legislation - 03:43
The layered approach - 06:27
Intrusion detection - 07:34
Anomaly detection - 10:07
Signature based, focussed on the past - 11:10
RazorSecure Delta - 11:44
RazorSecure’s approach to Machine Learning - 13:00
The power of grouping - 13:55
The cyber kill chain - 14:37
Clients - 17:50
The next 5 years - 18:48
Q&A – 19:00

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This video can be seen at: https://www.piworld.co.uk/2018/07/23/newgate-redleaf-ai-conf-kx-machine-learning-the-growth-of-predictive-analytics/

 

James Corcoran, Global Head of Products and Solutions for Kx (part of First Derivatives).

James’ presentation discussed “Machine Learning – the growth of Predictive Analytics”. James has been at Kx for over 7 years and he is responsible for software sales, pre-sales, product design and the implementation of enterprise solutions for all new and existing Kx clients.

Ralph Anderson introduction to conference – 00:09
Introduction to KX – 02:18

James Corcoran opening introduction – 02:28
About KX – 02:55
What is predictive analytics? – 03:56
What does a predictive analytic look like? – 04:54
How long has it been around? – 5:50
How does it work? – 07:18
How will it work? – 07:37
The hype – 08:04
What is Machine Learning? – 10:32
What isn’t Machine Learning? – 11:21
But really, what is it? – 11:41
Real world examples – 13:05
How to implement Machine Learning – 20:10
Modelling – 21:42
Q&A – 23:16

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Full video can be seen at: https://www.piworld.co.uk/2018/03/08/wheeliedealer-social-media-interview-with-tamzin-freeman/

 

Tamzin Freeman interviews private investor & blogger WheelieDealer about his take on using social media.

How long ago did you start with social media? – 00:51
What prompted you to start your website? – 02:20
How long does it take you to write a blog? – 04:05
Do you have to do a lot of research? – 04:33
What social media do you use? – 05:15
What do you get out of Twitter? – 06:40
What sort of people have you met through Twitter? – 08:35
Has social media changed your investing? – 10:48
Do you DM or is all your communication public? – 11:50
Which bulletin boards do you use? – 12:49
What are the downsides of social media? – 13:33
How many Tweets do you do a day? – 17:19
How did you learn to use Twitter? – 18:30
What advice do you have for investors who don’t use social media? – 19:10

 

Wheelie’s Twitter handle: @wheeliedealer

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Full video can be seen at: https://www.piworld.co.uk/2018/04/05/coping-with-the-ups-downs-with-wheeliedealer-interviewed-by-tamzin-freeman/

 

Wheelie helps us to cope with the ups and downs

Pete’s moving tweet – 00:43
What was the catalyst for sending that tweet? – 01:12
Are people asking for investing help, or seeking help on broader issues? – 02:27
Are you looking to help emotionally or with practical help? – 03:14
Are people coming to you because they’ve lost a lot of money, or because they’re too scared to invest? – 04:57
What are the key issues you’re helping people with? – 07:05
How long do you spend on your own investing? – 11:58
How much money do you think you need to start investing? – 15:39
What’s your advice to people, with the recent volatility? – 17:43
Have you increased your cash position? – 22:45
What advice do you have for newbies, to cope with the volatility? – 23:51
And is that the advice your wiser older self would give to that younger self who lost 50% in 2000? – 24:23
What advise do you have for us all from all your mentoring? – 26:04
How do you build people’s confidence? – 28:50

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Full video can be seen at: https://www.piworld.co.uk/2017/11/08/leon-boros-on-achieving-exceptional-investment-returns-interviewed-by-tamzin-freeman/

 

Leon Boros on achieving exceptional investment returns.

Interview with Tamzin Freeman, piworld.

Leon Boros’s background – 00:25

Leon’s investment returns – 00:52

2008 & 2001 – 02:55

Cash levels – 05:12

Trader or investor – 05:56

Leon’s criteria for share selection – 08:22

Weighting of the portfolio – 09:55

Qualitative selection criteria – 11:23

Shares conforming to Leon’s criteria – 14:24

Speed of return – 18:35

What makes you sell – 20:07

Why do PV Crystalox & Cloudcall make it into your portfolio? – 24:07

Can a retail investor without your background achieve your returns? – 29:29

Time spent on investing decisions – 34:28

A Boros fund? 35:28

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Full video can be seen at: https://www.piworld.co.uk/2017/11/30/leon-boros-understanding-accounts-interviewed-by-tamzin-freeman/

 

Leon Boros gives a fascinating insight of what he’s looking for in a set of company accounts, using examples to highlight some of the hidden factors to look for. For non-accountants it can be quite a heavy watch, particularly at the midpoint, but there are many gems, and it’s worth making it till the end – even if you watch it in chunks!

First focus: cashflow statement & free cashflow – 00:31
Amortisation – 08:20
YouGov’s earnings – 12:17
P&L and Balance sheet ratios – 15:30
Return on total assets – 18:29

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Full video can be seen at: https://www.piworld.co.uk/2017/12/21/behavioural-investing-interview-with-clare-flynn-levy-essentia-analytics/

 

Clare Flynn Levy founder of Essentia Analytics gives us insight into the behavioural aspects of investing.

Clare covers the issues of selling your losers, over confidence and over trading. She emphasises outperformance all comes down to you. Citing the best fund managers are skilled but humble.

Interviewed by piworld’s Tamzin Freeman.

Clare’s background and how it led to Essentia Analytics – 00:43
What data do Essentia look at to track behaviour? – 04:20
In stock picking what information are you looking for? – 06:44
What are typical patterns to focus on for better performance? – 08:26
Is there a different pattern between male and female traders – 12:27
How people behave when momentum is good – 13:00
How easy is it to change behaviours? – 14:50
How much can someone’s performance improve by? 19:32
Does the macro environment impact behaviour? – 20:39
How important is it to believe you can outperform the market? – 22:01
Tools or tips for the retail investor – 25:58
Investing diary – 27:30
Seeing your strengths and weaknesses – 33:09
Book recommendation – 35:28

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Full video can be seen at: https://www.piworld.co.uk/2017/09/29/market-corrections-interview-with-john-rosier/

 

Interview with John Rosier from JohnsInvestmentChronicle.com on market corrections.

John reflects on how good the last year has been for investors, and gives insights, based on historic crashes, how to position oneself for volatile markets. John cites specific examples from his own portfolio.

John’s background – 00:32
John’s return year to date – 02:10
John’s strategy for toppy markets? – 03:22
Momentum shares – 05:06
Percentage of cash? – 08:15
What prompts John to go into cash? – 09:08
January 2016 was the worst start to a year, ever – 10:16
Learnings from the crashes John’s worked through – 10:47
Managing your own money – 14:57
Stop losses – 16:35
Discipline: what’s the largest loss in John’s portfolio? – 17:41
What’s John’s catalyst to sell a position? – 18:45
Setting a target price? – 21:32
2008 crash – 23:08
What can investors expect for the rest of 2017? – 24:56
Dividends? – 29:55

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Full video casn be seen at: https://www.piworld.co.uk/2017/09/08/mifid-ii-the-private-investor/

 

piworld interviews Robert Mundy, co-founder of Research Tree, to understand how MiFID II legislation, coming into effect from January 2018, will affect the research available to the retail investor.

 

How is research currently paid for? – 0:39

How will MiFID II change how research is paid for?  – 1:46

How will MiFID II affect the retail investor? – 2:57

Will the private investor still be able to get forecasts (PTP, EPS, Rev) on the various investor platforms? – 5:41

Will private investors be able to get the full broker notes, through Research Tree, or through our broker? – 8:19

Does Brexit make MiFID II null and void?  – 10:38

Who are the winners and losers of MiFID II? – 11:30

Conclusion: the net effect of MiFID II for the private investor in mid and small caps: 14:36

 

https://www.research-tree.com/

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Electric Vehicles – the opportunities and challenges for the investor

• The latest innovations
• The key suppliers who should benefit
• How to pick the winners and losers

Introduction by Ralph Anderson, Senior Account Manager, Redleaf

The automotive revolution: autonomous, connected, electrified and shared
By Chris Jones, Co founder, VP and Chief Analyst, Canalys

Canalys research and analyse trends impacting the automotive industry. Great insight to the past, present and future of EVs and how the EV market might evolve.

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By Stephen Irish, MD, Commercial, Hyperdrive Innovation

Hyperdrive Innovation designs and builds lithium-ion battery systems for powering electric cars, off-highway vehicles, autonomous vehicles and home energy storage. They work in collaboration with Nissan and others to design & develop innovative battery systems that it aims to commercialise in the near term. Stephen follows on neatly from Chris Jones’s presentation, to indicate how developments are playing out for suppliers to the industry.

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By Keith Allaun, CEO, PowerHouse Energy Group

PowerHouse Energy are the UK pioneer in Waste-to-Hydrogen systems. Aiming to become the lead distributor of low-cost hydrogen to fuel cars, produced from waste, including plastic. Fascinating concept of taking plastic bottles and other waste and converting into energy to power a car, effectively dealing with two problems, creating a sustainable economy.

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The Future of Transportation – choosing the right investments
By Jon Forster, Co-Manager, Impax Environmental Markets

Impax Environmental Markets is a fund specialising in environmental markets for cleaner or more efficient delivery of basic services: energy, water & waste. Jon talks about the EV space, and outlines the key criteria Impax seek, identifying investment opportunities in the environmental space.

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How the private sector is meeting the challenge of charging infrastructure in the UK
By Tom Callow, Director of Communication & Strategy at Chargemaster

Chargemaster design, build, sell and maintain charging units for electric cars. They run POLAR, the largest network of public charging points in the country. Tom gives an excellent overview of the EV infrastructure, and is very knowledgeable about the EV market & stats.

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Challenges of vehicle electrification
By Paul McNamara, Technical Director, Williams Advanced Engineering

Paul draws on his knowledge from Williams, especially automotive & motorsport, to identify the opportunities for EVs going forward.

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Zoo Digital FY results presentation 5.7.18 by Stuart Green CEO

What ZOO do – 00:37
KPIs - 02:34
Operational highlights – 09:47
Home entertainment market – 11:20
ZOO’s USP - 14:35
ZOO’s timeline - 15:25
ZOO’s strategy & progress – 21:39
Financials - 25:12
Growth potential - 36:54
Management team - 40:02
Structure and organisation - 41:07
Roadmap - 41:58
Investment summary and outlook - 44:59
Q&A - 46:50

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Xpediator (XPD) presentation at Mello Derby 2018

By Stephen Blyth CEO

Introduction – 00:28
The board – 00:38
The business profile - 01:38
Pallets division – 03:21
Freight forwarding – 04:59
EshopWedrop - 05:55
Transport Services – 11:35
Logistics & warehousing – 13:35
Customer base & markets – 15:33
Growth strategy - 16:22
Investment proposition - 18:18
Q&A - 19:18

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Ten Lifestyle Group (TENG) investor presentation at Mello South June 2018 by
Alex Cheatle, CEO

Background & introduction to TENG - 00:32
The business model - 04:15
The USP - 06:22
Our clients – 10:04
Geographical coverage – 10:40
Margins – 11:24
H1 2018 results – 12:55
Post period end and outlook – 15:25
Summary - 19:44

Q&A - 22:24

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Proactis presentation by CEO Hamp Wall, at Progressive Equity Research – piworld investor event 11.6.18

Introduction by Gareth Evans, Progressive Equity Research

What PHD does - 02:00
Overview – 02:55
Acquisition of Perfect Commerce - 03:50
Management team – 05:55
2018 FY outlook - 08:05
Spend control and eProcurement market - 14:53
Vision and strategy - 18:25
A strong profitable business - 20:28
KPIs - 21:39
Strong sales track record - 23:05
Rebranding - 24:18
Market presence - 24:50
Investment case - 25:28

Q&A 29:15

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Non Standard Finance (NSF) investor presentation at Mello South 14.6.18 by Peter Reynolds, Director, IR and Communications.

The vision – 00:45
Why are we different – 01:07
Our three divisions - 01:49
The opportunity – 03:38
2017 was a year of investment, growth & momentum - 06:40
Our three business divisions - 08:09
Branch based lending KPIs - 10:02
Impairment - 10:40
2017 operational highlights - 12:20
Yield and volume - 13:12
Branch-based lending – our plans 2018 – 17:07
Guarantor loads - 22:02
Home credit - 26:55
On course to achieve medium-term targets – 28:35
Balance sheet - 29:07
Summary – 30:00
Q&A – 30:40

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N4 Pharma (N4P) presentation at Mello Derby 2018

Nigel Theobald, CEO

Introduction – 00:36
Business model – 00:40
One year on – 02:16
Sildenafil MR - 03:22
Nuvec – 07:38
Summary – 15:38
Q&A – 16:10

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Driving the next generation of cell-based medicines
By Doug Doerfler – Founder, President & CEO

Introduction – 00:23
Background and what MaxCyte does - 02:41
Business model – 04:11
CARMA platform, CAR therapy in oncology - 09:07
Cell therapy programmes – business model – 16:12
Revenue potential across multiple applications – 19:15
Expected news flow - 21:36
Summary & outlook – 22:18
2017 financial highlights - 22:50
Q&A - 23:45

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K3 Business Technology (KBT) presentation at ShareSoc July 2018
By Adalsteinn Valdimarsson, CEO, and Rob Price, CFO.

Adalsteinn Valdimarsson, CEO
Business overview – 00:34
Product offering – 03:16
Reorganisation/Engagement models – 05:38
Channel partner network - 07:38
H1 results overview - 08:50

Rob Price, CFO
H1 financial overview – 10:38

Adalsteinn Valdimarsson, CEO
Summary – 17:04

Q&A – 19:22

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Hardide (HDD) presentation by Phil Kirkham, CEO & Peter Davenport, CFO at the Progressive Equity Research – piworld investor event June 2018

Introduction by Gareth Evans, MD Progressive Equity Research

Phil Kirkham, CEO
What is Hardide? - 01:55
The business model - 04:20
Aim listing & placing – 05:35
The group facilities – 06:00
Key facts - 6:43
Patented coating technology - 09:10
Intellectual property - 13:10
Key markets – 14:30
Accreditations - 17:38
H1 18 overview - 18:19

Peter Davenport, CFO
Financial trends – 20:45
Financial overview H1 18 v H1 17 - 22:40
Income Statement - 23: 32
Balance sheet – 23: 40

Q&A - 25:30

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EU Supply presentation by CEO, Thomas Beergrehn, at Progressive Equity Research – piworld investor event 11.6.18

Introduction by Gareth Evans 00:17
Overview: 02:03
Complete tender management - 03:40
End-customer examples – 04:56
Rapid low-cost delivery through online – 08:02
Profitable growth platform – 10:20
Micro-procurement opportunity – 11:50
Q&A – 15:00

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Empresaria (EMR) investor presentation at Mello South 14.6.18 by Spencer Wreford, CEO and Tim Anderson, Group Finance Director

Spencer Wreford, CEO
Overview - 00:18
Why invest? - 02:17
Strategy focused on growth & diversification - 03:40
New management team - 08:21

Tim Anderson, Gp Finance Director
The business model 10:35
Cash generative business – 13:35

Spencer Wreford, CEO
Summary - 15:35

Q&A – 17:32

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Corero Network Security (CNS) investor presentation at Mello South June 2018
Andrew Lloyd, President and EVP of Sales & Marketing

Some case studies on DDoS - 00:33
What CNS does - 02:49
Overview – 05:30
2017 summary - 08:29
Strategy and progress - 9:32
Contract wins - 10:40
Investment - 14:30
Go-to-Market model - 15:51
SmartWall Threat Defence System Portfolio -18:19
DDoS attacks – 20:50
Competitors and market share – 24:29
Outlook – 26:02
Q&A - 26:43

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Collagen Solutions (COS) results presentation July 2018 by Jamal Rushdy (CEO) and Hilary Spence (CFO)

Jamal Rushdy
Summary – 00:33
Revenue/other income – 06:10
Core business sales highlights - 07:10
Business shape – 11:25
Moving up the value chain - 13:00
Our customers’ product cycle - 14:14
Core business operational highlights - 16:38
Proprietary products - 19:40
Priorities for FY2019 – 21:04

Hilary Spence
Commercial KPIs - 24:55

Jamal Rushdy
Conclusion – 27:28

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Cerillion (CER) investor presentation at Mello Hever June 2018 by Louis Hall Co-founder & CEO, and Oliver Gilchrist, CFO

Louis Hall, Co-founder and CEO
The team - 00:21
Business overview – 01:03
Product overview - 02:35
Strategy overview - 07:14
Market drivers – 09:42
Global customers – 12:14
Analysis of FY17 revenue - 14:00
Sales pipeline - 14:45
Order book – 15:27

Oliver Gilchrist, CFO
Financials – 17:54

Louis Hall, Co-founder and CEO
Summary & outlook - 21:40

Q&A – 22:48

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Benchmark Holdings (BMK) presentation at Progressive Equity Research – MHP – piworld investor event
by
Malcolm Pye CEO
Mark Plampin CFO

Introduction by Gareth Evans, Progressive Equity Research - 00:17

BMK’s vision - Malcolm Pye 01:51
BMK at a glance - 02:43
History – 03:28
Strategy - 05:15
What BMK do – 08.14
Pipeline of products - 12:47
Commercial success of pipeline – 14:34

Financials – Mark Plampin CFO – 16:12
Financial outlook – 23:55
Division outlook with EBITDA guidance - 27:15
Financial discipline – 28:52

Outlook – Malcolm Pye 31:15

Q&A – 33:40

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Beeks Financial Cloud (BKS) presentation at Mello Derby 2018

By Gordon McArthur, CEO

What Beeks does - 00:25
Beeks’s USP - 02:30
Who use Beeks & background? - 03:50
Beeks’s clients - 05:50
The cloud landscape - 08:28
Service offering - 10:47
Why is low latency important? - 12:25
What problems does Beeks Cloud solve? - 14:47
Competition - 21:48
The business model - 23:43
Strategy - 25:20
H1 results – 25:55
Q&A – 27:12

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Adept (ADT) presentation at Mello Derby 2018

By Ian Fishwick (CEO) & John Swaite (CFO)

Introduction – 00:18
Key fundamentals - 01:12
What Adept do – 04:18
Revenue & EBITDA - 05:20
Telecoms & IT - 06:12
Market size – 11:55
Group structure – 12:51
Key stats – 15:20
Acquisitions: Atomwide - 16:32
KPIs: revenue - 20:18
KPI: customer sector – 21:55
KPIs: EBITDA – 25:33
KPIs: Free cash flow - 26:45
KPIs: Leverage control – 27:53
KPIs: EPS - 29:25
KPIs: Dividend policy – 29:52
Q&A – 30:32

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