Archive for September 2018

This video can be seen at: https://www.piworld.co.uk/2018/09/27/quixant-qxt-h1-results-presentation-september-2018/

 

Quixant CEO Jon Jayal and CFO Cresten Preddy, present an overview of the Group and highlights of their recent interim results for the 6 months ending 30th June 2018

Quixant Plc is a United Kingdom-based company engaged in development and supply of computer systems. The Company's range of gaming platforms includes personal computer (PC) compatible systems designed and catered to the gaming industry. The hardware integrates the features to drive pay to play machines in various gaming jurisdictions. Its software support Windows and Linux, including device drivers, gaming protocols, example code and even SAS support. The Quixant gaming platform range represents all-in-one logic box solutions for pay to play gaming machines. The Company's products include QMax-1: the ultimate 4K gaming platform; QX-50: high performance 4K ultra HD gaming platform; QX-40: high performance multi-screen gaming platform; QXi-4000: high performance four-screen gaming platform; QXi-307: compact high performance gaming platform; QXi-106 : COMMA 6a gaming platform; Ultra High Definition Monitors; Curved Screen Monitors, and Button Deck/Cut Glass Monitor.

 

Jon Jayal, CEO
Introduction – 00:18
Quixant overview – 01:06
Investment case – 08:11
The market – 11:26
Highlights of the 6 month period – 13:42

Cresten Preddy, CFO
Financial highlights – 18:27
Historical performance - 20:50
H2 weighting & sales lead times (Jon Jayal) - 21:47
Overdue Debtors - 23:32
Cash Bridge - 23:57

 

Jon Jayal, CEO
Gaming ecosystem - 24:45
Densitron & monitors – 26:15
Strengthening the infrastructure – 29:53
Summary & outlook – 31:10

Q&A – 32:41

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This full video can be seen at: https://www.piworld.co.uk/2018/09/26/malvern-international-mlvn-sharesoc-presentation-september-2018/

 

Malvern International CEO Sam Malafeh and CFO Bharat Guha, Present an overview of the Group at the ShareSoc Growth company seminar September 2018.

Sam Malafeh, CEO
Introduction - 00:21
Biographies - 00:43
Group proposition – 04:26
Structure of organisation – 05:46
What Malvern offers – 09:42
Group growth strategy - 10:18
Course delivery model - 11:57
Future expansion – programmes & offerings - 13:23
Courses & locations – 15:46
International reach & sales channels – 17:35
Strategy – 20:56
The Group’s recent journey - 23:30
Digital strategy - 25:36

Bharat Guha, CFO – 25:49
Recent interim financial highlights – 26:32

Sam Malafeh, CEO
2018 progress – 29:34
Investment Summary – 33:02
Key shareholders – 35:18

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the full video can be seen at: https://www.piworld.co.uk/2018/09/25/amryt-pharma-amyt-investor-presentation-at-sharesoc-september-2018/

Presentation by Amryt Pharma CCO, David Allmond.

Amryt Pharma plc is a commercial-stage specialty pharmaceutical company focused on developing and delivering treatments for patients with rare and orphan diseases. The Company is building a diversified portfolio of proprietary drugs to help address some of rare and debilitating illnesses.

The team – 00:27
The vision - 02:12
Amryt overview – 04:04
Commercial & development pipeline - 06:00
Strategy – 3 pillars of growth - 07:43
Lojuxta - 10:02
Epidermolysis Bullosa (EB) AP101 - 12:20
AP103 – building an EB franchise - Gene Therapy Platform - 18:26
In-License Opportunities - 21:07
Financials - 22:16
Investment case - 22:55
Q&A - 24:18

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The full video can be seen at: https://www.piworld.co.uk/2018/09/24/miton-group-mgr-h1-results-summary-september-2018/

David Barron, CEO, gives an overview of H1 2018 results, for the period ended 30th June 2018.

Miton Group plc is an investment management company. The Company provides fund management services. Its funds are invested in a range of asset classes under various investment mandates, including multi-asset, equity and portfolios of collective investment schemes.

Financial highlights – 00:21
Growth drivers – 01:14
The outlook – 02:17

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The full video can be seen at: https://www.piworld.co.uk/2018/09/20/somero-enterprises-som-h1-results-september-2018/

 

Somero Enterprises is a manufacturer of laser-guided equipment. The Company's equipment automates the process of spreading and levelling volumes of concrete for commercial flooring and other horizontal surfaces, such as paved parking lots in North America.

 

Here, Howard Hohman, Exec Vice President and John Yuncza, CFO present the very positive H1 results, (for period to 30.6.18).

 

Howard Hohman

Introduction and summary of results - 00:20
Sales by territory - 00:45
Sales by product - 03:55

 

John Yuncza

Financials - 06:26
Current trading and outlook - 13:47

 

Howard Hohman

Strategy update - 17:29

 

Q&A: 21:28

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This video can be seen at: https://www.piworld.co.uk/2018/09/19/judges-scientific-jdg-h1-results-september-2018/

 

Judges Scientific CEO David Cicurel and CFO Brad Ormsby present the Group’s interim results for the 6 months ending 30th June 2018.

David Cicurel, CEO

Introduction to JDG – 00:18
The Judges group – 02:13
Results key messages – 03:45

Brad Ormsby, CFO

Financial highlights – 05:23
Performance – 07:26
Order intake – 08:29
Revenue summary – 10:22
Profit bridge – 11:29
Balance sheet & cash flow- 12:25
ROTIC – 13:27
Diversification – 14:45
Financial history – 15:20

David Cicurel, CEO

Growth strategy – 16:45
Acquisitions – 26:51
Outlook – 30:06
Investment case – 32:43

Q&A – 34:29

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This video can be seen at: https://www.piworld.co.uk/2018/09/18/keywords-studios-kws-h1-results-september-2018/

 

Andrew Day, CEO, & David Broderick, CFO, present Keywords Studios (KWS) H1 results to 30th June 18, at the analyst presentation on 18th September 2018.

 

Andrew Day, CEO

 

Achievements in 2018 so far – 00:25

The video games market – 06:28

KWS – video games lifecycle – 08:50

KWS revenue by services – 09:41

KWS geographic spread – 11:00

KWS clients – 12:03

KWS diversified growth – 13:22

 

David Broderick, CFO

 

Financial overview – 14:33

H2 guidance – 22:01

 

Andrew Day, CEO

 

Delivering on strategy – 23:14

Performance by service line – 25:25

KWS growth opportunities – 30:19

Acquisition strategy – 36:48

Managing growth – 38:21

Outlook – 40:22

Investment summary – 42:55

 

Q&A – 43:30

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This video can be seen here: https://www.piworld.co.uk/2018/09/14/trakm8-trak-strategy-presentation-september-2018/

 

Trakm8 Strategy presentation September 2018 (given at the AGM)

 

John Watkins, Executive Chairman
Introduction, mission statement & values – 00:17

John Furber, Group Finance Director

Operational highlights of the year - 01:23
Financial highlights - 06:22
Transition to pure Telematics Provider - 10:56
Growth dynamics - 12:22
Recurring revenues - 14:37
Adj PTP tax bridge - 16:20
Cash generated from operations & debt bridge - 21:20
TRAK strategy for growth - 23:40

Mark Watkins, Chief Operating Officer

Operational Efficiency Strategy – 24:48
World Leading Technology Strategy – 28:30
The solutions: i. Trakm8 Prime – 30:08
ii. Data enrichment with video – incl. video demo – 30:56
iii. Insight - 30:05

John Watkins, Executive Chairman

Increasing market share strategy – 39:10
Ambition to have 1m connections by 2020 and capacity – 39:47
Why does 1m connections matter? (Margins, R&D & marketing spend, cash & working capital) - 42:07
Big ambition – what we propose to do – 44:44
Summary – 48:29

Q&A – 49:09

In context of 1m connection targets could you talk about your market share & competitive landscape? – 49:10
Would you put your broker forecasts on your website? – 50:19
Will R&D tax credits change with your new business strategy? – 51:38
Are there any further payments due, related to previous acquisitions? - 52:50
Why do you have to manufacture? - 53:09
How much work have you done on the needs eg. translation, to develop International sales? – 55:14
What’s the plan for electric vehicles and driverless cars? - 56:41
Do you buy in your cameras from eg. Seeing Machines? – 58:13
How many competitors like Seeing Machines are in your market? – 58:43

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Full video can be viewed at: https://www.piworld.co.uk/2018/09/12/the-property-franchise-group-tpfg-interim-results-september-2018/

 

The Property Franchise Group's CEO Ian Wilson talks about the Group's interim results for the period ending 30th June 2018

 

Introduction to The Property Franchise Group - 00:21

Results highlights - 01:24

The Market - 03:10

EweMove - 07:00

Outlook - 08:20

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Full video can be viewed at: https://www.piworld.co.uk/2018/09/12/1pm-opm-full-year-results-september-2018/

1pm CEO Ian Smith and CFO James Roberts talk about the Group’s full year results to the 31st May 2018.

Introduction – 00:21
Trading conditions – 01:40
Financial highlights – 03:13
Strategy – 05:50
New business – 06:57
Continuing performance – 09:38
Continued expansion – 11:21
Outlook – 12:19

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Full video can be viewed at: https://www.piworld.co.uk/2018/09/10/downing-strategic-micro-cap-investment-trust-agm-meet-the-managers-event-july-2018/

 

Presented by Judith Mackenzie, Head of Public Equity at Downing LLP, with Nick Hawthorn and James Lynch.

Hugh Aldous, Chairman, opening remarks – 00:17
Judith MacKenzie, Lead Fund Manager, introduction – 00:32
Annual review – 03:18
The micro-cap market – 04:43
The team – 05:34
Portfolio review – 06:10
Real Good Food – 07:17
Gama Aviation (presented by Nick Hawthorn) – 16:34
AdEPT (presented by James Lynch) – 23:38
Hargreaves Services – 31:57
Q&A – 35:00
Synetics – 40:30
Summary – 42:28
Hugh Aldous, Chairman, closing remarks – 44:37

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This video can be viewed at: https://www.piworld.co.uk/2018/09/06/beeks-financial-cloud-bks-full-year-results-presentation-september-2018/

 

Beeks Financial Cloud (BKS) results presentation for the full year ending 30th June 2018 by CEO Gordon McArthur and CFO Simon Goulding.

Gordon MacArthur, CEO
Introduction - 00:17
What Beeks Financial Cloud does – 01:05
Global footprint - 03:00

Simon Goulding, CFO
Financial highlights - 04:50
Income statement - 07:38
Balance sheet - 08:17
Cash flow- 09:13

Capital expenditure - 10:25
Gross profit - 12:31
Sales – 14:15
Free cashflow - 16:55
Growth strategy - 17:55
Market opportunity - 23:40
Strategic priorities - 31:19
Summary & outlook - 41:57

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