Archive for May 2019

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Charles Stanley CEO Paul Abberley and CFO Ben Money-Coutts talk about the Groups’ full year results to 31st March 2019.

Paul Abberley, CEO
Introduction – 00:22

Ben Money-Coutts, CFO 
Financial highlights – 00:48
Profit margin – 04:07

Paul Abberley, CEO
Improving the business – 07:10

Charles Stanley Group PLC is an investment company. The Company provides investment management services, financial planning and pension administration. The Company’s segments are Investment Management Services, Asset Management, Financial Planning, Charles Stanley Direct and Support functions. The Investment Management Services division provides personal investment services to individuals, companies, trusts and charities and includes platform dealing, custody and self-invested personal pension (SIPP) and individual savings account (ISA) administration services. The Asset Management division provides specialist asset management services, through its range of pooled funds, active and passive model portfolios, inheritance tax (IHT) services and investment research to the Investment Management Services division and clients. The Financial Planning division provides financial planning and advice. Charles Stanley Direct provides direct-to-client online dealing and fund broking services.

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Warwick Brady, CEO talks about Stobart Group’s full year results to 28th of February 2019.

Highlights: 00:20
Stobart Aviation: 00:49
Stobart Energy: 01:22
Stobart Rail & Civils: 02:06
Summary & outlook: 02:32

Stobart Group Limited is engaged in infrastructure and support service businesses operating in the biomass energy, aviation and railway maintenance sectors, as well as has investments in a national property and logistics portfolio. Its segments are Energy, Aviation, Rail, Infrastructure and Investments. The Stobart Energy segment specializes in supply of sustainable biomass for the generation of renewable energy. The Stobart Aviation segment specializes in operation of commercial airports and includes a joint venture investment in an airline. The Stobart Rail segment specializes in delivering internal and external civil engineering development projects including rail network operations. The Stobart Infrastructure segment specializes in management, development and realization of a portfolio of property assets, and investments in energy plants. The Stobart Investments segment holds non-controlling interests in a transport and distribution business and an aircraft leasing business.

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Full year results presentation for the 12 months ending 31st May 2019 by CEO Darren Throop & CFO Joe Sparacio

Darren Throop CEO
Highlights – 00:17
Family & Brands – 04:19
Film, Television & Music – 11:45

Joe Sparacio CFO 
Financial review 19:46

Darren Throop CEO
Summary & outlook – 34:24

Q&A – 35:57

Presentation slides can be downloaded here.

Entertainment One Ltd is a Canada-based independent entertainment company. It develops, produces, markets and distributes content. The Company’s segments include Film, Television, Music, Family and Brands, and Innovation. The Film segment in collaboration with partners develops, acquires, produces and finances film content. The Television segment through partnerships and global distribution network produces and distributes television content. The Music segment built musical brands, as the Company is part of the network eOne Management Group. The Family and Brands segment is involved in the creation of family content and develops, launches and roll out content-related products. The Innovation segment provides digital content, such as virtual reality (VR) and the platform to discover it.

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by James Lynch, Fund Manager, Downing Strategic Micro-Cap Investment Trust

Ramsdens Holdings PLC (Ramsdens) is a financial services provider and retailer. The Company operates through four segments: Foreign Currency Exchange, Pawnbroking, Purchases of precious metals and Jewellery Retail. The Foreign Currency Exchange segment consists of primarily, the sale and purchase of foreign currency notes with prepaid travel cards and international bank to bank payments. The Pawnbroking segment is a form of asset backed lending where an item of value is given to the pawnbroker in exchange for a cash loan. Through its precious metals buying and selling service, Ramsdens offers to buy unwanted jewelry, gold and other precious metals from customers for cash. The Company is engaged in refurbishing items bought from customers and retailing them through its store network. The Company also provides ancillary services, including franchise fees, western union, sale and buy back of electronics, and credit broking. It has a portfolio of over 130 stores.

Introduction – 00:23
Peter Kenyon’s background – 00:53 
Operating areas of the business – 02:45 
Diversification – 04:12 
Growth strategy – 05:25 
Retail rents & footfall? – 06:45 
Ramsdens locations? – 09:35 
What’s the strategy to expand the estate? – 11:20 
What are the growth opportunities? – 12:35 
New stores’ journey to profitability – 16:18 
Cash generation – 17:07 
Dividends and capital allocation – 18:02 
Summary of the investment case – 19:27 
The longer term outlook – 20:04  

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CEO, Tim Sykes talks us through interim results for the period ending 31st January 2019

PROACTIS Holdings PLC is a United Kingdom-based company, which is a Spend control and e-Procurement solution provider. The Company is engaged in the development and sale of business software, installation and related services. It offers a range of solutions, such as PROACTIS Source-to-Contract, PROACTIS Purchase-to-Pay and PROACTIS Supplier Network solutions. It offers managed services, such as procurement-related managed services, such as Sourcing and Content Management; Finance-related managed services, such as Invoice Data Capture and Accelerated Payment Facility, and information technology (IT)-related managed services, such as Application Hosting & Management. Its Solutions for Finance and Procurement include cloud, hosted or on-premise software applications. PROACTIS Spend Analysis offers company-wide data on users’ laptop, tablet or mobile. Its PROACTIS Invoice Data Capture turns paper, fax and Portable Document Format (PDF) invoices into system-ready electronic records.

Strategic, commercial & operational highlights – 00:33
Financial highlights – 05:42
Challenges faced – 06:55
Net debt and cash flow – 16:06
Operational review – 27:16
Group strategy & focus – 35:42
Build: Supplier side – 38:08
Summary and outlook – 41:15
Q&A – 42:23

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Attraqt Group plc (AIM: ATQT), the provider of SaaS solutions that power online shopping experiences, has announced the conditional acquisition of Early Birds SAS for consideration of €15.89 million and a conditional placing to raise £17.1 million at 27.0 pence per share.

Attraqt CEO Luke McKeever talks about the acquisition of Early Birds, and how it represents a transformational step for the Group.

About Attraqt – 00:19
Early Birds acquisition – 01:32
AI & Machine Learning – 04:32
Outlook – 05:18

ATTRAQT Group PLC (ATTRAQT) provides visual merchandising, site search and product recommendation technology. The principal activity of the Company is the development and provision of e-commerce site search, merchandising and product recommendation technology. The Company’s Freestyle Merchandising platform provides a range of merchandising disciplines within a single platform. The Company’s platform acts as a plugin for a retailer’s e-commerce site and provides tools to enable retailers to merchandise. The Company’s Freestyle Merchandising enables retailers to control how the products are merchandised through the e-commerce sites, including site search and navigation, product recommendations, category pages, product detail pages, check-out basket, e-mail, order tracking and in-store devices. Over 100 retailers use the ATTRAQT Platform, including various multi-national retailers. The Company’s subsidiaries include ATTRAQT Limited and ATTRAQT Inc.

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Senior Executive Director, Miton Group plc

Gervais talks to piworld about his background, who influenced his investing style, the macro themes, liquidity, the outlook for the markets and how his funds are positioned.

Introduction & Gervais’ background – 00:20
Who have been the main influencers in your career – 01:55
What was the attraction of joining Miton? – 03:40
Has your investing style changed over time? – 04:32
What macro factors must investors understand? – 05:30
Macro themes – 07:22
When do you sell? – 08:23
What’s your time line when you buy into a position? – 10:54
Your stock picking strategy over time? – 11:38
Regulation and liquidity? – 12:42
Are funds moving out of small caps? – 14:27
Diversity of holdings – 17:40
The views of companies on Brexit – 20:05
Outlook for the markets – 21:41
Do you feel we’re heading for a global recession? – 23:10
How do you justify the market pull back in November 2018 – 24:18
Is quantitative tightening inevitable? – 26:14
What cash can you hold? – 27:56

Gervais Williams background

Gervais has been an equity portfolio manager since 1985. He spent five years with Throgmorton Investment Management (later part of the Framlington Group), three years with Thornton Investment Management (part of Dresdner Bank) and 17 years with Gartmore Group Ltd, where he was Head of UK Small Companies investing in UK smaller companies and Irish equities.

Gervais has extensive investment experience particularly in UK smaller companies. He is well versed in AIM listed companies and understands the forces shaping changes to the investment industry. He won Investor of the Year as awarded by Grant Thornton at their Quoted Company Awards in both 2009 and 2010. Gervais is on the EU Taskforce reviewing why the number of smaller IPOs has declined over recent decades. Gervais has published three books: ‘Slow Finance’, ‘The Future is Small’ and ‘The Retreat of Globalisation’ setting out his investment philosophy for the post credit boom world. He was awarded Fund Manager of the Year 2014 by What Investment.

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