Archive for June 2019

This video can be seen at: https://www.piworld.co.uk/2019/06/28/keith-ashworth-lord-interview-part-one/

 

Keith Ashworth-Lord, Sanford DeLand,

Chief Investment Officer, The UK Buffettology Fund

Keith was inspired by Benjamin Graham, which led him to Buffett.  Keith views his investments as a Business Manager, rather than a Fund Manager.  An approach which has rewarded him, with Return on Investment of c.200% since he launched the Buffettology Fund in 2014.  This outstanding performance has seen investors flocking to his fund, with FUM at £1bn as at June 2019, up from £0.5 billion in January 2019!

In this interview Keith outlines his investing caveats, which underpin his inspiring investment performance.

Introduction – 00:18 
Keith’s career history and his path to Warren Buffett – 01:08 
What’s the optimum size of the fund? – 08:35 
Constraints of the growth of FUM – 09:58 
How much cash can you hold? – 12:44 
What are your investment criteria? – 15:19 
Porters five forces analysis – 23:24 
How much is the qualitative v quantitative? 24:00 
Does the extra FUM reduce the investment choice? – 25:00 
New entrants to the portfolio – 27:00  

 

Keith Ashworth-Lord biography: He is a Chartered Fellow of the Chartered Institute for Securities & Investment, having formerly been an individual member of the Stock Exchange, and he holds the Investment Management Certificate of the United Kingdom Society of Investment Professionals. Prior to setting up the business and the UK Buffettology Fund, he was a self-employed Consultant working with a variety of stockbroking, fund management and private investor clients. His work has been rewarded with the accolade of winning three top-three sectoral, and one top-ten general, Thomson-Reuters StarMine stock-picking awards in 2008, 2009 and 2010. Keith experienced investment epiphany in the 1990s when he discovered the achievements of ‘The Superinvestors of Graham-and-Doddsville’. This group of successful investors drew their inspiration from the father of securities analysis, Benjamin Graham. They consistently outperformed the Standard & Poors 500 stock index year-in, year-out, despite having very different individual investment styles. The common factor was their investment compass where Ben remained true north. Names such as Walter Schloss, Tom Knapp, Bill Ruane and Rick Guerin hardly register in most UK investors’ minds but they are certainly ‘superinvestors’. Two better known superinvestors are Warren Buffett and his investment partner, Charlie Munger. Keith has had the privilege of meeting these doyens of our industry on two separate occasions in Omaha, Nebraska. In addition to Graham, the influence of Philip Fisher can be found at work with Buffett and Munger. Learning from these masters transformed Keith’s understanding of investment philosophy and with it, his investment performance. Keith was responsible for founding Sanford DeLand Asset Management Limited with the encouragement of a small group of businessmen who are now shareholders in the company.

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This video can be seen at: https://www.piworld.co.uk/2019/06/28/axiom-european-financial-debt-fund-axi-presentation-at-mello-trusts-funds-may-2019/

 

European Financials: Value trap or Investment opportunity
By David Benamou, CIO, Axiom Alternative Investments

Who are Axiom? – 00:17
Performance targets of Axiom credit funds - 00:40
Reasons to invest in Subordinated Financial - 02:50
Banks 2008-2019 - 04:16

Axiom European Financial Debt Fund Limited is a closed-ended investment company. The investment objective of the Company is to provide shareholders with an attractive return, while limiting downside risk, through investment in the regulatory capital instruments, other financial institution investment instruments and in the derivative instruments. The Company seeks to invest in a diversified portfolio of financial institution investment instruments. The Company focuses primarily on investing in the secondary market, although instruments has been, and may also in the future be, subscribed in the primary market where the investment manager identifies attractive opportunities. The Company invests its assets with the aim of maximizing returns while diversifying investment risk. Axiom Alternative Investments SARL is the Company’s investment manager.

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This video can be seen at: https://www.piworld.co.uk/2019/06/27/polar-capital-technology-trust-pct-presentation-at-mello-trusts-funds-may-2019/

 

Polar Capital Technology Trust (PCT)
By Ben Rogoff, Investment Director, Technology

Introduction – 00:18
The team – 01:07
Investment framework – 02:32
Thematic investing: Hype v Reality – 05:10
Technology change: Little Chef – 07:28
Internet: new networks on unprecedented scale – 10:58
Digital disruption – 15:06
Artificial intelligence – 24:47
Autonomous vehicles – 26:11
Polar Capital Tech Trust: investment themes – 29:11
Smartphones / Apple – 34:06
Q&A – 35:29

Polar Capital Technology Trust plc is an investment trust. The investment objective of the Company is to maximize long-term capital growth through investing in a diversified portfolio of technology companies around the world. The Company’s investment portfolio includes a range of sectors, such as Internet software and services; semiconductors and semiconductor equipment; technology hardware, storage and peripherals; Internet and catalog retail; communications equipment; information technology (IT) services; electronic equipment, instruments and components; healthcare technology; diversified telecommunications services; aerospace and defense; media; healthcare equipment and supplies; household durables; chemicals; electrical equipment; wireless telecommunication services; automobiles, and life sciences tools and services. Its portfolio spans North America; Europe, and Asia and Pacific. Polar Capital LLP is the investment manager of the Company.

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This video can be seen at: https://www.piworld.co.uk/2019/06/24/hardman-co-hot-topics-in-the-tech-sector-presentation-at-mello-may-2019/

 

By Milan Radia, Technology Analyst, Hardman & Co

Introduction – 00:18
Internet – 01:29
Key sector themes – 02:27
Internet of Things (IoT) – 03:36
SmartHome and LightWave – 04:52
Evolution of AI – 06:20
Chatbots/Artificial solutions – 08:01
Cloud Adoption – 10:09
Assessing investability – 11:14

Hardman & Co are a rapidly growing, innovative corporate research & consultancy business, based in London, serving the needs of both public and private companies. With an expert team of sector analysts and market professionals, one of whom is Milan Radia.
www.hardmanandco.com

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This video can be seen at: https://www.piworld.co.uk/2019/06/20/pcf-pcf-sharesoc-presentation-june-2019/

 

By Scott Maybury, CEO

Introduction – 00:18
Company overview – 00:55
Operational highlights – 04:51
Financial highlights – 09:24
Business lines – 11:02
2019 Achievements – 17:30
Outlook – 19:27
Strategic objectives – 22:06
Q&A – 24:33

PCF Group plc, formerly Private & Commercial Finance Group plc, is engaged in banking business. The Company offers retail savings products for individuals. In addition, the Company deploys those funds through its two lending divisions such as consumer finance and business finance. Consumer finance, which provides finance for motor vehicles to consumers. Business finance, which provides finance for vehicles, plant and equipment to small and medium-sized enterprises (SMEs). The Company also provides both depositors and borrowers with a service and a straightforward, range of products tailored to suit their needs.

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This video can be seen at: https://www.piworld.co.uk/2019/06/19/urban-logistics-reit-shed-presentation-at-mello-trusts-funds-may-2019/

 

By Richard Moffitt, Director & CEO, & Christopher Turner, External Management Team, Property Director

Introduction – 00:18
Investment strategy – 00:37
The Board & Manager – 07:14
Portfolio: High Quality Tenants – 08:59
Portfolio Highlights – 13:14
The Market – 17:23
Summary – 23:30

Urban Logistics REIT plc, formerly Pacific Industrial & Logistics REIT plc, is a United Kingdom-based investment company. The Company focuses on a specialist sub-sector of the United Kingdom real estate market, investing in industrial and logistics properties that enables businesses to operate distribution networks. It invests in the United Kingdom based industrial and logistics properties with a view to delivering dividends and capital returns to its shareholders. It invests in assets that comprise an interest in freehold or leasehold property. It is also focused on investing in smaller single-let logistics sites. It invests in various geographical locations, such as Bedford, Northampton, Dunstable, Bardon, Chesterfield, Leeds, Haverhill, Leigh and Motherwell. As of March 31, 2018, The Company had invested in 32 properties and 28 tenants. Pacific Capital Partners Limited is the Company’s manager and alternative investment fund manager.

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This video can be seen at: https://www.piworld.co.uk/2019/06/18/castleton-technology-ctp-full-year-results-to-31st-march-2019/

 

by CEO Dean Dickinson and CFO Haywood Chapman.

Introduction – 00:18
Financial highlights – 0:46
Progress – 01:52
Acquisitions – 04:29
Outlook – 05:34

Castleton Technology plc, formerly Redstone PLC, is an investment holding company. The Company is engaged in providing software and managed services to the public and not-for-profit sectors, mainly the social housing sector. Its segments include Managed Services, which consists of Castleton Managed Services Limited and Keylogic Limited, and Software Solutions, which consists of the results of Castleton Software Solutions Limited, Kypera Limited and Kypera Pty. It offers KYPERA FINANCIALS, a finance solution, which uses a single ledger format; EDRM, which is an electronic document and records management system that allows organization to manage its documents and supporting information; P2P, which manages repairs and non-repairs processes and integrates finance and repairs system; AGILE, OPUS SERVICE CHARGES and MANAGED SERVICES. Its subsidiaries include Castleton Technology Intermediate Holding Company Limited, Castleton Group Holdings Limited and Castleton Information Group Limited.

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This video can be seen at: https://www.piworld.co.uk/2019/06/17/ig-design-group-igr-fy19-results-presentation-june-2019/

 

By Paul Fineman, CEO & Giles Willits, CFO

Introduction & overview – 00:18
Revenue breakdown - 02:30
Commitment to shareholders - 04:16
Financial overview - 06:25
Margin targets - 09:39
Cash conversion - 11:56
Balance Sheet & IFRS16 - 14:41
New banking facility - 15:32
Future targets - 16:49
Strategic drivers & outlook - 18:07
Impact Innovations - 24:03
Managing challenges - 25:48
2020 outlook - 28:42
Why invest? - 29:33
Q&A – 30:03

IG Design Group plc, formerly International Greetings plc, is engaged in the design, manufacture and distribution of gift packaging and greetings; stationery and creative play products, and design-led giftware. The Company's geographic segments include UK and Asia; Europe; USA, and Australia. The Company sells its products in over 150,000 stores across approximately 80 countries. It also offers a portfolio of licensed and customer bespoke products suitable for sale through multi channel distribution. The Company's products include crackers, pens and pencils, stickers, single cards and gift wrap. The Company offers its products under the brands A Star, B Stationery, Papercraft and Pepperpot. Its subsidiaries include Artwrap Pty Ltd, International Greetings UK Ltd, International Greetings USA, Inc, International Greetings Asia Ltd, The Huizhou Gift International Greetings Company Limited, Hoomark BV, Anchor International BV and Hoomark S.p.z.o.o.

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This video can be sen at: https://www.piworld.co.uk/2019/06/17/t-clarke-cto-presentation-at-mello-may-2019/

 

T Clarke (CTO) Presentation at Mello May 2019
By Mark Lawrence, Gp CEO & Trevor Mitchell, Gp FD

Video overview of T Clarke - 00:18
Introduction - 02:28
What CTO does - 03:27
Financial summary - 06:09
Current market expectations for 2019 - 07:49
A selection of current projects - 08:53
Our five target markets - 09:46
Investment case - 11:25
Five strategic markets - 13:49
TClarke Europe - 20:15
Summary – 22:28
Shareholder returns - 22:49
Q&A – 23:16

TClarke plc is a United Kingdom-based building services company, which delivers electrical, mechanical, and information and communications technology (ICT) services. The Company provides electrical and mechanical contracting and related services to the construction industry and end users. Its geographical segments include London and South East, Central and South West, the North and Scotland. The Company's businesses include Intelligent Buildings Green Technologies, Facilities Management, Transport, Mission Critical, Manufacturing Services, Residential & Hotels, M&E Contracting and Design & Build. The Company within its M&E contracting business has capabilities in sectors, including commercial offices, retail, education, healthcare, financial services and media. Its Manufacturing Services business includes in-house precision prefabrication and engineering services. Its projects include Beckley Court, Chiswick Park, Kettering Hospital, Project Nova, Mitie Care Home and Rathbone Square.

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This video can be seen at: https://www.piworld.co.uk/2019/06/17/tavistock-investments-tavi-presentation-at-mello-may-2019/

 

By Brian Raven, CEO & Q&A with contribution from Oliver Cook, Chairman

Introduction - 00:18
Why invest in Tavistock? - 01:04
Why financial services? - 02:15
The strategy - 03:54
The brand - 05:44
Strategic partnerships - 07:01
Delivering explosive growth & business model - 08:02
The timeline - 11:13
The financials - 11:49
Group structure & detail - 15:57
Our process - 22:45
Leadership team - 23:40
The guaranteed product & Morgan Stanley - 27:41
i-Stock: free of charge account - 31:14
Summary – 33:24
Q&A – 33:54

Tavistock Investments Plc is engaged in the provision of support services to a network of independent financial advisories (IFAs) and the provision of investment management services. The Company's segments include Investment Management and Advisory Support. The Company operates in three businesses, including Tavistock Partners Limited (Tavistock Partners), Tavistock (Tavistock Financial) and Tavistock Wealth Limited (Tavistock Wealth). Tavistock Wealth provides retail clients with access to institutional quality portfolio management. Tavistock Partners provide administration and accounting services to the IFAs. The Company's subsidiaries include Tavistock Wealth Limited, Tavistock Partners Limited, Sterling McCall Limited, Cornerstone Asset Holdings Limited and Duchy Independent Financial Advisors Limited.

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This video can be seen at: https://www.piworld.co.uk/2019/06/12/park-group-park-final-results-to-31-march-2019/ 

CEO Ian O’Doherty provides an overview of Park Group’s final results for the year ended 31 March 2019 and the implementation of the strategy.

Highlights - 00:22
Operational performance - 00:52
Implementing the strategy - 01:29
An evolving market place - 02:44
Summary & outlook - 04:27

Park Group plc is a multi-retailer gift voucher and prepaid gift card business, which is engaged in delivering rewards and prepaid products to the consumers and corporates in the United Kingdom. The Company focuses on consumer prepayments and corporate reward and incentive programs. The Company's segments include consumer and corporate. The consumer segment includes the Company's sales to consumers, utilizing its Christmas savings offering. The corporate includes the Company's sales to businesses, offering primarily sales of the Love2shop voucher, flexecash cards and other retailer vouchers to businesses for use as staff rewards/incentives, marketing aids and prizes and all online sales. Love2shop is the multi-retailer gift voucher and prepaid gift card, accepted at over 140 retailers with approximately 20,000 stores in the United Kingdom. It offers flexecash, which is its information technology infrastructure. Its Park Christmas Savings Club operates through a network of agents.

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This video can be seen at: https://www.piworld.co.uk/2019/06/11/malvern-international-mlvn-presentation-at-mello-may-2019/

 

By CEO Sam Malafeh and CFO Bharat Guha.

Sam Malafeh (CEO)
Introduction – 00:18
History – 01:29
The management team – 03:18
The education industry – 05:21
The business model – 07:53
Why Malvern? - 11:44
Accreditation & partners – 14:48
Scalability - 17:47
Locations - 18:07
Financial progress – 19:10

Bharat Guha (CFO)
Bharat’s background - 19:37
Financial progress continued - 20:08
Group strategy - 22:55

Sam Malafeh (CEO)
Conclusion - 24:10

Q&A – 25:16

Malvern International (MLVN)
Malvern International plc, formerly AEC Education plc, is an investment holding company, which is engaged in the provision of educational consultancy services. The principal activity of the Company is to provide an educational offering that is principally towards preparing students to meet the demands of business and management. The Company's segments include Europe and South East Asia/Middle East. The Company's Europe segment includes London and Cyprus operations. The Company's South East Asia/Middle East segment includes Malaysia and Singapore. The Company offers courses, including certificate, diploma and pre-university programs; university degree and postgraduate programs; preparatory courses for professional examinations; tuition services for secondary school students, and English language teaching. The Company's schools include Malvern House, London; Malvern International, Kuala Lumpur, and Malvern House, Cyprus.

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This video can be seen at: https://www.piworld.co.uk/2019/06/11/gresham-house-energy-storage-fund-plc-grid-presentation-at-mello-trusts-funds-may-2019/

By Bozkurt Aydinoglu

Introduction – 00:17
A typical energy storage plant - 01:17
Summary of the fund - 02:29
Key investment characteristics - 06:11
Assets - 11:14
The market background - 11:45
Persistent volatility and wasted power - 13:42
A hedge for renewable investments - 15:09
Revenue opportunities - 17:07
Revenue assumptions - 20:40
Competitive advantages - 21:48
Upside return - 25:14
Noriker Power - 25:38
Conclusions - 26:39
Q&A - 28:50

Gresham House Energy Storage fund plc (GRID)
Gresham House Energy Storage Fund Plc is a United Kingdom-based closed-ended investment company. The Company’s investment objective is to provide investors with a dividend over the long term by investing in a diversified portfolio of utility-scale operational energy storage systems (ESS), which utilize batteries and also utilize engines, located in Great Britain. It also seeks to invest in projects with alternative battery technologies, such as sodium and zinc derived technologies or other forms of energy storage technology, such as flow batteries or machines and compressed air technologies. The Company also intends to invest in ESS Projects, which use gas generators or diesel or dual fuel diesel-and-gas reciprocating generators. The Company is managed by Gresham House Asset Management Limited.

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This video can be seen at: https://www.piworld.co.uk/2019/06/11/gresham-house-strategic-plc-ghs-presentation-at-mello-trusts-funds-may-2019/

 

By Graham Bird – Fund Manager

Gresham House overview – 00:17
Gresham House Strategic overview - 03:07
What is strategic public equity? - 07:38
Market opportunity - 10:30
Performance - 14:34
Process - 15:18
Qualifying opportunities - 19:11
Value enhancements - 22:04
Top 10 holdings – 24:30
Track record - 29:31
The team - 29:45
Conclusion - 30:08
Q&A - 31:35

Gresham House Strategic (GHS)
Gresham House Strategic plc, formerly SPARK Ventures plc, is a United Kingdom-based investment company. The Company invests primarily in the United Kingdom and European smaller public companies, applying private equity type of techniques and due diligence, alongside a value investment philosophy to construct a portfolio. In addition to publicly quoted companies, the Company may also invest approximately 30% of the portfolio in selected unquoted securities, including preference shares, convertible instruments, limited partnership interests and other forms of investments. The Company's investment manager is Gresham House Asset Management Ltd. The Company's subsidiaries include SPARK India Ltd, SPARK Services Ltd and Quester Venture GP Ltd.

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This video can be seen at: https://www.piworld.co.uk/2019/06/10/national-milk-records-nmrp-presentation-at-mello-may-2019/

 

By Andy Warne, MD & Mark Frankcom, FD

Introduction – 00:18
Delivering results and passionate about growth – 01:13
Milk we give the provenance of the product – 02:56
We partner & protect; we ensure and assure; we service and support – 03:52
Corporate overview – 05:45
The Board 06:56
What do we do? – 08:03
Revenue streams – 09:53
Milk recording – 10:17
Payment testing – 11:52
Disease testing – 13:10
Genomics – 15:04
Financials – 16:40
NMR Strategy on a page – 19:41
The growth strategy – 24:16
Investment case – 26:05
Liquidity – 27:18
Q&A – 28:45

National Milk Records plc is a supplier of dairy and livestock services. The principal activity of the Company includes provision of management information to dairy farmers through National Milk Records and the provision of milk payment testing services to milk buyers through National Milk Laboratories (NML). The Company is a supplier of milk recording services in the United Kingdom, providing management information on individual cow’s performance in terms of milk quality, yield and fertility. The Company also supplies aggregate data to over 30 dairy industry bodies, including milk buyers, Agriculture and Horticulture Development Board (AHDB) Dairy and breed societies. The Company offers various services, including disease testing, GeneTracker, bull semen, monitoring, pregnancy testing, energy balance, microbiology, fatty acid profiling and payment testing. Its software includes Herd Companion, Pocket Companion, iReports, InterHerd, InterHerd+, UNIFORM and Bull Search.

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This video can be seen at: https://www.piworld.co.uk/2019/06/10/avation-avap-presentation-at-mello-may-2019/

 

By Richard Wolanski, FD

Introduction – 00:18
Company overview – 01:17
Snapshot of Avation – 08:22
Half Year 2019 Summary – 14:02
Historical Operation & Financial Performance – 14:56
Half Year 2019 Summary – 15:35
Attractive Industry Fundamentals – 20:28
Attractive Aircraft Portfolio – 23:14
Customers – 26:10
Growth and diversification continues – 26:50
Fleet growth – 28:24
Proven track record – 28:46
Summary – 29:37
Q&A – 32:14

Avation PLC is a United Kingdom-based company engaged in leasing of aircraft. The Company is a commercial passenger aircraft leasing group managing a fleet of 47 aircraft, which are leased to airlines globally. The Company’s fleet includes Airbus A220, A220-300 A320 and A321 narrow-body jets, Boeing 777-300ER and Airbus A330-300 twin-aisle jets, Boeing 737-800 NG, ATR 72 twin engine turboprop aircraft and five older Fokker 100 jets. It supplies regional, narrow-body and twin-aisle aircraft to the airline industry. It serves the commercial airlines. It owns, through its subsidiaries, a range of commercial passenger jet aircraft, which are leased to various airlines in Europe, Asia and Australia. The Company’s subsidiaries include Avation Capital S.A., which is engaged in financing, and Capital Lease Aviation Limited and MSN429 Leaseco Limited, which are engaged in aircraft leasing.

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This video can be seen at: https://www.piworld.co.uk/2019/06/10/circle-property-crc-presentation-at-mello-may-2019/

 

John Arnold, CEO, Edward Olins COO

Introduction – 00:20
Overview – 00:43
What we do – 02:53
Current portfolio – 04:32
The board & supporting team – 05:29
Company history – 07:19
Our strategy – 09:52
Market watch – falling supply in regional cities – 11:53
2018 Highlights – 13:19
The investment opportunity – 14:20
The reversionary opportunity – 15:46
Case Study – Somerset House, Birmingham – 17:07
Case Study – Great Charles Street, Birmingham – 19:16
Case Study – Kents Hill Business Park, Milton Keynes – 20:03
Financial summary – 22:44
Summary – Future Growth – 23:34
Appendix – 25:20
Q&A – 26:59

Circle Property Plc is an investment and development company. The Company invests in commercial properties. The Company’s portfolio consists of approximately 20 commercial property investments and developments in the United Kingdom. The portfolio totals approximately 640,150 square feet of accommodation, the majority of which, by floor area, is in the office sector. The Company’s property portfolio includes Baildon Bridge Retail Park, which is located in Shipley; Solstice Park Avenue, which is located in Amesbury; Winwick Road, which is located in Warrington; 141 Moorgate, which is located in London; Week Street, which is located in Maidstone; One Castlepark, which is located in Bristol; Kents Hill Business Park, which is located in Milton Keynes; 36 Great Charles Street, which is located in Birmingham; 135 Aztec West, which is located in Bristol; Elizabeth House, which is located in London Road, Staines, and Somerset House, which is located in Temple Street, Birmingham.

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This video can be seen here: https://www.piworld.co.uk/2019/06/10/codemasters-cdm-2019-full-year-results/

 

By Frank Sagnier, CEO and Rashid Varachia, CFO

Introduction – 00:20
Financial highlights – 00:53
Continued momentum – 01:36
Strategic partnerships – 03:57
Outlook – 05:37

 

An overview of Codemasters can be seen here.

 

Codemasters Group Holdings PLC, formerly Codemasters Group Holdings Limited, is a United Kingdom-based video game developer and publisher. Through its subsidiary, The Codemasters Software Company Limited, the Company designs, develops and produces driving and racing games. The Company’s driving and racing games include DiRT, GRID, Micro Machines, ONRUSH and Formula 1 series of videogames. It produces Formula One’s range of games for the Playstation 4 console.

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This video can be seen at: https://www.piworld.co.uk/2019/06/10/codemasters-cdm-overview-investment-case/

 

By Frank Sagnier, CEO

Overview – 00:21
Strong franchises – 00:59
The business model – 02:24
The market – 03:44
The investment case – 04:55

Codemasters Group Holdings PLC, formerly Codemasters Group Holdings Limited, is a United Kingdom-based video game developer and publisher. Through its subsidiary, The Codemasters Software Company Limited, the Company designs, develops and produces driving and racing games. The Company’s driving and racing games include DiRT, GRID, Micro Machines, ONRUSH and Formula 1 series of videogames. It produces Formula One’s range of games for the Playstation 4 console.

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This video can be seen at: https://www.piworld.co.uk/2019/06/05/k3-business-technology-group-kbt-presentation-at-mello-may-2019/

 

By Adalsteinn Valdimarsson, CEO & Rob Price, CFO

Adalsteinn Valdimarsson, CEO
Introduction – 00:18
Business overview – 00:43
K3’s model – 02:32
Transformation Strategy – 04:15
Sales Strategy – 05:54
Customers – 08:13
IP Landscape – 09:12
K3 imagine – Cornerstone of IP Strategy – 11:18
Operational Highlights – 15:00

Rob Price, CFO
Financials – 5 year overview – 16:43
Financial highlights – 18:14
Own IP mix increasing – 18:48
Revenue & Gross Profit Analysis – 19:43
Operational cash generation – 20:29
The model – summary – 22:53
Financial summary – 23:35

Adalsteinn Valdimarsson, CEO
Outlook – 24:50

Q&A – 27:10

K3 Business Technology Group plc is a provider of integrated business solutions. The Company’s business solutions encompass Enterprise Resource Planning (ERP) software, Customer Relationship Management (CRM) software, Business Intelligence and e-commerce, hosting and managed services to the supply chain sector. The Company’s segments include Retail, and Manufacturing and Distribution. The Company’s offerings to manufacturers and distributors comprise SYSPRO, Sage, and Microsoft Dynamics AX and Microsoft Dynamics NAV solutions. The Company’s ax l offering is a retail and wholesale solution. The Company’s products include modules for CRM, planning and scheduling, warehouse management, pallet management, data integration, payroll and human resources (HR). The Company operates from various locations in the United Kingdom, the United States, Holland, Singapore, Denmark and Ireland. The Company’s subsidiaries include K3 BTG Limited, K3 Business Solutions Limited and K3 CRM Limited.

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This video can be seen at: https://www.piworld.co.uk/2019/06/05/smartspace-software-smrt-presentation-at-mello-may-2019/

 

By Frank Beechinor, CEO

Introductory video – 00:18
SMRT history – 03:17
The team – 04:16
SMRT product offering – 05:06
At a glance – 08:42
Our clients – 09:44
Final results – 13:18
– SwipedOn – 21:13
– Financial highlights – 30:47
Q&A – 32:35

Smartspace Software PLC, formerly RedstoneConnect PLC, is engaged in providing technology and services for smart buildings and commercial spaces through its core businesses, Redstone and Connect IB. The Company, through Redstone, provides a range of services, including design, build and installation; and software solutions. The managed services encompasses the provision of outsourcing services spanning network infrastructure management, smart buildings support services, desktop and data center support services and move, add and change services. Redstone offers OneSpace occupancy management product. The Company, through Connect IB, creates digital solutions. Connect IB develops and deploys applications, including those that address mapping and way finding of Smart Buildings and Smart Spaces, such as car parks or retail shopping centers. It serves customers of all sizes, including corporations, such as property developers, landlords and principal occupiers of commercial property.

 

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This video can be seen at: https://www.piworld.co.uk/2019/06/05/impax-asset-management-ipx-presentation-at-mello-may-2019/

 

By Ian Simm, Founder & CEO

Introduction – 00:18
Investment philosophy: A fund that specialises in the transition to a more sustainable economy 02:44
Impax Asset Management – overview – 04:54
Track record of assets under management 1998-2018 – 06:59
Landscape for Investment Managers – 08:20
Drivers for environmental products & services – 11:28
Investment opportunities in Environment markets – 20:18
Contribution to low carbon energy transition – 21:54
Offices and distribution partners – 23:34
Financial year 2018 milestones – 28:06
Financial highlights – 29:02
Shareholder register – 31:46
Q&A – 33:33

Impax Asset Management Group plc is an investment company offering listed and private equity strategies primarily to institutional clients. The Company has six listed equity strategies: Specialists, Leaders, Water, Asia-Pacific, Global Opportunities, and Food and Agriculture. Its real assets business comprises renewable power generation and sustainable property private equity funds. The Company has investments sectors, such as energy efficiency, which includes power network and buildings; alternative energy, which include solar, wind and biofuels; water infrastructure/technologies, which include treatment and utilities; pollution control, which include pollution control solutions, and testing and gas sensing; food, agriculture and forestry, which include logistics and sustainable forestry; waste management and technologies, which include tech equipment and hazardous, and environmental support services, which include consultancies and diversified environmental.

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This video can be seen at: https://www.piworld.co.uk/2019/06/04/proposed-sale-of-eservglobal-esg-core-business/

 

Interview with John Conoley, eServGlobal, Executive Chariman

eServGlobal announced it’s signed a conditional sale and purchase agreement to sell its core, eServGlobal operating business to Seamless Distribution Systems AB. John Conoley tells us more.

Can you tell us more about the announcement? – 00:21
Why now and more about the core business? – 01:29
How much are they paying for the legacy business? – 02:28
What are they buying? – 03:58
Can you update us on HomeSend? – 04:47
What can we expect short term & medium term? – 05:43

eServGlobal Limited is a provider of mobile financial technology, offering mobile money solutions. The Company covers a spectrum of mobile financial services, including mobile wallet, mobile commerce, analytics, advanced recharge, promotions and agent management. The Company is engaged in the provision of telecommunications software solutions to mobile and financial service providers on a global basis. The Company’s solutions include Mobile Money, Remittance and Recharge. The Company’s PayMobile platform is an end-to-end solution for mobile money and mobile financial services. PayMobile is a recharge solution, which includes a featured prepaid account recharge solution. The Company’s Remittance solution allows sending money. The PayMobile interfaces with the HomeSend global payments hub. The HomeSend is a solution, which enables cross-border transfer between mobile money accounts, payment cards, bank accounts or cash outlets.

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This video can be seen at: https://www.piworld.co.uk/2019/06/03/mirada-mira-presentation-at-mello-may-2019/

 

By Jose Luis Vazquez, Founder & CEO

Mirada plc is engaged in the provision and support of products and services in the digital television and broadcast markets. The Company operates through the segments, including Digital TV & Broadcast and Mobile. The Company offers software for digital television platforms. Its products include Iris Client, xPlayer and Navi. Its Iris Client multi-screen solution merges traditional broadcast and over-the-top (OTT) services. Its xPlayer manages and deploys synchronized interactive content to a range of television platforms. Its xPlayer manages red and green button interactivity on behalf of a channel across satellite, digital terrestrial and cable. Its Navi is an interactive navigational solution for scalable vector graphic (SVG) browsers, built on Ericsson multi-screen middleware. Its Navi includes video on demand (VoD) and Pay-per-view (PPV) services, personal video recorder (PVR), content promotion and mini guide for linear television. Its services include development and consultancy.

Introduction – 00:18
Company overview – 01:06
Our market – 02:30
Our products:
Iris Inspire – 04:29
OTT Platform – 06:01
LOGICIQ – 06:57
Mirada Kids – 07:48
Video of the products – 08:19
Our clients – 09:10
Recent history – 12:28
The business model – 16:12
Our sales activities – 19:07
The pipeline of opportunities – 22:48
Financial growth – 24:27
Summary – 27:58

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This video can be seen at: https://www.piworld.co.uk/2019/06/03/tern-tern-presentation-at-mello-london-may-2019/

 

By Albert E Sisto, CEO and Sarah Payne FD

Tern Plc invests in, develops and sells private software companies with technology, based in the United Kingdom. The principal activity of the Company is investing in unquoted and quoted companies to achieve capital growth. The Company focuses on businesses in the cloud, Internet of Things (IOT) and mobile sectors. The Company focuses on building companies with technologies and services within the IOT market.

Introduction – 00:17
2018 overview – 00:50
Our journey – 04:11
IoT spending in manufacturing, by type – 05:54
Significant IoMT Market Growth Predicted – 06:40
M&A activity gaining momentum – 08:35
Tern’s vision – 09:29
Our investment thesis – 11:33
Solving specific problems – 14:23
Current portfolio – 19:37
Value development approach – 19:45
How we help our companies grow – 23:14
Case study: Device Authority – 24:30
Case Study: FundamentalVR – Stage 2 – 28:06
Tern financials – 32:25
Next steps: UK & US Co-Investor Network – 35:09
Q&A – 36:00

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This video can be seen at: https://www.piworld.co.uk/2019/06/03/panoply-holdings-tpx-presentation-at-mello-may-2019/

 

 

Presentation by Neal Gandhi, CEO & Co-Founder, with Oliver Rigby, CFO & Co-Founder and Jim Bowes, CIO

Introduction – 00:18
Overview – 00:52
The team – 02:15
What we do – 04:56
Financial Summary – 09:55
Growth strategy – 10:58
Key differentiators – 14:45
Summary – 19:45
Q&A – 22:08

Panoply Holdings PLC is a United Kingdom-based technology services company. The Company operates through its subsidiaries, including Bene Agere Norden AS (Bene Agere), Manifesto Digital Limited (Manifesto Digital), Not Binary Limited (Not Binary) and Questers Global Group Limited (Questers). It operates through Experience, anything as a service (XaaS), Intelligence, Transformation and Automation segments. Bene Agere is a strategy and management consultancy business. Manifesto Digital is a digital experience agency. Not Binary is an information technology (IT) consultancy. Questers provides onshore and nearshore agile software development services. Not Binary is focused on software development and automation.

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