Archive for September 2019

This video can be seen at: https://www.piworld.co.uk/2019/09/30/sumo-group-sumo-h1-results-presentation-september-2019/

Founder & CEO Carl Cavers and CFO David Wilton present the Group’s interim results for the six months ended 30th June 2019.

 

Sumo Group plc is a United Kingdom-based company that provides development services to the video games and entertainment industries. The Company's operating businesses include Sumo Digital Ltd. (Sumo Digital) and Atomhawk Design Ltd (Atomhawk). Sumo Digital is a developer of AAA-rated video games, providing both turnkey and co-development solutions to blue-chip client base. Atomhawk is a visual design company that provides services to the games, film and visual effects industries. Together, the Company delivers visual and development solutions, which include initial concepts and pre-production, production and development, and post-release support.

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This video can be seen at: https://www.piworld.co.uk/2019/09/27/the-panoply-tpx-capital-markets-day-september-2019/

 

With Neal Gandhi, Oliver Rigby

A helpful overview of TPX which IPO’d December 2018. The overview by Neal and Ollie gives the purpose and vision for the company. The presentation by FutureGov, Human + & Greenshoot Labs, gives a sense of their acquisitions and the people behind them.

Introduction – 00:18
Financial highlights FY19 – 04:36
Sticky customers – 06:25
The team – 07:14
The history – 11:39
What clients want – 13:39
Companies in the group – 15:10
The sectors – 18:47
The services – 20:04
How TPX work – 21:52
The purpose – 22:50
Clients – 27:45
Key differentiators – 29:16
Growth strategy – 31:55
The M&A pipeline – 32:50
Group investments – 34:15
Financial summary – 36:28
Summary & outlook – 37:58
Q&A – 40:30

FutureGov, Dominic Campbell, CEO – 47:36

Human+, David Biden, CEO – 1:08:09

Greenshoot Labs, Ronald Ashri – Founder 01:20:45

Closing remarks, Neal Gandhi – 1:46:06

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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This video can be seen at: https://www.piworld.co.uk/2019/09/27/judges-scientific-jdg-h1-2019-analyst-presentation-september-19/

 

With David Cicurel, CEO & Brad Ormsby, CFO

A very comprehensive overview of Judges Scientific, what they do and their KPIs. What’s happened in the period. Their strategy going forward.

David Cicurel, CEO
Introduction – 00:18
About Judges - 01:05
The Judges Group - 03:09
Judges customers - 03:50
Key messages - 04:45

Brad Ormsby, CFO
Financial highlights - 06:40
Performance - 08:30
Order intake - 10:42
Revenue split - 12:49
H1 19 Profit bridge - 13:40
Balance sheet and cash flow - 14:50
ROTIC - 17:05
Diversification - 18:20
Financial history - 18:50

David Cicurel, CEO
Growth drivers - 19:58
Acquisition criteria - 25:29
Post acquisition - 29:55
Outlook - 32:28
Investment case - 33:14

Q&A with David Cicurel, CEO, Brad Ormsby, CFO
& Mark Lavelle, COO - 35:45

Judges Scientific plc is a United Kingdom-based company, which is engaged in the acquisition and development of a portfolio of scientific instrument businesses. The Company's activities are predominantly in or in support of the design and manufacture of scientific instruments. Its segments include Materials Sciences and Vacuum. Its subsidiaries include Armfield Limited, engaged in the design and marketing of engineering equipment and research instruments; Fire Testing Technology Limited, which is engaged in the design, manufacture and service of instruments that measure the reaction of various materials to fire; Scientifica Limited, which offers micropositioning equipment, microscopes and advanced imaging systems used in electrophysiology and neuroscience; Quorum Technologies Limited, which manufactures scientific instruments primarily used for electron microscopy sample preparation, and Sircal Instruments (UK) Limited, which designs, manufactures and distributes rare gas purifiers.

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This video can be seen at: https://www.piworld.co.uk/2019/09/26/xl-media-xlm-h1-2019-webcast-september-2019/

 

By Ory Weihs

Ory runs through the key highlights of the period, and growth initiatives going forward.

Introduction – 00:18
The business - 00:38
Key highlights - 01:24
Current trading - 02:15
Gambling Regulatory Summary - 03:00
Financial highlights - 06:40
Revenue diversification - 07:27
Income statement - 08:58
Cash Flow Statement - 09:24
Balance Sheet - 10:18
Growth strategy: personal finance; US gambling - 11:07
Growth initiatives - 13:00
Summary and Outlook - 13:45

XLMedia PLC is the United Kingdom-based online performance marketing company. The Company focuses on paying users from multiple online and mobile channels and directs them to online businesses who, in turn, convert such traffic into paying customers. The Company's segments include Publishing, Media and Partners Network. The Company owns over 2,000 informational Websites in approximately 20 languages. Its Media division acquires online and mobile advertising targeted at online traffic with the objective of directing it to its customers. It buys advertising space on search engines, Websites, mobile and social networks and places advertisement referring users to its customers Websites or to its own Websites. It manages marketing partners, whose role is to direct online traffic to its customers. Its partner program enables affiliates to have a single point of contact for directing traffic.

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This video can be seen at: https://www.piworld.co.uk/2019/09/25/tremor-international-trmr-h1-19-results-webcast/

 

By CEO Ofer Druker, who runs through H1 2019 results, gives an operational update and guides on the outlook.

Introduction – 00:18
Our business – 00:45
Our vision – 01:51
A unique proposition – 02:21
Clients and Partners – 03:33
Significant opportunity in video – 04:15
Traditional TV budgets shifting to Digital video – 05:05
Company structure – 06:29
Global presence – 07:11
H1 2019 highlights – 07:34
Integration – 08:59
Revenue split by division – 11:12
Growth engines – 11:46
Outlook – 12:27

Tremor International PLC offers data-focused marketing solutions that drive execution and brand insight in mobile, leveraging video, native, and display to reach the users for every application, service, and brand. The Company’s technology is based on artificial intelligence and machine learning at big data scale. The Company works with more than 450 advertisers, including Amazon, Disney, Facebook, Twitter, OpenTable, Expedia, and Zynga, and more than 50,000 supply and publishing partners worldwide.

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This video can be seen at: https://www.piworld.co.uk/2019/09/19/beeks-fiancial-cloud-bks-fy-results-2019-presentation/

 

By Gordon McArthur, CEO & Fraser McDonald, CFO

A very comprehensive update on FY19, and how BKS are positioned for the coming year.

Introduction – 00:18
Delivering on the growth strategy – 00:48
Private Cloud & Hybrid Cloud Management – 04:05
BKS global network – 06:12
Financials – 08:02
Income statement – 10:59
Capacity – 11:20
Balance Sheet – 11:48
Cashflow – 13:25
Capturing the Tier 1 market – 14:20
Strategic priorities – 23:06
Summary and Outlook – 28:03
Q&A – 30:29

Beeks Financial Cloud Group PLC is a United Kingdom-based provider of custom computer programming company. The Company is focused on providing niche cloud computing and connectivity services for automated trading in futures and forex financial products. The Company’s platform designed for latency sensitive automated trading environments and provides on demand low latency computing resources to its clients through its direct connectivity. The Company offers server infrastructure and connectivity to its clients which enables same day trading of forex and futures on financial exchanges and trading venues. The Company’s products include dedicated server, VPS, and Co-Location.

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This video can be seen at: https://www.piworld.co.uk/2019/09/19/keywords-studios-kws-h1-2019-results-presentation/

 

CEO Andrew Day & CFO David Broderick present the Groups interim results for the 6 months ended 30th June 2019.

 

 

Keywords Studios Plc supplies localization and localization testing services. The Company's segments include Localization Services, which relate to translation and cultural adaptation of in-game text and audio scripts across multiple game platforms and genres; Localization Testing, which involves in testing the linguistic correctness and cultural acceptability of computer games; Audio/Voiceover Services, which relate to the audio production process for computer games and includes script translation, actor selection and talent management through pre-production, recording and post-production; Functional Testing, which relates to quality assurance services provided to game producers to ensure games functions as required; Art Creation Services, which relate to the production of graphical art assets for inclusion in the video game, and Customer Support, which relates to the live operations support services, such as community management, player support and associated services.

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This video can be seen at: https://www.piworld.co.uk/2019/09/18/attraqt-atqt-h1-results-september-2019/

 

Attraqt CEO Luke McKeever talks about the Group’s half year results for the period ending 30th June 2019.

H1 overview - 00:21

Early Birds - 01:57

Growth Strategy - 04:02

Market conditions - 07:13

Outlook - 07:38

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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this video can be seen at: https://www.piworld.co.uk/2019/09/17/kape-technologies-kape-h1-results-september-2019/

 

CEO Ido Erlichman and CFO Moran Laufer present the Group’s interim results for the six months ended 30th June 2019.

Introduction – 00:18
Investments highlights – 00:28
Kape in numbers – 01:13
H1 Highlights – 01:42
Market drivers – 03:30
Growth opportunity – 03:48
Core products – 04:49
Consumer focused UI - 05:54
Growing subscription base – 06:31
Financial performance – 07:509
Cash flow – 08:16
ROI growth – 09:18
De-risked revenue model – 09:46
Cohorts – 11:22
KPI’s – 11:54
Zen Mate & Intego integration – 12:59
Growth strategy – 14:01
Summary – 14:48

Kape Technologies PLC, formerly Crossrider plc, is a United Kingdom-based online distribution and digital product company. The Company operates through three segments: App Distribution, Media, and Web Apps and License. Through the App Distribution segment, the Company offers Reimage, a computer repair software; DriverAgent, a driver repair software; CyberGhost, a virtual private network solution, and associated services. The Company’s Media division provides media and advertising technology services that include media buying, ad agency services, and ad serving technologies. It offers Ajillion, a mobile ad server and exchange; Definiti Media, an advertisement network, and crossmob, a mobile marketing application. Through the Web Apps and License division, the Company licenses web apps monetization platform and associated technologies.

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This video can be seen at: https://www.piworld.co.uk/2019/09/16/trinity-exploration-production-trin-h1-results-presentation-at-sharesoc/

 

Jeremy Bridglalsingh, Managing Director & CFO talks through the latest results (half year ending 30th June 2019), released 10th September 2019.

Why Trinidad? – 00:18
Who is Trinity? And management shareholdings – 02:49
Asset Summaries – 04:22
2019 Interim results & post period highlights – 05:56
Increasing margins & financial resilience – 11:10
Margin drivers – 12:01
Organic growth path: Reserves & Production – 14:59
Onshore: optimising base production – 16:54
Onshore: growing base production: doing it differently – 19:28
FCF generation – 22:26
Offshore: Further development of Galeota Anticline – 27:39
Modus operandi – 30:02
Summary – 30:39
Q&A: 30:56

Trinity Exploration & Production plc is an independent oil and gas company focused solely on Trinidad & Tobago. The Company operates a portfolio of producing and development assets both onshore and offshore, in the shallow waters West and East Coasts of Trinidad. The Company operates through the segment of production, development and exploration and extraction of hydrocarbons. It operates in Trinidad & Tobago with assets onshore and offshore the East and West Coast. The Company holds approximately 100% interest in the exploration license for the Pletmos Inshore block, which covers an area of approximately 11,000 square kilometers. The Trinidad & Tobago is a prolific hydrocarbon basin. Trinidad & Tobago offers a fiscal regime and regulatory environment. The Company’s total average net production is approximately 2,900 barrels of oil per day (bopd). All non-current assets of the Company are located in Trinidad & Tobago.

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This video can be seen at: https://www.piworld.co.uk/2019/09/16/open-orphan-orph-at-sharesoc-september-2019/

 

Presentation by Cathal Friel, Co-Founder

ORPH came out of a reverse takeover of Venn Life Sciences earlier this year. Cathal Friel outlines what they’re up to, and their vision.

Introduction – 00:18
A pharma services company – 02:02
The founders – 03:14
The orphan drug sector – 06:48
Combining high-margin pharma with digital & data offerings – 10:35
Founders investment – 12:15
Transforming Venn Life Sciences – 13:04
Targetting to add Eu30m in high margin revenues by 2022 – 15:45
Virtual Rep & Access platform – 18:45
Open Orphan’s Geonomic Health Data Platform – 23:03
Summary – 28:15
Q&A – 30:45

Open Orphan plc, formerly Venn Life Sciences Holdings plc, is engaged in the pharma services business. The Company is also engaged in building an orphan drug consulting services platform that helps pharma companies commercialize their products in Europe. The Company consists of four elements: a European clinical research organization and consultancy; an orphan drug services business; a Virtual Rep and Data Access Platform consisting of physicians, and a Health Data Platform. The Company provides fragmented orphan drug services. The Company acquires and consolidates series of orphan drug services companies. It also provides digital data platforms to support companies in research & development and commercialization.

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This video can be seen at: https://www.piworld.co.uk/2019/09/11/blue-whale-interview-with-stephen-yiu-chief-investment-officer-cio/

 

Blue Whale was launched in September 2017, since when it’s achieved an annualised return of 21%. Here, Stephen gives us an insight to how he achieves those return, and what they do differently. An interesting insight to those who manage their own money, or those who are interested specifically in Blue Whale Capital.

Introduction – 00:18 How do you know Peter Hargreaves – 00:34
Why did you launch Blue Whale in 2017? – 01:00
What does Blue Whale offer vs other funds? – 02:07
What are you investing caveats? – 05:28
Modelling – 06:55
Timing the market – 10:23
How much movement in the top 10 holdings? – 13:17
Are there any holdings that didn’t go so well? – 16:05
Have you had any holdings you’ve lost money on? – 19:07
What time period do you use to judge performance? – 21:45
How long do you spend on research? – 23:54
How quickly can you respond to results? – 29:30
Why do you predominantly invest in the US? – 32:12
Which other markets would you look at? – 36:55
Why large caps? – 37:54
What should we expect the average stock turnover pa? – 40:16
How much is the AMC? – 42:33
What are your ambitions for Blue Whale? – 43:03

Blue Whale investment objective: The investment objective of the fund is to achieve capital growth over the long-term by investing in equities on a global basis, with a current focus on developed markets. The portfolio will be concentrated, generally comprising between 25 to 35 stocks. In our view investments must fall into the below criteria in order to qualify for selection within the portfolio: 1. The business must be fundamentally attractive, this means • it has the ability to grow and improve profitability over the long term • it must not face structural or imminent cyclical issues 2. The business must have an attractive price; • the business must have a current valuation that is attractive relative to its future growth and profitability • we expect the business to receive favourable revisions of medium-term consensus growth and profitability expectations These criteria enable the Investment Manager to select investments from a broad range of geographies and sectors with no particular sector or style bias. The Investment Manager will conduct detailed bottom-up fundamental research on each potential investment and in most cases produce their own financial model and forecasts of future performance.

Blue Whale fact shee: https://bluewhale.co.uk/factsheet/  

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This video can be seen at: https://www.piworld.co.uk/2019/09/10/trinity-exploration-production-trin-h1-2019-results-interview/

 

With Jeremy Bridglalsingh Managing Director & CFO interviewed by Tamzin Freeman, piworld.

Jeremy runs through the highlights of H1 19, TRIN's focus, and what investors can expect for the rest of the year.

What are the key developments in H1? – 00:27
With strong revenue & profitability where does that leave the balance sheet? - 01:52
Where will growth come from? - 02:37
Sustainable and significant cash flow generation - 03:44
Where does that sit alongside SPT? - 04:36
What is it that TRIN does differently, in the region? - 06:12a
Production volumes - 7:53
Offshore production – 08:22
Summary and outlook - 10:50

Trinity Exploration & Production plc is an independent oil and gas company focused solely on Trinidad & Tobago. The Company operates a portfolio of producing and development assets both onshore and offshore, in the shallow waters West and East Coasts of Trinidad. The Company operates through the segment of production, development and exploration and extraction of hydrocarbons. It operates in Trinidad & Tobago with assets onshore and offshore the East and West Coast. The Company holds approximately 100% interest in the exploration license for the Pletmos Inshore block, which covers an area of approximately 11,000 square kilometers. The Trinidad & Tobago is a prolific hydrocarbon basin. Trinidad & Tobago offers a fiscal regime and regulatory environment. The Company's total average net production is approximately 2,900 barrels of oil per day (bopd). All non-current assets of the Company are located in Trinidad & Tobago.

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