Archive for October 2019

This video can be seen at: https://www.piworld.co.uk/2019/10/29/stephen-english-keynote-presentation-at-mello-london-may-19-swiss-army-knife-investing/

 

Stephen shares his investing wisdom, in his engaging and entertaining style. Highly recommended.

Retail Life Cycle – 01:14
Domino’s Pizza – 02:40
Shoe Zone - 06:19
Buy and build strategy - 12:02
Restore - 20:37
Earnings accretive can value destruct – 25:58
Gartners hype cycle - 27:27
Vertu Motors: forward PE de-rating - 30:23
Rumsfeldian investing – unknowns can be profitable - 31:48
KPI’s – 34:56
For the traders: charts - 35:37
Formula for success - 37:05

About Stephen English BA(Hons), CFA Chartered FCSI Investment Director – Head of AIM stocks, Blankstone Sington Stephen joined Blankston Sington in 2002 and works as an analyst generating research and investment recommendations across large and mid-cap companies as well as collective investment funds. Stephen is also responsible for selecting stocks in the Inheritance Tax Portfolio, comprised of AIM listed companies, which has been successfully managed since its inception in 2010. Stephen is a Chartered Fellow of the Chartered Institute for Securities & Investment (FSCI) and also holds the Chartered Financial Analyst® designation (CFA®). The CFA® designation is globally recognised and attests to a holder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. https://www.blankstonesington.co.uk/  

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This video can be seen at: https://www.piworld.co.uk/2019/10/25/instem-ins-presentation-at-piworld-progressive-equity-research-event-september-2019/

 

Phil Reason, CEO, gives a comprehensive overview of the investment case for Instem.

Introduction by Gareth Evans, Progressive Equity Research – 00:18

Phil Reason, CEO
Introduction – 01:05
What is Instem? – 03:02
Market leader – 06:22
Market drivers – 08:38
INS from discovery to post marketing – 13:13
Study management – 16:42
Regulatory solutions – 19:43
SEND Outsourced Services Growth – 23:04
Informatics – 26:10
Financial highlights H1 19 – 29:50
Summary – 30:20
Q&A – 31:27

Instem plc is a supplier of information technology (IT) applications to the early development healthcare market delivering solutions for data collection, management and analysis across the research and development continuum. The Company is engaged in Global Life Sciences operations. Its lead product suite, Provantis, is an application in the Early Development Safety Assessment (EDSA) market. The Provantis solution incorporates a suite of modules required for managing and recording EDSA studies, from receipt of the compound through to the automated assembly of statistical analyses and final reports. Its software allows scientific staff to collect, analyze and share data across the organization and externally. It also offers ALPHADAS, an early phase clinical software solution. The Company offers Centrus suite, which provides pre-built applications, as well as the ability to utilize a range of business intelligence and analysis tools.

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This video can be seen at: https://www.piworld.co.uk/2019/10/25/ecsc-group-ecsc-presentation-at-sharesoc-october-2019/

 

by Ian Mann, CEO and Founder

Introduction - 00:18
What ECSC do - 01:41
The market - 08:09
New cyber security vulnerabilities - 09:37
Major GDPR fines - 10:56
Jan-June 19 financial performance -15:10
Organic revenue growth - 18:11
KPIs - 19:00
Outlook - 20:08
Summary - 21:10
Q&A - 21:50

ECSC Group plc is a United Kingdom-based information and cyber security service provider. The Company offers a range of cyber security solutions and services to the sectors, including education, retail, legal, financial and local authorities. It offers services to e-commerce start-ups and global organizations. Its PROTECT division delivers the ECSC PCI DSS certified Security Operations Centre, which supports around the clock services for clients wishing to outsource their cyber security device management. The ECSC SOC supports a range of ECSC LABS security appliances, along with its ECSC SELECT vendor products. Its consultancy services, part of the ECSC ASSURE division, offer advice on compliance to industry standards. It offers a range of testing services, both technical and non-technical, to uncover its clients' vulnerabilities and suggest an appropriate plan to resolve them. As part of its testing service line from ECSC ASSURE, it also certifies to Cyber Essentials requirements.

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This video can be seen at: https://www.piworld.co.uk/2019/10/21/everyman-media-group-eman-h1-results-presentation-september-2019/

 

An overview of Everyman H1 results by Crispin Lilly, CEO & Elizabeth Lake, CFO, presenting in the Everyman cinema at Kings Cross.

Crispin Lilly, CEO
Introduction - 00:18
Overview - 01:36
The evolution of Everyman - 03:04
What makes EMAN unique - 05:28
Food and drink - 06:31
Film content - 07:42
Motivated team - 09:13
Highlights of the period - 10:11
KPIs – 18:08

Elizabeth Lake, CFO
Introduction - 19:37
P&L - 20:17
EBITDA bridge - 24:20
Balance sheet - 25:33
Cashflow statement - 27:13

Crispin Lilly, CEO
Estate profile – 29:04
New markets - 33:20
UK cinema market - 34:43
Streaming - 36:28
Conclusion - 38:23

Q&A - 38:58

Everyman Media Group plc is a United Kingdom-based holding company. The Company is an independent cinema group in terms of cinema venues, screens and admissions. The Company's segments include film and entertainment, food and beverages, and other. The Company and its subsidiaries are engaged in the ownership and management of cinemas in the United Kingdom. It has a portfolio of over 20 venues and approximately 40 screens operating under the Everyman brand. It shows a range of current and classic films alongside event cinema productions. The Company has its venues in the following locations, such as at the Mailbox in Birmingham; Hampstead, Baker Street, Barnet, Belsize Park, Canary Wharf, Islington, Maida Vale and Muswell Hill in London; Hampshire in Winchester; Surrey in Walton-On-Thames, Surrey in Reigate and others. The Company's subsidiaries include Everyman Media Holdings Limited and Everyman Media Limited, both of which are engaged in the cinema management and ownership.

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This video can be seen at: https://www.piworld.co.uk/2019/10/17/pantheon-international-presentation-at-mello-trusts-funds-may-2019/

 

By Helen Steers, Partner and Andrew Lebus, Partner

A fascinating overview of the private equity markets by Helen, followed by Andrew who talks specifically about Pantheon International, and what it offers investors.

Helen Steers, Partner
Introduction – 00:18
Private Equity market – 02:10
Opportunity set in Private Markets - 09:00
Types of private equity - 10:13
Typical private equity structure - 12:11
Lifecycle of a PE fund - 13:07
How PE creates value - 15:27

Andrew Lebus, Partner
Accessing Private Equity - 20:07
What PIP offers - 24:29
Approach for portfolio construction - 26:28
PIP : A cash generative portfolio - 28:16
PIP: Access to international growth companies - 29:32
Summary - 30:43

The Company's primary investment objective is to maximise capital growth by investing in a diversified portfolio of private equity funds and directly in private companies.

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This video can be seen at: https://www.piworld.co.uk/2019/10/15/eagle-eye-eye-fy19-results-september-2019/

 

A comprehensive overview of the year operationally & financially by Tim Mason, CEO & Lucy Sharman-Mundy, CFO

Tim Mason, CEO
Eagle Eye - 00:44
Executive summary – 02:04
eCommerce tools to bricks & mortar retailers - 02:40
EYE KPI’s - 04:41
EYE investment case summary - 05:36

Lucy Sharman-Mundy, CFO
Revenue split by business model - 07:28
Price per transaction - 08:47
Illustrative contract lifecycle - 10:16

Tim Mason, CEO
Strategic update - 11:37
Delivering on customer strategy - 12:44
Loblaw’s 14:26
Innovation - 15:48
New geographies - 17:30
Operations - 20:38
Looking ahead - 23:54

Lucy Sharman-Mundy, CFO
Financial results FY19 - 26:38

Tim Mason, CEO
Outlook - 33:05

Q&A – 34:20

Eagle Eye Solutions Group plc is a software as a solution (SaaS) technology company. The Company is engaged in the marketing, validation and redemption of digital promotions in real-time for the grocery, retail and hospitality industries. The Company's software platform, Eagle Eye AIR, integrates with all existing point of sale (POS) systems and creates digital offers, rewards and vouchers then delivers them to customers by e-mail, text or through a loyalty application for instant redemption. Eagle Eye AIR enables brands and merchants to set up targeted campaigns, choosing various media channels to reach specific demographics. Eagle Eye AIR captures real-time data on consumer activity and campaign success. Eagle Eye Promote is a rules-based platform for brands and retailers, which creates, builds and manages their promotional campaigns. Eagle Eye Gift allows tracking of gift vouchers, including redemption data. Eagle Eye Reward supports and enables the digitization of loyalty schemes.

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This video can be seen at: https://www.piworld.co.uk/2019/10/09/dx-group-dx-fy19-webcast-october-2019/

 

By Ron Series, Executive Chairman, Lloyd Dunn, CEO & David Mulligan, CFO

A comprehensive outline of DX Group by the management, who joined from 2017, summarising what they’ve achieved over this time.

Ron Series, Executive Chairman
Who are DX.? - 00:32
Executive Team - 01:37
Divisional Structure - 02:35
Summary FY19 – 03:55

Lloyd Dunn, CEO
DX Freight - 04:38
DX Express – 07:52

David Mulligan, CFO
Financial overview FY19 - 12:20

Ron Series, Executive Chairman
Summary – 16:02

DX (Group) plc is engaged in the provision of parcels, mail and logistics services in the United Kingdom and Ireland. The Company's segments include parcels and freight, mail and packets, and logistics. The parcels and freight segment offers services, such as DX 1-Man, engaged in the delivery of irregular dimension and weight items; DX Courier, which provides next day parcel services, and DX 2-Man, which offers a business to consumer home delivery solution for heavier and bulkier items. The mail and packets segment comprises services DX Exchange, a business to business (B2B) mail service providing its customers with collection and delivery times; DX Secure, which provides security, and DX Mail, a mail service offering downstream access for smaller volume users. The logistics segment includes the provision of customer-liveried vehicles and uniformed personnel, such as fleet management solutions and integration with customer's business operations.

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This video can be seen at: https://www.piworld.co.uk/2019/10/08/air-partner-air-h1-results-october-2019/

 

piworld’s Tamzin Freeman talks to CEO Mark Briffa about the Group’s half year results for the period ended 31st July 2019.

 

Introduction – 00:22

Financial highlights – 00:53

Operational highlights – 02:12

Market backdrop – 03:07

Pipeline – 04:37

NGS partnership – 05:22

Outlook – 06:07

Air Partner plc is a United Kingdom-based aviation services company. The Company provides worldwide solutions to industry, commerce, governments and private individuals. The Company has two divisions: Charter division comprising air charter broking and remarketing and the Consulting & Training division comprising the aviation safety consultancies, Baines Simmons, Clockwork Research and SafeSkys, as well as Air Partner’s Emergency Planning Division. In addition for reporting purpose, the Company is structured into four divisions: Commercial Jets, Private Jets, Freight (Charter) and Consulting & Training (Baines Simmons, Clockwork Research, SafeSkys and Air Partner’s Emergency Planning Division).

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This video can be seen at: https://www.piworld.co.uk/2019/10/03/aquis-exchange-aqx-h1-19-presentation/

 

By Alasdair Haynes, CEO & Jonathan Clelland, CFO

Overview on H1 19 both operationally and financially, and more detail on the proposed acquisition of the NEX Exchange.

Introduction – 00:18
Aquis Exchange at a glance – 01:16
H1 19 overview - 08:35
KPIs - 10:30
Liquidity - 13:45
Aquis Exchange growth - 16:23
Financial performance H1 19 - 18:19
Progress at the Exchange division – 23:17
Progress on technologies division and market data - 28:27
Proposed acquisition of NEX Exchange - 33:57
Q&A - 41:26

Aquis Exchange PLC, formerly Aquis Exchange Limited, is a United kingdom-based company that operates as a pan-European cash equities trading exchange. The Company’s lit order book allows institutional traders to trade the stocks from 14 European countries. Its Market at Close order type allows members to enter orders on Aquis Exchange at the closing price of the market-of-listing end-of-day auction. It offers trading in a range of European financial instruments, including the constituents of the European indices from various markets. Its software and technology division, Aquis Technologies, develops trade surveillance and matching engine software for banks, investment firms and exchanges. Aquis Market Surveillance is a market surveillance platform for exchanges, multilateral trading facility, brokers and other trading firms. The features of its AMS include case management, market abuse indicators, management information system, order book replay and intraday alert parameter control.

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This video can be seen at: https://www.piworld.co.uk/2019/10/02/finncap-group-fcap-presentation-at-progressive-equity-research-event-september-2019/

 

With an introduction by Gareth Evans, Progressive Equity Research. Sam Smith, CEO, outlines the business model for finnCap, the rationale behind the recent IPO and what's happened since. Tom Hayward, CFO runs through the financials, and combining with Cavendish.

Sam Smith, CEO
Overview of finnCap - 00:33
Market opportunity - 02:02
Financial highlights - 03:31
The ambition - 03:57

Tom Hayward, CFO
Financials - 5:48
KPIs - 10:04
Rationale for combining with Cavendish - 10:55

Sam Smith, CEO
What the combined group has achieved to date - 13:57
finnCap business strategy - 15:17

Q&A - 17:16

finnCap Group Plc is a United Kingdom-based investment adviser and broker. The Company focuses on providing the financial services to public or private sectors. Its principal activities are equity capital market focused and delivered through teams specializing in corporate finance and broking, equity sales, agency trading and market making and research.

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