Archive for January 2020

This video can be seen at: https://www.piworld.co.uk/2020/01/31/sthree-stem-fy-results-presentation-year-end-30th-november-2019/

 

Analyst presentation January 2019 by Mark Dorman, CEO & Alex Smith, CFO

Mark Dorman, CEO
Who is SThree? – 00:39
Our purpose – 02:06
Performance highlights – 2:55

Alex Smith, CFO
Financials – 03:45

Mark Dorman, CEO
The opportunity – 13:35
Business overview – 17:23
Group KPIs – 18:06
Performance by region – 20:15
Strategy and outlook – 24:22
Outlook – 27:45

SThree plc is an international staffing company, which provides specialist recruitment services in the science, technology, engineering and mathematics (STEM) industries. The Company provides permanent and contract staff to sectors, including information and communication technology (ICT), banking and finance, life sciences, engineering and energy. The Company’s segments include the United Kingdom & Ireland (UK&I), Continental Europe, the USA, and Asia Pacific & Middle East (APAC & ME). The Company’s recruitment brands include Computer Futures, Progressive Recruitment, Huxley and Real Staffing. The Company’s other brands include Global Enterprise Partners, Hyden, JP Gray, Madison Black, Newington International and Orgtel. The Company delivers contract, permanent, projects, retained and executive search recruitment solutions. Its support and mobility services offer contracting, relocation and relevant visa support. It provides resources to support its brands with contractor services.

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This video can be seen at: https://www.piworld.co.uk/2020/01/28/nwf-group-nwf-interim-results-to-30-november-19-overview/

 

Richard Whiting, Chief Executive and Chris Belsham, Group Finance Director, run through interim results (to 30.11.19), released on 28th January 2020. Richard talks through the development strategy including the acquisitions in the fuel division to consolidate the sector, and a new warehouse in the foods division, backed by customer contracts, both will be earnings enhancing in 2021.

Richard Whiting, Chief Executive
Introduction – 00:19
Interim results summary – 00:41
Fuels operating highlights – 01:17
Food operating highlights – 02:10
Feeds operating highlights – 03:02

Chris Belsham, Group Finance Director
Financials 03:48

Richard Whiting, Chief Executive
Development strategy – 07:43
Summary and outlook – 10:04

NWF Group plc is engaged in the manufacture and sale of animal feeds, the sale and distribution of fuel oils, and the warehousing and distribution of ambient groceries. The Company operates through three segments: Feeds, Food and Fuels. The Feeds segment is engaged in the manufacture and sale of animal feeds and other agricultural products. The Food segment is engaged in warehousing and distribution of clients’ ambient grocery and other products to supermarket and other retail distribution centers. The Fuels segment is engaged in the sale and distribution of domestic heating, industrial and road fuels. The Company’s subsidiary, Boughey Distribution Limited, is engaged in warehousing and food distribution. Its subsidiaries, NWF Agriculture Limited, S.C. Feeds Limited, New Breed (UK) Limited and Jim Peet (Agriculture) Limited, are engaged in animal feedstuffs and seeds supply. Its subsidiaries, NWF Fuels Limited and Staffordshire Fuels Limited, are engaged in fuel distribution.

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This video can be seen at:  https://www.piworld.co.uk/2020/01/26/gresham-house-ghe-review-of-2019/

 

By Tony Dalwood, CEO

Overview of 2019 - 00:23
Growth in 2019 - 01:18
Culture and values - 02:10
Diversity of assets offered for all investors - 03:05
Investment process and sustainability - 04:12
New opportunities - 04:57
International growth - 06:06
Outlook for 2020 - 06:34
The next five years - 07:15

Gresham House plc is an asset management company. The Company focuses on managing funds and co-investment or club deals across a range of differentiated and illiquid alternative investment strategies for third-party clients. Its segments include Asset Management, Forestry Management, Investment in Securities and Property Investment. The Company invested in securities and maintained its investment in commercial properties. It is developing a platform for product development, distribution and structured discretionary co-investment. Its property portfolio consists of the property in Speke, Liverpool, known as Southern Gateway, and a residual approximately five acres at Newton-le-Willows. Its subsidiaries include Aitchesse Limited, Gresham House Asset Management Limited, Chartermet Limited, Deacon Commercial Development and Finance Limited, Gresham House Finance Limited, Gresham House Holdings Limited, Gresham House Investment Management Limited and Gresham House Real Assets Limited.

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 This video can be seen at: https://www.piworld.co.uk/2020/01/24/ultra-electronics-ule-capital-markets-day-january-2020/

 

CEO Simon Pryce and the ULE management team give details on Ultra's new Corporate Strategy and focus on Maritime and Intelligence & Communication divisions. The presentation also provides insight into the Focus, Fix, Grow improvement opportunities and broader growth ambitions for the Group.

Simon Pryce, CEO

Introduction 
The Team 
Ultra, the background and opportunity 
Focus 
Fix & grow 


Richard Cashin, Strategy Director

Market dynamics


Thomas Link, SBU Presiden
t

Maritime 

Q&A

Mike Baptist, SBU President

Intelligence & Communications 

Richard Cashin Strategy Director

Other specialist businesses 

Q&A 

Jos Sclater, CFO

First Impressions 

Simon Pryce, CEO

Future aspiration
Key Takeaways 

Q&A 

 

Ultra Electronics Holdings plc provides solutions and products in the defence and aerospace, security and cyber, transport and energy markets, by applying electronic and software technologies. The Company operates in three segments: Aerospace & Infrastructure, Communications & Security, and Maritime & Land. Its market facing segments are Aerospace, Infrastructure, Nuclear, Communications, C2ISR, Maritime, Land and Underwater Warfare. The Aerospace & Infrastructure division produces high-integrity, safety critical electronic control systems for aircraft applications, including position sensing and control; airframe and engine ice protection and detection; electronic architectures; weapon control, and noise cancellation systems. The Communications & Security division provides mission critical, information dominance solutions. The Maritime & Land division provides sensors, combat management systems, power solutions for surface, sub-surface and unmanned platforms.

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This video can be seen at: https://www.piworld.co.uk/2020/01/10/eis-investing-with-tim-j-grattan/

Tim gives us a tremendous overview of EIS investing, why governments offer EIS tax breaks, what they are, how to take advantage of them, the pitfalls, and his overall performance during the 10 years he’s been doing them. A great personal insight.

Tim Grattan’s background – 00:29
What is an EIS and why does the Government offer them? - 02:14
Have EIS schemes created growth in those companies? - 04:30
Will the tax incentive be taken away? - 05:27
The EIS tax benefits - 06:14
What’s the difference between a VTC and EIS? – 11:00
What are the capital limits for an EIS? - 11:38
What qualifies an SME for EIS? - 13:39
What type of EIS do you favour? - 17:05
Nex Markets – 22:44
Do any companies fall foul of their EIS requirements? - 23:15
What are the risks with EIS investments? - 25:47
What are your preferences for EIS opportunities? - 27:06
The winners and losers over the last 5 years - 28:24
What level of research do you do? - 34:35
What’s your overall performance been over the last 10 years? - 38:00
Why would you sell out before the 3-year period? - 38:54

 

About Tim J Grattan

Tim completed his post grad degree in Synthetic Chemistry in 1983 and then took up a position in the Pharmaceutical Industry working in Pharmaceutical development, he continued his career in the Pharmaceutical Industry working for a number of companies in different roles within R&D and took early retirement following a departmental reorganisation at his last employer having completed 24 years in the industry. Tim first became involved with share investments through the Thatcher era privatisations which lead to an interest in the wider market and he is now a full-time investor, focusing mainly on tax advantaged UK listed shares, namely VCTs and EIS qualifying AIM quoted shares in the Tech and Pharm Tech sectors.  

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