Archive for October 2020

This video can be seen at: https://www.piworld.co.uk/2020/10/29/proactis-group-holdings-full-year-2020-results-overview/

 

Tim Sykes, CEO, talks to piworld’s Tamzin Freeman about the Group's full year results to 31st July 2020.

The key themes for the year – 00:30
Highlights of the period – 01:00
Progress against growth strategy - 02:07
Operational progress - 03:08
Outlook - 03:48

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.

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This video can be seen at: https://www.piworld.co.uk/2020/10/27/whireland-whi-half-year-results-overview-october-2020/

 

WHIreland CEO Phillip Wale presents an overview of the group's half year results for the period ended 30 September 2020.

Introduction - 00:21
Financial highlights - 00:34
Wealth Management highlights - 01:13
Corporate & Institutional Broking highlights - 01:47
Outlook - 02:11
Wealth Management outlook - 02:18
Corporate & Institutional Broking outlook - 02:42

WH Ireland Group plc is a holding company. The Company's principal activities are the provision of wealth management and corporate finance advice, research, products and services to the private clients, and small and medium sized companies. It operates through two segments, which include Private Wealth Management and Corporate Broking. The Private Wealth Management segment offers investment management advice and services to individuals and contains its wealth planning business, giving advice on and acting as intermediary for a range of financial products. The Corporate Broking segment provides corporate finance and corporate broking advice and services to the companies, and acts as nominated advisor to clients listed on the Alternative Investment Market (AIM). The Corporate Broking segment contains its institutional sales and research business, which carries out stockbroking activities on behalf of companies, as well as conducting research into markets of interest to its clients.

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This video can be seen here: http://www.piworld.co.uk/2020/10/22/piworld-intervie…-richard-leonard/ 

 

We are privileged to spend an hour chatting to Andy Brough, Head of the UK & European Small & Mid Cap Team at Schroders, and Richard Leonard who co-runs a Family Office, an amazing duo. Firstly, we discuss their different perspectives as a family office and institutional fund, then, cover the macro picture, and drill down to companies where they each see opportunity. Full of wisdom and wit. A brilliant hour of investing insight!

Running a family office v running a large fund – 00:45
Macro picture, is it a time to be fully invested? – 02:15
Those companies with opportunities discussed in July: POLR, REDD, UPGS - 08:37
Macfarlane (MACF) - 10:19 Tremor (TRMR) - 15:45
Reach Group (RCH) – 21:15
N Brown (BWNG) - 31:40
Novacyt (NCYT) - 34:12
Andy Brough on CV19 – 41:16

Q&A – 44:26 Ted Baker (TED) - 47:12
Reach (RCH) v Johnston Press (JPR) – 49:00
NCYT will they move to the main market or NASDAQ? – 51:59
NCYT competition - 53:43
BOO auditors - 54:28

Many thanks to Andy and Richard.  

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A piworld interview with David Thornton

This video can be seen at: http://www.piworld.co.uk/2020/10/16/a-piworld-interv…h-david-thornton/

 

Growth Company Investor update, October 2020

David Thornton is Owner & Editor of Growth Company Investor (GCI). He tells piworld of his new ownership of GCI, updates on companies he mentioned in July, and gives an overview of those companies he’s recently interviewed, which he feels have good growth prospects.

Introduction - 00:18
What does the new ownership mean for GCI & subscribers - 00:46
David’s background – 02:35
How did David’s July 20 recommendations do? - 03:25
Venture Life (VLG), Accrol (ACRL), Codemasters (CDM), Victoria (VCP), Manolete (MANO), AFH Financial (AFHP) Current recommendations: Gaming Realms (GMR) – 08:23
DX Group (DX.) - 14:34
Think Smart (TSL) – 19:15
IMImobile (IMO) - 27:03
Motorpoint (MOTR) - 32:11
Inspired Energy (INSE) - 35:08

Q&A – 41:10
At DX. what does the balance sheet & return on capital look like? – 41:16
IMO – who are the big competitors – 43:20
IMO – would it list in the US, if so would it leave AIM? - 44:32
VLG – Are you worried about the cash conversion? - 45:00
GMR – will it need to raise cash as it grows? - 46:35
MANO – would you cut losses or average down? - 47:53
AGFX – what’s your take on the H1 trading update? - 49:44
CDM & GMR – will you be building your positions? - 52:29
GMR – what’s the next chance of US gaming news re lockdown and Slingo – 54:25
Do you look at mid caps or larger caps? – 55:28

 

About David Thornton
Following an extensive career in the City David is Editor & Owner of Growth Company Investor (GCI), an excellent publication about Small Cap Shares. David, graduated 1982 and went into the City as a trainee UK equity investment analyst with an insurance company. 1985 started managing money at Br Gas pension fund. 1987-04 fund manager at Henderson. Spent 4 years doing US equities before returning to UK desk. 2006-12 launched and ran an East European fund at a hedge fund boutique (Russia, Turkey, Poland, Hungary, Greece etc). Doing these markets turned out to be good training for looking at the nether reaches of AIM which was his next job! 2013 onwards - financial journalism focused on UK small caps. Initially Redhot Penny Shares newsletter (part of MoneyWeek) and since 2015 Growth Company Investor (GCI). In September 2020 David acquired GCI from the original owners, Bonhill plc.  

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This video can be seen at: https://www.piworld.co.uk/2020/10/06/air-partner-air-interim-results-interview-by-piworld-with-mark-briffa-ceo/

 

Mark discusses AIR’s outstanding H1 with underlying PTP +250% and underlying EPS +198% mainly driven by Group Charter and Freight divisions. He goes on to discuss the performance of each of the divisions, the initiatives taken and then moves on to the opportunities including in the US, South Africa & with acquisitions. Finally, we cover the outlook where there are many opportunities, albeit limited visibility.

H1 20 overview – 00:21
H1 Highlights – 02:00
Covid 19 – 08:44
The outlook – 10:19

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 Air Partner Safety & Security 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 Air Partner Safety & Security (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/2020/10/02/1spatial-spa-interim-results-presentation-september-2020/

 

1Spatial (SPA) interim results presentation by Claire Milverton, CEO & Andy Fabian, CFO, given to analysts 30.09.20.

Claire Milverton, CEO
What we do - 00:31
H1 21 Financial overview - 04:07
Covid-19 & current trading - 06:33

Andy Fabian, CFO
Financial results - 08:53

Claire Milverton, CEO
Growth strategy - 17:20
Case studies of customer wins - 24:04
Summary & outlook - 28:04

Q&A - 28:50

1Spatial plc is a holding company. The Company's principal activity is the development and sale of information technology software along with related consultancy and support. It operates through three segments: Geospatial, Cloud Services and Central costs. The Geospatial segment includes the core 1Spatial Group, including France and Belgium, and Laser Scan Inc. The Cloud Services segment is represented by Enables IT and its two smaller businesses: Avisen and Storage Fusion Limited, and its associate, Sitemap Limited. Its geospatial technology enables organizations to manage, validate, integrate and interpret spatial data from different sources. Its products and services include 1Integrate for ArcGIS, 1Spatial Cloud, 1Spatial Management Suite, Elyx Suite, FME, Geocortex, G-Cloud Services, consultancy, support and training. Its clients include national mapping and cadastral agencies, utility and telecommunications companies, and government departments, including census bureaus.

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This video can be seen at: https://www.piworld.co.uk/2020/10/01/sumo-group-sumo-h1-20-results-presentation-including-details-of-the-pipeworks-acquisition/

 

Carl Cavers, CEO & David Wilton, CFO present Sumo H1 20 results, and give more details of the Pipeworks acquisition, in this presentation to analysts given 30th September 2020.

 

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.  

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Attraqt (ATQT) 2020 interim results overview

This video can be seen at: https://www.piworld.co.uk/2020/10/01/attraqt-atqt-2020-interim-results-overview/

 

Mark Adams, CEO discusses the Group's interim results for the period ending 30th June 2020, and the acquisition of Aleph, with piworld.

Introduction - 00:22
Why did Mark accept the position of CEO and initial observations - 00:30
Results overview - 02:09
What's been happening in the market? - 04:36
Acquisition of Aleph - 05:38
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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