Archive for November 2020

WHIreland (WHI) Conditional Acquisition of Harpsden.

This video can be seen at: https://www.piworld.co.uk/2020/11/30/whireland-whi-conditional-acquisition-of-harpsden/

 

Phillip Wale, Chief Executive & Stephen Ford, Executive Director, Head of Wealth Management outline the WHI plan for growth, and where the Harpsden Wealth Management acquisition fits into that.

Phillip Wale, Chief Executive
Plan for growth - 00:40

Stephen Ford, Executive Director, Head of Wealth Management
Harpsden Wealth Management acquisition – 01:17
Strategic rationale for the transaction - 02:06

Phillip Wale, Chief Executive
Plan for growth: Capital Markets - 04:10
Summary: a simpler & scalable business - 04:58

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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Tracsis (TRCS) FY20 results presentation

This video can be seen at: https://www.piworld.co.uk/2020/11/30/tracsis-trcs-fy20-results-presentation/

 

Chris Barnes, CEO, Max Cawthra, CFO & Andy Kelly, (incoming CFO from February 2021) present TRCS FY20 results, providing more colour to the results, the outlook and the strategy going forward.

Chris Barnes, CEO
Overview - 00:34

Andy Kelly, (incoming CFO from February 2021)
Introduction to Andy Kelly, incoming CEO - 01:37

Chris Barnes, CEO
Group integration - 04:20
Revenue split & recurring revenue - 09:28
Headline figures - 10:24
CV19 actions - 13:04

Max Cawthra, CFO
Financial overview - 15:20

Chris Barnes, CEO
Rail Technology & Services - 18:35

Max Cawthra, CFO
Income statement - 21:00
Cashflows – 22:22
Balance sheet - 22:43

Chris Barnes, CEO
Industry drivers - 23:15

Andy Kelly, incoming CFO
3 year growth strategy - 25:16

Chris Barnes, CEO
Where near term growth will come from - 27:58
ESG strategy - 31:45
20212 and beyond - 32:48

Q&A – 33:50

Tracsis plc is a holding company. The Company is engaged in the business of software development and consultancy for the rail industry. Its segments include Rail Technology and Services, and Traffic & Data Services. The Rail Technology and Services segment includes its Software, Consultancy and Remote Condition Monitoring Technology, and also includes Ontrac Limited and Ontrac Technology Limited (together being Ontrac). The Traffic & Data Services segment includes data capture, analysis and interpretation of traffic and pedestrian data to aid with the planning, investment and ultimate operations of a transport environment and it also includes SEP Limited (SEP). It provides software products, consultancy services and delivers customized projects to solve a range of problems within the transport and traffic sector. It specializes in solving a range of data capture, reporting and resource optimization problems along with the provision of a range of as

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RA International (RAI): Who they are & what they do.

This video can be seen at: https://www.piworld.co.uk/2020/11/27/ra-international-rai-who-they-are-what-they-do/

 

Soraya Narfeldt, CEO, Lars Narfeldt, COO & Andrew Bolter, CFO outline RA International, including the company’s history, what they do, their values and the story since IPO.

Soraya Narfeldt, CEO
History of RA International – 00:19

Lars Narfeldt, COO & Andrew Bolter, CFO
What we do – 01:41

Soraya Narfeldt, CEO
The importance of trust – 03:03
Why we are different – 04:02

Lars Narfeldt, COO
Diversification – 04:38

Andrew Bolter, CFO
The one supplier model – 05:55

Lars Narfeldt, COO
Sustainability – 06:48

Andrew Bolter, CFO
The story since IPO – 07:58

Soraya Narfeldt, CEO
Conclusion – 09:00

RA International Group PLC is a United Kingdom-based remote site service provider. The Company offers integrated camp services, from the construction of camp facilities to full life support services- including camp catering and camp maintenance services foe clientele operating in remote and challenging environments. It focuses on providing remote site solutions for those involved in humanitarian operations, and the oil and gas and mining industries. The Company’s service offerings include construction, operation and maintenance, integrated facilities management, supply chain, and accommodation. It provides its services to mining, oil and gas, and humanitarian.

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Mind Gym (MIND) H1 Investor presentation November 2020

This video can be seen at: https://www.piworld.co.uk/2020/11/26/mind-gym-mind-h1-investor-presentation-november-2020/

 

Octavius Black, Co-Founder & CEO, Richard Steele, CFO & Elaine Safier, Chief Digital Officer, outline Mind Gym's H1 results, and their ambitious strategy to grow the business going forward.

Octavius Black, Co-Founder & CEO
H1: CV19 & Operational highlights - 01:05

Richard Steele, CFO
H1: Financials - 04:24

Octavius Black, Co-Founder & CEO
Investment for growth - 10:10
MIND is a market disrupter - 12:53
The market opportunity - 15:03
An example of what MIND delivers - 21:33

Elaine Safier, Chief Digital Officer
The historic digital journey - 26:57
Future digital strategy - 29:57
Future digital commercials - 39:09

Richard Steele, CFO
Financial summary including digital & outlook - 40:50

Octavius Black, Co-Founder & CEO
Summary - 44:04

Mind Gym PLC is a United Kingdom-based company that provides professional leadership skills and business relationship management services. The Company offers a range of solutions, such as performance management, management development, diversity and inclusion, change, ethics, reorganization, personal effectiveness, on-boarding, employee engagement, and customer services.

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Tracsis (TRCS) Full Year 2020 results overview

This video can be seen at: https://www.piworld.co.uk/2020/11/26/tracsis-trcs-full-year-2020-results-overview/

 

Chris Barnes, CEO & Max Cawthra, CFO provide an overview of Tracsis FY20 results, the group's development and what's driving the business.

Chris Barns, CEO
Overview - 00:35

Max Cawthra, CFO
Financial overview - 02:38

Chris Barns, CEO
Group development - 04:11

Max Cawthra, CFO
Trade post period end - 06:11

Chris Barns, CEO
What are the market drivers? - 07:11
Outlook - 09:23

Tracsis plc is a holding company. The Company is engaged in the business of software development and consultancy for the rail industry. Its segments include Rail Technology and Services, and Traffic & Data Services. The Rail Technology and Services segment includes its Software, Consultancy and Remote Condition Monitoring Technology, and also includes Ontrac Limited and Ontrac Technology Limited (together being Ontrac). The Traffic & Data Services segment includes data capture, analysis and interpretation of traffic and pedestrian data to aid with the planning, investment and ultimate operations of a transport environment and it also includes SEP Limited (SEP). It provides software products, consultancy services and delivers customized projects to solve a range of problems within the transport and traffic sector. It specializes in solving a range of data capture, reporting and resource optimization problems along with the provision of a range of associated professional services.

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Argentex (AGFX) H1 results presentation November 2020

This video can be seen at: https://www.piworld.co.uk/2020/11/25/argentex-agfx-h1-results-presentation-november-2020/

 

Carl Jani, Co-CEO outlines Argentex's business model, their latest trading and the strategy going forward.

Introduction – 00:18
What we do - 00:50
How we work - 01:44
Addressable market - 03:58
Clients - 05:43
Performance - 06:35
Interim results - 06:55
Income statement - 08:12
Balance sheet - 09:26
Cash - 10:07
H1 in context - 11:10
H1 in detail - 13:05
London HQ - 17:53
Overseas expansion - 18:30
Summary - 19:17
Outlook – 19:46
Q&A – 20:32

Argentex Group PLC is a United Kingdom-based company that is a provider of foreign exchange (FX) services. The Company operates as a Riskless Principal broker for non-speculative spot, forward foreign exchange and structured financial derivative contracts. The Company delivers tailored foreign exchange advisory and execution services to a global client base consisting principally of institutions, corporates and high net worth private individuals.

 

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This video can be seen at: https://www.piworld.co.uk/2020/11/24/dotdigital-group-plc-dotd-full-year-results-presentation/

 

Milan Patal, CEO & Paraag Amin, CFO present the FY20 results, illustrating how the year has panned out with CV19. This comprehensively covers the market, the strategy and how they see the opportunities ahead.

Milan Patel, CEO
Introduction – 00:17
What we do – 00:25
Who we are - 01:03
The talent - 03:16
PLC Board - 03:40
The growth strategy - 04:10
FY 19/20 review - 06:25
COVID-19 – 06:28
Key messages - 08:20
Strategic progress: product innovation - 09:30
Strategic progress: strategic partnerships – 15:50
Strategic progress: geographic expansion – 15:42

Paraag Amin, CFO
Historical growth trends– 16:56
Key trading highlights – 17:10
Trading performance - 18:27
Balance sheet - 21:03
Cashflow - 21:27
IFRS 16 - 22:07
Summary - 22:51

Milan Patel, CEO
The market - 23:19
The rise of omnichannel - 24:50
Forrester Wave - 28:05
Summary - 28:54
Outlook – 2947

Q&A – 30:51

dotdigital Group Plc is a United Kingdom-based company, which is engaged in providing software as a service (SaaS) and managed services to digital marketing professionals. The Company offers dotmailer, which provides e-mail and multi-channel marketing automation platform with various tools that enable marketers to create, manage, execute and evaluate various campaigns. In addition to its automation technologies, the Company also provides multi-channel marketing consultancy and services for businesses seeking to manage customer acquisition, conversion and retention. The Company also has pre-built integrations with e-commerce platforms and customer relationship management (CRM) products, such as Magento and Salesforce. dotmailer helps in using contact data to design, test and send automated campaigns. The Company's subsidiaries include dotmailer Limited, dotsearch Europe Limited and dotmailer Inc. Through its subsidiaries, it is engaged in providing Web- and e-mail-based marketing.

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IG Design Group (IGR) H1 21 results overview

This video can be seen at: https://www.piworld.co.uk/2020/11/24/ig-design-group-igr-h1-21-results-overview/

 

Paul Fineman, CEO & Giles Willits, CFO discuss the IG Design Group H1 results with piworld.

Paul Fineman, CEO & Giles Willits, CFO
H1 performance - 00:32

Giles Willits, CFO
Financial postion in light of CV19 - 02:27

Paul Fineman, CEO
IGR response to CV19 - 03:04

Giles Willits, CFO
Non-US performance - 5:35

Paul Fineman, CEO
Outlook - 06:22

 

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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Charles Stanley (CAY) 2020 Half Year results overview

This video can be seen at: https://www.piworld.co.uk/2020/11/19/charles-stanley-cay-2020-half-year-results-overview/

 

Charles Stanley CEO Paul Abberley and CFO Ben Money-Coutts present an overview of the Group’s Half Year results to 30th September 2020.

Paul Abberley, CEO
Overview – 00:23

Ben Money-Coutts, CFO
Financial overview – 01:19

Paul Abberley, CEO
Business transformation update – 06:30
Outlook – 07:52

Charles Stanley Group PLC is an investment company. The Company provides investment management services, financial planning and pension administration. The Company’s segments are Investment Management Services, Asset Management, Financial Planning, Charles Stanley Direct and Support functions. The Investment Management Services division provides personal investment services to individuals, companies, trusts and charities and includes platform dealing, custody and self-invested personal pension (SIPP) and individual savings account (ISA) administration services. The Asset Management division provides specialist asset management services, through its range of pooled funds, active and passive model portfolios, inheritance tax (IHT) services and investment research to the Investment Management Services division and clients. The Financial Planning division provides financial planning and advice. Charles Stanley Direct provides direct-to-client online dealing and fund broking services.

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dotdigital Group (DOTD) Full Year 2020 results overview

This video can be seen at: https://www.piworld.co.uk/2020/11/17/dotdigital-group-dotd-full-year-2020-results-overview/

 

CEO Milan Patel and CFO Paraag Amin, talk about the Groups’ full year results to 30th of June 2020

Milan Patel, CEO

Overview of the year – 00:37

The impact of COVID-19- 03:25

Market overview – 05:21

Paraag Amin, CFO

Financial highlights – 06:45

Milan Patel, CEO

Outlook – 08:25

dotdigital Group Plc is a United Kingdom-based company, which is engaged in providing software as a service (SaaS) and managed services to digital marketing professionals. The Company offers dotmailer, which provides e-mail and multi-channel marketing automation platform with various tools that enable marketers to create, manage, execute and evaluate various campaigns. In addition to its automation technologies, the Company also provides multi-channel marketing consultancy and services for businesses seeking to manage customer acquisition, conversion and retention. The Company also has pre-built integrations with e-commerce platforms and customer relationship management (CRM) products, such as Magento and Salesforce. dotmailer helps in using contact data to design, test and send automated campaigns. The Company’s subsidiaries include dotmailer Limited, dotsearch Europe Limited and dotmailer Inc. Through its subsidiaries, it is engaged in providing Web- and e-mail-based marketing.

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A Tech Deep Dive into Silicon Carbide for investors

This video can be seen at: https://www.piworld.co.uk/2020/11/09/a-tech-deep-dive-into-silicon-carbide-for-investors/

 

An hour's deep dive into silicon carbide (SiC) market, to summarise what investors should know. Here Dr Peter Gammon, who is an Associate Professor at the University of Warwick, talks about the power electronics market, technical characteristics of silicon carbide, suitability of silicon carbide for high voltage applications, issues and challenges in producing SiC devices and the most important companies in the SiC supply chain. Introduction and Q&A by Jay Malik, a tech investor.

Dr Peter’s Background - 2:46
The Power Devices Market - 03:20
Power Device Design Requirements - 08:34
Technical Characteristic And Applications - 13:00
Why Silicon Carbide? - 19:42
Issues, Cost and Threat from GAN - 21:31
SiC Supply Chain - 28:55
Major Substrate Suppliers - 32:01
Epi-Wafer Suppliers - 33:44
Chip Manufacturers - 34:50
Applications Companies & OEMs - 37:25
Research at Warwick - 40:14
SiC Clean Room at Warwick - 42:55
SiC Consultancy Services - 43:56

Q&A - 45:05

About Dr Peter Gammon Dr Peter is an Associate Professor at the University of Warwick. He has been researching Silicon Carbide Power devices for about 15 years. He has published a number of papers and leads a group of 8 researchers working on future applications of silicon carbide in areas like Satellites and grid level applications. His research covers silicon carbide as a material, SiC devices (IGBTs, MOSFETs, Schottky Diodes), applications and clean room manufacturing techniques. Visit his profile on https://warwick.ac.uk/fac/sci/eng/people/peter_gammon for more info.

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piworld interview: An hour with Paul Jourdan

This video can be seen at: https://www.piworld.co.uk/2020/11/06/piworld-interview-an-hour-with-paul-jourdan/

 

A fabulous hour with Paul Jourdan, CEO and Co-Founder of Amati Global Investors. We get a real sense of his investing rationale and thinking. Paul talks about where he sees market opportunities. How Amati dealt with CV19. Companies he thinks are interesting. What he's learned from mistakes. Particularly thought provoking, his comment, it's not the losers that cost investors, but the expense of missing the great opportunities where you miss a multiple of what you invested.

Paul’s background – 00:50
Paul/Amati’s performance - 03:15
How do you spot companies at such an early stage?- 06:30
Those that didn’t work out? - 14:30
GB Group (GBG) - 16:33
Where we’re at in the current Industrial Revolution? - 17:15
Expertise required for bio tech? - 24:18
Polarean Imaging (POLX) - 26:39
How did you respond to CV19? - 29:43
Dart Group/Jet2 - 33:43
Renalytix AI (RENX) - 36:29
Maxcyte (MXCT) – 42.54

Q&A
Eqtec (EQT) - 45:57 
The hydrogen industry - 50 :47
Value versus growth stocks - 54:28

 

About Paul Jourdan:

Dr Paul Jourdan co-founded Amati Global Investors following the management buyout of Noble Fund Managers from Noble Group in January 2010, having joined Noble in 2007 as Head of Equities. His fund management career began in 1998 with Stewart Ivory, where he gained experience in UK, emerging market, and global equities. In 2000, Stewart Ivory was taken over by First State and Paul became manager of what is now TB Amati UK Smaller Companies Fund. In 2004, he was appointed Head of UK Equities at First State. In early 2005, he launched Amati VCT plc and he also manages Amati VCT 2 after the investment management contract moved to Amati Global Investors in 2010 (In 2018 Amati VCT merged into Amati VCT 2 which was then renamed Amati AIM VCT). Prior to 1998, Paul worked as a professional violinist, including a four-year period with the City of Birmingham Symphony Orchestra. He currently serves as a Director of Sistema Scotland and Clean Trade, both of which are UK registered charities.  

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Proactis Holdings (PHD) FY20 results presentation

This video can be seen at: https://www.piworld.co.uk/2020/11/04/proactis-holdings-phd-fy20-results-presentation/

 

By Tim Sykes, CEO & Richard Hughes, CFO

Tim Sykes, CEO
Key messages – 00:35
Highlights - 02:12
CV19 impact - 06:28
Growth strategy – 08:39
Target market – 11:30
bePayd - 13:44
TCV performance - 17:20
ARR performance - 21:16
HRA analysis – 23:49
Churn analysis - 25:37

Richard Hughes, CFO
Financial highlights - 26:43

Tim Sykes, CEO
Summary & outlook - 30:40

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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