Archive for June 2021

Appreciate Group (APP) full-year 2021 presentation

Appreciate Group’s CEO, Ian O’Doherty & CFO, Tim Clancy present full-year 2021 results. It was a year of significant progress – weathering lockdowns whilst re-focussing the business and accelerating the digital proposition.

Ian O’Doherty – Chief Executive Officer
00:17 – Introduction
00:33 – Year In overview
02:04 – Financial highlights
04:13 – Operational highlights

Tim Clancy – Chief Financial Officer
05:59 – Financial results
11:51– Summary

Ian O’Doherty – Chief Executive Officer
12:13 – Strategic update
15:38 – ESG
16:41 – Technology transformation
17:35 – Outlook & summary

Appreciate Group Plc, formerly Park Group Plc, is a United Kingdom-based multi-retailer redemption product provider to corporate and consumer markets. It operates gift voucher, prepaid gift card and financial service business, which is engaged in delivering rewards and prepaid products and is focused on consumer prepayments and corporate reward and incentive programs. The Company’s segments include consumer and corporate. The consumer segment includes the Company’s sales to consumers, utilizing its Christmas savings offering. The corporate includes the Company’s sales to businesses, offering primarily sales of the Love2shop voucher, flexecash cards, Mastercards and e-codes in addition to other retailer vouchers. Love2shop is the multi-retailer gift voucher and prepaid gift card. It offers flexecash, which is its information technology infrastructure. Its Park Christmas Savings Club operates through a network of agents.

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The Stockopedia/PIWORLD Virtual StockSlam June 2021

The fourth virtual StockSlam hosted by Damian Cannon. Eleven private investors ‘slam’ their best stock idea live, in just 3 minutes, to a sophisticated investor audience followed by questions that keep the slammers on their toes. Bite-sized nuggets to invpire your further research. Fast, factual and fun.

00:18 Damian Cannon introduction
02:40 Gamma Communications (GAMA): Damian Cannon
09:40 Redde Northgate (REDD): Jon McFarlane
15:30 VP Group (VP.): David Thornton
22:16 Tandem (TND): Andrew Robinson
28:37 Phoenix Copper (PXC): Donald Pond
33:56 Endeavour Mining (EDV): Mark Bentley
42:39 Supreme (SUP): Dexter Burt
49:21 Frontier Developments (FDEV): Twenties Trader
56:34 Novacyt (NCYT): Charles Ford
01:04:40 Synthomer (SYNT): Daniel Jones
01:10:15 Concurrent Technologies (CNC): Jack Brumby

The next StockSlam is Wednesday 8th September at 6pm. We hope you can joins us then.

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Diaceutics (AIM: DXRX), 2021 Capital Markets Day

Diaceutics Group CEO, Peter Keeling, and members of the senior management team provide an update on strategy, a demonstration of the DXRX SaaS platform and an expert industry panel discuss their views on the diagnostics market for precision medicine.

 

00:18 – Introduction by Deborah Davis Non-Executive Chair

06:28 – Overview of Diacuetics, Peter Keeling Founder and CEO

14:38 – Introduction to DXRX, Ryan Keeling Chief Innovation Officer

47:14 – Industry expert panel discussion Led by Susanne Munksted, Chief Precision Officer.

1:15:21 – Q&A

1:34:38 – Our opportunity & strategic roadmap, Peter Keeling Founder and CEO

1:41:31 – Business model & KPIs, Philip White CFO

1:49:10 – Conclusion, Peter Keeling Founder and CEO

1:50:35 – Q&A

1:59:56 – Closing remarks, Peter Keeling Founder and CEO

At Diaceutics we believe that every patient should have access to the right treatment at the right time. We provide the world’s leading pharmaceutical companies with an end-to-end solution for the launch of precision medicine diagnostics enabled by DXRX – The Diagnostic Network®.
DXRX is the world’s first diagnostic commercialisation platform for precision medicine, integrating multiple pipelines of real-world diagnostic testing data from a global network of laboratories.

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CEO Frank Hanna and (new) CFO Ryan Mahoney give an overview of the business, the market structure and where MBH fit in; followed by extensive questions from the audience.

Frank Hanna, CEO & Ryan Mahoney, CFO
00:17 – Introduction

Frank Hanna, CEO
02:13 – About Michelmersh Brick Holdings
04:17 – 2020 Financial highlights
06:04 – Operational highlights
07:45 – Market structure
09:06 – Market fundamentals
10:59 – Outlook

15:14 – Q&A

Frank Hanna, CEO & Ryan Mahoney, CFO
Closing remarks – 25:52

Michelmersh Brick Holdings Plc is a United Kingdom-based company, which is engaged in the manufacture of clay bricks, tiles and pavers. The principal activity of the Company is the management and administration of its subsidiary companies. The Company’s segments are Building materials and Landfill. The Company’s Building materials segment is engaged in the manufacture of bricks, tiles and building products being principally facing bricks and clay paviors at Blockleys, which is based in Telford, Shropshire; Charnwood, which is based in Shepshed, Leicestershire; Freshfield Lane, which is based in Danehill, West Sussex, and Michelmersh, which is based in Romsey, Hampshire. The Company’s Landfill segment is engaged in landfill operations, through New Acres Limited, which is based in Telford, Shropshire. The Company’s brands include Blockleys, Charnwood, Freshfield Lane, Michelmersh and Hathern Terra Cotta. Its Blockleys brand manufactures a range of standard special shaped bricks.

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NESF management present full year 2021 results for the period ended 31st March 2021, to analysts and investors.

Kevin Lyon, Chairman
00:16 – Introduction & Overview

Michael Bonte-Friedheim, Group CEO
02:08 – Key Highlights

Ross Grier, Managing Director
05:23 – Growth plans & Outlook

Michael Bonte-Friedheim, Group CEO
08:10 – Financial Highlights

Ross Grier, Managing Director
Michael Bonte-Friedheim, Group CEO

15:10 – Q&A

Michael Bonte-Friedheim
36:02 – Closing remarks

NextEnergy Solar Fund Limited is a closed-ended investment company. The Company's principal activities and investment objectives are to provide investors with a sustainable and attractive dividend that increases in line with retail price index over the long-term by investing in a portfolio of solar photovoltaic (PV) assets that are located in the United Kingdom. It seeks to provide investors with an element of capital growth through the reinvestment of net cash generated in excess of the target dividend in accordance with its investment policy. Its portfolio includes over 94 solar PV plants that are located across approximately 20 different counties of England and Wales. In addition, the portfolio is diversified across over 20 non-connected contractors, approximately 10 different Tier 1 solar panel manufacturers and over nine Tier 1 inverter manufacturers. NextEnergy Capital IM Limited is the investment manager and NextEnergy Capital Limited is the investment advisor of the Company.

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Reg has been dabbling in crowdfunding opportunities, about 50% of which are EIS opportunities. Here, he outlines how a few glasses of wine got him interested(!) and his subsequent journey. Not without risk but worthy of understanding these private equity type opportunities which are now accessible to all investors. Generously, Reg shares his experience for us all to learn from.

*The day after recording this interview, Nutmeg announced on 17.6.21 they are to be purchased for £700m by JPMorgan Chase, a nice windfall for Reg and more than 2,000 investors who invested £250m through Crowdcube in 2019.

00:50 What is crowdfunding?
01:25 What drew crowdfunding to your attention and how did you get involved?
03.21 What’s the difference between this or Kickstarter or investing in VC Fund?
04:30 What is in it for the private investor?
06:57 What are the downsides?
09:12 What sort of return are you hoping to achieve?
10:35 Can you see what large holders are buying into opportunities?
13:07 What percentage of your portfolio would you put into these crowdfunded opportunities?
14:14 How do you view the risk?
15:26 How quickly do you expect to see a return on the investment?
18:14 Exiting
22:44 Access to management
24:04 How do you select investments?
29:30 How much investor information is there on crowdfunded opportunities?
32:16 How do you value the opportunities?
36:03 Market cycles
38:52 The pricing of the offer
40:18 Success rate
43:30 Market sectors

About Reg Hoare
Reg is a Managing Director of Engine MHP Communications, the leading Financial & Corporate PR firm where he specialises in advising mid-market companies, from FTSE 250 to AIM 100. He has over 35 years’ City experience including a decade in investment banking and securities. In his spare time, he is an active private investor, managing his own SIPP and other investments.
Reg can be followed on Twitter @reghoare

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IG Design Group's CEO, Paul Fineman & CFO, Giles Willits present the FY21 results, which were robust despite Covid-19. Looking forward they have impressive targets to achieve $1.5bn revenue and to double adjusted EBITDA. Here, they outline their strategy for that growth.

Paul Fineman, CEO
00:17 - Introduction
00:23 - FY21 Highlights
02:53 - The business at a glance

Giles Willits, CFO
06:22 - Financial highlights
07:58 - Profit & Loss
11:12 - Cashflow
14:08 - Shareholder Commitments

Paul Fineman, CEO
14:58 - Strategy progress in 2021
20:23 - Growth plan
24:24 - Growth drivers, products
26:42 - Growth drivers, customers
28:40 - ESG
30:08 - Outlook & Summary

33:07 - Q&A

Paul Fineman, CEO
37:23 - Closing remarks

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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SThree (STEM) Half year 2021 Trading Update to analysts

SThree's CEO, Mark Dorman and CFO, Alex Smith give a bit of colour to their trading update 14.6.21. Q2 was ahead of expectations which drives H1 net fees up both year on year and versus 2019. Further, there is sustained improvement in new deal activity and contractor retention rates. STEM has a strong balance sheet and the resilient contract business model gives them confidence for the future.

Mark Dorman, CEO
00:17 - Introduction

Alex Smith, CFO
01:20 - H1 trading overview
02:44 - Regional performance
03:49 - Strong positioning

Mark Dorman, CEO
04:38 - H1 Summary

07:02 - Q&A

Mark Dorman, CEO
21:09: Closing remarks

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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IG Design Group (IGR) FY21 overview

IG Design Group's CEO, Paul Fineman and CFO, Giles Willits run through the highlights of the FY21 results.  A stronger than expected performance with a strong order book.  There is a new Growth Plan which targets driving revenues beyond $1.5bn and doubling the Group's Adjusted EBITDA.

Paul Fineman, CEO & Giles Willits, CFO
00:29 - FY21 Summary

Paul Fineman, CEO
03:34 - Growth Plan
04:27 - Operational highlights
05:48 - CSS integration and US highlights
07:19 - International highlights
08:28 - Outlook

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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Mind Gym (MIND) FY21 results presentation

Mind Gym's Founder and CEO Octavius Black and CFO, Richard Steele present full year 2021 results.

Octavius Black, Founder & CEO
00:18 Introduction & agenda
00:45 Mind Gym snapshot
01:44 FY21 trading highlights
03:49 Board changes

Richard Steele, CFO
05:00 FY21 Financial highlights

Octavius Black, Founder & CEO
09:06 Strategy update
11:15 The way the market works
20:02 Investment
25:09 Current trading and outlook

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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Ted Baker (TED) Full Year 2021 results overview

Ted Baker’s CEO, Rachel Osborne and CFO, David Wolffe give an overview of the full year 2021.

Rachel Osborne, CEO
00:38 Highlights of 2021

David Wolffe, CFO
02:52 Financial highlights
04:47 Outlook

Rachel Osborne, CEO
06:13 Strategic progress and key initiatives for the year ahead

Ted Baker Plc is a United Kingdom-based global lifestyle company. The Company offers a range of collections, including menswear, womenswear, global, phormal, endurance, accessories, audio, bedding, childrenswear, crockery, eyewear, footwear, fragrance and skinwear, gifting and stationery, jewelry, lingerie and sleepwear, luggage, neckwear, rugs, suiting, technical accessories, tiles and watches. The Company operates through three segments: retail, wholesale and licensing. It operates stores and concessions across the United Kingdom, Europe, North America and Asia and an e-commerce business based in the United Kingdom, primarily serving the United Kingdom and Europe, with separate the United States and Canadian sites dedicated to North America, and a separate site serving Australia. The Company's wholesale business in the United Kingdom serves countries across the world, particularly in the United Kingdom and Europe. The Company operates both territorial and product licenses.

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This video can be seen at: https://www.piworld.co.uk/education-videos/piworld-talks-to-edmund-shing-about-ntroducing-your-kids-or-anyone-to-investing-part-3/

 

Here Edmund moves onto how to invest in stocks. This is the third interview in the series where Edmund imparts the investing lessons and motivation he’s given to his kids on how and why to invest. Invaluable advice for any investor, new or old! 50 minutes of investing gems to get a profitable return from stock selection. This should be listened to alongside Part 1 and Part 2.

00:56 When should an investor graduate from funds to individual stock picks?
02:18 Where do you find your stocks and how do you select them?
05:12 What growth should we be looking for?
07:08 What other metrics on the checklist?
09:38 How do you work out the valuation of a company?
13:42 Where do you get your ideas?
14:55 How long do you spend on your research?
20:22 How do you time when to buy into a position?
23:44 What technical indicators do you look at?
26:32 How do you manage risk?
28:22 How to handle a market crash?
31:29 What moves a share price?
33:30 Market makers and bulletin boards
34:44 Trading diary and record-keeping
38:15 Averaging down
39:10 Spreads, stop losses and market cap size
42:15 Size of positions
42:37 Catalysts for winners to perform
44:00 IPOs are they good opportunities?
44:37 Macro factors: Where we’re at in the economic cycle? What is your view on inflation?

 

Edmund on Twitter: @TheIdleInvestor

Edmund Shing has over 25 years of experience in financial markets in a wide variety of positions, ranging from proprietary trading to portfolio manager in a number of financial institutions in London and Paris. Since 2015, he has held the role of Global Head of Equity and Derivative Strategy at BNP Paribas in London.

Edmund has a PhD in Cognitive and Computing Science from the University of Birmingham in the United Kingdom, and has done advanced studies in Knowledge-Based Systems and in Experimental Psychology. He is an EFFAS-certified financial analyst. He has also authored the book “The Idle Investor” published by Harriman House in 2015, proposing 3 simple investment strategies that take only a few minutes to execute per month.

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piworld interview: Paul Scott June 2021 update

We catch up with the very engaging Paul Scott who gives us a whistle-stop tour through his portfolio, what he’s been buying, topping up, or selling; plus a brief catch-up on some of the holdings he’s mentioned historically. We start with the unexpected Revolution Bars placing and an interesting commentary on institutional appetite for this, and placings more broadly.

00:53 Paul’s background
01:15 Paul’s performance ytd
02:02 Paul’s view on the market and valuations
03:15 Revolution Bars placing (RBG)
06:29 Sentiment for placings
08:13 What Paul’s been buying, SCS (SCS)
08:45 Smiths News (SNWS)
09:50 Vertu Motors (VTU)
11:04 Somero Enterprises (SOM)
12:01 Joules (JOUL)
12:50 BooHoo (BOO) & ASOS (ASOS)
14:29 Sosandar (SOS)
16:50 Cambridge Cognition (COG)
18:10 Sanderson Design (SDG)
19:58 N Brown (BWNG)
21.34 What Paul’s been selling
24:40 Foxtons (FOXT)
25:40 Best of the Best (BOTB)
28:32 Gear4Music (G4M)
29:35 The outlook for the market

About Paul Scott
Paul has been a professional small caps investor for nearly 20 years. Previously he was CFO of a ladieswear retailer with 150 shops in the UK & Europe. He has written the well-known “Small Cap Value Report” on Stockopedia since 2013. Paul’s focus on balance sheet strength has proven particularly relevant now. He shares his successes and sometimes failings with his readers very openly.

Link to Stockopedia  

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Cerillion (CER) Interim results presentation May 2021

Louis Hall, Co-Founder & CEO and Oliver Gilchrist, CFO present Cerillion interim results for the period ended 31st March 2021. Revenue is up 26% to £12.8m. Annualised recurring revenue is up 43% to £9m. Adj PTP is up 124% to £3.8m. EPS is up 105% to 11.5p. Back order book is up 74% to 42.1m. Net cash up 60% at 7.7m. H1 dividend is up 20% to 2.1p. Over the last three quarters CER have signed two of the largest contracts in the Company’s history. Not surprisingly management believes they are well-positioned to deliver their full year targets.

Louis Hall, CEO
00:17 – Introduction
02:40 – About Cerillion
09:19 – Products & delivery
10:30 – Customers
12:52 – Market drivers
15:28 – Markets & channels
17:20 – Competitive landscape
20:42 – H1 Highlights
21:58 – KPI’s

Oliver Gilchrist, CFO
23:00 – KPI’s continued
24:30 – Financial highlights
27:40 – Income statement
29:23 – Balance sheet
30:08 – Cash flow

Louis Hall, CEO
30:49 – Sales pipeline
33:43 – Summary & outlook

34:20 – Q&A

Cerillion plc is engaged in providing billing, charging and customer relationship management software solutions to the telecommunications market but also to the utilities and financial services sectors. The Company is a supplier and developer of telecommunication software solutions and equipment. It operates through four business segments, such as Services, Software, Software-as-a-Service and Third Party. The Services segment provides services to customers on new implementation projects and enhancements. The Software segment supports and provides maintenance for the software, as well as the licenses to use the software. The Software-as-a-Service segment offers monthly subscriptions for a managed service and products on a pay as you go service. The Third Party segment offers third-party services or licenses, and includes re-billable expenses and pass through of selling on hardware. It operates in Europe, the Middle East and Africa, the Americas and Asia-Pacific geographical markets.

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Calnex Solutions CEO Tommy Cook and CFO Ashleigh Greenan present the company’s full year 2021 results to analysts on 25th May 2021.

Tommy Cook, CEO
00:17 – Introduction
00:36 – About Calnex
03:08 – Customer base
04:54 – Innovation
07:00 – Review of FY21
09:47 – Business expansion
12:25 – Product lines

Ashleigh Greenan, CFO
14:48 – Financial Highlights
15:08 – Financial KPI’s
17:04 – Customer metrics
19:04 – Income statement
23:32 – Cashflow

Tommy Cook, CEO
25:42 – Growth strategy
27:59 – Outlook

29:17 - Q&A

Calnex Solutions Ltd is a United Kingdom-based provider of test and measurement systems for the global telecom industry. The Company designs, produces and markets test instrumentation and solutions for network synchronization and network emulation, enabling its customers to validate the performance of the infrastructure associated with the telecom networks. The Company offers its network synchronization systems and solutions for mobile networks to work correctly and get synchronized with nearby mobile radio transmitters or base stations. Its network emulation products are designed to impair data traffic for the development of Ethernet Switches and Routers for deployment in large data Wide Area Networks, operated by both the traditional network operators and in data storage farms offering cloud computing services.

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