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Content for investors by investors . These are audio podcast versions of our videos. Sometimes slides are referred to, to view as videos go to www.piworld.co.uk
Episodes
Thursday Apr 04, 2019
Thursday Apr 04, 2019
Stephen English BA(Hons), CFA Chartered FCSI
Blankstone Sington: Investment Director – Head of AIM stocks
Stephen gives great insight on the macro economic environment investors face today, and where he sees the opportunities. He talks about some criteria for his stock selection, illustrated with examples. He discusses catalysts for selling. He speaks of the changes to the market structure. He spots the themes illustrating where public markets are, in some instances, priced cheaper than private markets, which can mean PE buying listed companies too cheaply. And much, much more.
A fantastic 40 mins … and there’s another 40 mins to go in a second interview to follow.
What are your views on the macro picture for investors? – 00:20
What’s your strategy to take advantage of this macro picture? – 04:29
Growth stocks: what PE are you prepared to pay? – 09:12
Weighting of growth stocks? – 12:28
Which part of your portfolio are you uncomfortable with? – 16:09
What’s your timing on holdings? – 20:21
Which sectors are ripe for Private Equity now? – 25:24
Where do you think we are at in the tech cycle? – 27:23
Where are the opportunities in tech? – 33:33
About Stephen English:
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.
Thursday Mar 28, 2019
Thursday Mar 28, 2019
XLMedia PLC is the United Kingdom-based online performance marketing company. The Company focuses on paying users from multiple online and mobile channels and directs them to online businesses who, in turn, convert such traffic into paying customers. The Company’s segments include Publishing, Media and Partners Network. The Company owns over 2,000 informational Websites in approximately 20 languages. Its Media division acquires online and mobile advertising targeted at online traffic with the objective of directing it to its customers. It buys advertising space on search engines, Websites, mobile and social networks and places advertisement referring users to its customers Websites or to its own Websites. It manages marketing partners, whose role is to direct online traffic to its customers. Its partner program enables affiliates to have a single point of contact for directing traffic.
Strategic realignment – 00:24
Share buyback - 01:45
Regulation - 02:13
Website ranking recovery - 05:30
Acquisitions – 05:58
Outlook - 06:22
Friday Mar 15, 2019
Friday Mar 15, 2019
By Dr Alastair Smith, Chief Executive
Shaping the Future of Cancer Therapy
Dr Smith gives a comprehensive overview of Avacta, followed by Q&As.
Avacta Group plc is a biotechnology company. Avacta’s focus is on its proprietary Affimer technology which is an engineered alternative to antibodies that has application in Life Sciences for diagnostics, therapeutics and general research and development. Affimer technology has been designed to address performance limitations of antibodies. Affimer technology is based on a small protein that can be generated to bind with specificity and affinity to a range of targets to enable diagnostics, research assays and therapeutics. Avacta has a pre-clinical therapeutic development programme with an in-house focus on immuno-oncology and bleeding disorders as well as partnered development programmes. Avacta is commercialising non-therapeutic Affimer reagents through licensing to developers of life sciences research tools and diagnostics.
Introduction – 00:20
What are immuno-therapies? – 03:20
Patient survival is not reflecting the early promise of Immuno-therapies – 05:05
How do we improve survival? – 07:18
Affimer technology – 09:40
Avacta Therapeutics Strategy – 11:33
The tumour micro-environment – 14:09
Drug Conjugate – 15:35
Data from animal studies from lead inhibitor – 16:18
The immune cycle – 18:48
Sensitive linkers – 19:20
Principal Programme Milestones – 20:39
Pipeline: principal In-house Programmes – 24:02
Summary – 25:43
Q&A – 26:51
Sunday Mar 03, 2019
Sunday Mar 03, 2019
Digital currency adoption by Government, Central Banks and much more
Tamzin Freeman is joined by Erik Townsend, the originator of macrovoices.com, and the author of Beyond Blockchain – the death of the dollar and the rise of digital currencies. Erik discusses how initially he ignored digital currency, and latterly realised its scope could change the world. He’s not a bitcoin or ICO fan but sees the scope of what they offer with distributed ledger technology, which could be revolutionary for the financial system.
A fascinating 45 minutes.
Erik’s background and how it led to the book – 01:29
Cryptocurrency falsely judged, instead what benefits it could offer to Government? – 02:34
What needs to happen technically to make digital currency a reality? – 05:23
How quickly will it happen? – 09:00
Doesn’t the technology have to be in place before the Government can adopt it? – 10:52
Adoption of digital currency by central banks: the pros and cons – 13:41
What catalyst will lead to adoption of a digital currency by Governments? – 16:06
Who are the pioneers in the digital currency space? – 17:20
What’s Russia & China’s position? – 20:09
How could a digital currency get the trust that the Dollar has? – 23:23
Is a digital sovereign bond market possible? – 29:25
Where do international boundaries and foreign exchange fit in? – 33:56
How would Erik go about implementing a digital currency? – 37:48
Link to Erik’s book Beyond Blockchain: https://www.macrovoices.com/bb
Link to Macrovoices: https://www.macrovoices.com
About Erik Townsend
Erik Townsend is a retired software entrepreneur turned hedge fund manager. Throughout his career, Erik has capitalized on his ability to understand complex systems and anticipate paradigm shifts far in advance of the mainstream. A teenage computer protégé, he spent most of his high school years at MIT’s Artificial Intelligence laboratory, where he taught himself several computer programming languages. Erik became an independent software development and design consultant to Digital Corporation’s manufacturing systems technology group at age 17. By age 20 he owned his first private aircraft, after earning his private and commercial pilot’s licenses.
From his experience at MIT, Erik recognized that the IT industry’s failure to embrace distributed computing translated to an exceptional entrepreneurial opportunity. At age 21, Erik committed himself to developing and commercializing distributed application software technologies he was first exposed to at MIT in the late ’70s. By the mid-1980s, Erik had invented an approach to distributed system design that is now widely known as Service-Oriented Architecture (SOA). After applying SOA concepts initially at Digital Equipment Corp (where he consulted for nearly 10 years), in 1992 Erik founded the Cushing Group, a boutique consultancy focused exclusively on bringing advanced distributed application computing technologies to market. The Cushing Group’s work with Wells Fargo Bank in the early 1990s paved the way for Wells Fargo to become the world’s first Internet Bank by early 1995.
By 1998, Erik had grown The Cushing Group to 35 employees, $10mm annual revenues, and an exceptional 28% net operating income. The Cushing Group was well on its way to becoming the premier authority on SOA, and many expected the company to go public after a few more years. But Erik recognized that valuations for IT Service companies were ridiculously high at the time, and that an exit through acquisition was more prudent than waiting for an IPO in a market where Erik was convinced a bubble was forming.
After selling the Cushing Group to Ciber, Inc. (NYSE: CBR) in 1998, Erik briefly engaged a well-known investment bank to manage his assets, but was profoundly disappointed with their services. He subsequently took a deep dive into macroeconomic/fundamental investing and educated himself on the mechanics of derivatives trading. Erik has actively traded energy, grains, and precious metals futures markets since 2008, and has become a recognized expert in Peak Oil investing, having given lectures on that topic to Parliament in Belgium and at the ASPO technical conference. Erik has also become a financial podcast personality, having appeared regularly as the commodities commentator on a popular weekly financial program for several years.
Erik has become a passionate world traveller. He moved to Hong Kong in 2009 to get a better perspective on changing global economics. While living in Hong Kong, several hedge fund professionals he met there observed that through his own passionate trading activities, Erik was “already doing all the work of running a hedge fund except for picking up the phone and calling a lawyer and turning it into a fund”. Erik was flattered by the advice of his peers in Hong Kong to launch his own hedge fund, but wanted to finish his boots-on-ground evaluation of the global economy first. He spent just over sixteen months in 2011 and 2012 exploring the world, living in 28 cities in 18 countries during that period. Erik continues to live a very international lifestyle, and presently has homes in Hong Kong, Mexico and the United States.
Erik eventually took his Hong Kong friends’ advice to heart, and founded Fourth Turning Capital Management, LLC in 2013. Through that asset management company, he launched a Global Macro-strategy hedge fund in July 2013. In February 2016, Erik launched Macro Voices, a new weekly financial podcast program which will target professional finance, high net worth, and other “sophisticated” investors who desire financial content at a level of sophistication and complexity above what the retail investment-focused podcasts on the Internet presently offer.
Friday Jan 25, 2019
Friday Jan 25, 2019
Introduced by Osman Abdulah, Group CEO.
Presentation by Paul Negus, Group Business Development Director
Petards Group plc (Petards) supplies advanced security and surveillance systems. The Company operates in the development, supply and maintenance of technologies used in advanced security, surveillance and ruggedized electronic applications segment. It offers software driven on-board digital video and sensor systems for fitment to new build or retrofitted to existing rolling stock, and its applications include driver only operation, condition monitoring, saloon car closed circuit television (CCTV), drivers view cameras and automatic passenger counting systems. It offers electronic defensive countermeasure systems for fitment to rotary and fixed wing aircraft, threat simulation systems and mobile radios predominantly for the United Kingdom Ministry of Defense. It offers mobile speed enforcement and automatic number plate recognition (ANPR) systems to law enforcement agencies, and is sold under the Provida brand. It serves markets, including transport, defense and emergency services.
Introduction, Osman Abdulah – 00:17
Paul Negus, Group Business Development Director – 01:09
Overview of PEG: Markets – 02:40
Executive board – 03:34
Strategic plan – 03:50
Order highlights – 05:44
Video of PEG products – 06:54
Technology highlights 2018 – 09:41
Value creation in the ‘New Build’ market – 14:40
UK rail market opportunities 2019/20 – 17:16
Product roadmap – 19:08
The Rail outlook – 22:03
Traffic technology offering & highlights – 23:23
Defence Services Offering – 24:25
Petards Group – 25:00
Q&A – 26:00
Friday Dec 21, 2018
Friday Dec 21, 2018
This video can be seen at: https://www.piworld.co.uk/2018/12/21/palace-capital-pca-presentation-at-mello-london-november-2018/
By Neil Sinclair, Chief Executive
Stephen Silvester, Finance Director
Richard Starr, Executive Director
Palace Capital plc is a property investment company. The Company invests in commercial real estate in the United Kingdom. The Company's property portfolio includes investment properties located throughout England, predominantly regional investments outside London and consists of a diverse portfolio of commercial buildings. The Company's properties include Hudson House, York; Fraser House, Staines, and Midsummer Boulevard, Milton Keynes. The Company invests in a range of sectors, such as leisure, auto, legal, hotels, retail, health, research and development, and car parking. The Company's subsidiaries include Palace Capital (Leeds) Limited, Palace Capital (Northampton) Limited, Palace Capital (Properties) Limited, Palace Capital (Developments) Limited, Palace Capital (Halifax) Limited and Property Investment Holdings Limited.
Introduction - 00:19
Investment case - 00:41
Regional UK commercial property market - 01:09
Track record of outperforming in UK Real Estate - 02:12
HY19 Sept 2018 highlights - 03:20
The financials - 04:24
The UK property market - 08:09
Permitted development impact on regional office stock - 08:59
Urbanisation & connectivity - 09:42
Portfolio overview - 10:29
Outlook - 16:00
Wednesday Dec 19, 2018
Wednesday Dec 19, 2018
John Rosier: reflections on 2018
John Rosier, a full time private investor with over 30 years’ investment experience and a regular contributor to the Investors Chronicle magazine.
John runs a website, which is a journal of two live portfolios. It reports on the progress, explains the rational behind each investment decision and comments on latest company news, portfolio strategy, topical issues and performance. http://johnsinvestmentchronicle.com
John’s background – 00:30
How’s the last year been? – 02:02
What have you learnt from the profit warnings? – 03:30
What are your views on the tricky market? – 09:13
What are your methods to remain balanced with a profit warning? – 14:08
What’s your cash position? – 16:37
The power of dividends – 18:00
What are you looking to buy? – 19:00
Where do you see the market going forward? – 25:00
Wednesday Dec 19, 2018
Wednesday Dec 19, 2018
Zotefoams (ZTF) investor presentation at Mello London November 2018
By David Stirling, Group CEO
Zotefoams plc is a United Kingdom-based cellular material technology company. The Company is engaged in the manufacture and sale of cross-linked block foams. The Company’s segments include Polyolefins, High-Performance Products (HPP) and MuCell Extrusion LLC (MEL). Polyolefins foams are made from olefinic homopolymer and copolymer resin. HPP foams include ZOTEK F foams and T-Tubes insulation, made from polyvinylidene fluoride (PVDF) fluoropolymer. Other products include foams made from polyamide (nylon) and PEBA. MEL licenses microcellular foam technology and sells related machinery. The Company offers a range of categories of products, such as AZOTE, including PLASTAZOTE, EVAZOTE and SUPAZOTE; ZOTEK, including ZOTEK F, ZOTEK N and ZOTEK PEBA, and T-FIT. Its products are used in a range of markets, including sports and leisure, packaging, transport, medical, Industrial, building and medical other construction, and other.
Overview of Zotefoams – 00:43
Products overview – 04:44
Clients and end users – 06:34
Current locations – 07:39
H1 2018 Segmental Overview – 08:28
Strategy – 09:38
Demand influenced by global megatrends – 10:43
Major investment history – 13:13
Global investment strategy – 14:24
Unique technology – 15:36
Financial highlights – 19:20
KPIs – 20:46
Revenue & profit momentum – 22:15
The Zotefoams investment case – 24:43
Common questions – 24:55
Q&A – 29:30
Wednesday Dec 19, 2018
Wednesday Dec 19, 2018
T Clarke (CTO) presentation at Mello November 2018 By Mark Lawrence, CEO and Trevor Mitchell, Group FD.
TClarke plc is a United Kingdom-based building services company, which delivers electrical, mechanical, and information and communications technology (ICT) services. The Company provides electrical and mechanical contracting and related services to the construction industry and end users. Its geographical segments include London and South East, Central and South West, the North and Scotland. The Company’s businesses include Intelligent Buildings Green Technologies, Facilities Management, Transport, Mission Critical, Manufacturing Services, Residential & Hotels, M&E Contracting and Design & Build. The Company within its M&E contracting business has capabilities in sectors, including commercial offices, retail, education, healthcare, financial services and media. Its Manufacturing Services business includes in-house precision prefabrication and engineering services. Its projects include Beckley Court, Chiswick Park, Kettering Hospital, Project Nova, Mitie Care Home and Rathbone Square.
Introductory video to T Clarke – 00:18
Mark Lawrence, Group CEO and Trevor Mitchell, Group FD – 02:15
What we do – 03:06
Target markets and customer relationships – 05:34
Financial highlights – 08:06
Investment case – 11:00
Risk management – 14:05
Market sectors – 19:28
Summary – 27:19
Q&A – 28:33
Wednesday Dec 19, 2018
Wednesday Dec 19, 2018
SmartSpace Software Plc
By Frank Beechinor, CEO
Smartspace Software PLC, formerly RedstoneConnect PLC, is engaged in providing technology and services for smart buildings and commercial spaces through its core businesses, Redstone and Connect IB. The Company, through Redstone, provides a range of services, including design, build and installation; and software solutions. The managed services encompasses the provision of outsourcing services spanning network infrastructure management, smart buildings support services, desktop and data center support services and move, add and change services. Redstone offers OneSpace occupancy management product. The Company, through Connect IB, creates digital solutions. Connect IB develops and deploys applications, including those that address mapping and way finding of Smart Buildings and Smart Spaces, such as car parks or retail shopping centers. It serves customers of all sizes, including corporations, such as property developers, landlords and principal occupiers of commercial property.
Video overview – 00:22
SMRT history – 03:16
What SMRT do – 09:49
Clients – 13:34
Recent developments – 15:28
Financial highlights – 15:53
Growth by acquisition – 16:15
SwipedOn – 17:45
Summary – 23:07
Q&A – 26:04
Wednesday Dec 19, 2018
Wednesday Dec 19, 2018
SigmaRoc (SRC) presentation at Mello November 2018
By Max Vermorken, CEO
SigmaRoc plc (SigmaRoc), formerly Messaging International plc, is a United Kingdom-based company that pursues a buy-and-build strategy in construction materials in the European market. The Company invests in and operates construction material assets. It seeks to create value by purchasing assets in fragmented construction materials markets and extracting efficiencies through active management and by forming the assets into larger groups. It targets both the up and down stream heavy construction materials sectors, such as operating assets, value added products and services, associated infrastructure and supply chain. Its subsidiaries include Ronez Limited, supplier of building materials and services in the Channel Islands; SigmaPPG, which has locations in London, the Midlands and the east of England, trading through its entities of Topcrete, and Poundfield Products Ltd.
Introduction – 00:17
Two business models for heavy construction materials – 01:02
SRC products, services and applications – 05:11
Operational highlights 2018 – 06:06
Financials H1 2018 – 07:26
What’s next? – 09:00
Investment summary – 12:40
Q&A – 13:18
Wednesday Dec 19, 2018
Wednesday Dec 19, 2018
Shield Therapeutics (STX) presentation at Mello London 2018
By Tim Watts, CFO
Shield Therapeutics PLC is a specialty pharmaceutical company focused on the development and commercialisation of late-stage, hospital-focused pharmaceuticals. The Company’s product, Feraccru, is an oral treatment for iron deficiency anaemia (IDA) in patients for whom intravenous iron or blood transfusions is needed. It also has a pipeline of over three prescription pharmaceutical assets, including PT20, PT30 and PT40. PT20, which is in Phase II clinical trials, is used as a treatment for hypophosphatemia. PT30, which indicates advanced intravenous (IV) iron formulation, is in pre-clinical stage. Its PT40, which indicates generic IV iron formulation, is in pre-clinical trials. Feraccru, which indicates IDA in chronic kidney disease (CKD) and inflammatory bowel disease (IBD), is in Phase III clinical trials. Its other indications for Feraccru are in Phase II clinical trials.
Introduction – 00:17
Iron deficiency and Feraccru – 01:56
Norgine licence headlines – 11:28
USA – 14:00
Financial – 15:15
Management team – 15:47
Anticipated news flow – 17:00
Key messages and investment highlights – 18:12
Wednesday Dec 19, 2018
Wednesday Dec 19, 2018
Minds + Machines (MMX) presentation at Mello London November 2018
By Toby Hall, CEO
Minds + Machines Group Limited and its subsidiaries own and operate a portfolio of generic top-level domain assets (gTLDs). The Company operates in the domain name industry and provides end-to-end domain services. Its segments include Registry ownership (Registry), including applicant of top level domain name from Internet Corporation for Assigned Names and Numbers (ICANN) and wholesaler of domain names of those top level domain names; Registry service provider (RSP) and consulting services (segment B), which includes back end service provider for a registry, and Registrar (Registrar), which includes retailer of domain names. Its portfolio is focused around geographic domains, such as .london, .boston, .miami and .bayern; professional occupations, such as .law, .abogado and .dds; consumer interests, including .fashion, .wedding and .vip; lifestyle, including .fit, .surf and .yoga; outdoor activities, such as .fishing, .garden and .horse, and generic names, such as .work and .casa.
MMX at a glance – 01:10
MMX portfolio – 04:53
The turnaround – 07:23
Global sales channel – 12:20
Growing registration & recurring revenue – 13:20
Ongoing strategy – 16:33
Organic growth – 19:57
Portfolio management – 27:27
Innovation: the digital identifier universe – 30:16
Blockchain: .luxe – 31:32
MMX investment case – 35:05
Summary – 37:11
Wednesday Dec 19, 2018
Wednesday Dec 19, 2018
Downing Monthly Income Fund presentation at Mello London 2018
By James Lynch, Fund Manager
Covering the key points of the fund, and how they do it
- Top quartile yield: the fund is committed to providing a market and sector beating yield.
- High conviction portfolio: 30 – 40 holdings allow best ideas to drive performance.
- Risk-adjusted portfolio construction: with our bottom-up approach, we believe we have a full understanding of our investments. Strong balance sheets, good cash generation and efficient operations reduce risk.
- Value-led: we aim to buy businesses at attractive valuations, to improve returns and protect against downside risk.
- Multi-cap approach: the fund applies Downing’s small-cap expertise across a range of UK market capitalisations.
- Distributions: income is paid monthly.
Duke Royalty (DUKE) – 00:27
Downing Monthly Income Fund – 01:21
Market backdrop – 01:31
Philosophy – 05:16
The positions: Adept Technology (ADT) – 07:50
Photo-Me International (PHTM) – 11:19
Maintel Holdings (MAI) – 14:29
Lock ‘nStore Group (LOK) – 17:14
Summary about Downing Monthly Income – 19:02
Q&A – 21:07
Thursday Dec 06, 2018
Thursday Dec 06, 2018
This video can be seen at: https://www.piworld.co.uk/2018/12/05/frontier-developments-fdev-presentation-at-mello-london-november-2018/
Frontier Developments (FDEV) presentation at Mello November 2018
By Alex Bevis, CFO
Frontier Developments plc (‘Frontier’), is a world-class video game developer and publisher with multiple revenue generating franchises.
Founded in 1994 by David Braben, co-author of the seminal Elite (1984), Frontier achieved success as a work-for-hire games developer over a twenty year period, with a proven track record over a variety of genres and many platforms.
The rise of digital distribution was the catalyst to transition to a more profitable self-published model, and in 2013 Frontier supported the development of a self-published title, Elite Dangerous, through a combination of kickstarter funding and an IPO on AIM (FDEV). Elite Dangerous launched in December 2014, followed by Planet Coaster in November 2016 and Jurassic World Evolution in June 2018.
Frontier is therefore well positioned having successfully launched three revenue generating game franchises. The most recent, Jurassic World Evolution, achieved the biggest launch to date – 1 million units in just 5 weeks. Frontier has a proven track record of sustaining and nurturing existing franchises to deliver multi-year revenues, with each new franchise release providing a step-up in overall financial performance. Franchise four is now in full development and targeted for release in FY20, and two more new franchises are in earlier stages of development.
Frontier employs over 400 people in Cambridge and utilises its proprietary ‘COBRA’ game development technology to create innovative games, currently focusing on video game consoles and personal computers. Revenue in FY18 (year ended 31 May 2018) was £34 million and analysts expectations for FY19 are £75-88 million.
Agenda – 00:30
FDEV overview – 0-:51
Our industry – 01:49
FDEV history to date – 04:32
Launching and sustaining a game franchise – 07:47
Financial performance with scale up of franchises – 12:17
Financial performance FY12 to FY22 – 13:54
Income statement – 15:28
Players in Games – 20:40
Future opportunities – 22:11
Summary and outlook – 25:15
Q&A – 25:49
Monday Dec 03, 2018
Monday Dec 03, 2018
Biome Technologies (BIOM) presentation at Mello London November 2018
By Paul Mines, CEO
Biome Technologies plc is a United Kingdom-based company engaged in the development of its business in bioplastics. The Company's operations are focused in two areas: Bioplastics and Radio Frequency (RF). The Company operates through three segments: Bioplastics, RF Technologies and Central costs. The Bioplastics division consists of Biome Bioplastics Limited and Aquasol Limited. The Bioplastics division supplies a range of bioplastic resins that replace existing oil based materials in a range of applications, such as flexible films, molded products, extruded sheets and food wraps. The RF Technologies division consists of Stanelco RF Technologies. RF Technologies division involves the design and manufacture of electrical/electronic systems based on advanced radio frequency technology. The Central costs division consists of senior management, corporate and administration functions, as well as facilities costs.
Introduction – 00:18
Overview - 01:05
Key data - 01:43
Biome Bioplastics - 02:22
The business – 09:24
Stanelco RF Technologies - 10:52
Growth potential - 14:05
Summary: investment proposition - 14:45
KPIs - 15:36
Q&A - 16:30
Further viewing explaining the plastic predicament: What’s wrong with plastic?
Wednesday Nov 28, 2018
Wednesday Nov 28, 2018
Codemasters interim results presentation for the 6 months ending 30th September 2018
By Frank Sagnier, CEO & Rashid Varachia, CFO
A United Kingdom-based video game developer and publisher. Through its subsidiary, The Codemasters Software Company Limited, the Company designs, develops and produces driving and racing games. The Company’s driving and racing games include DiRT, GRID, Micro Machines, ONRUSH and Formula 1 series of videogames. It produces Formula One’s range of games for the Playstation 4 console.
Frank Sagnier, CEO
Introduction – 00:18
Highlights – 00:53
Rashid Varachia, CFO
Financials - 04:45
Frank Sagnier, CEO
Outlook for H2 - 11:15
CDM strategy - 14:50
Q&A – 26:15
Friday Nov 16, 2018
Friday Nov 16, 2018
Ilika (IKA) CEO Graeme Purdy and CFO Stephen Boydell give an overview of the company and an update at the ShareSoc Growth Company Seminar on the 14th November 2018.
Ilika plc is the holding company. The Company is engaged in the production, design and development of high throughput methods of material synthesis, characterization and screening. It has developed solid-state battery technology to meet the demands of the Internet of Things (IoT). The Company has materials development programs addressing a range of applications, including the solid-state battery, aerospace alloys and electronic materials. It has developed a type of lithium-ion battery, which, instead of using the usual liquid or polymer electrolyte, uses a ceramic ion conductor. It offers Stereax M250 rechargeable, thin film battery. It has applications in autonomous sensor devices, smart homes (heating, ventilation and air conditioning (HVAC), security, light), automotive (infotainment, sensors), logistics (asset tracking), medical devices (biometric monitoring) and wearables. It is also developing superalloys, self-healing alloys and smart materials for electronic data storage.
Graeme Purdy, CEO
Introduction – 00:18
Business overview - 00:36
Business model – 01:18
Toyota collaboration – 02:18
Benefits of solid state - 04:13
Stereax product evolution - 05:41
Stereax road map - 06:10
Market applications - 07:47
Deployment projects - 10:38
Commercialisation - 12:48
Distribution - 13:53
Goliath – 15:00
Faraday battery challenge - 16:24
Powerdrive line - 17:17
MoseSS – 18:11
Battery architecture - 19:04
Goliath scale-up - 19:46
Stephen Boydell, CFO
Financial results - 20:33
Recent placing - 21:45
Graeme Purdy, CEO
Milestones achieved - 22:07
Milestones planned - 24:07
Q&A – 25:40
Monday Oct 15, 2018
Monday Oct 15, 2018
The full video can be seen at: https://www.piworld.co.uk/2018/10/15/bioventix-bvxp-sharesoc-presentation-october-2018/
Bioventix ShareSoc presentation: October 2018
By Peter Harrison, CEO.
Includes full year results year ended 30th June 2018.
Bioventix PLC is a United Kingdom-based biotechnology company. The principal activity of the Company is the development and supply of antibodies. The Company specializes in the development of sheep monoclonal antibodies (SMAs) for use in immunodiagnostics focusing on the areas of clinical diagnostics and drugs of abuse testing. The Company's non-vitamin D business consists of antibodies, NT proBNP (heart failure), testosterone, Free Triiodothyronine (FT3) (thyroid hormone), estradiol, and various drugs, such as tetrahydrocannabinol (THC)/cannabis, and progesterone. The Company offers products for indications, such as thyroid, fertility, oncology, cardiac, vitamin D, drug of abuse, infectious disease and miscellaneous. Its sheep hybridoma technology produces cell lines that secrete SMAs. The Company offers a panel of SMAs to 25-OH D and has various 25-OH D2 and 25-OH D3 specific antibodies. It sells its products through direct sales and through distributors.
Overview - 00:29
Location and skills - 00:54
Automated blood testing - 01:26
Creating antibodies - 05:35
Why SMA’s? (Testosterone) - 07:49
Why SMA’s? (Troponin) - 10:04
Financial highlights 17/18 - 12:00
BVXP sales 17/18 product mix - 12:58
Key financials - 14:50
New Troponin assays - 15:46
Pipeline Development 2018 - 16:18
Business dynamics - 18:40
Selected shareholder base - 22:05
Bioventix Directors - 22:42
Conclusion and outlook – 23:19
Q&A - 24:39
Thursday Sep 27, 2018
Thursday Sep 27, 2018
This video can be seen at: https://www.piworld.co.uk/2018/09/27/quixant-qxt-h1-results-presentation-september-2018/
Quixant CEO Jon Jayal and CFO Cresten Preddy, present an overview of the Group and highlights of their recent interim results for the 6 months ending 30th June 2018
Quixant Plc is a United Kingdom-based company engaged in development and supply of computer systems. The Company's range of gaming platforms includes personal computer (PC) compatible systems designed and catered to the gaming industry. The hardware integrates the features to drive pay to play machines in various gaming jurisdictions. Its software support Windows and Linux, including device drivers, gaming protocols, example code and even SAS support. The Quixant gaming platform range represents all-in-one logic box solutions for pay to play gaming machines. The Company's products include QMax-1: the ultimate 4K gaming platform; QX-50: high performance 4K ultra HD gaming platform; QX-40: high performance multi-screen gaming platform; QXi-4000: high performance four-screen gaming platform; QXi-307: compact high performance gaming platform; QXi-106 : COMMA 6a gaming platform; Ultra High Definition Monitors; Curved Screen Monitors, and Button Deck/Cut Glass Monitor.
Jon Jayal, CEO
Introduction – 00:18
Quixant overview – 01:06
Investment case – 08:11
The market – 11:26
Highlights of the 6 month period – 13:42
Cresten Preddy, CFO
Financial highlights – 18:27
Historical performance - 20:50
H2 weighting & sales lead times (Jon Jayal) - 21:47
Overdue Debtors - 23:32
Cash Bridge - 23:57
Jon Jayal, CEO
Gaming ecosystem - 24:45
Densitron & monitors – 26:15
Strengthening the infrastructure – 29:53
Summary & outlook – 31:10
Q&A – 32:41
Wednesday Sep 26, 2018
Wednesday Sep 26, 2018
This full video can be seen at: https://www.piworld.co.uk/2018/09/26/malvern-international-mlvn-sharesoc-presentation-september-2018/
Malvern International CEO Sam Malafeh and CFO Bharat Guha, Present an overview of the Group at the ShareSoc Growth company seminar September 2018.
Sam Malafeh, CEO
Introduction - 00:21
Biographies - 00:43
Group proposition – 04:26
Structure of organisation – 05:46
What Malvern offers – 09:42
Group growth strategy - 10:18
Course delivery model - 11:57
Future expansion – programmes & offerings - 13:23
Courses & locations – 15:46
International reach & sales channels – 17:35
Strategy – 20:56
The Group’s recent journey - 23:30
Digital strategy - 25:36
Bharat Guha, CFO – 25:49
Recent interim financial highlights – 26:32
Sam Malafeh, CEO
2018 progress – 29:34
Investment Summary – 33:02
Key shareholders – 35:18
Tuesday Sep 25, 2018
Tuesday Sep 25, 2018
the full video can be seen at: https://www.piworld.co.uk/2018/09/25/amryt-pharma-amyt-investor-presentation-at-sharesoc-september-2018/
Presentation by Amryt Pharma CCO, David Allmond.
Amryt Pharma plc is a commercial-stage specialty pharmaceutical company focused on developing and delivering treatments for patients with rare and orphan diseases. The Company is building a diversified portfolio of proprietary drugs to help address some of rare and debilitating illnesses.
The team – 00:27
The vision - 02:12
Amryt overview – 04:04
Commercial & development pipeline - 06:00
Strategy – 3 pillars of growth - 07:43
Lojuxta - 10:02
Epidermolysis Bullosa (EB) AP101 - 12:20
AP103 – building an EB franchise - Gene Therapy Platform - 18:26
In-License Opportunities - 21:07
Financials - 22:16
Investment case - 22:55
Q&A - 24:18
Monday Sep 24, 2018
Monday Sep 24, 2018
The full video can be seen at: https://www.piworld.co.uk/2018/09/24/miton-group-mgr-h1-results-summary-september-2018/
David Barron, CEO, gives an overview of H1 2018 results, for the period ended 30th June 2018.
Miton Group plc is an investment management company. The Company provides fund management services. Its funds are invested in a range of asset classes under various investment mandates, including multi-asset, equity and portfolios of collective investment schemes.
Financial highlights – 00:21
Growth drivers – 01:14
The outlook – 02:17
Thursday Sep 20, 2018
Thursday Sep 20, 2018
The full video can be seen at: https://www.piworld.co.uk/2018/09/20/somero-enterprises-som-h1-results-september-2018/
Somero Enterprises is a manufacturer of laser-guided equipment. The Company's equipment automates the process of spreading and levelling volumes of concrete for commercial flooring and other horizontal surfaces, such as paved parking lots in North America.
Here, Howard Hohman, Exec Vice President and John Yuncza, CFO present the very positive H1 results, (for period to 30.6.18).
Howard Hohman
Introduction and summary of results - 00:20
Sales by territory - 00:45
Sales by product - 03:55
John Yuncza
Financials - 06:26
Current trading and outlook - 13:47
Howard Hohman
Strategy update - 17:29
Q&A: 21:28
Wednesday Sep 12, 2018
Wednesday Sep 12, 2018
Full video can be viewed at: https://www.piworld.co.uk/2018/09/12/the-property-franchise-group-tpfg-interim-results-september-2018/
The Property Franchise Group's CEO Ian Wilson talks about the Group's interim results for the period ending 30th June 2018
Introduction to The Property Franchise Group - 00:21
Results highlights - 01:24
The Market - 03:10
EweMove - 07:00
Outlook - 08:20
Wednesday Sep 12, 2018
Wednesday Sep 12, 2018
Full video can be viewed at: https://www.piworld.co.uk/2018/09/12/1pm-opm-full-year-results-september-2018/
1pm CEO Ian Smith and CFO James Roberts talk about the Group’s full year results to the 31st May 2018.
Introduction – 00:21
Trading conditions – 01:40
Financial highlights – 03:13
Strategy – 05:50
New business – 06:57
Continuing performance – 09:38
Continued expansion – 11:21
Outlook – 12:19
Monday Sep 10, 2018
Monday Sep 10, 2018
Full video can be viewed at: https://www.piworld.co.uk/2018/09/10/downing-strategic-micro-cap-investment-trust-agm-meet-the-managers-event-july-2018/
Presented by Judith Mackenzie, Head of Public Equity at Downing LLP, with Nick Hawthorn and James Lynch.
Hugh Aldous, Chairman, opening remarks – 00:17
Judith MacKenzie, Lead Fund Manager, introduction – 00:32
Annual review – 03:18
The micro-cap market – 04:43
The team – 05:34
Portfolio review – 06:10
Real Good Food – 07:17
Gama Aviation (presented by Nick Hawthorn) – 16:34
AdEPT (presented by James Lynch) – 23:38
Hargreaves Services – 31:57
Q&A – 35:00
Synetics – 40:30
Summary – 42:28
Hugh Aldous, Chairman, closing remarks – 44:37
Thursday Sep 06, 2018
Thursday Sep 06, 2018
This video can be viewed at: https://www.piworld.co.uk/2018/09/06/beeks-financial-cloud-bks-full-year-results-presentation-september-2018/
Beeks Financial Cloud (BKS) results presentation for the full year ending 30th June 2018 by CEO Gordon McArthur and CFO Simon Goulding.
Gordon MacArthur, CEO
Introduction - 00:17
What Beeks Financial Cloud does – 01:05
Global footprint - 03:00
Simon Goulding, CFO
Financial highlights - 04:50
Income statement - 07:38
Balance sheet - 08:17
Cash flow- 09:13
Capital expenditure - 10:25
Gross profit - 12:31
Sales – 14:15
Free cashflow - 16:55
Growth strategy - 17:55
Market opportunity - 23:40
Strategic priorities - 31:19
Summary & outlook - 41:57
Wednesday Aug 22, 2018
Wednesday Aug 22, 2018
This video can be viewed at: https://www.piworld.co.uk/2018/08/22/empresaria-group-emr-h1-results-august-2018/
Empresaria Group CEO Spencer Wreford and Group Finance Director Tim Anderson present highlights of the Group's interim results for the 6 months ended 30th June 2018.
Spencer Wreford (CEO) Overview - 00:21
Tim Anderson (Group FD) Financial highlights - 05:35
Spencer Wreford (CEO) Outlook - 07:39
Monday Aug 20, 2018
Monday Aug 20, 2018
This video can be viewed at: https://www.piworld.co.uk/2018/08/20/judith-mackenzie-meets-adepts-ceo-ian-fishwick-july-2018/
Judith Mackenzie, Head of Public Equity at Downing LLP visits AdEPT (ADT) at their head offices in Tunbridge Wells and interviews CEO Ian Fishwick.
Judith Intro – 00:27
Interview with Ian Fishwick, CEO AdEPT - 01:21
How did AdEPT begin? - 01:32
Acquisition criteria - 02:54
Chronology of acquisitions - 04:34
Acquisition conversion rate - 08:08
Number of deals in the coming year? - 09:44
Bigger deals? - 10:05
Availability of acquisitions? - 11:00
Any tricky acquisitions? - 11:40
Managing earnouts - 12:55
Tour of the office - 14:11
Driving organic growth - 16:02
Customer base - 17:07
Key KPI’s - 20:26
Capex - 22:00
The end game - 22:43
Director sales - 24:25
Liquidity & institutional interest - 25:43
Discount to peers - 26:17
Friday Aug 17, 2018
Friday Aug 17, 2018
The full video can be seen at: https://www.piworld.co.uk/2018/08/17/international-biotechnology-trust-ibt-presentation-at-sharesoc-april-2018/
IBT presentation at the ShareSoc growth company seminar in April 2018 by Lead Investment Manager Dr Carl Harald Janson.
International Biotechnology Trust offers investors access to the fast growing biotechnology sector through an actively managed, diversified fund. Its award winning fund managers at SV Health Investors are scientifically and medically trained with over 60 years of experience in this specialist sector between them. As well as investing in a wide ranging portfolio of global quoted biotechnology stocks, we include a small proportion of otherwise inaccessible carefully selected unquoted investments which have the potential to deliver additional returns over the long term. Excellent management teams, unique innovative products and strong potential for outperformance are the key criteria for inclusion in our diversified portfolio of assets.
Dr Carl Harald Janson, Lead Investment Manager introduction - 00:17
Performance 1, 3 & 5 years – 00:57
Dividend - 02:16
Share price/discount - 02:52
Dividend sustainability - 03:44
Biotech is a high growth sector - 04:35
Favourable regulatory environment - 07:55
Worldwide pharma sales - 08:25
M&A - 08:47
Risks - 10:25
The US market - 11:21
Sector valuation - 13:23
IBT investment process - 14:14
Risk mitigation - 15:04
Portfolio breakdown - 16:52
Oncology treatment options - 19:04
Top 10 holdings - 20:24
Unqouted portfolio - 21:10
Awards & Summary -23:08
Q&A -22:29
Wednesday Aug 15, 2018
Wednesday Aug 15, 2018
This video can be seen at: https://www.piworld.co.uk/2018/08/15/tamzin-talks-to-judith-mackenzie-downing-llp/
Tamzin talks to Judith MacKenzie, Partner & Head of Public Equity, Downing LLP
Judith joined Downing in October 2009. Previously she was a partner at Acuity Capital managing AIM-quoted VCT and IHT investments and a small-cap activist fund. Prior to Acuity, Judith spent seven years as a senior investment manager with Aberdeen Asset Management Growth Capital as co Fund Manager of the 5 Aberdeen VCTs, focusing on technology and media investments in both the public and private arenas. Judith is a Fellow of the Securities Institute and has held a number of public and private directorships.
How did you end up founding Downing Public Equity? - 00:25
How would you describe your investing style? – 01:45
Does it vary according to market conditions? - 02:09
What investment criteria are you looking for in companies? - 02:36
What sort of growth are you looking for? - 02:57
What do you when it doesn’t go as planned? - 03:36
What qualities make a good investor? - 04:21
How do you manage the performance of your fund managers? – 06:38
How big a part do you think psychology plays in investing? - 09:14
Comments on Ramsdens (RFX) management sells - 10:22
The best and worst things about managing other’s money - 12:43
What’s your outlook for the small cap market? - 15:22
How does your personal investing differ from what you do with Downing? -16:58
Tuesday Jul 31, 2018
Tuesday Jul 31, 2018
This video can be seen at: https://www.piworld.co.uk/2018/07/31/nwf-group-nwf-full-year-results-july-2018/
NWF CEO Richard Whiting and Group FD Chris Belsham, present the Groups’ full year results to 31st May 2018.
Richard Whiting introduction - 00:18
Group overview - 00:31
Fuels results - 01:12
Food results - 02:42
Feeds results - 03:38
Chris Belsham, Financial overview -04:10
Richard Whiting, Group strategy - 08:12
Fuels strategy - 08:19
Food strategy - 09:36
Feeds strategy - 10:32
Summary - 11:19
Monday Jul 30, 2018
Monday Jul 30, 2018
This video can be seen at: https://www.piworld.co.uk/2018/07/30/newgate-redleaf-ai-conf-hampleton-partners-tech-ma-in-ai-hype-hope-winners-and-losers/
Jonathan refers to a lot of slides, see the video on the link above.
Jonathan Simnett, Director, Hampleton Partners.
Jonathan’s presentation looked at “Tech M&A in AI – Hype, Hope, Winners and Losers”, covering the main areas of AI that will be most relevant now, what the conditions for M&A are and why it will be the most important element for investors to consider.
Jonathan has been involved in the enterprise technology business for over three decades, managing and turning around existing businesses and helping management and their investors in fast-growth technology segments to grow, manage change, enter markets, transfer technologies, acquire, merge and sell.
Ralph Anderson Introduction – 00:09
Jonathan Simnett, outline for talk – 00:38
About Hampleton Partners – 01:45
The tech M&A environment – 03:46
The drivers to Sell out early – 06:07
M&A is the new R&D, reasons for all the activity – 06:53
The 3rd coming of AI – 09:01
Tech trends, hype or hope – 12:28
Geography – 14:38
Private equity valuations – 15:38
Winners & losers, market overview – 16:20
Total AI deals – 17:56
Who’s buying who? – 19:02
Summary – 21:49
Q&A – 28:33
Saturday Jul 28, 2018
Saturday Jul 28, 2018
This video can be seen at: https://www.piworld.co.uk/2018/07/28/newgate-redleaf-ai-conference-centre-for-cities-the-future-of-work-in-cities-in-the-uk/
Elena Magrini, Researcher, Centre for Cities.
Elena’s presentation covered “The future of work in Cities in the UK”, highlighting the likely changes in jobs across a range of sectors and how this will affect the UK economy.
Elena joined the Centre as a Researcher in April 2017, and has an interest in education, inequality, and migration. Previously, she was a policy intern at Universities UK where she conducted research on degree apprenticeships, and a research intern at the New Local Government Network where she worked on employment and skills, and community asset transfers. Elena holds an MSc in International Public Policy from University College London and a BSc in International Economics from Bocconi University.
Ralph Anderson, Introduction – 00:09
Implications of AI for jobs – 00:28
Geographic areas at higher risk – 03:02
Characteristics of higher risk cities – 04:42
The history of industrial revolution – 05:12
What will happen? What jobs will grow? Where? – 06:54
What are the challenges? – 10:55
How can we ensure all areas prosper? – 12:30
Q&A – 15:20
Friday Jul 27, 2018
Friday Jul 27, 2018
This video can be seen at: https://www.piworld.co.uk/2018/07/27/newgate-redleaf-ai-conference-imi-mobile-ai-and-improving-the-customer-experience/
Matt Hooper, SVP Global Marketing, IMI Mobile.
Matt’s presentation looked at “AI and improving the customer experience” looking at how AI is already being used in customer service and how attitudes are changing towards it.
Matt Hooper, SVP Global Marketing at IMImobile, is an experienced senior enterprise software marketer and general manager, with over 20 years in international marketing, customer experience, product management and business development. He joined IMImobile in 2015 from cloud compliance SaaS provider Cognia. Prior to that he worked with Boston-based Lavastorm Analytics, MDS, Colibria and as a founding executive of service delivery platform pioneer Elata. Matt has also held senior roles at Qualcomm, HP, BT Global, Orange and Parametric Technology. He is a chartered marketer and a certified RFU rugby coach.
Ralph Anderson Introduction – 00:09
Matt Hooper, introduction IMI Mobile – 00:25
AI Timeline - 00:55
Forecasts - 02:31
Applications - 03:30
Chatbots - 04:35
What do consumers want? - 05:30
Messaging - 06:44
New communication channels - 09:20
Customer journeys - 10:47
Bringing together AI and assisted customer service - 12:11
Process automation - 15:53
Improving customer experience with AI - 17:20
IMI Mobile - 19:17
Summary - 20:25
Q&A - 21:04
Tuesday Jul 24, 2018
Tuesday Jul 24, 2018
The video of this presentation can be seen here: https://www.piworld.co.uk/2018/07/24/newgate-redleaf-ai-conf-razorsecure-cyber-security-and-transport-protection-on-the-move/
Alex Cowan, Chief Executive Officer, RazorSecure.
Alex’s presentation discussed “Cyber Security and Transport – protection on the move” highlighting the processes, requirements and challenges facing companies today.
Alex Cowan started RazorSecure after 15 years in the gaming industry working on massive multiplayer games with hundreds of thousands of players and thousands of servers. During that time, he worked in developing software to manage credit card payments and live operational systems as well as dealing with hackers trying to gain an advantage over other players. He saw an opportunity to manage cyber security in a different way, using machine learning with a focused approach to individual systems rather than focusing on network traffic. RazorSecure now provides its patented machine-based learning software to transport system suppliers and operators across Europe.
Ralph Anderson introduction: 00:10
Alex Cowan, RazorSecure introduction - 00:36
Introduction to Cyber Security - 02:11
Frameworks & legislation - 03:43
The layered approach - 06:27
Intrusion detection - 07:34
Anomaly detection - 10:07
Signature based, focussed on the past - 11:10
RazorSecure Delta - 11:44
RazorSecure’s approach to Machine Learning - 13:00
The power of grouping - 13:55
The cyber kill chain - 14:37
Clients - 17:50
The next 5 years - 18:48
Q&A – 19:00
Monday Jul 23, 2018
Monday Jul 23, 2018
This video can be seen at: https://www.piworld.co.uk/2018/07/23/newgate-redleaf-ai-conf-kx-machine-learning-the-growth-of-predictive-analytics/
James Corcoran, Global Head of Products and Solutions for Kx (part of First Derivatives).
James’ presentation discussed “Machine Learning – the growth of Predictive Analytics”. James has been at Kx for over 7 years and he is responsible for software sales, pre-sales, product design and the implementation of enterprise solutions for all new and existing Kx clients.
Ralph Anderson introduction to conference – 00:09
Introduction to KX – 02:18
James Corcoran opening introduction – 02:28
About KX – 02:55
What is predictive analytics? – 03:56
What does a predictive analytic look like? – 04:54
How long has it been around? – 5:50
How does it work? – 07:18
How will it work? – 07:37
The hype – 08:04
What is Machine Learning? – 10:32
What isn’t Machine Learning? – 11:21
But really, what is it? – 11:41
Real world examples – 13:05
How to implement Machine Learning – 20:10
Modelling – 21:42
Q&A – 23:16
Friday Jul 20, 2018
Friday Jul 20, 2018
Full video can be seen at: https://www.piworld.co.uk/2018/03/08/wheeliedealer-social-media-interview-with-tamzin-freeman/
Tamzin Freeman interviews private investor & blogger WheelieDealer about his take on using social media.
How long ago did you start with social media? – 00:51
What prompted you to start your website? – 02:20
How long does it take you to write a blog? – 04:05
Do you have to do a lot of research? – 04:33
What social media do you use? – 05:15
What do you get out of Twitter? – 06:40
What sort of people have you met through Twitter? – 08:35
Has social media changed your investing? – 10:48
Do you DM or is all your communication public? – 11:50
Which bulletin boards do you use? – 12:49
What are the downsides of social media? – 13:33
How many Tweets do you do a day? – 17:19
How did you learn to use Twitter? – 18:30
What advice do you have for investors who don’t use social media? – 19:10
Wheelie’s Twitter handle: @wheeliedealer
Friday Jul 20, 2018
Friday Jul 20, 2018
Full video can be seen at: https://www.piworld.co.uk/2018/04/05/coping-with-the-ups-downs-with-wheeliedealer-interviewed-by-tamzin-freeman/
Wheelie helps us to cope with the ups and downs
Pete’s moving tweet – 00:43
What was the catalyst for sending that tweet? – 01:12
Are people asking for investing help, or seeking help on broader issues? – 02:27
Are you looking to help emotionally or with practical help? – 03:14
Are people coming to you because they’ve lost a lot of money, or because they’re too scared to invest? – 04:57
What are the key issues you’re helping people with? – 07:05
How long do you spend on your own investing? – 11:58
How much money do you think you need to start investing? – 15:39
What’s your advice to people, with the recent volatility? – 17:43
Have you increased your cash position? – 22:45
What advice do you have for newbies, to cope with the volatility? – 23:51
And is that the advice your wiser older self would give to that younger self who lost 50% in 2000? – 24:23
What advise do you have for us all from all your mentoring? – 26:04
How do you build people’s confidence? – 28:50
Friday Jul 20, 2018
Friday Jul 20, 2018
Full video can be seen at: https://www.piworld.co.uk/2017/11/30/leon-boros-understanding-accounts-interviewed-by-tamzin-freeman/
Leon Boros gives a fascinating insight of what he’s looking for in a set of company accounts, using examples to highlight some of the hidden factors to look for. For non-accountants it can be quite a heavy watch, particularly at the midpoint, but there are many gems, and it’s worth making it till the end – even if you watch it in chunks!
First focus: cashflow statement & free cashflow – 00:31
Amortisation – 08:20
YouGov’s earnings – 12:17
P&L and Balance sheet ratios – 15:30
Return on total assets – 18:29
Friday Jul 20, 2018
Friday Jul 20, 2018
Full video can be seen at: https://www.piworld.co.uk/2017/12/21/behavioural-investing-interview-with-clare-flynn-levy-essentia-analytics/
Clare Flynn Levy founder of Essentia Analytics gives us insight into the behavioural aspects of investing.
Clare covers the issues of selling your losers, over confidence and over trading. She emphasises outperformance all comes down to you. Citing the best fund managers are skilled but humble.
Interviewed by piworld’s Tamzin Freeman.
Clare’s background and how it led to Essentia Analytics – 00:43
What data do Essentia look at to track behaviour? – 04:20
In stock picking what information are you looking for? – 06:44
What are typical patterns to focus on for better performance? – 08:26
Is there a different pattern between male and female traders – 12:27
How people behave when momentum is good – 13:00
How easy is it to change behaviours? – 14:50
How much can someone’s performance improve by? 19:32
Does the macro environment impact behaviour? – 20:39
How important is it to believe you can outperform the market? – 22:01
Tools or tips for the retail investor – 25:58
Investing diary – 27:30
Seeing your strengths and weaknesses – 33:09
Book recommendation – 35:28
Friday Jul 20, 2018
Friday Jul 20, 2018
Full video can be seen at: https://www.piworld.co.uk/2017/09/29/market-corrections-interview-with-john-rosier/
Interview with John Rosier from JohnsInvestmentChronicle.com on market corrections.
John reflects on how good the last year has been for investors, and gives insights, based on historic crashes, how to position oneself for volatile markets. John cites specific examples from his own portfolio.
John’s background – 00:32
John’s return year to date – 02:10
John’s strategy for toppy markets? – 03:22
Momentum shares – 05:06
Percentage of cash? – 08:15
What prompts John to go into cash? – 09:08
January 2016 was the worst start to a year, ever – 10:16
Learnings from the crashes John’s worked through – 10:47
Managing your own money – 14:57
Stop losses – 16:35
Discipline: what’s the largest loss in John’s portfolio? – 17:41
What’s John’s catalyst to sell a position? – 18:45
Setting a target price? – 21:32
2008 crash – 23:08
What can investors expect for the rest of 2017? – 24:56
Dividends? – 29:55
Friday Jul 20, 2018
Friday Jul 20, 2018
Full video casn be seen at: https://www.piworld.co.uk/2017/09/08/mifid-ii-the-private-investor/
piworld interviews Robert Mundy, co-founder of Research Tree, to understand how MiFID II legislation, coming into effect from January 2018, will affect the research available to the retail investor.
How is research currently paid for? – 0:39
How will MiFID II change how research is paid for? – 1:46
How will MiFID II affect the retail investor? – 2:57
Will the private investor still be able to get forecasts (PTP, EPS, Rev) on the various investor platforms? – 5:41
Will private investors be able to get the full broker notes, through Research Tree, or through our broker? – 8:19
Does Brexit make MiFID II null and void? – 10:38
Who are the winners and losers of MiFID II? – 11:30
Conclusion: the net effect of MiFID II for the private investor in mid and small caps: 14:36
Thursday Jul 19, 2018
Thursday Jul 19, 2018
Electric Vehicles – the opportunities and challenges for the investor
• The latest innovations
• The key suppliers who should benefit
• How to pick the winners and losers
Introduction by Ralph Anderson, Senior Account Manager, Redleaf
The automotive revolution: autonomous, connected, electrified and shared
By Chris Jones, Co founder, VP and Chief Analyst, Canalys
Canalys research and analyse trends impacting the automotive industry. Great insight to the past, present and future of EVs and how the EV market might evolve.
Thursday Jul 19, 2018
Thursday Jul 19, 2018
By Stephen Irish, MD, Commercial, Hyperdrive Innovation
Hyperdrive Innovation designs and builds lithium-ion battery systems for powering electric cars, off-highway vehicles, autonomous vehicles and home energy storage. They work in collaboration with Nissan and others to design & develop innovative battery systems that it aims to commercialise in the near term. Stephen follows on neatly from Chris Jones’s presentation, to indicate how developments are playing out for suppliers to the industry.
Thursday Jul 19, 2018
Thursday Jul 19, 2018
By Keith Allaun, CEO, PowerHouse Energy Group
PowerHouse Energy are the UK pioneer in Waste-to-Hydrogen systems. Aiming to become the lead distributor of low-cost hydrogen to fuel cars, produced from waste, including plastic. Fascinating concept of taking plastic bottles and other waste and converting into energy to power a car, effectively dealing with two problems, creating a sustainable economy.
Thursday Jul 19, 2018
Thursday Jul 19, 2018
The Future of Transportation – choosing the right investments
By Jon Forster, Co-Manager, Impax Environmental Markets
Impax Environmental Markets is a fund specialising in environmental markets for cleaner or more efficient delivery of basic services: energy, water & waste. Jon talks about the EV space, and outlines the key criteria Impax seek, identifying investment opportunities in the environmental space.
Thursday Jul 19, 2018
Thursday Jul 19, 2018
How the private sector is meeting the challenge of charging infrastructure in the UK
By Tom Callow, Director of Communication & Strategy at Chargemaster
Chargemaster design, build, sell and maintain charging units for electric cars. They run POLAR, the largest network of public charging points in the country. Tom gives an excellent overview of the EV infrastructure, and is very knowledgeable about the EV market & stats.
Thursday Jul 19, 2018
Thursday Jul 19, 2018
Challenges of vehicle electrification
By Paul McNamara, Technical Director, Williams Advanced Engineering
Paul draws on his knowledge from Williams, especially automotive & motorsport, to identify the opportunities for EVs going forward.