Judges Scientific (JDG) H1 2019 analyst presentation, September 19

This video can be seen at: https://www.piworld.co.uk/2019/09/27/judges-scientific-jdg-h1-2019-analyst-presentation-september-19/

 

With David Cicurel, CEO & Brad Ormsby, CFO

A very comprehensive overview of Judges Scientific, what they do and their KPIs. What’s happened in the period. Their strategy going forward.

David Cicurel, CEO
Introduction – 00:18
About Judges - 01:05
The Judges Group - 03:09
Judges customers - 03:50
Key messages - 04:45

Brad Ormsby, CFO
Financial highlights - 06:40
Performance - 08:30
Order intake - 10:42
Revenue split - 12:49
H1 19 Profit bridge - 13:40
Balance sheet and cash flow - 14:50
ROTIC - 17:05
Diversification - 18:20
Financial history - 18:50

David Cicurel, CEO
Growth drivers - 19:58
Acquisition criteria - 25:29
Post acquisition - 29:55
Outlook - 32:28
Investment case - 33:14

Q&A with David Cicurel, CEO, Brad Ormsby, CFO
& Mark Lavelle, COO - 35:45

Judges Scientific plc is a United Kingdom-based company, which is engaged in the acquisition and development of a portfolio of scientific instrument businesses. The Company's activities are predominantly in or in support of the design and manufacture of scientific instruments. Its segments include Materials Sciences and Vacuum. Its subsidiaries include Armfield Limited, engaged in the design and marketing of engineering equipment and research instruments; Fire Testing Technology Limited, which is engaged in the design, manufacture and service of instruments that measure the reaction of various materials to fire; Scientifica Limited, which offers micropositioning equipment, microscopes and advanced imaging systems used in electrophysiology and neuroscience; Quorum Technologies Limited, which manufactures scientific instruments primarily used for electron microscopy sample preparation, and Sircal Instruments (UK) Limited, which designs, manufactures and distributes rare gas purifiers.