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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
Monday Jan 25, 2021
Monday Jan 25, 2021
This video can be seen at: https://www.piworld.co.uk/2021/01/25/sthree-stem-fy20-results-overview/
Mark Dorman, CEO & Alex Smith, CFO outline the full year results and discuss the outlook, where they believe SThree are in the best markets, taking market share, and investing to become the number one STEM talent provider in the best STEM markets.
Mark Dorman, CEO
Overview of the period - 00:23
Alex Smith, CFO
Financials – 03:32
Mark Dorman, CEO
Covid-19 - 05:30
Operational highlights - 06:26
Outlook – 07:00
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.
Friday Jan 22, 2021
Friday Jan 22, 2021
David Beech, CEO, Kate Lewis CFO & Richard King, COO present H1 results to analysts, followed by Q&A.
David Beech, CEO
Scalable business - 00:37
Track record of profit - 02:44
Key financial highlights - 04:51
Kate Lewis, CFO
Financials - 05:42
David Beech, CEO
Scaling the business – 20:31
Acquisition of OTB Eveling - 28:47
Acquisitions as a platform for growth - 30:01
Richard King, COO
Technology enabling growth - 33:28
David Beech, CEO
Summary & current trading - 42:16
Questions - 44:13
Knights Group Holdings plc is a United Kingdom-based law company. The Company that is focuses on providing legal and professional services. The Company also provides corporate and commercial legal services at scale and across a broad sector basis, similar to the larger national law firms. The Company operates six offices: Newcastle-Under-Lyme, Wilmslow, Chester, Derby, Cheltenham and Oxford. The Company’s service lines include real estate, litigation, corporate, and private client.
Thursday Jan 21, 2021
Thursday Jan 21, 2021
Simon Stilwell, CEO discusses highlights of 2020, the impact of CV19, the opportunities, and the outlook for 2021.
Key highlights FY20 – 00:23
Financials - 01:38
Covid-19 - 03:13
Events - 06:10
2021 strategy - 08:42
The return of live events - 09:55
Outlook – 10:48
About Bonhill:
Bonhill Group PLC, formerly Vitesse Media Plc, is a United Kingdom-based business to business (B2B) media company. The Company provides business information, live events and data and insight propositions to international technology, financial services and diversity business communities. Business information includes digital/print magazines, online portal, digital content, video, audio, content syndication and marketing services. Live events include various formats, such as awards, summits, conferences, career fairs and workshops. Data and insight include industry research programs, white papers, market research and survey, directories, industry/company data product, workflow management solution and bespoke consultancy. The Company’s flagship titles include SmallBusiness.co.uk, Information Age, GrowthBusiness.co.uk and What Investment.
Monday Jan 18, 2021
Monday Jan 18, 2021
Accrol Group H1 presentation delivered as part of the results roadshow, followed by Q&A. With Dan Wright, Executive Chairman, Gareth Jenkins CEO, & Graham Cox, Managing Director, Tissue Division.
Dan Wright, Executive Chairman
Introduction – 00:17
H1 Highlights – 00:46
Gareth Jenkins, CEO
Management Team - 02:07
Financial Highlights – 03:21
Graham Cox, Managing Director, Tissue Division
Operational improvements – 05:35
Customer base & market- 08:05
Gareth Jenkins, CEO
Margins - 09:46
Dan Wright, Executive Chairman & Graham Cox, Managing Director, Tissue Division
Cash & Debt - 11:45
LTC integration – 13:55
Dan Wright, Executive Chairman & Gareth Jenkins, CEO
Strategy update - 19:33
Gareth Jenkins, CEO
Summary – 22:53
Q&A – 25:42
Accrol Group Holdings plc, formerly Accrol Group Holdings Limited, is an independent tissue converter manufacturing toilet rolls, kitchen rolls, facial tissues and away from home products (AFH). Its AFH products include Centrefeeds, Hand Towels, Hygiene Rolls, Toilet Tissue, Wiping Rolls, Standard Jumbo and Mini Jumbo. Its Consumer Paper Products include Envirosoft, Facial Tissues, Handy, Mega, Mighty, Sofcell, Softy, Thirsty Bubbles and Triple Softy. The Company supplies a range of Independents, Discounters and Multiples, as well as a range of AFH customers throughout the United Kingdom. It imports Parent Reels from around the world and converts them into finished goods at its manufacturing, storage and distribution facility in Blackburn, Lancashire. The Company has 15 converting lines in operation providing capacity of approximately 118,000 tons per annum. Its subsidiaries include Accrol UK Limited, Accrol Holdings Limited and Accrol Papers Limited.
Friday Jan 15, 2021
Friday Jan 15, 2021
Ben McKeown, CFA, Investment Director at Dowgate Capital, discusses how he manages money at Dowgate. We learn some of their investing criteria, and where he sees their current opportunities. Ben tells us that Dowgate Capital’s wealth management division is a younger, more dynamic wealth manager, where they aspire to generate returns of 20% a year, more cost-effectively.
Ben’s background - 00:27
Dowgate Capital - 01:28
Top-down or bottom-up? - 02:18
Criteria of stock selection - 05:17
Alpha FX (AFX) - 06:19
Valuation – 08:32
THG (THG) - 10:23
Holding period - 13:14
Growth target - 14:50
Which sectors are you looking at? – 15:28
Recovery plays: On The Beach (OTB) - 16:17
Fintech - 17:43
Liquidity - 19:28
The future of fund management - 20:33
About Ben McKeown
Ben Started his Career at Killik & Co before joining Hargreave Hale in 2014 a boutique wealth and fund management firm led by Giles Hargreave. Canaccord Genuity Wealth acquired the business in 2018 and he became an Investment Director on a desk responsible for £750m of discretionary mandates. Not long after the acquisition Ben joined Dowgate in July 2020 and has 13 years’ experience in the industry.
Dowgate Capital: https://dowgatecapital.co.uk/
Friday Jan 08, 2021
Friday Jan 08, 2021
Andrew Hollingworth, Founder, HollAnd Advisors, discusses his investment approach and running a fund during CV19: what went well and badly, and opportunities for 2021. We get a real sense of some of the aspects of fund management.
Andrew’s background & HollAnd Advisors – 00:31
How’s the fund performed since it’s inception? – 4:57
Growth v value investing – 06:38
2020 – 10:20
Dealing with a large drawdown? – 15:52
2020, what went well? What would Andrew have changed? – 21:53
2021 opportunities – 25:05 Greggs (GRG) – 30:12
About Andrew Hollingworth:
Andrew set up Holland Advisors in 2008. Holland provides High quality investment research to some of the world’s most senior and respected institutional investors. Andrew also manages an equity investment fund which he set up in 2011, which is converting to UK UCITS status in early 2021. Andrew specialises in looking to invest in owner manager run businesses that compound at high per-share rates for long periods. However, he is keen to invest at times when the stock market may be less believing in them. (Ie he is looking buy great companies when they are priced like bad ones). Andrew and his team at Holland also give macro-economic insights, having successfully expressed caution ahead of both the 2008 economic crisis and Covid 19. Prior to Holland Advisors Andrew worked for Merrill Lynch, Redburn Partners and Henderson Fund Managers. He started working in the Investment industry in 1987, aged 18.
Wednesday Jan 06, 2021
Wednesday Jan 06, 2021
Soraya Narfeldt (CEO), Lars Narfeldt (COO) and Andrew Bolter (CFO) give an overview of RA International and an update on current trading following December 2020's trading update.
Soraya Narfeldt, CEO
Introduction - 00:17
Soraya Narfeldt, CEO, Andrew Bolter, CFO & Lars Narfeldt, COO
What RAI do - 00:55 Clients - 03:12
Growth strategy - 05:42
RAI service verticals - 9:17
Andrew Bolter, CFO
Order Book - 12:08
The business transformation - 12:50
Soraya Narfeldt, CEO, Lars Narfeldt, COO & Andrew Bolter, CFO
ESG and Anti-bribery - 14:23
Andrew Bolter, CFO
Update on current trading - 17:57
Soraya Narfeldt, CEO Summary - 19:30
Q&A - 21:09
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.
Wednesday Dec 30, 2020
Wednesday Dec 30, 2020
Mark Slater, Chairman & CIO, Slater Investments, looks back at 2020. Codemasters (CDM) played out very well, as anticipated. The learnings repeated: in a crisis, don't panic and take advantage of it; aggressively. Finally, Mark gives us his expectations for the UK markets in 2021, which he feels are attractive.
What’s the fund’s ytd performance? – 00:38
What went well this year? - 01:44
What did you learn this year? 05:57
What are Mark Slater's expectations for the UK market in 2021? – 08:24
About Mark Slater: Mark Slater co-founded Slater Investments in 1994 with Ralph Baber and is Chairman and Chief Investment Officer of Slater Investments, Chairing the Investment Committee. The company manages a hedge fund, four unit trusts and portfolios for pension schemes, charities and high net worth individuals. Recent awards include: UK All Companies, Best 10 Year Performance – Slater Growth Fund (City of London Fund Awards 2018), “Best of British” – No 1 – Top 25 UK Fund Managers (TD Direct Investing 2017 & 2016, Best Larger UK Equity Growth Fund & Best Smaller UK Equity Income Fund – MFM Slater Growth & Income Funds (Money Observer Fund Awards 2016) and Fund Manager of the Year Awards (City AM Awards 2014). He has also received top ratings from several well-known rating agencies. Prior to founding Slater Investments, Mark worked as a financial journalist with Analyst plc and the Investor’s Chronicle. Also, in 1992, he helped research and edit a best-selling investment book “The Zulu Principle” for his father, Jim Slater, which focuses on identifying small to medium-sized growth companies. During his career, Mark has served on the boards of four public companies in which he has been a substantial shareholder. Mark has an MA in History from Cambridge University.
Tuesday Dec 29, 2020
Tuesday Dec 29, 2020
David’s performance from the lows of March to December 2020, was +99%, with a ytd performance (to 14.12.20) of +10%. Here David outlines what went well, with Tremor (TRMR), which endorses the need for patience and taking a long term view. IMImobile (IMO) didn’t go so well, selling out two weeks before their bid. However, David is sanguine, and explains running a concentrated portfolio means you have to make choices, and sometimes that means you forgo opportunities, as here. He adds, running a shorter list you should get greater long term performance. Equally he points out, some shares can ‘go to sleep’, and it’s important to remember why you bought in originally. David’s 2021 pick is Venture Life (VLG), although the chart looks weak, which David suggests might be due to a sentiment move to value. Sales are up 50% this year, and he believes the 2021 forecasts are 'simply too low'.
David’s performance ytd: +10% up 99% from the low – 00:38
What went well: Tremor (TRMR) - 02:50
Codemasters (CDM) - 06:10
What didn’t go so well: IMImobile (IMO) sold 2 weeks before the bid - 07:09
What’s David bullish about for 2021: Venture Life - 11:30
Where to find David and get your free issue of Growth Company Investor -15:19
About David Thornton: Following an extensive career in the City David is Editor & Owner of Growth Company Investor (GCI), an excellent publication about Small Cap Shares. David, graduated 1982 and went into the City as a trainee UK equity investment analyst with an insurance company. 1985 started managing money at Br Gas pension fund. 1987-04 fund manager at Henderson. Spent 4 years doing US equities before returning to UK desk. 2006-12 launched and ran an East European fund at a hedge fund boutique (Russia, Turkey, Poland, Hungary, Greece etc). Doing these markets turned out to be good training for looking at the nether reaches of AIM which was his next job! 2013 onwards – financial journalism focused on UK small caps. Initially Redhot Penny Shares newsletter (part of MoneyWeek) and since 2015 Growth Company Investor (GCI). In September 2020 David acquired GCI from the original owners, Bonhill plc.
Twitter: @growthcompany
Wednesday Dec 23, 2020
Wednesday Dec 23, 2020
We interviewed Stephen back in April 2020. Now he updates us on joining Stellar Asset Management, on 1st September 2020. He discusses, what has gone well and how to avoid value traps, advising don’t buy a recovery stock unless it’s rallied significantly, citing Volex (VLX). What didn’t go so well and learnings, where he discusses Shoe Zone (SHOE). Finally, he outlines the investing case for DX Group (DX.), which is his pick for 2020. Full of wonderful analogies and humour, alongside some tremendous pearls of wisdom.
Stephen joins Stellar Asset Management - 00:39
Stellar's performance to end November 2020, (which has gone up since!) – 01:23
What’s gone well: Volex (VLX) - 02:26
What didn’t go so well, and what did you learn from that: Shoe Zone (SHOE) – 08:55
Top pick for 2021: DX Group (DX.) - 12:00
Previous piworld videos with Stephen English.
About Stephen English
Stephen is Investment Director at Stellar Asset Management. He joined Stellar in September 2020, having previously worked at Blankstone Sington since 2002, where an early grounding on the dealing desk paved the way for a fascination with markets, how the ‘invisible hand’ of supply and demand could move prices and how efficient dealing can add value.
With a background in art (good drawer/awful painter) and an interest in psychology Stephen believes that small-cap investment is more art than science. An avid student of the market, he has authored his own 12-page investment philosophy which was well received by professional and retail readers alike. When it comes to the stockmarket, Stephen says ‘when you find the key, they change the lock’ which drives a zeal for continual improvement.
Never one for fads, increasingly he feels the Qualitative aspects of investment will be a key driver of alpha, where anything Quantitative and that can be automated will be. Quality investing to Stephen is as much, if not more so, about the management of a business, and he aligns the portfolios to founders who maintain the owners’ eye and have a superior problem solving ability over peers with no alignment of interest. A strong culture is vital; after all ‘character is destiny’. Stephen also likes an aphorism or two!
With a fast-growing reputation as an independent thinker, his musings are regularly featured in the press, including What Investment, Professional Advisor and MoneyWeek. Investment is one of the purest and most rewarding endeavours in Stephen’s opinion and he is a firm believer in giving back to an industry he is so passionate about. With an irreverent style yet with deep thoughtfulness and humility.
Stephen is a CFA Charterholder, a devoted Warrington Rugby League fan and a wide-ranging reader.
Tuesday Dec 22, 2020
Tuesday Dec 22, 2020
John called the market to perfection, when we spoke to him back in April 2020. He outlines how it’s played out for him throughout the rest of the year, what went well, what went less well, and what he’s most bullish about for 2021. A sanguine thought, if he’d have done nothing this year, he’d be slightly better off than now, after all the work he's put in.
Performance ytd +16.5% - 00:49
What’s gone very well this year: Sylvania Platinum (SLP) - 05:19
SigmaRoc (SRC) - 07:57
What didn’t go so well? Selling too soon – 09:12
Which holding are you most bullish about for 2021? De L Rue (DLAR) – 13:22
Where to find John – 16:50
About John Rosier
In June 1984, John left university with a degree in Zoology and started work in The City of London. He enjoyed the first 14 years of his career at Fleming Investment Management, initially as an analyst and then as a UK portfolio manager; in 1997 he was appointed Head of UK Equities. He was a director at Henderson Global Investors from 1998 until 2004, before moving to the West End and working for two hedge funds. John’s investment career at Flemings and Henderson was focused on managing UK equity portfolios for corporate and local authority final salary defined benefit pension schemes as well as the reserve fund for the NSPCC. During 2009 John left full time employment since when he has been managing his own portfolio.
John can be found at www.JohnsInvestmentChronicle.com
Monday Dec 21, 2020
Monday Dec 21, 2020
This video can be seen at: https://www.piworld.co.uk/2020/12/21/piworld-2020-round-up-leon-boros/
Leon has had an exceptional performance this year, up 37%. His top contributor is Best of the Best (BOTB) which he continues to hold. He regrets selling Games Workshop (GAW) in the 40's, but swallowed his pride and bought back recently. For 2021, he believes Wey Education (WEY) should outperform. Hopefully we'll catch up with him later in the year to hear how it plays out.
Leon’s performance ytd: +47% – 00:47
Top contributor to the performance: Best of the Best (BOTB) - 01:15
What didn’t go so well, and what did you learn from that? Games Workshop (GAW) – 05:05
In 2021, which holding are you most optimistic about? Wey Education (WEY) - 08:50
About Leon Boros
Leon is a recently retired private investor. Prior to his retirement he was founder and managing director of Equity Strategies, a boutique corporate finance firm. Leon started his career at EY where he qualified as a Chartered Accountant. Leon has been investing since his late teens. In 1993 he opened his first PEP and has since achieved annualised returns of 18.42% (to Dec 2019). Leon was previously a non-executive director of ShareSoc. Twitter: Leon Boros @Boros10
Saturday Dec 19, 2020
Saturday Dec 19, 2020
This video can be seen at: https://www.piworld.co.uk/2020/12/19/piworld-2020-round-up-paul-scott/
Paul’s achieved outstanding returns for the year, where he used hedging. Interesting flatter where he has no hedges. He highlights some great learnings both about using hedges, and separately that cheap companies can get a lot cheaper! For 2021, he is very bullish about BooHoo. Delivered in Paul’s usual charming and relaxed style. Enjoy!
Paul’s year and return ytd – 00:40
Winners for the year – 04:50
What didn’t go so well, and what did you learn from that? – 07:40
Paul’s 2021 stock pick: BooHoo (B00) – 10:50
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.
Friday Dec 18, 2020
Friday Dec 18, 2020
Richard’s had a rollercoaster of a year, in April he was down over 40% and has now recovered to c +8%, from peak to trough, up about 80%. His biggest regret, moving to almost 100% cash in March, but he got back on the horse quickly, buying Polar Capital amongst others. Hear more of his reflections and details of his 2021 pick.
Year to date performance - 00:50
What played out well in 2020: Polar Capital (POLR) - 05:15
What was your biggest mistake, & the learning? - 11:20
2021 outlook – 12:45
Novacyt (NCYT) - 13:50
2020 pick: Bloomsbury (BMY) - 15:39
About Richard in his words:
My interest in the London stock market came about in the early 80’s – working over the summer holidays whilst at college, as a post boy – leading to being somewhat of a gofer for a man call Zimmerman, who help build Mercury Asset Management in the 1980s. The taste of the moving parts of the City gave me my first real joy of City life – and I loved it.
1986 – joined Lazard Brothers (via the back door) as a Trust Accountant, valuing and doing the daily book-keeping for investment trusts/unit trusts. Had my chance to move to the front office in 1988 as an assistant fund manager on the bond the international desks. Met my first real mentor John Innes, helping to manage and win major international global accounts – flying around the world in my mid 20’s.
Realised the real way to learn the skills needed to manage money was via mentors – very good ones. My real passion is to manage money invested directly in stocks and shares – where I saw the excitement and thrills – and having the belief I could make serious money. Passed my analyst and other professional exams then had the chance to join a real modern day investment legend – Richard Smith – becoming his no.2 on the Lazard UK Small Companies desk. Over the following 5 years gained the opportunity to build the investment style foundation stones – I still follow today.
The importance of skilled mentors – is the real key to success of any young professional – especially in the investment world. True 30 years ago – true today.
1997 – left Lazard to join the sell side (stockbroking), Chaterhouse- specialising in small and mid-cap UK companies. An amazing experience, helping to take a mid- ranking firm to No1.
2001 – sold my soul to Merill Lynch.
2005 – returned to the buy-side with Cazenove to help run the UK focused hedge funds – mixing my stock picking skills to their business cycle style. Ended up with about £1.5billion of funds to manage and becoming one of the most successful performing UK hedge funds in the UK in that period, especially the GFC.
2010 – left Cazenove to join Trium – a private family wealth office – manging our own money – no clients – simply an absolute returned focused approach. Long – short. And both short and long term objectives and managing my own pa. money alongside.
Thursday Dec 17, 2020
Thursday Dec 17, 2020
One of a series of short interviews to round up 2020. Having spent most of the CV19 crash, cashed out and crashed out, Richard returned in top gear from June onwards. Here he tells us a few of the highlights, and his most favoured stock for 2021.
Performance year to date c+35% – 00:50
What went well? Xaar (XAR) – 02:34
What didn’t go so well? Kingfisher (KGF) - 03:49
2021 pick: Xaar (XAR) – 10:38
About Richard Crow After starting life as a milkman and ending up paralysed after a motorbike accident @ 19 years old, Richard started investing in 1982. Mainly punting penny shares and buying unit trusts all went quite well until the 1987 Black Monday Crash where he lost a third of his investments. Undeterred he returned to investing several years later and had good success in the tech boom, selling out early before most of the tech rout. Thereafter, he started investing and trading, mainly in small caps finding many multi-baggers and much greater success. He now runs a very restricted private chatroom of some 260 or so members where members discus the stock news of the day and stock merits and opinions, together with chat and banter re life, gardening, photography and more. He also has a cracking sense of humour and posts numerous great jokes and one-liners, (he wrote that bit).
Tuesday Dec 15, 2020
Tuesday Dec 15, 2020
SThree CEO Mark Dorman and CFO Alex Smith present a full year trading update and the results of their latest client sentiment survey.
Mark Dorman, CEO
Introduction – 00:17
Full year overview - 00:54
Alex Smith, CFO.
Full year trading - 05:08
Regional performance – 06:21
Positioning at year end - 07:51
Mark Dorman, CEO.
Sentiment survey – 08:51
Where we are, one year on - 09:27
Key themes - 11:37
The focus across all themes - 13:00
A more flexible and resilient workforce - 14:27
Digital transformation acceleration - 15:22
Long term secular trends - 16:31
Q&A – 16:54
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.
Monday Dec 14, 2020
Monday Dec 14, 2020
Trond Williksen, CEO & Spetima Maguire, CFO present FY20 results to analysts. A transformational year, completing the restructuring, with good growth opportunities and long-term growth drivers.
Trond Williksen, CFO
Introduction – 00:20
Overview – 00:49
Benchmarks objectives - 04:21
Septima Maguire, CFO
Financials – 05:49
Trond Williksen, CFO
Strategy – 18:23
Outlook & guidance – 28:08
Benchmark Holdings plc is engaged in the provision of aquaculture health, genetics and nutrition. The Company’s segments include genetics, advanced nutrition and health. The Company develops products that helps fish and shrimp to improve their sustainability and profitability by improving yield, quality, and by reducing mortality. The Company’s products include high genetic quality ova for salmon, shrimp and tilapia, and breeding, program, specialist feeds for early stage shrimp and fish; probiotics, biocides and medicines.
Friday Dec 11, 2020
Friday Dec 11, 2020
A comprehensive financial overview by Paul Forster, Group FD and Commercial Director, illustrating CRL’s agility to deliver in spite of Covid. Followed by Pippa Clark, Global Marketing Director & Deputy MD’s summary of the beauty, fragrance and healthcare market, (a fascinating insight in itself; apparently the male grooming market collapsed with lockdown!), and how CRL have responded. Towards the end of the presentation Bernard Johnson, Group MD updates on the group’s aspirations.
Bernard Johnson, Group MD
Overview of period – 00:33
Paul Forster, Group Finance & Commercial Director
Financials – 02:47
Pippa Clark, Global Marketing Director & Deputy MD
The market – 14:29
Division performance – 17:18
Private label – 25:00
Brand highlights – 26:18
Growth drivers – 30:33
The new normal CV19 – 34:26
Eamon Murphy, Deputy Finance & Commercial Director
Brexit – 40:28
Bernard Johnson, Group MD
The way ahead – 47:06
Aspirations – 51:12
Q&A – 53:55
Creightons plc is engaged in the development, marketing and manufacture of toiletries and fragrances. The Company operates through three business streams: private label business, contract manufacturing business and branded business. Its private label business focuses on private label products for high street retailers and supermarket chains. Its contract manufacturing business develops and manufactures products on behalf of third party brand owners. Its branded business develops, markets, sells and distributes products it has developed and owns the rights to. Its product portfolio includes bath and shower care, haircare, body care, baby and maternity, and fragrances, among others. Its services include market analysis, creative concept generation, product development, brand development, manufacturing and logistics. Its brands include Frizz No More, Volume Pro, Argan Body, Argan Smooth, Keratin Pro, Perfect Hair, Bronze Ambition, Sunshine Blonde, Beautiful Brunette and Just Hair.
Wednesday Dec 09, 2020
Wednesday Dec 09, 2020
New CEO, Alasdair MacDonald gives a comprehensive overview of the business and the market, followed by Sue Hurst, CFO who presents the financials for the period ended 30th September 2020.
Alasdair MacDonald, CEO
Introduction - 00:18
Alasdair MacDonald, CEO & Sue Hurst, CFO
Presentation team - 01:20
Alasdair MacDonald, CEO
Group overview – 03:30
Product range - 05:17
Application of products - 06:57
Floating wind solutions - 08:49
Global reach – 09:43
H1 highlights – 10:43
Generation 10 product - 21:32
Order book & intake - 22:36
Offshore wind market overview - 23:31
Addressable market - 28:09
Emerging markets - 29:36
Floating wind outlook - 31:20
Offshore wind spend vs oil & gas - 31:47
Growth strategy – 33:15
Sue Hurst, CFO
P&L – 34:53
Balance sheet - 36:40
Cash flow - 38:29
Alasdair MacDonald, CEO
Summary - 39:30
Q&A – 40:29
Tekmar Group PLC is a United Kingdom-based company that provides subsea cable, umbilical and flexible pipe protection systems and engineering services. The Company offers various service packages including FEED study, product development, design and engineering, in-house product testing, manufacturing, project management, and personnel training and offshore support. Its products include Teklink CPS, Tektube CPS, Cable hang-offs, TEKSPACE, TEKDUCT, SPLIT PIPE, j-tube seals, bend restrictors and bend stiffeners. The Company primarily provides its products and services to offshore wind, and oil and gas companies.
Wednesday Dec 09, 2020
Wednesday Dec 09, 2020
Ric Traynor, Executive Chairman, and Nick Taylor, Group Finance Director, present H1 results for the six months ended 31 October 2020, outlining a strong first half performance and confidence in the full year outlook.
Ric Traynor, Executive Chairman.
Introduction to Begbies Traynor – 00:18
Overview of H1 - 01:20
Nick Taylor, Group Finance Director.
Financial highlights – 02:10
Business recovery and financial advisory - 03:40
Property advisory and transactional services - 05:01
Financial position - 06:44
Full year outlook - 07:45
Ric Traynor, Executive Chairman.
Group developments: The insolvency market – 08:43
Group developments: Business recovery and financial advisory – 11:30
Group developments: Property services – 14:42
Summary – 16:50
Begbies Traynor Group plc is a business recovery and property services consultancy. The Company's segments include insolvency and restructuring, and property. It provides services from a network of the United Kingdom locations through two operating divisions: Begbies Traynor and Eddisons. Begbies Traynor is an independent business recovery practice that handles corporate appointments, serving the mid-market and smaller companies. It provides insolvency, restructuring and consultancy services to businesses, their professional advisors and financial institutions. Eddisons is a national firm of chartered surveyors, delivering transactional and advisory services to owners and occupiers of commercial property, investors and financial institutions. It provides professional services, such as business rescue options, advisory options, forensic accounting and investigations, corporate and commercial finance, personal insolvency solutions and services to banking, legal and accounting sectors.
Monday Dec 07, 2020
Monday Dec 07, 2020
Ted Baker's CEO Rachel Osborne & CFO, David Wolffe summarise the H1 21 results, and give an update on Ted's growth formula.
Rachel Osborne, CEO
Key Highlights – 00:37
David Wolffe, CFO
Financial highlights – 02:38
Financial outlook - 04:05
Rachel Osborne, CEO
Strategic progress – 05:08
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.
Wednesday Dec 02, 2020
Wednesday Dec 02, 2020
Paul Fineman, CEO & Giles Willits, CFO present the IG Design Group 2021 H1 results for the six months ended 30 September 2020.
Paul Fineman, CEO,
Introduction - 00:17
H1 Highlights - 00:36
Performance - 04:32
Strategy in action – 10:08
Giles Willits, CFO
Financial highlights - 14:19
Profit & loss - 15:33
Cashflow - 21:18
Paul Fineman, CEO,
DG Americas update - 25:14
DG International update - 34:40
Summary & outlook – 38:42
Q&A – 41-19
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.
Wednesday Dec 02, 2020
Wednesday Dec 02, 2020
Neal Gandhi, CEO & Oliver Rigby, CFO present the H1 results followed by Q&A. Given on 30.1.20.
Neal Gandhi, CEO
Introduction to the team - 00:33
TPX at a glance - 01:36
Competitive landscape - 02:37
H1 highlights - 05:25
Oliver Rigby, CFO
Financials - 07:33
Neal Gandhi, CEO
Growth strategy - 17:30
Outlook 29:25
Q&A - 33:44
The Panoply Holdings PLC is a United Kingdom-based technology-enabled services company. The Company is focused on digital transformation. The Company's segments include Consulting and innovation, Software development and Automation. The Consulting and innovation services include strategy consulting and service design. The Software development services include digital transformation, technical software development, cloud-based services and information technology (IT) implementation. The Automation services include automation, robotics, chatbots and artificial intelligence (AI). The Company's subsidiaries include Bene Agere Norden AS, Manifesto Digital Limited, Questers Resourcing Limited, iDisrupted Limited and Greenshoot Labs Limited. Bene Agere Norden AS is a strategic and management consultancy with a focus on digital transformation. Manifesto Digital Limited is a digital experience agency
Tuesday Dec 01, 2020
Tuesday Dec 01, 2020
Louis Hall, CEO & Oliver Gilchrist, CFO present FY20 results at ShareSoc November 2020.
Louis Hall, CEO & Oliver Gilchrist, CFO
Introduction – 00:20
Louis Hall, CEO
Business overview - 01:410
Products & markets overview - 03:30
Key highlights - 05:16
KPI’s 09:58
Oliver Gilchrist, CFO
Financial highlights - 11:24
Income Statement - 15:12
Balance sheet - 16:40
Cash Flow - 17:49
Louis Hall, CEO
Geographic & customer base - 18:30
Revenue concentration - 21:32
Sticky customer base - 23:04
The competition - 25:00
Nokia partnership - 27:03
Sales pipeline - 29:28
Summary & outlook - 32:02
Q&A – 33:0o
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.
Tuesday Dec 01, 2020
Tuesday Dec 01, 2020
Tommy Cook, CEO & Ashleigh Greenan, CFO present interim results for the period ended 30th September 2020. CLX IPO'd October 2020.
Tommy Cook, CEO
Introduction to Tommy & Ashleigh - 00:28
What Calnex do - 01:34
The telecom testing market - 04:46
H1 highlights - 07:20
CV-19 resilience - 09:05
Ashleigh Greenan, CFO
Business model - 14:43
Financials – 19:20
Tommy Cook, CEO
Market and strategy - 25:38
Growth strategy - 27:22
Outlook - 29:40
Q&A – 31:08
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.
Monday Nov 30, 2020
Monday Nov 30, 2020
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.
Monday Nov 30, 2020
Monday Nov 30, 2020
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
Friday Nov 27, 2020
Friday Nov 27, 2020
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.
Thursday Nov 26, 2020
Thursday Nov 26, 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.
Thursday Nov 26, 2020
Thursday Nov 26, 2020
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.
Wednesday Nov 25, 2020
Wednesday Nov 25, 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.
Tuesday Nov 24, 2020
Tuesday Nov 24, 2020
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.
Tuesday Nov 24, 2020
Tuesday Nov 24, 2020
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.
Thursday Nov 19, 2020
Thursday Nov 19, 2020
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.
Tuesday Nov 17, 2020
Tuesday Nov 17, 2020
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.
Monday Nov 09, 2020
Monday Nov 09, 2020
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.
Friday Nov 06, 2020
Friday Nov 06, 2020
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.
Wednesday Nov 04, 2020
Wednesday Nov 04, 2020
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.
Thursday Oct 29, 2020
Thursday Oct 29, 2020
Tim Sykes, CEO, talks to piworld’s Tamzin Freeman about the Group's full year results to 31st July 2020.
The key themes for the year – 00:30
Highlights of the period – 01:00
Progress against growth strategy - 02:07
Operational progress - 03:08
Outlook - 03:48
PROACTIS Holdings PLC is a United Kingdom-based company, which is a Spend control and e-Procurement solution provider. The Company is engaged in the development and sale of business software, installation and related services. It offers a range of solutions, such as PROACTIS Source-to-Contract, PROACTIS Purchase-to-Pay and PROACTIS Supplier Network solutions. It offers managed services, such as procurement-related managed services, such as Sourcing and Content Management; Finance-related managed services, such as Invoice Data Capture and Accelerated Payment Facility, and information technology (IT)-related managed services, such as Application Hosting & Management. Its Solutions for Finance and Procurement include cloud, hosted or on-premise software applications. PROACTIS Spend Analysis offers company-wide data on users' laptop, tablet or mobile. Its PROACTIS Invoice Data Capture turns paper, fax and Portable Document Format (PDF) invoices into system-ready electronic records.
Tuesday Oct 27, 2020
Tuesday Oct 27, 2020
WHIreland CEO Phillip Wale presents an overview of the group's half year results for the period ended 30 September 2020.
Introduction - 00:21
Financial highlights - 00:34
Wealth Management highlights - 01:13
Corporate & Institutional Broking highlights - 01:47
Outlook - 02:11
Wealth Management outlook - 02:18
Corporate & Institutional Broking outlook - 02:42
WH Ireland Group plc is a holding company. The Company's principal activities are the provision of wealth management and corporate finance advice, research, products and services to the private clients, and small and medium sized companies. It operates through two segments, which include Private Wealth Management and Corporate Broking. The Private Wealth Management segment offers investment management advice and services to individuals and contains its wealth planning business, giving advice on and acting as intermediary for a range of financial products. The Corporate Broking segment provides corporate finance and corporate broking advice and services to the companies, and acts as nominated advisor to clients listed on the Alternative Investment Market (AIM). The Corporate Broking segment contains its institutional sales and research business, which carries out stockbroking activities on behalf of companies, as well as conducting research into markets of interest to its clients.
Friday Oct 23, 2020
Friday Oct 23, 2020
This video can be seen here: http://www.piworld.co.uk/2020/10/22/piworld-intervie…-richard-leonard/
We are privileged to spend an hour chatting to Andy Brough, Head of the UK & European Small & Mid Cap Team at Schroders, and Richard Leonard who co-runs a Family Office, an amazing duo. Firstly, we discuss their different perspectives as a family office and institutional fund, then, cover the macro picture, and drill down to companies where they each see opportunity. Full of wisdom and wit. A brilliant hour of investing insight!
Running a family office v running a large fund – 00:45
Macro picture, is it a time to be fully invested? – 02:15
Those companies with opportunities discussed in July: POLR, REDD, UPGS - 08:37
Macfarlane (MACF) - 10:19 Tremor (TRMR) - 15:45
Reach Group (RCH) – 21:15
N Brown (BWNG) - 31:40
Novacyt (NCYT) - 34:12
Andy Brough on CV19 – 41:16
Q&A – 44:26 Ted Baker (TED) - 47:12
Reach (RCH) v Johnston Press (JPR) – 49:00
NCYT will they move to the main market or NASDAQ? – 51:59
NCYT competition - 53:43
BOO auditors - 54:28
Many thanks to Andy and Richard.
Friday Oct 16, 2020
Friday Oct 16, 2020
This video can be seen at: http://www.piworld.co.uk/2020/10/16/a-piworld-interv…h-david-thornton/
Growth Company Investor update, October 2020
David Thornton is Owner & Editor of Growth Company Investor (GCI). He tells piworld of his new ownership of GCI, updates on companies he mentioned in July, and gives an overview of those companies he’s recently interviewed, which he feels have good growth prospects.
Introduction - 00:18
What does the new ownership mean for GCI & subscribers - 00:46
David’s background – 02:35
How did David’s July 20 recommendations do? - 03:25
Venture Life (VLG), Accrol (ACRL), Codemasters (CDM), Victoria (VCP), Manolete (MANO), AFH Financial (AFHP) Current recommendations: Gaming Realms (GMR) – 08:23
DX Group (DX.) - 14:34
Think Smart (TSL) – 19:15
IMImobile (IMO) - 27:03
Motorpoint (MOTR) - 32:11
Inspired Energy (INSE) - 35:08
Q&A – 41:10
At DX. what does the balance sheet & return on capital look like? – 41:16
IMO – who are the big competitors – 43:20
IMO – would it list in the US, if so would it leave AIM? - 44:32
VLG – Are you worried about the cash conversion? - 45:00
GMR – will it need to raise cash as it grows? - 46:35
MANO – would you cut losses or average down? - 47:53
AGFX – what’s your take on the H1 trading update? - 49:44
CDM & GMR – will you be building your positions? - 52:29
GMR – what’s the next chance of US gaming news re lockdown and Slingo – 54:25
Do you look at mid caps or larger caps? – 55:28
About David Thornton
Following an extensive career in the City David is Editor & Owner of Growth Company Investor (GCI), an excellent publication about Small Cap Shares. David, graduated 1982 and went into the City as a trainee UK equity investment analyst with an insurance company. 1985 started managing money at Br Gas pension fund. 1987-04 fund manager at Henderson. Spent 4 years doing US equities before returning to UK desk. 2006-12 launched and ran an East European fund at a hedge fund boutique (Russia, Turkey, Poland, Hungary, Greece etc). Doing these markets turned out to be good training for looking at the nether reaches of AIM which was his next job! 2013 onwards - financial journalism focused on UK small caps. Initially Redhot Penny Shares newsletter (part of MoneyWeek) and since 2015 Growth Company Investor (GCI). In September 2020 David acquired GCI from the original owners, Bonhill plc.
Tuesday Oct 06, 2020
Tuesday Oct 06, 2020
Mark discusses AIR’s outstanding H1 with underlying PTP +250% and underlying EPS +198% mainly driven by Group Charter and Freight divisions. He goes on to discuss the performance of each of the divisions, the initiatives taken and then moves on to the opportunities including in the US, South Africa & with acquisitions. Finally, we cover the outlook where there are many opportunities, albeit limited visibility.
H1 20 overview – 00:21
H1 Highlights – 02:00
Covid 19 – 08:44
The outlook – 10:19
Air Partner PLC is a United Kingdom-based aviation services company. The Company provides worldwide solutions to industry, commerce, governments and private individuals. The Company has two divisions: Charter division comprising air charter broking and remarketing and the Air Partner Safety & Security division comprising the aviation safety consultancies, Baines Simmons, Clockwork Research and SafeSkys, as well as Air Partner’s Emergency Planning Division. In addition, for reporting purpose, the Company is structured into four divisions: Commercial Jets, Private Jets, Freight (Charter) and Air Partner Safety & Security (Baines Simmons, Clockwork Research, SafeSkys and Air Partner’s Emergency Planning Division).
Friday Oct 02, 2020
Friday Oct 02, 2020
1Spatial (SPA) interim results presentation by Claire Milverton, CEO & Andy Fabian, CFO, given to analysts 30.09.20.
Claire Milverton, CEO
What we do - 00:31
H1 21 Financial overview - 04:07
Covid-19 & current trading - 06:33
Andy Fabian, CFO
Financial results - 08:53
Claire Milverton, CEO
Growth strategy - 17:20
Case studies of customer wins - 24:04
Summary & outlook - 28:04
Q&A - 28:50
1Spatial plc is a holding company. The Company's principal activity is the development and sale of information technology software along with related consultancy and support. It operates through three segments: Geospatial, Cloud Services and Central costs. The Geospatial segment includes the core 1Spatial Group, including France and Belgium, and Laser Scan Inc. The Cloud Services segment is represented by Enables IT and its two smaller businesses: Avisen and Storage Fusion Limited, and its associate, Sitemap Limited. Its geospatial technology enables organizations to manage, validate, integrate and interpret spatial data from different sources. Its products and services include 1Integrate for ArcGIS, 1Spatial Cloud, 1Spatial Management Suite, Elyx Suite, FME, Geocortex, G-Cloud Services, consultancy, support and training. Its clients include national mapping and cadastral agencies, utility and telecommunications companies, and government departments, including census bureaus.
Thursday Oct 01, 2020
Thursday Oct 01, 2020
Carl Cavers, CEO & David Wilton, CFO present Sumo H1 20 results, and give more details of the Pipeworks acquisition, in this presentation to analysts given 30th September 2020.
Sumo Group plc is a United Kingdom-based company that provides development services to the video games and entertainment industries. The Company's operating businesses include Sumo Digital Ltd. (Sumo Digital) and Atomhawk Design Ltd (Atomhawk). Sumo Digital is a developer of AAA-rated video games, providing both turnkey and co-development solutions to blue-chip client base. Atomhawk is a visual design company that provides services to the games, film and visual effects industries.
Thursday Oct 01, 2020
Thursday Oct 01, 2020
Mark Adams, CEO discusses the Group's interim results for the period ending 30th June 2020, and the acquisition of Aleph, with piworld.
Introduction - 00:22
Why did Mark accept the position of CEO and initial observations - 00:30
Results overview - 02:09
What's been happening in the market? - 04:36
Acquisition of Aleph - 05:38
Outlook - 07:38
ATTRAQT Group PLC (ATTRAQT) provides visual merchandising, site search and product recommendation technology. The principal activity of the Company is the development and provision of e-commerce site search, merchandising and product recommendation technology. The Company's Freestyle Merchandising platform provides a range of merchandising disciplines within a single platform. The Company's platform acts as a plugin for a retailer's e-commerce site and provides tools to enable retailers to merchandise. The Company's Freestyle Merchandising enables retailers to control how the products are merchandised through the e-commerce sites, including site search and navigation, product recommendations, category pages, product detail pages, check-out basket, e-mail, order tracking and in-store devices. Over 100 retailers use the ATTRAQT Platform, including various multi-national retailers. The Company's subsidiaries include ATTRAQT Limited and ATTRAQT Inc.
Tuesday Sep 29, 2020
Tuesday Sep 29, 2020
This video can be seen at: http://www.piworld.co.uk/2020/09/28/fireangel-safety…results-overview/
piworld catch up with John Conoley, Executive Chairman, FireAngel Safety Technology, to hear more about the interim results, where they're at in their evolution, and how they see the outlook going forward.
Who are FireAngel? – 00:30
Overview of H1 - 01:29
Operational performance - 04:02
Where’s FireAngel at in its evolution? - 07:07
The outlook for investors - 12:11
Fireangel Safety Technology Group plc, formerly Sprue Aegis plc, is engaged in the business of design, sale and marketing of smoke and carbon monoxide (CO) detectors and accessories. The Company also operates its own CO sensor manufacturing facility in Canada. The Company is also a provider of home safety products. The Company's principal products include smoke alarms and CO alarms and accessories. Sprue manufactures CO sensors for use in all its CO alarms. Sprue serves in the United Kingdom retail and the United Kingdom's fire and rescue services. The Company offers a range of brands, including FireAngel, AngelEye, Pace Sensors, First Alert, SONA, BRK and Dicon brands. The Company's subsidiaries include Sprue Safety Products Limited, which is engaged in distribution of smoke and CO alarms, and Pace Sensors Limited, which is a manufacturer of CO sensors
Tuesday Sep 29, 2020
Tuesday Sep 29, 2020
This video can be seen at: http://www.piworld.co.uk/2020/09/29/xlmedia-xlm-h1-2…-ian-balchin-cfo/
XLM's Stuart Simms, CEO, & Iain Balchin, CFO, give a brief presentation of H1 20 results, the strategy going forward, and the outlook.
Stuart Simms, CEO
Introduction to XLM - 00:48
Operating overview - 1:46
Recovery of the Casino business - 03:29
Current plans for the branded sites - 05:25
Iain Balchin, CFO
Financial overview - 08:00
Stuart Simms, CEO
Strategic objectives - 10:57
Growth opportunities - 13:34
Summary - 15:25
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.
Friday Sep 25, 2020
Friday Sep 25, 2020
Litigation Capital Management (LIT) FY20 presentation by Patrick Moloney, CEO, Nick Rowles-Davies, Executive Vice Chairman and Mary Gangemi, CFO.
Patrick Moloney, CEO
Overview of the year - 00:40
Measures of growth - 04 :05
LCM’s business model - 05:19
Asset management business - 09:05
Investment cycle - 10:26
Mary Gangemi, CFO.
Full year financial highlights - 12:30
Current portfolio of direct investments - 14:43
LCM Global Alternative Returns Fund - 17:10
Nick Rowles-Davies, Executive Vice Chairman & Patrick Moloney, CEO
Market conditions - 19:00
Patrick Moloney, CEO
Strategic priorities - 26:12
Growth since listing - 29:22
Capital growth potential of AUM - 32:04
Q&A - 34.25
Litigation Capital Management Limited is engaged in the business of providing litigation financing and ancillary services to enable the recovery of funds from legal claims. The Company focuses on financing and management of Litigation Projects. The Company has provided litigation financing to over 40 Completed Litigation Projects, which consisted of approximately 190 cases. The Company sources the majority of its Litigation Projects through referral networks within the Australian legal, accounting and insolvency sectors. Insolvency practitioners represent a source of work as do solicitors within Australian firms who refer insolvency and commercial claims to it. It also receives direct applications. When considering whether to finance a Litigation Project, the Company undertakes analysis of the quantum of the Gross Claim Size and potential Recovery as compared to the likely costs and financing commitment required. The Company's subsidiary is LCM Litigation Fund Pty Ltd.
Friday Sep 25, 2020
Friday Sep 25, 2020
Cockney Rebel AKA Richard Crow, has a name for making money in small caps, with a knack for perfect timing. He has an annual investment return of 30%+, and runs a private chatroom of over 250 members, who discuss stocks. In this interview we glean more about how Richard invests to get such good returns, what he looks for; recovery plays he's holding, catalysts for selling, and a general feel for his investing style.
Introduction - 00:18
Richard’s background – 00:53
What return do you look to achieve? - 10:18
What alerts you to a new investment? - 11:30
Today, are you just looking for recovery plays? - 17:00
Xaar (XAR) - 18:47
De La Rue (DLAR) – 24:18
SIG (SHI) – 29 :50
How long do you hold your core positions? - 35:33
Catalysts for selling? - 36:46
Size of holding size? - 37:28
Number of holdings? – 39:07
Vertu Motors (VTU) - 40:00
Q&A Greggs (GRG) & House builders - 42:48
Did your style evolved through trial & errors?
What were your biggest howlers and what did you learn from them? - 44:35 D
o you have a view on insurers, specifically Legal & General (LGEN) - 46:05
Evolution of your strategy? - 47:00
When do you decide you made a mistake and sell? Do you have price limits or any other indicators? - 49:33
Do you ever use stop losses? - 50:43
Loop-Up (LOOP) - 51:33
Ted Baker (TED) & - 52.15
Cockney Rebel chat room – 54:01
About Richard Crow After starting life as a milkman and ending up paralysed after a motorbike accident @ 19 years old, Richard started investing in 1982. Mainly punting penny shares and buying unit trusts all went quite well until the 1987 Black Monday Crash where he lost a third of his investments. Undeterred he returned to investing several years later and had good success in the tech boom, selling out early before most of the tech rout. Thereafter, he started investing and trading, mainly in small caps finding many multi-baggers and much greater success. He now runs a very restricted private chatroom of some 260 or so members where members discus the stock news of the day and stock merits and opinions, together with chat and banter re life, gardening, photography and more. He also has a cracking sense of humour and posts numerous great jokes and one-liners, (he wrote that bit).