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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 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).
Friday Sep 25, 2020
Friday Sep 25, 2020
David Cicurel (CEO), Brad Ormsby (Group FD) & Mark Lavelle (COO) present Judges Scientific’s half year results for the period ending 30 June 2020
David Cicurel, CEO
Introduction – 00:19
About Judges Scientific – 00:27
Results key messages – 01:27
COVID-19 update – 03:14
Brad Ormsby, Group FD
Performance review – 05:38
Highlights – 05:54
Performance – 07:46
Order intake – 08:29
Revenue Summary – 10:27
Profit bridge – 10:54
Balance sheet & cash flow – 11:35
Return on total invested capital – 12:42
Diversification – 13:32
Financial history – 13:55
David Cicurel, CEO
Acquisitions – 14:39
Growth drivers – 17:14
Outlook – 19:39
Investment case – 23:10
Q&A – 24:34
About Judges 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.
Thursday Sep 24, 2020
Thursday Sep 24, 2020
This video can be seen at: https://www.piworld.co.uk/2020/09/24/tremor-trmr-h1-2020-investor-presentation/
Ofer Druker, Chief Executive Officer presents Tremor H1 20 results.
Introduction – 00:17
Overview – 01:06
Tremor vision – 01:49
Q3 performance overview including Covid-19 – 02:31
H1 highlights – 03:43
Market trends – 04:58
Covid-19 – 05:49
Technology stack – 06:20
Global presence – 06:57
Ongoing strategy – 09:05
Tremor KPIs – 09:54
Advertising – 10:34
Summary & outlook – 11:53
About Tremor International Ltd:
Tremor International Ltd offers data-focused marketing solutions that drive execution and brand insight in mobile, leveraging video, native, and display to reach the users for every application, service, and brand. The Company’s technology is based on artificial intelligence and machine learning at big data scale. The Company works with more than 450 advertisers, including Amazon, Disney, Facebook, Twitter, OpenTable, Expedia, and Zynga, and more than 50,000 supply and publishing partners worldwide.
Tuesday Sep 22, 2020
Tuesday Sep 22, 2020
This video can be seen at: http://www.piworld.co.uk/2020/09/21/litigation-capit…results-overview/
Patrick Moloney, CEO discusses the FY20 results with piworld.
Introduction - 00:24
2020 overview - 00:49
Financial results - 04:09
Current portfolio of direct investments - 07: 25
LCM Global alternative returns fund - 08:57
Covid-19 - 09:31
Outlook - 12:50
About Litigation Capital Management:
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.
Thursday Sep 17, 2020
Thursday Sep 17, 2020
Jack Cooney, CEO, John Yuncza, CFO & Enzo LiCausi, VP of Finance present H1 20 results followed by Q&A, on 14th September 2020.
Jack Cooney, CEO
Introduction - 00:18
Covid-19 - 00:24
H1 highlights - 03:16
John Yuncza, CFO
H1 highlights: Sales - 04:26
Enzo LiCausi, VP of Finance
Financial results - 12:32
John Yuncza, CFO
Strategy update & outlook - 18:17
Q&A - 26:52
About Somero Enterprises Inc:
Somero Enterprises, Inc. is a manufacturer of laser-guided equipment. The Company's equipment automates the process of spreading and leveling volumes of concrete for commercial flooring and other horizontal surfaces, such as paved parking lots in North America. The Company's products include S-22E, S-15R, S-15M, STS-11M, S-840, S-485, CopperHead XD 3.0, Mini Screed C, PowerRake 3.0, 3-D Profiler and SiteShape. Its Somero Floor Levelness System monitors Laser Screed performance, operator performance and reports alert percentages of issues. The Somero SiteShape System allows for grade shaping automatically using users' motor grader, dozer or other grading machine. The Somero 3-D Profiler System allows automatic paving of contoured sites using a Somero Laser Screed equipment. The CopperHead XD machine encounters applications, such as chaired rebar, low slump and poor subgrades. The Somero eXtreme Platform (SXP) allows users use their Laser Screed equipment.
Thursday Sep 17, 2020
Thursday Sep 17, 2020
Eagle Eye Solutions (EYE) FY20 results presentation to analysts by Tim Mason, CEO & Lucy Sharman-Munday, CFO, on 16th September 2020.
Tim Mason, CEO
Introduction – 00:18
Executive summary – 02:51
Covid-19 – 03:33
Lucy Sharman-Munday, CFO
Financial update – 07:40
Tim Mason, CEO
Strategic update – 16:52
Outlook – 26:22
Q&A – 28:20
About Eagle Eye Solutions:
Eagle Eye Solutions Group plc is a software as a solution (SaaS) technology company. The Company is engaged in the marketing, validation and redemption of digital promotions in real-time for the grocery, retail and hospitality industries. The Company’s software platform, Eagle Eye AIR, integrates with all existing point of sale (POS) systems and creates digital offers, rewards and vouchers then delivers them to customers by e-mail, text or through a loyalty application for instant redemption. Eagle Eye AIR enables brands and merchants to set up targeted campaigns, choosing various media channels to reach specific demographics. Eagle Eye AIR captures real-time data on consumer activity and campaign success. Eagle Eye Promote is a rules-based platform for brands and retailers, which creates, builds and manages their promotional campaigns. Eagle Eye Gift allows tracking of gift vouchers, including redemption data. Eagle Eye Reward supports and enables the digitization of loyalty schemes.
Thursday Sep 17, 2020
Thursday Sep 17, 2020
Alasdair Haynes, CEO and Jonathan Clelland, CFO & COO present Aquis Exchange H1 20 results 11th September 2020.
Alasdair Haynes, CEO and Jonathan Clelland, CFO & COO
Introduction - 00:17
Alasdair Haynes, CEO
Initial results - 02:29
Covid-19 - 04:32
Market share - 11:00
Jonathan Clelland, CFO & COO
Divisional review - 13:47
Alasdair Haynes, CEO
Divisional review: AQSE - 17:37
Moving forwards - 20:09
Jonathan Clelland, CFO & COO
Financial results - 33:10
Future growth - 34:25
Alasdair Haynes, CEO
Summary & outlook - 35:58
Q&A - 39:53
About Aquis Exchange plc:
Aquis Exchange PLC, formerly Aquis Exchange Limited, is a United Kingdom-based company that operates as a pan-European cash equities trading exchange. The Company’s lit order book allows institutional traders to trade the stocks from 14 European countries. Its Market at Close order type allows members to enter orders on Aquis Exchange at the closing price of the market-of-listing end-of-day auction. It offers trading in a range of European financial instruments, including the constituents of the European indices from various markets. Its software and technology division, Aquis Technologies, develops trade surveillance and matching engine software for banks, investment firms and exchanges. Aquis Market Surveillance is a market surveillance platform for exchanges, multilateral trading facility, brokers and other trading firms. The features of its AMS include case management, market abuse indicators, management information system, order book replay and intraday alert parameter control.
Wednesday Sep 16, 2020
Wednesday Sep 16, 2020
Gareth Samples, CEO and David Raggett, CFO present The Property Franchise Group (TPFG) H1 20 results.
Gareth Samples, CEO and David Raggett, CFO
Introduction & timeline - 00:20
David Raggett, CFO
Financial overview - 05:00
Gareth Samples, CEO
Covid-19 - 08:31
David Raggett, CFO
Covid-19 financial impacts - 11:57
Gareth Samples, CEO
Current trading - 14:14
David Raggett, CFO
Revenue - 16:34
Gareth Samples, CEO
Changing market overview - 20:33
Growth initiatives - 22:55
Outlook - 28:50
About The Property Franchise Group:
The Property Franchise Group plc, formerly MartinCo PLC (MartinCo), is engaged in residential property franchise business. The Company operates as a franchise model focused on the United Kingdom residential lettings and property management services offered to private clients. It also offers estate agency services. Its brands include Martin & Co, Xperience, Ellis & Co, CJ Hole, Parkers and Whitegates. Martin & Co is a national brand with approximately 200 offices distributed across the United Kingdom. Martin & Co is a specialist lettings and property management business. Xperience brand includes is the property franchise business. Ellis & Co has over 20 offices within the M25 and one office in Tonbridge, Kent. CJ Hole is engaged in selling property within the estate agency market in the South West with over 20 offices throughout Bristol, Somerset and Gloucestershire. Its subsidiaries include Martin & Co (UK) Limited, Xperience Franchising Limited and Whitegates Estate Agency Limited.
Wednesday Sep 16, 2020
Wednesday Sep 16, 2020
Ido Erlichman, CEO & Moran Laufer, CFO present H1 20 results to analysts, followed by Q&A, 15 September 2020.
Ido Erlichman, CEO
Investment summary - 00:42
Ido Erlichman, CEO & Moran Laufer, CFO
Financial & operational highlights - 02:06
Ido Erlichman, CEO
Data privacy market - 05:09
Covid-19 - 06:31
Moran Laufer, CFO
Financial overview - 10:47
Ido Erlichman, CEO
Revenue model - 15:48
Marketing - 19:29
Customer service - 21:04
Integration of PIA & Kape - 22:26
Ongoing priorities & outlook - 23:50
Q&A - 25:54
About Kape Technologies:
Kape Technologies PLC, formerly Crossrider plc, is a United Kingdom-based online distribution and digital product company. The Company operates through three segments: App Distribution, Media, and Web Apps and License. Through the App Distribution segment, the Company offers Reimage, a computer repair software; DriverAgent, a driver repair software; CyberGhost, a virtual private network solution, and associated services. The Company’s Media division provides media and advertising technology services that include media buying, ad agency services, and ad serving technologies. It offers Ajillion, a mobile ad server and exchange; Definiti Media, an advertisement network, and crossmob, a mobile marketing application. Through the Web Apps and License division, the Company licenses web apps monetization platform and associated technologies.
Tuesday Sep 15, 2020
Tuesday Sep 15, 2020
Mark Dorman, CEO & Alex Smith, CFO, speaking to analysts on 14th September 2020, following their Q3 trading update.
Mark Dorman, CEO
Q3 overview – 00:45
Alex Smith, CFO
Q3 trading – 02:11
Q3 regional performance – 03:36
Q3 improving underlying performance – 05:52
Mark Dorman, CEO
Positioning for the future – 07:15
Sentiment survey – 07:55
Summary – 10:30
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 Sep 11, 2020
Friday Sep 11, 2020
Mark Dickinson, CEO & Paul Connor, CFO present Inspired Energy's half year results, in a presentation to analysts 9.9.20.
Mark Dickinson, CEO
Introduction - 00:18
Paul Connor, CFO
Financial results - 00:38
Mark Dickinson, CEO
Strategic update incl. covid - 08:54
Outlook - 21:26
Q&A - 24:13
About Inspired Energy:
Inspired Energy PLC provides energy purchasing and energy consultancy services to corporate, and small and medium-sized enterprise (SME) energy users. The Company's segments include The Corporate division (Corporate), The SME division (SME) and PLC costs. The Corporate segment includes operations of Inspired Energy Solutions Limited, Direct Energy Purchasing Limited, Wholesale Power UK Limited and STC Energy and Carbon Holdings Limited. Corporate's services are primarily in the review, analysis and negotiation of gas and electricity contracts on behalf of corporate clients. It provides additional services, which include energy review and benchmarking, negotiation and bill validation. The SME segment includes the operations of Energisave Online Limited, KWH Consulting Limited and Simply Business Energy Limited. Within the SME division, the Company's energy consultants contact prospective SME clients to offer reduced tariffs and contracts based on the situation of the customer.
Friday Sep 11, 2020
Friday Sep 11, 2020
Castleford Tiger has been making around 30-40% annual returns from his small cap portfolio, over time. Here he discusses his investing criteria with some stocks as examples, where he feels there is scope for significant upside.
CT’s career background and how he got into investing? - 00:48
CT's annual return – 05:24
What CT looks for in those companies in which he invests – 06:40
How long CT holds – 09:10
Mpac Group (MPAC) – 11:00
Tandem (TND) – 17:04 Hargreaves Services (HSP) – 21:00
LPA (LPA) – 27:29 Robinson (RBN) - 28:37
Manx Financial (MFX) – 30:08
Do you ever get it wrong? - 31:46
Why do you post on bulletin boards? - 36:20
Q&A – 39:00 On The Beach v Dart (DTG)/Jet2 - 39:20
Number of stocks in CT’s portfolio - 42:38
What other metrics does CT use for research? - 43:50
Hargreaves Service (HSP) - 46:57
Access to management - 50:27
Andrew Robinson (Castleford Tiger) is a accountant, he runs a family food & drinks business and has interests in retail property. Andrew has invested since winning an investing competition whilst at University. (Latterly he went back and taught investing to under grads at his university, but sadly no longer has time for this.)
Thursday Sep 10, 2020
Thursday Sep 10, 2020
EMIS H1 2020 presentation to analysts, 9th September 2020, by Andy Thorburn, CEO & Peter Southby, CFO.
Andy Thorburn, CEO
Introduction - 00:31
Peter Southby, CFO
Financial review - 02:19
Andy Thorburn, CEO
Operational review - 14:12
Operational performance incl. Covid-19 - 16:42
Strategic roadmap execution - 24:29
Summary and outlook - 33:58
About EMIS Group plc:
EMIS Group plc provides healthcare software, information technology and related services in the United Kingdom. The Company’s segments include Primary & Community Care and Community Pharmacy. The Company serves various healthcare markets under the EMIS Health brand. The Primary & Community Care division provides clinical information technology (IT) systems for general practitioners (GPs) and commissioners. The Community Pharmacy division is an integrated community pharmacy dispensary and retail system. EMIS Health provides clinical software to customers across the healthcare sector. Its brand EMIS Care specializes in the delivery of diabetic retinopathy eye screening.
Thursday Sep 10, 2020
Thursday Sep 10, 2020
This video can be seen at: http://www.piworld.co.uk/2020/09/09/luceco-plc-luce-…s-september-2020/
Presentation to analysts 8.9.20 by John Hornby, CEO & Matt Webb, CFO.
John Hornby, Chief Executive Officer
Overview of Luceco - 00:30
John Hornby, Chief Executive Officer & Matt Webb, Chief Financial Officer
Highlights - 00:56
Matt Webb, Chief Financial Officer
Financial Overview - 05:52
Covid-19 impact - 08:32
John Hornby, Chief Executive Officer
Key initiatives - 32:02
Current trading and outlook - 36:07
Q&A - 38:19
About Luceco plc:
Luceco plc offers a range of brands, including Luceco, BG Electrical, Masterplug and Ross. The Company's products include Luxpanel, Epsilon and ambient lighting. Luceco light emitting diode (LED) lighting provides commercial and domestic lighting solutions. BG Electrical is a wiring accessory manufacturing brand, which serves electrical trade and specifiers. BG Electrical's products include White Rounded Edge, Nexus Flaplate Screwless, Nexus Metal, Nexus Storm, Nexus Grid and Metal Clad. Masterplug supplies portable power equipment through do-it-yourself (DIY) outlets and street retailers. Masterplug offers products under various categories, including indoor power, such as plugs and adaptors, sockets, chargers and cables; outdoor power, such as case reel, weatherproof box and extension leads, and workpower, such as trailing sockets, inline connectors, cassette reels and cable reels. Ross offers a range of audio visual and home entertainment products.
Thursday Sep 03, 2020
Thursday Sep 03, 2020
Creightons Group Managing Director, Bernard Johnson, Group Finance and Commercial Director, Paul Forster and Global Marketing Director/Deputy MD, Pippa Clark present full year 2020 results
Bernard Johnson, Group Finance and Commercial Director
Introduction - 00:20
Outline of Company progress - 01:08
Covid 19 - 02:49
Group Finance and Commercial Director, Paul Forster
Financial summary and key results - 06:26
Global Marketing Director/Deputy MD, Pippa Clark
The UK market - 19:06
Division performance - 21:52
Covid 19 impact - 36:32
Bernard Johnson, Group Finance and Commercial Director
Future aspirations - 41:04
Q&A - 45:08
About Creightons plc:
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 Aug 12, 2020
Wednesday Aug 12, 2020
Appreciate Group CEO, Ian O’Doherty & CFO, Tim Clancy, present full year 2020 results
Ian O’Doherty, CEO
Overview - 00:28
Full highlights - 00:49
Covid-19 - 02:59
Performance overview - 06:23
Tim Clancy, CFO
Financial results - 08:29
Summary & outlook - 16:17
Ian O’Doherty, CEO
Strategic journey - 17:09
Summary - 23:41
About Appreciate Group Plc:
Formerly Park Group Plc, is a United Kingdom-based multi-retailer redemption product provider to corporate and consumer markets. It operates gift voucher, prepaid gift card and financial service business, which is engaged in delivering rewards and prepaid products and is focused on consumer prepayments and corporate reward and incentive programs. The Company's segments include consumer and corporate. The consumer segment includes the Company's sales to consumers, utilizing its Christmas savings offering. The corporate includes the Company's sales to businesses, offering primarily sales of the Love2shop voucher, flexecash cards, Mastercards and e-codes in addition to other retailer vouchers. Love2shop is the multi-retailer gift voucher and prepaid gift card. It offers flexecash, which is its information technology infrastructure. Its Park Christmas Savings Club operates through a network of agents.
Wednesday Aug 12, 2020
Wednesday Aug 12, 2020
This video can be seen at: http://www.piworld.co.uk/2020/08/12/empresaria-emr-2…results-overview/
Empresaria CEO Rhona Driggs and CFO Tim Anderson talk to piworld's Tamzin Freeman about the Group's Interim results for the period ended 30th June 2020.
Rhona Driggs, CEO
Overview of the period - 00:34
Tim Anderson, CFO
Financial highlights - 02:32
Rhona Driggs, CEO
Operational efficiencies - 04:12
Signs of recovery - 06:25
Outlook - 07:41
Empresaria Group plc is a United Kingdom-based international specialist staffing company. The Company's principal activity is the provision of staffing and recruitment services. The Company is organized across three regions: UK, Continental Europe and Rest of the World and operates across seven key sectors. The Company targets a balanced and diversified spread of operations across its regions and sectors. The Company also targets professional and specialist job levels where its brands can offer value added services to clients. The Company has three main service lines, temporary recruitment, permanent recruitment and offshore recruitment services. The Company’s offshore recruitment services represents a range of different recruitment services and provides training services in South East Asia. The Company's brands include Alternattiva, Ball and Hoolahan, Become, FastTrack and Greycoat. It has operations in 21 countries.
Friday Aug 07, 2020
Friday Aug 07, 2020
Presentation by Jay Patel, CEO & Mike Jefferies, CFO present full year results, August (for the year ended 31.05.20).
Jay Patel, CEO
Overview – 00:18
FY20 Trading performance – 01:18
Covid-19 – 03:30
Mike Jefferies, CFO
Financials – 05:38
Jay Patel, CEO
Cloud communications products – 11:15
Summary & outlook – 25:31
Q&A – 26:47
About IMImobile PLC:
IMImobile PLC is a cloud communications software and solutions provider. The Company’s segments include Europe and Americas (Europe being substantially all to the United Kingdom), India and South East Asia (SEA), and Middle East and Africa (MEA). Its products include IMIconnect, IMIcampaign, IMIdigital, IMIchat, IMIsocial and Textlocal. IMIconnect is an enterprise cloud communications platform enabling information technology (IT) to create and deliver multi-channel digital customer journeys. IMIcampaign is a multi-channel campaign management platform to deliver personalized marketing campaigns in real time. IMIdigital is a content management system for end-to-end delivery of content services across all digital touchpoints. IMIchat is a mobile and social chat application for contact centres. IMIsocial is a built for radio and television broadcasters to develop audience engagement and live programming across mobile, digital and social. Textlocal is a cloud-based messenger platform.
Friday Aug 07, 2020
Friday Aug 07, 2020
Richard has achieved an average annual return of over 30% pa over the last 10 years. Here, he outlines what he looks for to achieve that. Bursting with enthusiasm, together with some great stock picks, with an engagingly honest insight to his reaction to CV19, which many will relate to. Richard believes today is the beginning of an economic cycle, and is a great time for equity investors.
Richard’s background - 00:46
Richard’s investing performance - 02:40
Investing style & stock selection - 03:24
Covid-19 - 07:04
What sectors to avoid – 13:18
The business cycle philosophy - 15:50
Richard’s holdings and 2019 performance - 18:35
Richard’s been buying - 21:31
What prompts Richard to sell - 23:40
Macro thoughts – 26:16
Richard’s watch list - 28:46
Polar Capital (POLR) - 32:17
UP Global Sourcing (UPGS) - 37:46
Redde Northgate (REDD) - 42:52
Q&A – 47:28
Other companies mentioned: St James Place (STJ), Franchise Brands (FRAN); Telecom Plus (TEP); Legal & Genera (LEGN); M&G (MNG); Ted Baker (TED); Spectris (SXS).
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.
Wednesday Aug 05, 2020
Wednesday Aug 05, 2020
FY 2020 results presentation (for the year ended 31.3.20), by Neal Gandhi, CEO & Co-founder and Oliver Rigby, CFO & Co-Founder
Neal Gandhi, CEO & Co-Founder
Introduction – 00:18
What TPX do - 00:55
Oliver Rigby, CFO & Co-Founder
Financial results - 06:51
Neal Gandhi, CEO & Co-Founder
Summary of the period - 12:08
Commercial vision – 13:22
Oliver Rigby, CFO & Co-Founder
Current trading - 15:51
Neal Gandhi, CEO & Co-Founder
TPX strategy – 17:37
Competitive landscape - 19:36
TPX Full Service Brands – 22:06
Case Study: FutureGov – 24:05
Case Study: Green Shoot Labs – 26:00
Summary & Outlook – 27:13
Q&A – 28:24
About The Panoply:
Panoply Holdings PLC is a United Kingdom-based technology services company. The Company operates through its subsidiaries, including Bene Agere Norden AS (Bene Agere), Manifesto Digital Limited (Manifesto Digital), Not Binary Limited (Not Binary) and Questers Global Group Limited (Questers). It operates through Experience, anything as a service (XaaS), Intelligence, Transformation and Automation segments. Bene Agere is a strategy and management consultancy business. Manifesto Digital is a digital experience agency. Not Binary is an information technology (IT) consultancy. Questers provides onshore and nearshore agile software development services. Not Binary is focused on software development and automation.
Wednesday Aug 05, 2020
Wednesday Aug 05, 2020
By Richard Whiting, Chief Executive & Chris Belsham, Group Finance Director present Full Year results (for the year ended 31.05.20).
About NWF Group:
NWF Group plc is engaged in the manufacture and sale of animal feeds, the sale and distribution of fuel oils, and the warehousing and distribution of ambient groceries. The Company operates through three segments: Feeds, Food and Fuels. The Feeds segment is engaged in the manufacture and sale of animal feeds and other agricultural products. The Food segment is engaged in warehousing and distribution of clients’ ambient grocery and other products to supermarket and other retail distribution centers. The Fuels segment is engaged in the sale and distribution of domestic heating, industrial and road fuels. The Company’s subsidiary, Boughey Distribution Limited, is engaged in warehousing and food distribution. Its subsidiaries, NWF Agriculture Limited, S.C. Feeds Limited, New Breed (UK) Limited and Jim Peet (Agriculture) Limited, are engaged in animal feedstuffs and seeds supply. Its subsidiaries, NWF Fuels Limited and Staffordshire Fuels Limited, are engaged in fuel distribution.
Monday Aug 03, 2020
Monday Aug 03, 2020
This video can be seen at: http://www.piworld.co.uk/2020/08/03/ig-design-group-…lts-presentation/
Paul Fineman, CEO & Giles Willits, CFO, present FY20 results, followed by Q&A.
Paul Fineman, CEO
Highlights – 00:19
Covid-19 - 03:56
Giles Willits, CFO
Financial overview - 10:19
Paul Fineman, CEO
Strategy - 24:45
CSS Integration - 31:12
Q1 update & 2021 outlook - 36:03
Summary - 41:21
Q&A – 44:20
About IG Design Group:
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 Jul 30, 2020
Thursday Jul 30, 2020
This video can be seen at: https://www.piworld.co.uk/2020/07/30/ultra-ule-interim-results-2020/
Presentation given to analysts by Simon Pryce, CEO & Jos Sclater, CFO on 30th July 2020.
Simon Pryce, CEO
H1 overview - 55:03
Covid 19 - 03:53
Increased technology/capability investment - 06:26
Important new contract wins - 08:52
Transformation programme - 11:37
Jos Sclater, CFO
Financial review - 15:32
Simon Pryce, CEO
Outlook – 31:38
Q&A – 37:54
About Ultra
Ultra Electronics Holdings plc provides solutions and products in the defense and aerospace, security and cyber, transport and energy markets, by applying electronic and software technologies. The Company operates in three segments: Aerospace & Infrastructure, Communications & Security, and Maritime & Land. Its market facing segments are Aerospace, Infrastructure, Nuclear, Communications, C2ISR, Maritime, Land and Underwater Warfare. The Aerospace & Infrastructure division produces high-integrity, safety critical electronic control systems for aircraft applications, including position sensing and control; airframe and engine ice protection and detection; electronic architectures; weapon control, and noise cancellation systems. The Communications & Security division provides mission critical, information dominance solutions. The Maritime & Land division provides sensors, combat management systems, power solutions for surface, sub-surface and unmanned platforms.
Tuesday Jul 28, 2020
Tuesday Jul 28, 2020
This video can be seen at: http://www.piworld.co.uk/2020/07/28/ig-design-group-…ear-2020-results/
Paul Fineman, CEO & Giles Willits, CFO discuss Full Year 2020 results, (period ending 31.3.20), with piworld’s Tamzin Freeman.
Paul Fineman
Overview – 0:36
CV19 - 02:10
Giles Willits
Financials – 04:00
Paul Fineman
Performance drivers - 05:15
CSS integration - 06:45
Outlook - 07:40
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
Saturday Jul 25, 2020
Saturday Jul 25, 2020
This video can be seen at: http://www.piworld.co.uk/2020/07/25/an-hour-with-mar…-piworld-webinar/
Mark Slater, Chairman & CIO at Slater Investments talks to piworld's Tamzin Freeman. Where we learn Mark is looking for companies that will give an investing return of 50-100% over 3-5 years. We get insights on how Mark analyses stocks to identify these compounders. Further, of course, he discusses how he's handled CV19, plus many more nuggets such as his thoughts on Director sells/buys and short attacks.
How much did your father influence your career? - 00:52
How did Slater investment come about and evolve? – 01:56
How do you judge the performance of the different funds? – 03:00
What investing return you think is reasonable for a private investor to achieve – 04:15
Who were the biggest investor influencers to you and your father? - 06:22
What did you do with CV19? - 09:23
Hollywood Bowl (BOWL) – 12:30
Cash levels - 15:43
What’s the mood amongst institutions, is cash available? - 17:00
Has the withdrawal of forecasts affected your analysis? - 19:58
Would you look at a loss-making company? – 22:48
What are the qualitative factors you look for? - 26:10
What trend do you like now? – 30:24
Codemasters (CDM) - 31:14
Director buys or sells? - 33:19
What are your views on short sellers - 36:07
Future Publishing (FUTR) - 37:32
Exceptional companies and their lifecycle - 40:30
Q&A
Trade war with China - 43:38
Venture Life (VLG) & Strix (KETL) - 44:30
Tesco (TSCO) - 45:42
When do you sell? - 47:44
China Hutchinson Meditech (HCM) - 51:00
Where to find Mark and the funds - 56:55
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 Jul 21, 2020
Tuesday Jul 21, 2020
Mark Dorman, CEO & Alex Smith, CFO present the Group’s Half Year results for the 6 months ending 31st May 2020.
Mark Dorman, CEO
Introduction – 00:19
Performance – 01:36
CV-19 – 03:10
STEM’s purpose – 05:30
Navigating through & beyond the pandemic – 07:25
Alex Smith, CFO
Financials – 09:00
Group KPIs – 19:07
Mark Dorman, CEO
STEM’s strategic pillars – 25:25
Progress against group ambitions – 28:20
Market outlook driving STEM’s strategy – 29:04
Investing in areas that will drive growth – 30:00
Outlook – our focus going forward – 31:00
Q&A – 32:10
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 Jul 20, 2020
Monday Jul 20, 2020
SThree CEO Mark Dorman and CFO Alex Smith talk to piworld's Tamzin Freeman giving an overview of the Group's Half Year results for the 6 months ending 31st May 2020.
Mark Dorman, CEO
Results overview - 00:34
Alex Smith, CEO
Financial Highlights 01:20
Mark Dorman, CEO
Effects of COVID 19 - 3:00
Trends in the period - 04:09
Outlook - 06:00
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.
Saturday Jul 18, 2020
Saturday Jul 18, 2020
An comprehensive overview of Trackwise by Philip Johnston, CEO & Mark Hodgkins, CFO, including insight to the acquisition of Stevenage Circuits, and its integration.
Philip Johnston, CEO
Who are Trackwise? – 00:19
Business strategy - 01:18
Radio Frequency (RF) Division - 02:25
IHT (Improved Harness Technology) - 04:35
Mark Hodgkins, CFO
Financials FY19 - 09:25
CV-19 & Current Trading - 12:43
Acquisition of Stevenage Circuits - 13:58
IHT market - 17:05
IHT revenue opportunities - 22:22
Outlook - 22:49
Significant shareholders - 24:22
Trackwise Designs PLC is a United Kingdom-based company that manufactures specialist products using printed circuit technology. The Company has two operating divisions, Radio Frequency (RF) and Improved Harness Technology (IHT). The RF business division is manufacturing specialist printed circuits, which are primarily used in antenna infrastructure to support the 3G / 4G networks. The other division, IHT utilizes the Company’s technology, a patented process, to manufacture unlimited length multilayer flexible printed circuits.
Friday Jul 17, 2020
Friday Jul 17, 2020
A very entertaining and informative hour with Andy Brough, Head of the UK & European Small & Mid Cap team at Schroders. Andy gives us his tips and insights on how to make money from equities, illustrated with many colourful anecdotes. A great watch for any equity investor.
Andy’s career & the funds - 00:50
What performance are you targeting? - 03:18
How do you manage money? - 07:09
Placings – Weatherspoon (JDW); Dart (DTG); Ted Baker (TED) - 12:52
Will institutional appetite for placings endure? - 14:12
How do you advise the retail investor to cope with volatility? - 15:20
Xaar (XAR) – 16:25
Has the story changed on any companies you hold with CV19 - 17:30
Where do you start with the annual report and accounts? - 19:00
Are we seeing more company failures? - 21:40
How valuable are broker notes to you? – 22:55
Does the macro picture play a part in your fund management? – 24:30
Has CV19 had any effect on your management of the funds? - 26:00
Tremor International (TRMR) - 27:54
What tricks to the trade can you hand on to us retail investors? - 28:31
What are your criteria for selling? - 30:30
What would you like to see happen to level the playing field for the retail investor? - 31:29
How do you see the future of fund management? – 32:37
Liquidity in small caps? – 33:31
Q&A
Sentiment and valuation disconnect with US market? - 35:49
Sectors to avoid? - 36:50 Do you use technical analysis? - 37:22
Games Workshop (GAW) - 37:45
What’s your primary quality metric when looking for companies? - 39:45
How is ESG affecting your investment selections? - 40:15
Which companies or sectors are you most positive about now? - 41:23
How much cash is held by the fund? - 42:05
Would you expect volatility to rise in August? - 42:50
Is lack of alternative choices for money driving the market? - 43:44
Dividends? - 44:53
What’s the short-term outlook on JD Wetherspoons (JDW)? - 45:50
Management incentives? - 46:34
Superdry (SDRY); Ted Baker (TED); Restaurant Group (RTN) - 47:44
How do you distinguish between good and bad management? – 49:08
Games Workshop (GAW) share sale - 49:50
Xaar (XAR) - 50:49
Spurs: buy, sell or hold?! – 52:44
Where to find Andy Brough & and the funds - 53:50
About Andy Brough:
• Head of the UK & European Small and Mid Cap team
• Manager of the Schroder Mid 250 Fund and the Schroder UK Smaller Companies Fund
• Co-Manager of the Schroder UK Mid Cap Fund plc and Co-manager of the Schroder Institutional UK Smaller Companies Fund
• Co-manager of Schroder ISF European Smaller Companies
• Investment career commenced on joining Schroders in 1987
• Chartered Accountant • BSc in Economics, Manchester University
Monday Jul 13, 2020
Monday Jul 13, 2020
The Pantheon team give a comprehensive overview of Private Equity, and the Pantheon International investment case to take advantage of the outsized returns from the sector.
Vicki Bradley, Head of IR
Presenting team - 00:45
History of Patheon - 01:39
PIP: a PE Investment Trust - 03:06
Helen Steers, Partner & Manager of PIP
Introduction to PE - 04:04
Private Markets AUM - 04:50
Growth is occurring before IPO, financed by Private Capital - 06:55
What is Private Equity? - 08:16
PE Managers include tactics to add value - 09:55
Key themes for PIP investments over the last financial year - 10:45
The expanding opportunity set in PE - 14:15
Vicki Bradley, Head of IR
Institutional investment into Private Equity - 14:57
PIP makes PE attractive for long term investors - 16:18
Helen Steers, Partner & Manager of PIP
CV-19 - 18:43
ESG & responsible investment - 22:19
Tanu Chita, Principal
PIPs approach to risk management - 24:01
PIP approach to portfolio construction - 25:33
Balance sheet - 28:44
Corporate governance - 29:37
Helen Steers, Partner & Manager of PIP
Benefits of PIPs investment approach - 30:23
PIPs performance - 32:08
Vicki Bradley, Head of IR
Key information - 33:02
Pantheon International Plc is a United Kingdom-based company, which is engaged in investing in a portfolio of private equity assets managed by third party managers across the world. The Company's primary investment objective is to maximize capital growth by investing in a diversified portfolio of private equity funds and directly in private companies. The Company seeks opportunities in the secondary market. In addition, the Company may from time to time hold quoted investments in consequence of such investments being distributed to the Company from its fund investments or in consequence of an investment in an unquoted company becoming quoted. It invests in sectors, such as consumer, information technology, healthcare, industrials, financials, energy, materials and telecommunication services. The Company may invest in any type of financial instrument, including equity and non-equity shares and debt securities.