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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
Tuesday Oct 29, 2019
Tuesday Oct 29, 2019
Stephen shares his investing wisdom, in his engaging and entertaining style. Highly recommended.
Retail Life Cycle – 01:14
Domino’s Pizza – 02:40
Shoe Zone - 06:19
Buy and build strategy - 12:02
Restore - 20:37
Earnings accretive can value destruct – 25:58
Gartners hype cycle - 27:27
Vertu Motors: forward PE de-rating - 30:23
Rumsfeldian investing – unknowns can be profitable - 31:48
KPI’s – 34:56
For the traders: charts - 35:37
Formula for success - 37:05
About Stephen English BA(Hons), CFA Chartered FCSI Investment Director – Head of AIM stocks, Blankstone Sington Stephen joined Blankston Sington in 2002 and works as an analyst generating research and investment recommendations across large and mid-cap companies as well as collective investment funds. Stephen is also responsible for selecting stocks in the Inheritance Tax Portfolio, comprised of AIM listed companies, which has been successfully managed since its inception in 2010. Stephen is a Chartered Fellow of the Chartered Institute for Securities & Investment (FSCI) and also holds the Chartered Financial Analyst® designation (CFA®). The CFA® designation is globally recognised and attests to a holder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. https://www.blankstonesington.co.uk/
Friday Oct 25, 2019
Friday Oct 25, 2019
Phil Reason, CEO, gives a comprehensive overview of the investment case for Instem.
Introduction by Gareth Evans, Progressive Equity Research – 00:18
Phil Reason, CEO
Introduction – 01:05
What is Instem? – 03:02
Market leader – 06:22
Market drivers – 08:38
INS from discovery to post marketing – 13:13
Study management – 16:42
Regulatory solutions – 19:43
SEND Outsourced Services Growth – 23:04
Informatics – 26:10
Financial highlights H1 19 – 29:50
Summary – 30:20
Q&A – 31:27
Instem plc is a supplier of information technology (IT) applications to the early development healthcare market delivering solutions for data collection, management and analysis across the research and development continuum. The Company is engaged in Global Life Sciences operations. Its lead product suite, Provantis, is an application in the Early Development Safety Assessment (EDSA) market. The Provantis solution incorporates a suite of modules required for managing and recording EDSA studies, from receipt of the compound through to the automated assembly of statistical analyses and final reports. Its software allows scientific staff to collect, analyze and share data across the organization and externally. It also offers ALPHADAS, an early phase clinical software solution. The Company offers Centrus suite, which provides pre-built applications, as well as the ability to utilize a range of business intelligence and analysis tools.
Friday Oct 25, 2019
Friday Oct 25, 2019
This video can be seen at: https://www.piworld.co.uk/2019/10/25/ecsc-group-ecsc-presentation-at-sharesoc-october-2019/
by Ian Mann, CEO and Founder
Introduction - 00:18
What ECSC do - 01:41
The market - 08:09
New cyber security vulnerabilities - 09:37
Major GDPR fines - 10:56
Jan-June 19 financial performance -15:10
Organic revenue growth - 18:11
KPIs - 19:00
Outlook - 20:08
Summary - 21:10
Q&A - 21:50
ECSC Group plc is a United Kingdom-based information and cyber security service provider. The Company offers a range of cyber security solutions and services to the sectors, including education, retail, legal, financial and local authorities. It offers services to e-commerce start-ups and global organizations. Its PROTECT division delivers the ECSC PCI DSS certified Security Operations Centre, which supports around the clock services for clients wishing to outsource their cyber security device management. The ECSC SOC supports a range of ECSC LABS security appliances, along with its ECSC SELECT vendor products. Its consultancy services, part of the ECSC ASSURE division, offer advice on compliance to industry standards. It offers a range of testing services, both technical and non-technical, to uncover its clients' vulnerabilities and suggest an appropriate plan to resolve them. As part of its testing service line from ECSC ASSURE, it also certifies to Cyber Essentials requirements.
Monday Oct 21, 2019
Monday Oct 21, 2019
An overview of Everyman H1 results by Crispin Lilly, CEO & Elizabeth Lake, CFO, presenting in the Everyman cinema at Kings Cross.
Crispin Lilly, CEO
Introduction - 00:18
Overview - 01:36
The evolution of Everyman - 03:04
What makes EMAN unique - 05:28
Food and drink - 06:31
Film content - 07:42
Motivated team - 09:13
Highlights of the period - 10:11
KPIs – 18:08
Elizabeth Lake, CFO
Introduction - 19:37
P&L - 20:17
EBITDA bridge - 24:20
Balance sheet - 25:33
Cashflow statement - 27:13
Crispin Lilly, CEO
Estate profile – 29:04
New markets - 33:20
UK cinema market - 34:43
Streaming - 36:28
Conclusion - 38:23
Q&A - 38:58
Everyman Media Group plc is a United Kingdom-based holding company. The Company is an independent cinema group in terms of cinema venues, screens and admissions. The Company's segments include film and entertainment, food and beverages, and other. The Company and its subsidiaries are engaged in the ownership and management of cinemas in the United Kingdom. It has a portfolio of over 20 venues and approximately 40 screens operating under the Everyman brand. It shows a range of current and classic films alongside event cinema productions. The Company has its venues in the following locations, such as at the Mailbox in Birmingham; Hampstead, Baker Street, Barnet, Belsize Park, Canary Wharf, Islington, Maida Vale and Muswell Hill in London; Hampshire in Winchester; Surrey in Walton-On-Thames, Surrey in Reigate and others. The Company's subsidiaries include Everyman Media Holdings Limited and Everyman Media Limited, both of which are engaged in the cinema management and ownership.
Thursday Oct 17, 2019
Thursday Oct 17, 2019
By Helen Steers, Partner and Andrew Lebus, Partner
A fascinating overview of the private equity markets by Helen, followed by Andrew who talks specifically about Pantheon International, and what it offers investors.
Helen Steers, Partner
Introduction – 00:18
Private Equity market – 02:10
Opportunity set in Private Markets - 09:00
Types of private equity - 10:13
Typical private equity structure - 12:11
Lifecycle of a PE fund - 13:07
How PE creates value - 15:27
Andrew Lebus, Partner
Accessing Private Equity - 20:07
What PIP offers - 24:29
Approach for portfolio construction - 26:28
PIP : A cash generative portfolio - 28:16
PIP: Access to international growth companies - 29:32
Summary - 30:43
The Company's primary investment objective is to maximise capital growth by investing in a diversified portfolio of private equity funds and directly in private companies.
Tuesday Oct 15, 2019
Tuesday Oct 15, 2019
This video can be seen at: https://www.piworld.co.uk/2019/10/15/eagle-eye-eye-fy19-results-september-2019/
A comprehensive overview of the year operationally & financially by Tim Mason, CEO & Lucy Sharman-Mundy, CFO
Tim Mason, CEO
Eagle Eye - 00:44
Executive summary – 02:04
eCommerce tools to bricks & mortar retailers - 02:40
EYE KPI’s - 04:41
EYE investment case summary - 05:36
Lucy Sharman-Mundy, CFO
Revenue split by business model - 07:28
Price per transaction - 08:47
Illustrative contract lifecycle - 10:16
Tim Mason, CEO
Strategic update - 11:37
Delivering on customer strategy - 12:44
Loblaw’s 14:26
Innovation - 15:48
New geographies - 17:30
Operations - 20:38
Looking ahead - 23:54
Lucy Sharman-Mundy, CFO
Financial results FY19 - 26:38
Tim Mason, CEO
Outlook - 33:05
Q&A – 34:20
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.
Wednesday Oct 09, 2019
Wednesday Oct 09, 2019
By Ron Series, Executive Chairman, Lloyd Dunn, CEO & David Mulligan, CFO
A comprehensive outline of DX Group by the management, who joined from 2017, summarising what they’ve achieved over this time.
Ron Series, Executive Chairman
Who are DX.? - 00:32
Executive Team - 01:37
Divisional Structure - 02:35
Summary FY19 – 03:55
Lloyd Dunn, CEO
DX Freight - 04:38
DX Express – 07:52
David Mulligan, CFO
Financial overview FY19 - 12:20
Ron Series, Executive Chairman
Summary – 16:02
DX (Group) plc is engaged in the provision of parcels, mail and logistics services in the United Kingdom and Ireland. The Company's segments include parcels and freight, mail and packets, and logistics. The parcels and freight segment offers services, such as DX 1-Man, engaged in the delivery of irregular dimension and weight items; DX Courier, which provides next day parcel services, and DX 2-Man, which offers a business to consumer home delivery solution for heavier and bulkier items. The mail and packets segment comprises services DX Exchange, a business to business (B2B) mail service providing its customers with collection and delivery times; DX Secure, which provides security, and DX Mail, a mail service offering downstream access for smaller volume users. The logistics segment includes the provision of customer-liveried vehicles and uniformed personnel, such as fleet management solutions and integration with customer's business operations.
Tuesday Oct 08, 2019
Tuesday Oct 08, 2019
piworld’s Tamzin Freeman talks to CEO Mark Briffa about the Group’s half year results for the period ended 31st July 2019.
Introduction – 00:22
Financial highlights – 00:53
Operational highlights – 02:12
Market backdrop – 03:07
Pipeline – 04:37
NGS partnership – 05:22
Outlook – 06:07
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 Consulting & Training 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 Consulting & Training (Baines Simmons, Clockwork Research, SafeSkys and Air Partner’s Emergency Planning Division).
Thursday Oct 03, 2019
Thursday Oct 03, 2019
By Alasdair Haynes, CEO & Jonathan Clelland, CFO
Overview on H1 19 both operationally and financially, and more detail on the proposed acquisition of the NEX Exchange.
Introduction – 00:18
Aquis Exchange at a glance – 01:16
H1 19 overview - 08:35
KPIs - 10:30
Liquidity - 13:45
Aquis Exchange growth - 16:23
Financial performance H1 19 - 18:19
Progress at the Exchange division – 23:17
Progress on technologies division and market data - 28:27
Proposed acquisition of NEX Exchange - 33:57
Q&A - 41:26
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 Oct 02, 2019
Wednesday Oct 02, 2019
With an introduction by Gareth Evans, Progressive Equity Research. Sam Smith, CEO, outlines the business model for finnCap, the rationale behind the recent IPO and what's happened since. Tom Hayward, CFO runs through the financials, and combining with Cavendish.
Sam Smith, CEO
Overview of finnCap - 00:33
Market opportunity - 02:02
Financial highlights - 03:31
The ambition - 03:57
Tom Hayward, CFO
Financials - 5:48
KPIs - 10:04
Rationale for combining with Cavendish - 10:55
Sam Smith, CEO
What the combined group has achieved to date - 13:57
finnCap business strategy - 15:17
Q&A - 17:16
finnCap Group Plc is a United Kingdom-based investment adviser and broker. The Company focuses on providing the financial services to public or private sectors. Its principal activities are equity capital market focused and delivered through teams specializing in corporate finance and broking, equity sales, agency trading and market making and research.
Monday Sep 30, 2019
Monday Sep 30, 2019
Founder & CEO Carl Cavers and CFO David Wilton present the Group’s interim results for the six months ended 30th June 2019.
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. Together, the Company delivers visual and development solutions, which include initial concepts and pre-production, production and development, and post-release support.
Friday Sep 27, 2019
Friday Sep 27, 2019
This video can be seen at: https://www.piworld.co.uk/2019/09/27/the-panoply-tpx-capital-markets-day-september-2019/
With Neal Gandhi, Oliver Rigby
A helpful overview of TPX which IPO’d December 2018. The overview by Neal and Ollie gives the purpose and vision for the company. The presentation by FutureGov, Human + & Greenshoot Labs, gives a sense of their acquisitions and the people behind them.
Introduction – 00:18
Financial highlights FY19 – 04:36
Sticky customers – 06:25
The team – 07:14
The history – 11:39
What clients want – 13:39
Companies in the group – 15:10
The sectors – 18:47
The services – 20:04
How TPX work – 21:52
The purpose – 22:50
Clients – 27:45
Key differentiators – 29:16
Growth strategy – 31:55
The M&A pipeline – 32:50
Group investments – 34:15
Financial summary – 36:28
Summary & outlook – 37:58
Q&A – 40:30
FutureGov, Dominic Campbell, CEO – 47:36
Human+, David Biden, CEO – 1:08:09
Greenshoot Labs, Ronald Ashri – Founder 01:20:45
Closing remarks, Neal Gandhi – 1:46:06
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.
Friday Sep 27, 2019
Friday Sep 27, 2019
With David Cicurel, CEO & Brad Ormsby, CFO
A very comprehensive overview of Judges Scientific, what they do and their KPIs. What’s happened in the period. Their strategy going forward.
David Cicurel, CEO
Introduction – 00:18
About Judges - 01:05
The Judges Group - 03:09
Judges customers - 03:50
Key messages - 04:45
Brad Ormsby, CFO
Financial highlights - 06:40
Performance - 08:30
Order intake - 10:42
Revenue split - 12:49
H1 19 Profit bridge - 13:40
Balance sheet and cash flow - 14:50
ROTIC - 17:05
Diversification - 18:20
Financial history - 18:50
David Cicurel, CEO
Growth drivers - 19:58
Acquisition criteria - 25:29
Post acquisition - 29:55
Outlook - 32:28
Investment case - 33:14
Q&A with David Cicurel, CEO, Brad Ormsby, CFO
& Mark Lavelle, COO - 35:45
Judges Scientific plc is a United Kingdom-based company, which is engaged in the acquisition and development of a portfolio of scientific instrument businesses. The Company's activities are predominantly in or in support of the design and manufacture of scientific instruments. Its segments include Materials Sciences and Vacuum. Its subsidiaries include Armfield Limited, engaged in the design and marketing of engineering equipment and research instruments; Fire Testing Technology Limited, which is engaged in the design, manufacture and service of instruments that measure the reaction of various materials to fire; Scientifica Limited, which offers micropositioning equipment, microscopes and advanced imaging systems used in electrophysiology and neuroscience; Quorum Technologies Limited, which manufactures scientific instruments primarily used for electron microscopy sample preparation, and Sircal Instruments (UK) Limited, which designs, manufactures and distributes rare gas purifiers.
Thursday Sep 26, 2019
Thursday Sep 26, 2019
By Ory Weihs
Ory runs through the key highlights of the period, and growth initiatives going forward.
Introduction – 00:18
The business - 00:38
Key highlights - 01:24
Current trading - 02:15
Gambling Regulatory Summary - 03:00
Financial highlights - 06:40
Revenue diversification - 07:27
Income statement - 08:58
Cash Flow Statement - 09:24
Balance Sheet - 10:18
Growth strategy: personal finance; US gambling - 11:07
Growth initiatives - 13:00
Summary and Outlook - 13:45
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.
Wednesday Sep 25, 2019
Wednesday Sep 25, 2019
By CEO Ofer Druker, who runs through H1 2019 results, gives an operational update and guides on the outlook.
Introduction – 00:18
Our business – 00:45
Our vision – 01:51
A unique proposition – 02:21
Clients and Partners – 03:33
Significant opportunity in video – 04:15
Traditional TV budgets shifting to Digital video – 05:05
Company structure – 06:29
Global presence – 07:11
H1 2019 highlights – 07:34
Integration – 08:59
Revenue split by division – 11:12
Growth engines – 11:46
Outlook – 12:27
Tremor International PLC 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.
Thursday Sep 19, 2019
Thursday Sep 19, 2019
By Gordon McArthur, CEO & Fraser McDonald, CFO
A very comprehensive update on FY19, and how BKS are positioned for the coming year.
Introduction – 00:18
Delivering on the growth strategy – 00:48
Private Cloud & Hybrid Cloud Management – 04:05
BKS global network – 06:12
Financials – 08:02
Income statement – 10:59
Capacity – 11:20
Balance Sheet – 11:48
Cashflow – 13:25
Capturing the Tier 1 market – 14:20
Strategic priorities – 23:06
Summary and Outlook – 28:03
Q&A – 30:29
Beeks Financial Cloud Group PLC is a United Kingdom-based provider of custom computer programming company. The Company is focused on providing niche cloud computing and connectivity services for automated trading in futures and forex financial products. The Company’s platform designed for latency sensitive automated trading environments and provides on demand low latency computing resources to its clients through its direct connectivity. The Company offers server infrastructure and connectivity to its clients which enables same day trading of forex and futures on financial exchanges and trading venues. The Company’s products include dedicated server, VPS, and Co-Location.
Thursday Sep 19, 2019
Thursday Sep 19, 2019
This video can be seen at: https://www.piworld.co.uk/2019/09/19/keywords-studios-kws-h1-2019-results-presentation/
CEO Andrew Day & CFO David Broderick present the Groups interim results for the 6 months ended 30th June 2019.
Keywords Studios Plc supplies localization and localization testing services. The Company's segments include Localization Services, which relate to translation and cultural adaptation of in-game text and audio scripts across multiple game platforms and genres; Localization Testing, which involves in testing the linguistic correctness and cultural acceptability of computer games; Audio/Voiceover Services, which relate to the audio production process for computer games and includes script translation, actor selection and talent management through pre-production, recording and post-production; Functional Testing, which relates to quality assurance services provided to game producers to ensure games functions as required; Art Creation Services, which relate to the production of graphical art assets for inclusion in the video game, and Customer Support, which relates to the live operations support services, such as community management, player support and associated services.
Wednesday Sep 18, 2019
Wednesday Sep 18, 2019
Attraqt CEO Luke McKeever talks about the Group’s half year results for the period ending 30th June 2019.
H1 overview - 00:21
Early Birds - 01:57
Growth Strategy - 04:02
Market conditions - 07:13
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 17, 2019
Tuesday Sep 17, 2019
CEO Ido Erlichman and CFO Moran Laufer present the Group’s interim results for the six months ended 30th June 2019.
Introduction – 00:18
Investments highlights – 00:28
Kape in numbers – 01:13
H1 Highlights – 01:42
Market drivers – 03:30
Growth opportunity – 03:48
Core products – 04:49
Consumer focused UI - 05:54
Growing subscription base – 06:31
Financial performance – 07:509
Cash flow – 08:16
ROI growth – 09:18
De-risked revenue model – 09:46
Cohorts – 11:22
KPI’s – 11:54
Zen Mate & Intego integration – 12:59
Growth strategy – 14:01
Summary – 14:48
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.
Monday Sep 16, 2019
Monday Sep 16, 2019
Jeremy Bridglalsingh, Managing Director & CFO talks through the latest results (half year ending 30th June 2019), released 10th September 2019.
Why Trinidad? – 00:18
Who is Trinity? And management shareholdings – 02:49
Asset Summaries – 04:22
2019 Interim results & post period highlights – 05:56
Increasing margins & financial resilience – 11:10
Margin drivers – 12:01
Organic growth path: Reserves & Production – 14:59
Onshore: optimising base production – 16:54
Onshore: growing base production: doing it differently – 19:28
FCF generation – 22:26
Offshore: Further development of Galeota Anticline – 27:39
Modus operandi – 30:02
Summary – 30:39
Q&A: 30:56
Trinity Exploration & Production plc is an independent oil and gas company focused solely on Trinidad & Tobago. The Company operates a portfolio of producing and development assets both onshore and offshore, in the shallow waters West and East Coasts of Trinidad. The Company operates through the segment of production, development and exploration and extraction of hydrocarbons. It operates in Trinidad & Tobago with assets onshore and offshore the East and West Coast. The Company holds approximately 100% interest in the exploration license for the Pletmos Inshore block, which covers an area of approximately 11,000 square kilometers. The Trinidad & Tobago is a prolific hydrocarbon basin. Trinidad & Tobago offers a fiscal regime and regulatory environment. The Company’s total average net production is approximately 2,900 barrels of oil per day (bopd). All non-current assets of the Company are located in Trinidad & Tobago.
Monday Sep 16, 2019
Monday Sep 16, 2019
Presentation by Cathal Friel, Co-Founder
ORPH came out of a reverse takeover of Venn Life Sciences earlier this year. Cathal Friel outlines what they’re up to, and their vision.
Introduction – 00:18
A pharma services company – 02:02
The founders – 03:14
The orphan drug sector – 06:48
Combining high-margin pharma with digital & data offerings – 10:35
Founders investment – 12:15
Transforming Venn Life Sciences – 13:04
Targetting to add Eu30m in high margin revenues by 2022 – 15:45
Virtual Rep & Access platform – 18:45
Open Orphan’s Geonomic Health Data Platform – 23:03
Summary – 28:15
Q&A – 30:45
Open Orphan plc, formerly Venn Life Sciences Holdings plc, is engaged in the pharma services business. The Company is also engaged in building an orphan drug consulting services platform that helps pharma companies commercialize their products in Europe. The Company consists of four elements: a European clinical research organization and consultancy; an orphan drug services business; a Virtual Rep and Data Access Platform consisting of physicians, and a Health Data Platform. The Company provides fragmented orphan drug services. The Company acquires and consolidates series of orphan drug services companies. It also provides digital data platforms to support companies in research & development and commercialization.
Wednesday Sep 11, 2019
Wednesday Sep 11, 2019
This video can be seen at: https://www.piworld.co.uk/2019/09/11/blue-whale-interview-with-stephen-yiu-chief-investment-officer-cio/
Blue Whale was launched in September 2017, since when it’s achieved an annualised return of 21%. Here, Stephen gives us an insight to how he achieves those return, and what they do differently. An interesting insight to those who manage their own money, or those who are interested specifically in Blue Whale Capital.
Introduction – 00:18 How do you know Peter Hargreaves – 00:34
Why did you launch Blue Whale in 2017? – 01:00
What does Blue Whale offer vs other funds? – 02:07
What are you investing caveats? – 05:28
Modelling – 06:55
Timing the market – 10:23
How much movement in the top 10 holdings? – 13:17
Are there any holdings that didn’t go so well? – 16:05
Have you had any holdings you’ve lost money on? – 19:07
What time period do you use to judge performance? – 21:45
How long do you spend on research? – 23:54
How quickly can you respond to results? – 29:30
Why do you predominantly invest in the US? – 32:12
Which other markets would you look at? – 36:55
Why large caps? – 37:54
What should we expect the average stock turnover pa? – 40:16
How much is the AMC? – 42:33
What are your ambitions for Blue Whale? – 43:03
Blue Whale investment objective: The investment objective of the fund is to achieve capital growth over the long-term by investing in equities on a global basis, with a current focus on developed markets. The portfolio will be concentrated, generally comprising between 25 to 35 stocks. In our view investments must fall into the below criteria in order to qualify for selection within the portfolio: 1. The business must be fundamentally attractive, this means • it has the ability to grow and improve profitability over the long term • it must not face structural or imminent cyclical issues 2. The business must have an attractive price; • the business must have a current valuation that is attractive relative to its future growth and profitability • we expect the business to receive favourable revisions of medium-term consensus growth and profitability expectations These criteria enable the Investment Manager to select investments from a broad range of geographies and sectors with no particular sector or style bias. The Investment Manager will conduct detailed bottom-up fundamental research on each potential investment and in most cases produce their own financial model and forecasts of future performance.
Blue Whale fact shee: https://bluewhale.co.uk/factsheet/
Tuesday Sep 10, 2019
Tuesday Sep 10, 2019
With Jeremy Bridglalsingh Managing Director & CFO interviewed by Tamzin Freeman, piworld.
Jeremy runs through the highlights of H1 19, TRIN's focus, and what investors can expect for the rest of the year.
What are the key developments in H1? – 00:27
With strong revenue & profitability where does that leave the balance sheet? - 01:52
Where will growth come from? - 02:37
Sustainable and significant cash flow generation - 03:44
Where does that sit alongside SPT? - 04:36
What is it that TRIN does differently, in the region? - 06:12a
Production volumes - 7:53
Offshore production – 08:22
Summary and outlook - 10:50
Trinity Exploration & Production plc is an independent oil and gas company focused solely on Trinidad & Tobago. The Company operates a portfolio of producing and development assets both onshore and offshore, in the shallow waters West and East Coasts of Trinidad. The Company operates through the segment of production, development and exploration and extraction of hydrocarbons. It operates in Trinidad & Tobago with assets onshore and offshore the East and West Coast. The Company holds approximately 100% interest in the exploration license for the Pletmos Inshore block, which covers an area of approximately 11,000 square kilometers. The Trinidad & Tobago is a prolific hydrocarbon basin. Trinidad & Tobago offers a fiscal regime and regulatory environment. The Company's total average net production is approximately 2,900 barrels of oil per day (bopd). All non-current assets of the Company are located in Trinidad & Tobago.
Friday Aug 30, 2019
Friday Aug 30, 2019
This video can be seen at: https://www.piworld.co.uk/2019/08/30/wameja-wja-h1-2019-overview-by-john-conoley-executive-chairman/
We catch up with John Conoley, Executive Chairman on the interims and outlook, at Wameja (WJM), fomerly eServGlobal (ESG)
Can you tell us how the structure of the business has changed, as Wameja? - 00:22
What is unique about Wameja? – 01:54
The KPIs - 02:38
Latest liquidity request - 04:47
Transaction volumes - 05:46
Overview of H1 19 results - 06:24
The relationship with Mastercard – 08:40
M&A in cross board payments - 09:11
Summary - 09:55
Website: www.wameja.com
Twitter: @wameja_jv
LinkedIn: www.linkedin.com/company/wameja
Wameja Limited, formerly eServGlobal Limited, is a provider of mobile financial technology, offering mobile money solutions. The Company covers a spectrum of mobile financial services, including mobile wallet, mobile commerce, analytics, advanced recharge, promotions and agent management. The Company is engaged in the provision of telecommunications software solutions to mobile and financial service providers on a global basis. The Company's solutions include Mobile Money, Remittance and Recharge. The Company's PayMobile platform is an end-to-end solution for mobile money and mobile financial services. PayMobile is a recharge solution, which includes a featured prepaid account recharge solution. The Company's Remittance solution allows sending money. The PayMobile interfaces with the HomeSend global payments hub. The HomeSend is a solution, which enables cross-border transfer between mobile money accounts, payment cards, bank accounts or cash outlets.
Friday Aug 30, 2019
Friday Aug 30, 2019
A piworld interview.
Lord Lee, the veteran of stock market investing, continues to impart his wisdom. In this interview, he reflects on stock market cycles, and shares some of the companies he’s buying into after his windfall from Tarsus.
What have you learned from stock market cycles throughout your investing history? – 00:35
Your cash position? – 04:18
Portfolio positioning with the economic cycle – 07:38
What mistakes have you learnt the most from? – 08:45
What are the catalysts to sell? – 11:12
Do you think meeting management is positive or negative? – 15:34
Who would you nominate top CEO? – 19:57
Funds v shares? – 22:22
What’s Lord Lee adding to? – 23:20
Photo-Me – 26:05
Where do you source your stock ideas? – 27:24
What might lead young people to start investing? – 30:04
Where you can buy Lord Lee’s book, and who it’s for – 32:12
Lord Lee has just published an introduction to investing for his grandchildren: Yummi Yoghurt: A First Taste of Stock Market Investment! Find it here on Amazon:
Thursday Aug 29, 2019
Thursday Aug 29, 2019
By Rhona Driggs, CEO & Tim Anderson, CFO
Operations – Rhona Driggs, CEO
Introduction – 00:18
Diversified business model – 01:44
Overview of the half year – 03:18
What are we doing differently? – 06:20
Strategy & delivery – 11:00
Sectors & brands – 11:35
Investing in the business – 13:10
Financials – Tim Anderson, CFO
Income statement – 16:35
Earnings – 20:04
Adjusted net Debt – 21:23
Sectors – 22:44
Cash flow – 37:11
Rhona Driggs, CEO
Summary – 38:32
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 organised 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 23, 2019
Friday Aug 23, 2019
Lord Lee, who is a veteran of stock market investing, has just written Yummi Yoghurt – A Taste of Stock Market Investment! Predominantly a primer to engage potential teenage investors, but universally relevant to all newbie investors. Here, Lord Lee discusses his book and imparts some of his investing wisdom, relevant to new and seasoned investors, alike.
What inspired the book? – 01:57
What qualities do you think a person needs to invest? – 05:20
What return should investors expect? – 07:00
Risk - 09:05
How much do you think you need to start investing? – 12:34
Can investors start investing with just reading Yummi Yoghurt? – 15:42
When you investigate a share, how long to do you spend researching? - 17:38
How long should investor’s spend to manage their portfolio? – 18:49
Is it a prerequisite to read the RNS's at 7am? - 20:45
What criteria are you looking for in companies in which you invest? – 21:33
Has Brexit affected companies that you hold? - 22:47
Profit warnings & stop losses – 27:06
Large cap or small cap? - 34:31
Friday Aug 16, 2019
Friday Aug 16, 2019
If you’re trying to get your teenage relative(s) into investing, watch this.
Ryan began investing at 11 years old, having made money from car boot sales, and other entrepreneurial activities. He opened his account with £1,000. Over the last 6 years, has achieved an average annual return of around 100%! Here, he outlines how he became interested in investing, how he taught himself, and how he goes about achieving those exceptional returns. Hopefully it will inspire more young people to take an interest in investing.
What attracted you to investing? - 04:26
How did you have the money to invest? – 06:30
How did you teach yourself investing? - 09:07
The first position – 11:28
Opening accounts – 12:25
Resources and oil and gas shares – 13:29
What are your criteria for stock selection? – 14:22
Footasylum – 20:45
What returns are you looking to achieve? – 23:37
How long will you hold a position? - 24:43
Have you had a wipe out year, when you made nothing? - 25:40
How would you encourage more young people to invest? - 26:32
What do you want to do with your career? - 28:57
What is QuantiumResearch.co.uk? – 30:46
Ryan refers to his research website, here: https://www.quantiumresearch.co.uk
He can be found on Twitter: @Ryankia2 or @quantiumcast
Wednesday Aug 07, 2019
Wednesday Aug 07, 2019
By Simon Pryce, CEO & Amitabh Sharma, Group FD.
Simon Pryce, CEO
Results overview – 00:18
Changing strategy – 03:26
Fix: Progress – 06:50
Grow: Tech strength delivering on new programmes – 09:59
Ami Sharma, Group FD
Financial highlights – 13:29
Revenue & profit bridges – 15:21
Divisional performances – 16:50
Average working capital turn – 20:14
Long term contract receivables – 21:01
Investment update – 22;13
2019 technical guidance – 23:18
Simon Pryce, CEO
Summary & H2 – 24:53
Q&A – 28:40
c. 50 minutes
Ultra Electronics Holdings plc provides solutions and products in the defence 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.
Wednesday Jul 31, 2019
Wednesday Jul 31, 2019
This video can be seen at: https://www.piworld.co.uk/2019/07/31/whireland-whi-full-year-results-july-2019/
WHIreland CEO Phillip Wale presents the Group’s full year results to 31st May 2019.
Introduction – 00:21
Restoring profitability – 02:16
A robust business – 02:57
The new management team – 03:25
Wealth management – 04:35
Corporate & institutional broking – 05:05
Summary & outlook – 05:33
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.
Tuesday Jul 30, 2019
Tuesday Jul 30, 2019
NWF CEO Richard Whiting and Group FD Chris Belsham, present the Group’s full year results to 31st May 2019.
Richard Whiting, CEO
Introduction – 00:18
Results summary – 00:28
Fuels highlights – 01:22
Food highlights – 02:19
Feeds highlights – 02:50
Chris Belsham, Group FD
Financial highlights – 03:43
Income statement – 03:48
Balance Sheet – 05:16
Pension – 05:40
Net debt – 06:09
Richard Whiting, CEO
Development strategy – 06:55
Fuels strategy – 07:41
Summary & outlook – 09:51
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 Jul 22, 2019
Monday Jul 22, 2019
CEO Mark Dorman and CFO Alex Smith present the company’s half year results for the six months ending 31st May 2019.
Mark Dorman, CEO
Introduction – 00:18
Alex Smith, CFO
Performance – 01:04
Mark Dorman, CEO
Strategy & business overview – 12:42
Q&A – 22:57
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 Jul 19, 2019
Friday Jul 19, 2019
By Nicky Foulston, CEO
Introduction & Nicky’s background – 00:18
Summary – 04:34
Growth strategy – 07:41
Financial highlights – 10:34
Legal services market – 14:36
Peer group metrics – 15:53
Remuneration – 17:10
Litigation funding – 22:03
Dividends & M&A – 28:16
Outlook – 28:45
Q&A – 29:33
Rosenblatt Group PLC is a United Kingdom-based company that provides a range of legal services to the businesses. The Company’s services include banking and finance, construction and projects, corporate, dispute resolution, employment services, financial services, insolvent person (IP)/ technology/media, real estate, regulatory and funds, and tax services. It offers advisory services on the tax implications of company acquisitions and sales, restructurings and reorganizations, joint ventures and capital-raising activities. It offers dispute resolution services, such as fraud, professional negligence, defamation, corporate insolvency/shareholder disputes, intellectual estate, media and banking (including claims related to mis-selling and interest rate swaps). It serves banks, brokers, institutional investors, sovereign and private equity funds, payment service providers, e-money institutions and e-commerce companies.
Wednesday Jul 17, 2019
Wednesday Jul 17, 2019
This video can be seen at: https://www.piworld.co.uk/2019/07/17/downing-income-growth-presentation-at-mello-may-2019/
Downing: Income and Growth By James Lynch, Fund Manager, Downing & Ian Fishwick, Chairman, AdEPT Technology
James Lynch, Fund Manager, Downing
Introduction – 00:28
Market opportunities: small cap v large cap – 01:23 DiscoverIE – 03:05 AdEPT Technology – 07:34
Ian Fishwick, Chairman, ADT
ADT Key Fundamentals – 08:28
ADT Strategy – 10:18
ADT Sectors – 13:10
ADT KPIs – 14:56
ADT Acquisitions – 18:44
James Lynch, Fund Manager, Downing
AdEPT mispriced – 19:44
Ramsdens – 21:03
Ian Fishwick, Chairman, ADT
M&A v organic growth – 27:57 Share buybacks – 32:36
Q&A – 34:25
James Lynch: James joined Downing in February 2012 as part of the Private Equity team, gaining transaction experience in the SME space across a range of industries before transferring to Downing Public Equity in 2013. Prior to Downing, James worked within the asset management division of Ernst & Young after specialising in smaller companies at HW Fisher & Company. James is a CFA Charterholder, Chartered Accountant (ACA) and holds the Investment Management Certificate. James manages the MI Downing Monthly Income Fund and co-manages the Downing Strategic Micro-Cap Investment Trust.
AdEPT Technology Group plc, formerly AdEPT Telecom plc, is engaged in providing managed services for information technology (IT), unified communications, connectivity and voice to over 100 Councils, NHS Trusts and other government bodies. The Company’s segments are fixed line services (being calls and line rental services) and managed services (which are data connectivity, hardware services, IP telephony, support and maintenance services). It is engaged in the provision of voice and data communication services to both domestic and business customers. The Company offers technical and commercial options for onsite and cloud-based telephony. The Company serves approximately 20,000 commercial customers including worldwide and nationwide
Wednesday Jul 10, 2019
Wednesday Jul 10, 2019
By Frank Sagnier, CEO & Rashid Varachia, CFO
Codemasters Group Holdings PLC, formerly Codemasters Group Holdings Limited, is a United Kingdom-based video game developer and publisher. Through its subsidiary, The Codemasters Software Company Limited, the Company designs, develops and produces driving and racing games. The Company’s driving and racing games include DiRT, GRID, Micro Machines, ONRUSH and Formula 1 series of videogames. It produces Formula One’s range of games for the Playstation 4 console.
Tuesday Jul 09, 2019
Tuesday Jul 09, 2019
This video can be seen at: https://www.piworld.co.uk/2019/07/09/castleton-technology-ctp-fy19-results-investor-presentation/
A comprehensive overview of FY19 results. *To get an introduction to CTP see links below.
Dean Dickinson CEO
Overview of FY19 results – 00:18
Castleton Community Solution for smaller HAs – 03:14
CTP solution set – 04:13
The market opportunity – 07:29
Case study – 08:45
Haywood Chapman CFO
Financial highlights – 11:17
Contracted backlog & recurring revenue – 13:00
Traction on cross sell – 14:16
Income statement – 15:33
Cash Flow – 18:54
FY19 highlights – 20:00
Dean Dickinson CEO
Growth strategy – 20:38
M&A – 22:25
Our people – 23:50
Product roadmap & priorities – 25:10
Summary – 27:05
Q&A – 28:20
*Investor presentation from 2017: https://www.piworld.co.uk/2018/03/09/castleton-technology-ctp-investor-presentation-november-2017/
*An in depth overview of their offering, and hear a client talk about their product, see the Capital Markets Day 2018 here: https://www.piworld.co.uk/2018/07/13/castleton-technology-ctp-capital-markets-day-2018/
Castleton Technology plc, formerly Redstone PLC, is an investment holding company. The Company is engaged in providing software and managed services to the public and not-for-profit sectors, mainly the social housing sector. Its segments include Managed Services, which consists of Castleton Managed Services Limited and Keylogic Limited, and Software Solutions, which consists of the results of Castleton Software Solutions Limited, Kypera Limited and Kypera Pty. It offers KYPERA FINANCIALS, a finance solution, which uses a single ledger format; EDRM, which is an electronic document and records management system that allows organization to manage its documents and supporting information; P2P, which manages repairs and non-repairs processes and integrates finance and repairs system; AGILE, OPUS SERVICE CHARGES and MANAGED SERVICES. Its subsidiaries include Castleton Technology Intermediate Holding Company Limited, Castleton Group Holdings Limited and Castleton Information Group Limited.
Friday Jul 05, 2019
Friday Jul 05, 2019
Keith Ashworth-Lord CIO, Sanford DeLand UK Buffettology Fund
Another inspiring 30 mins from Keith talking us through valuations, self-discipline, learned lessons, Woodford, and much more.
Valuation of good companies – 00:20
AB Dynamics – 02:08
Sell discipline – 04:45
Lessons learned from past mistakes – 06:04
Lessons learned from Woodford? – 10:08
Do you have to go to the small/mid cap market for good growth? – 14:13
How has regulation changed fund management? – 17:45
Liquidity – 18:55
Buffettology licence continuity? – 19:40
What part does luck play in investing? – 22:20
Lack of mentors – 23:11
The macro picture – 25:05
How do you feel about valuations now? – 27:57
Tuesday Jul 02, 2019
Tuesday Jul 02, 2019
By Stuart Green, CEO & Philip Blundell, CFO
Stuart Green, CEO
Introduction – 00:19
ZOO at a glance – 01:20
Highlights – 02:18
Vendor selection by large buyers – 05:00
The OTT market today – 09:08
2019-20: Transition of OTT Services – 10:55
Hours of content by platform (US) – 12:49
Strategic Pillars & Progress
1. Innovate: 15:06
2. Scale – 20:11
3. Collaboration – 22:41
4. Growth strategy & Progress – 26:02
Philip Blundell, CFO
Financial overview: P&L – 27:01
Balance Sheet – 30:14
Segmental analysis – 32:24
KPI’s – 33:55
Stuart Green, CEO
Investment Summary – 35:42
Outlook – 37:32
Q&A – 39:44
Tuesday Jul 02, 2019
Tuesday Jul 02, 2019
By Philip Johnston, CEO
Introduction – 00:18
About Trackwise – 00:43
RF business – 01:45
Improved Harness Technology (IHT) – 04:22
The competition – 09:10
Business strategy – 11:08
2018 highlights – 11:44
Financial highlights – 13:01
IHT today – 13:30
Summary – 18:50
Q&A – 20:00
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.
Monday Jul 01, 2019
Monday Jul 01, 2019
By Bernard Johnson, Group MD
Pippa Clark, Global Marketing Director
Paul Forster, Group Finance and Commercial Director
Bernard Johnson, Group MD
Introduction – 00:18
Paul Forster, Group Finance and Commercial Director
Financial highlights – 06:40
Revenue – 10:38
Operating profit – 11:33
Operating margin – 12:35
R&D impact – 13:28
Diluted EPS – 14:15
ROCE – 14:47
Net Cash & working capital – 15:29
Plans for growth – 19:41
Aspirations – 22:19
Pippa Clark, Global Marketing Director
The market – 23:30
Retail landscape – 26:34
Division performance – 30:09
Average order intake – 32:00
Order book – 32:00
Brand development – 32:30
Acquisition: Balance Active Formula – 39:22
Drivers of growth – 41:22
Bernard Johnson, Group MD
Summary – 43:34
Q&A – 49:43
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.
Monday Jul 01, 2019
Monday Jul 01, 2019
A presentation by Gavin Rochussen, CEO
Introduction – 00:18
What is the Polar Capital model? – 00:49
Attracting the best talent – 01:48
Market perspective – 04:04
Assets under management & analysis – 05:35
Style bias – 09:02
Current active share – 09:54
Strategy performance – 11:09
Capacity – 14:40
Areas of strategic focus – 16:26
Polar Capital Holdings plc is an investment management company. The Company is engaged in the provision of investment management and advisory services. The Company offers professional and institutional investors a range of geographical and sector investment opportunities. The Company offers fundamental funds diversified by asset class, geographical, sectoral specialization, strategy and structure. Its subsidiaries include Polar Capital Partners Limited, Polar Capital Partners (Jersey) Limited, Polar Capital (America) Corporation, Polar Capital Limited Liability Partnership and Polar Capital European Income Fund.
Friday Jun 28, 2019
Friday Jun 28, 2019
Keith Ashworth-Lord, Sanford DeLand,
Chief Investment Officer, The UK Buffettology Fund
Keith was inspired by Benjamin Graham, which led him to Buffett. Keith views his investments as a Business Manager, rather than a Fund Manager. An approach which has rewarded him, with Return on Investment of c.200% since he launched the Buffettology Fund in 2014. This outstanding performance has seen investors flocking to his fund, with FUM at £1bn as at June 2019, up from £0.5 billion in January 2019!
In this interview Keith outlines his investing caveats, which underpin his inspiring investment performance.
Introduction – 00:18
Keith’s career history and his path to Warren Buffett – 01:08
What’s the optimum size of the fund? – 08:35
Constraints of the growth of FUM – 09:58
How much cash can you hold? – 12:44
What are your investment criteria? – 15:19
Porters five forces analysis – 23:24
How much is the qualitative v quantitative? 24:00
Does the extra FUM reduce the investment choice? – 25:00
New entrants to the portfolio – 27:00
Keith Ashworth-Lord biography: He is a Chartered Fellow of the Chartered Institute for Securities & Investment, having formerly been an individual member of the Stock Exchange, and he holds the Investment Management Certificate of the United Kingdom Society of Investment Professionals. Prior to setting up the business and the UK Buffettology Fund, he was a self-employed Consultant working with a variety of stockbroking, fund management and private investor clients. His work has been rewarded with the accolade of winning three top-three sectoral, and one top-ten general, Thomson-Reuters StarMine stock-picking awards in 2008, 2009 and 2010. Keith experienced investment epiphany in the 1990s when he discovered the achievements of ‘The Superinvestors of Graham-and-Doddsville’. This group of successful investors drew their inspiration from the father of securities analysis, Benjamin Graham. They consistently outperformed the Standard & Poors 500 stock index year-in, year-out, despite having very different individual investment styles. The common factor was their investment compass where Ben remained true north. Names such as Walter Schloss, Tom Knapp, Bill Ruane and Rick Guerin hardly register in most UK investors’ minds but they are certainly ‘superinvestors’. Two better known superinvestors are Warren Buffett and his investment partner, Charlie Munger. Keith has had the privilege of meeting these doyens of our industry on two separate occasions in Omaha, Nebraska. In addition to Graham, the influence of Philip Fisher can be found at work with Buffett and Munger. Learning from these masters transformed Keith’s understanding of investment philosophy and with it, his investment performance. Keith was responsible for founding Sanford DeLand Asset Management Limited with the encouragement of a small group of businessmen who are now shareholders in the company.
Friday Jun 28, 2019
Friday Jun 28, 2019
European Financials: Value trap or Investment opportunity
By David Benamou, CIO, Axiom Alternative Investments
Who are Axiom? – 00:17
Performance targets of Axiom credit funds - 00:40
Reasons to invest in Subordinated Financial - 02:50
Banks 2008-2019 - 04:16
Axiom European Financial Debt Fund Limited is a closed-ended investment company. The investment objective of the Company is to provide shareholders with an attractive return, while limiting downside risk, through investment in the regulatory capital instruments, other financial institution investment instruments and in the derivative instruments. The Company seeks to invest in a diversified portfolio of financial institution investment instruments. The Company focuses primarily on investing in the secondary market, although instruments has been, and may also in the future be, subscribed in the primary market where the investment manager identifies attractive opportunities. The Company invests its assets with the aim of maximizing returns while diversifying investment risk. Axiom Alternative Investments SARL is the Company’s investment manager.
Thursday Jun 27, 2019
Thursday Jun 27, 2019
Polar Capital Technology Trust (PCT)
By Ben Rogoff, Investment Director, Technology
Introduction – 00:18
The team – 01:07
Investment framework – 02:32
Thematic investing: Hype v Reality – 05:10
Technology change: Little Chef – 07:28
Internet: new networks on unprecedented scale – 10:58
Digital disruption – 15:06
Artificial intelligence – 24:47
Autonomous vehicles – 26:11
Polar Capital Tech Trust: investment themes – 29:11
Smartphones / Apple – 34:06
Q&A – 35:29
Polar Capital Technology Trust plc is an investment trust. The investment objective of the Company is to maximize long-term capital growth through investing in a diversified portfolio of technology companies around the world. The Company’s investment portfolio includes a range of sectors, such as Internet software and services; semiconductors and semiconductor equipment; technology hardware, storage and peripherals; Internet and catalog retail; communications equipment; information technology (IT) services; electronic equipment, instruments and components; healthcare technology; diversified telecommunications services; aerospace and defense; media; healthcare equipment and supplies; household durables; chemicals; electrical equipment; wireless telecommunication services; automobiles, and life sciences tools and services. Its portfolio spans North America; Europe, and Asia and Pacific. Polar Capital LLP is the investment manager of the Company.
Monday Jun 24, 2019
Monday Jun 24, 2019
By Milan Radia, Technology Analyst, Hardman & Co
Introduction – 00:18
Internet – 01:29
Key sector themes – 02:27
Internet of Things (IoT) – 03:36
SmartHome and LightWave – 04:52
Evolution of AI – 06:20
Chatbots/Artificial solutions – 08:01
Cloud Adoption – 10:09
Assessing investability – 11:14
Hardman & Co are a rapidly growing, innovative corporate research & consultancy business, based in London, serving the needs of both public and private companies. With an expert team of sector analysts and market professionals, one of whom is Milan Radia.
www.hardmanandco.com
Thursday Jun 20, 2019
Thursday Jun 20, 2019
By Scott Maybury, CEO
Introduction – 00:18
Company overview – 00:55
Operational highlights – 04:51
Financial highlights – 09:24
Business lines – 11:02
2019 Achievements – 17:30
Outlook – 19:27
Strategic objectives – 22:06
Q&A – 24:33
PCF Group plc, formerly Private & Commercial Finance Group plc, is engaged in banking business. The Company offers retail savings products for individuals. In addition, the Company deploys those funds through its two lending divisions such as consumer finance and business finance. Consumer finance, which provides finance for motor vehicles to consumers. Business finance, which provides finance for vehicles, plant and equipment to small and medium-sized enterprises (SMEs). The Company also provides both depositors and borrowers with a service and a straightforward, range of products tailored to suit their needs.
Wednesday Jun 19, 2019
Wednesday Jun 19, 2019
By Richard Moffitt, Director & CEO, & Christopher Turner, External Management Team, Property Director
Introduction – 00:18
Investment strategy – 00:37
The Board & Manager – 07:14
Portfolio: High Quality Tenants – 08:59
Portfolio Highlights – 13:14
The Market – 17:23
Summary – 23:30
Urban Logistics REIT plc, formerly Pacific Industrial & Logistics REIT plc, is a United Kingdom-based investment company. The Company focuses on a specialist sub-sector of the United Kingdom real estate market, investing in industrial and logistics properties that enables businesses to operate distribution networks. It invests in the United Kingdom based industrial and logistics properties with a view to delivering dividends and capital returns to its shareholders. It invests in assets that comprise an interest in freehold or leasehold property. It is also focused on investing in smaller single-let logistics sites. It invests in various geographical locations, such as Bedford, Northampton, Dunstable, Bardon, Chesterfield, Leeds, Haverhill, Leigh and Motherwell. As of March 31, 2018, The Company had invested in 32 properties and 28 tenants. Pacific Capital Partners Limited is the Company’s manager and alternative investment fund manager.
Tuesday Jun 18, 2019
Tuesday Jun 18, 2019
by CEO Dean Dickinson and CFO Haywood Chapman.
Introduction – 00:18
Financial highlights – 0:46
Progress – 01:52
Acquisitions – 04:29
Outlook – 05:34
Castleton Technology plc, formerly Redstone PLC, is an investment holding company. The Company is engaged in providing software and managed services to the public and not-for-profit sectors, mainly the social housing sector. Its segments include Managed Services, which consists of Castleton Managed Services Limited and Keylogic Limited, and Software Solutions, which consists of the results of Castleton Software Solutions Limited, Kypera Limited and Kypera Pty. It offers KYPERA FINANCIALS, a finance solution, which uses a single ledger format; EDRM, which is an electronic document and records management system that allows organization to manage its documents and supporting information; P2P, which manages repairs and non-repairs processes and integrates finance and repairs system; AGILE, OPUS SERVICE CHARGES and MANAGED SERVICES. Its subsidiaries include Castleton Technology Intermediate Holding Company Limited, Castleton Group Holdings Limited and Castleton Information Group Limited.
Monday Jun 17, 2019
Monday Jun 17, 2019
By Paul Fineman, CEO & Giles Willits, CFO
Introduction & overview – 00:18
Revenue breakdown - 02:30
Commitment to shareholders - 04:16
Financial overview - 06:25
Margin targets - 09:39
Cash conversion - 11:56
Balance Sheet & IFRS16 - 14:41
New banking facility - 15:32
Future targets - 16:49
Strategic drivers & outlook - 18:07
Impact Innovations - 24:03
Managing challenges - 25:48
2020 outlook - 28:42
Why invest? - 29:33
Q&A – 30:03
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.
Monday Jun 17, 2019
Monday Jun 17, 2019
T Clarke (CTO) Presentation at Mello May 2019
By Mark Lawrence, Gp CEO & Trevor Mitchell, Gp FD
Video overview of T Clarke - 00:18
Introduction - 02:28
What CTO does - 03:27
Financial summary - 06:09
Current market expectations for 2019 - 07:49
A selection of current projects - 08:53
Our five target markets - 09:46
Investment case - 11:25
Five strategic markets - 13:49
TClarke Europe - 20:15
Summary – 22:28
Shareholder returns - 22:49
Q&A – 23:16
TClarke plc is a United Kingdom-based building services company, which delivers electrical, mechanical, and information and communications technology (ICT) services. The Company provides electrical and mechanical contracting and related services to the construction industry and end users. Its geographical segments include London and South East, Central and South West, the North and Scotland. The Company's businesses include Intelligent Buildings Green Technologies, Facilities Management, Transport, Mission Critical, Manufacturing Services, Residential & Hotels, M&E Contracting and Design & Build. The Company within its M&E contracting business has capabilities in sectors, including commercial offices, retail, education, healthcare, financial services and media. Its Manufacturing Services business includes in-house precision prefabrication and engineering services. Its projects include Beckley Court, Chiswick Park, Kettering Hospital, Project Nova, Mitie Care Home and Rathbone Square.