196.8K
Downloads
771
Episodes
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 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.
Monday Jun 17, 2019
Monday Jun 17, 2019
This video can be seen at: https://www.piworld.co.uk/2019/06/17/tavistock-investments-tavi-presentation-at-mello-may-2019/
By Brian Raven, CEO & Q&A with contribution from Oliver Cook, Chairman
Introduction - 00:18
Why invest in Tavistock? - 01:04
Why financial services? - 02:15
The strategy - 03:54
The brand - 05:44
Strategic partnerships - 07:01
Delivering explosive growth & business model - 08:02
The timeline - 11:13
The financials - 11:49
Group structure & detail - 15:57
Our process - 22:45
Leadership team - 23:40
The guaranteed product & Morgan Stanley - 27:41
i-Stock: free of charge account - 31:14
Summary – 33:24
Q&A – 33:54
Tavistock Investments Plc is engaged in the provision of support services to a network of independent financial advisories (IFAs) and the provision of investment management services. The Company's segments include Investment Management and Advisory Support. The Company operates in three businesses, including Tavistock Partners Limited (Tavistock Partners), Tavistock (Tavistock Financial) and Tavistock Wealth Limited (Tavistock Wealth). Tavistock Wealth provides retail clients with access to institutional quality portfolio management. Tavistock Partners provide administration and accounting services to the IFAs. The Company's subsidiaries include Tavistock Wealth Limited, Tavistock Partners Limited, Sterling McCall Limited, Cornerstone Asset Holdings Limited and Duchy Independent Financial Advisors Limited.
Wednesday Jun 12, 2019
Wednesday Jun 12, 2019
CEO Ian O’Doherty provides an overview of Park Group’s final results for the year ended 31 March 2019 and the implementation of the strategy.
Highlights - 00:22
Operational performance - 00:52
Implementing the strategy - 01:29
An evolving market place - 02:44
Summary & outlook - 04:27
Park Group plc is a multi-retailer gift voucher and prepaid gift card business, which is engaged in delivering rewards and prepaid products to the consumers and corporates in the United Kingdom. The Company focuses 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 and other retailer vouchers to businesses for use as staff rewards/incentives, marketing aids and prizes and all online sales. Love2shop is the multi-retailer gift voucher and prepaid gift card, accepted at over 140 retailers with approximately 20,000 stores in the United Kingdom. It offers flexecash, which is its information technology infrastructure. Its Park Christmas Savings Club operates through a network of agents.
Tuesday Jun 11, 2019
Tuesday Jun 11, 2019
By CEO Sam Malafeh and CFO Bharat Guha.
Sam Malafeh (CEO)
Introduction – 00:18
History – 01:29
The management team – 03:18
The education industry – 05:21
The business model – 07:53
Why Malvern? - 11:44
Accreditation & partners – 14:48
Scalability - 17:47
Locations - 18:07
Financial progress – 19:10
Bharat Guha (CFO)
Bharat’s background - 19:37
Financial progress continued - 20:08
Group strategy - 22:55
Sam Malafeh (CEO)
Conclusion - 24:10
Q&A – 25:16
Malvern International (MLVN)
Malvern International plc, formerly AEC Education plc, is an investment holding company, which is engaged in the provision of educational consultancy services. The principal activity of the Company is to provide an educational offering that is principally towards preparing students to meet the demands of business and management. The Company's segments include Europe and South East Asia/Middle East. The Company's Europe segment includes London and Cyprus operations. The Company's South East Asia/Middle East segment includes Malaysia and Singapore. The Company offers courses, including certificate, diploma and pre-university programs; university degree and postgraduate programs; preparatory courses for professional examinations; tuition services for secondary school students, and English language teaching. The Company's schools include Malvern House, London; Malvern International, Kuala Lumpur, and Malvern House, Cyprus.
Tuesday Jun 11, 2019
Tuesday Jun 11, 2019
By Bozkurt Aydinoglu
Introduction – 00:17
A typical energy storage plant - 01:17
Summary of the fund - 02:29
Key investment characteristics - 06:11
Assets - 11:14
The market background - 11:45
Persistent volatility and wasted power - 13:42
A hedge for renewable investments - 15:09
Revenue opportunities - 17:07
Revenue assumptions - 20:40
Competitive advantages - 21:48
Upside return - 25:14
Noriker Power - 25:38
Conclusions - 26:39
Q&A - 28:50
Gresham House Energy Storage fund plc (GRID)
Gresham House Energy Storage Fund Plc is a United Kingdom-based closed-ended investment company. The Company’s investment objective is to provide investors with a dividend over the long term by investing in a diversified portfolio of utility-scale operational energy storage systems (ESS), which utilize batteries and also utilize engines, located in Great Britain. It also seeks to invest in projects with alternative battery technologies, such as sodium and zinc derived technologies or other forms of energy storage technology, such as flow batteries or machines and compressed air technologies. The Company also intends to invest in ESS Projects, which use gas generators or diesel or dual fuel diesel-and-gas reciprocating generators. The Company is managed by Gresham House Asset Management Limited.
Tuesday Jun 11, 2019
Tuesday Jun 11, 2019
By Graham Bird – Fund Manager
Gresham House overview – 00:17
Gresham House Strategic overview - 03:07
What is strategic public equity? - 07:38
Market opportunity - 10:30
Performance - 14:34
Process - 15:18
Qualifying opportunities - 19:11
Value enhancements - 22:04
Top 10 holdings – 24:30
Track record - 29:31
The team - 29:45
Conclusion - 30:08
Q&A - 31:35
Gresham House Strategic (GHS)
Gresham House Strategic plc, formerly SPARK Ventures plc, is a United Kingdom-based investment company. The Company invests primarily in the United Kingdom and European smaller public companies, applying private equity type of techniques and due diligence, alongside a value investment philosophy to construct a portfolio. In addition to publicly quoted companies, the Company may also invest approximately 30% of the portfolio in selected unquoted securities, including preference shares, convertible instruments, limited partnership interests and other forms of investments. The Company's investment manager is Gresham House Asset Management Ltd. The Company's subsidiaries include SPARK India Ltd, SPARK Services Ltd and Quester Venture GP Ltd.
Monday Jun 10, 2019
Monday Jun 10, 2019
By Andy Warne, MD & Mark Frankcom, FD
Introduction – 00:18
Delivering results and passionate about growth – 01:13
Milk we give the provenance of the product – 02:56
We partner & protect; we ensure and assure; we service and support – 03:52
Corporate overview – 05:45
The Board 06:56
What do we do? – 08:03
Revenue streams – 09:53
Milk recording – 10:17
Payment testing – 11:52
Disease testing – 13:10
Genomics – 15:04
Financials – 16:40
NMR Strategy on a page – 19:41
The growth strategy – 24:16
Investment case – 26:05
Liquidity – 27:18
Q&A – 28:45
National Milk Records plc is a supplier of dairy and livestock services. The principal activity of the Company includes provision of management information to dairy farmers through National Milk Records and the provision of milk payment testing services to milk buyers through National Milk Laboratories (NML). The Company is a supplier of milk recording services in the United Kingdom, providing management information on individual cow’s performance in terms of milk quality, yield and fertility. The Company also supplies aggregate data to over 30 dairy industry bodies, including milk buyers, Agriculture and Horticulture Development Board (AHDB) Dairy and breed societies. The Company offers various services, including disease testing, GeneTracker, bull semen, monitoring, pregnancy testing, energy balance, microbiology, fatty acid profiling and payment testing. Its software includes Herd Companion, Pocket Companion, iReports, InterHerd, InterHerd+, UNIFORM and Bull Search.
Monday Jun 10, 2019
Monday Jun 10, 2019
By Richard Wolanski, FD
Introduction – 00:18
Company overview – 01:17
Snapshot of Avation – 08:22
Half Year 2019 Summary – 14:02
Historical Operation & Financial Performance – 14:56
Half Year 2019 Summary – 15:35
Attractive Industry Fundamentals – 20:28
Attractive Aircraft Portfolio – 23:14
Customers – 26:10
Growth and diversification continues – 26:50
Fleet growth – 28:24
Proven track record – 28:46
Summary – 29:37
Q&A – 32:14
Avation PLC is a United Kingdom-based company engaged in leasing of aircraft. The Company is a commercial passenger aircraft leasing group managing a fleet of 47 aircraft, which are leased to airlines globally. The Company’s fleet includes Airbus A220, A220-300 A320 and A321 narrow-body jets, Boeing 777-300ER and Airbus A330-300 twin-aisle jets, Boeing 737-800 NG, ATR 72 twin engine turboprop aircraft and five older Fokker 100 jets. It supplies regional, narrow-body and twin-aisle aircraft to the airline industry. It serves the commercial airlines. It owns, through its subsidiaries, a range of commercial passenger jet aircraft, which are leased to various airlines in Europe, Asia and Australia. The Company’s subsidiaries include Avation Capital S.A., which is engaged in financing, and Capital Lease Aviation Limited and MSN429 Leaseco Limited, which are engaged in aircraft leasing.
Monday Jun 10, 2019
Monday Jun 10, 2019
John Arnold, CEO, Edward Olins COO
Introduction – 00:20
Overview – 00:43
What we do – 02:53
Current portfolio – 04:32
The board & supporting team – 05:29
Company history – 07:19
Our strategy – 09:52
Market watch – falling supply in regional cities – 11:53
2018 Highlights – 13:19
The investment opportunity – 14:20
The reversionary opportunity – 15:46
Case Study – Somerset House, Birmingham – 17:07
Case Study – Great Charles Street, Birmingham – 19:16
Case Study – Kents Hill Business Park, Milton Keynes – 20:03
Financial summary – 22:44
Summary – Future Growth – 23:34
Appendix – 25:20
Q&A – 26:59
Circle Property Plc is an investment and development company. The Company invests in commercial properties. The Company’s portfolio consists of approximately 20 commercial property investments and developments in the United Kingdom. The portfolio totals approximately 640,150 square feet of accommodation, the majority of which, by floor area, is in the office sector. The Company’s property portfolio includes Baildon Bridge Retail Park, which is located in Shipley; Solstice Park Avenue, which is located in Amesbury; Winwick Road, which is located in Warrington; 141 Moorgate, which is located in London; Week Street, which is located in Maidstone; One Castlepark, which is located in Bristol; Kents Hill Business Park, which is located in Milton Keynes; 36 Great Charles Street, which is located in Birmingham; 135 Aztec West, which is located in Bristol; Elizabeth House, which is located in London Road, Staines, and Somerset House, which is located in Temple Street, Birmingham.
Monday Jun 10, 2019
Monday Jun 10, 2019
By Frank Sagnier, CEO and Rashid Varachia, CFO
Introduction – 00:20
Financial highlights – 00:53
Continued momentum – 01:36
Strategic partnerships – 03:57
Outlook – 05:37
An overview of Codemasters can be seen here.
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.
Monday Jun 10, 2019
Monday Jun 10, 2019
By Frank Sagnier, CEO
Overview – 00:21
Strong franchises – 00:59
The business model – 02:24
The market – 03:44
The investment case – 04:55
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.
Wednesday Jun 05, 2019
Wednesday Jun 05, 2019
By Adalsteinn Valdimarsson, CEO & Rob Price, CFO
Adalsteinn Valdimarsson, CEO
Introduction – 00:18
Business overview – 00:43
K3’s model – 02:32
Transformation Strategy – 04:15
Sales Strategy – 05:54
Customers – 08:13
IP Landscape – 09:12
K3 imagine – Cornerstone of IP Strategy – 11:18
Operational Highlights – 15:00
Rob Price, CFO
Financials – 5 year overview – 16:43
Financial highlights – 18:14
Own IP mix increasing – 18:48
Revenue & Gross Profit Analysis – 19:43
Operational cash generation – 20:29
The model – summary – 22:53
Financial summary – 23:35
Adalsteinn Valdimarsson, CEO
Outlook – 24:50
Q&A – 27:10
K3 Business Technology Group plc is a provider of integrated business solutions. The Company’s business solutions encompass Enterprise Resource Planning (ERP) software, Customer Relationship Management (CRM) software, Business Intelligence and e-commerce, hosting and managed services to the supply chain sector. The Company’s segments include Retail, and Manufacturing and Distribution. The Company’s offerings to manufacturers and distributors comprise SYSPRO, Sage, and Microsoft Dynamics AX and Microsoft Dynamics NAV solutions. The Company’s ax l offering is a retail and wholesale solution. The Company’s products include modules for CRM, planning and scheduling, warehouse management, pallet management, data integration, payroll and human resources (HR). The Company operates from various locations in the United Kingdom, the United States, Holland, Singapore, Denmark and Ireland. The Company’s subsidiaries include K3 BTG Limited, K3 Business Solutions Limited and K3 CRM Limited.
Wednesday Jun 05, 2019
Wednesday Jun 05, 2019
By Frank Beechinor, CEO
Introductory video – 00:18
SMRT history – 03:17
The team – 04:16
SMRT product offering – 05:06
At a glance – 08:42
Our clients – 09:44
Final results – 13:18
– SwipedOn – 21:13
– Financial highlights – 30:47
Q&A – 32:35
Smartspace Software PLC, formerly RedstoneConnect PLC, is engaged in providing technology and services for smart buildings and commercial spaces through its core businesses, Redstone and Connect IB. The Company, through Redstone, provides a range of services, including design, build and installation; and software solutions. The managed services encompasses the provision of outsourcing services spanning network infrastructure management, smart buildings support services, desktop and data center support services and move, add and change services. Redstone offers OneSpace occupancy management product. The Company, through Connect IB, creates digital solutions. Connect IB develops and deploys applications, including those that address mapping and way finding of Smart Buildings and Smart Spaces, such as car parks or retail shopping centers. It serves customers of all sizes, including corporations, such as property developers, landlords and principal occupiers of commercial property.
Wednesday Jun 05, 2019
Wednesday Jun 05, 2019
By Ian Simm, Founder & CEO
Introduction – 00:18
Investment philosophy: A fund that specialises in the transition to a more sustainable economy 02:44
Impax Asset Management – overview – 04:54
Track record of assets under management 1998-2018 – 06:59
Landscape for Investment Managers – 08:20
Drivers for environmental products & services – 11:28
Investment opportunities in Environment markets – 20:18
Contribution to low carbon energy transition – 21:54
Offices and distribution partners – 23:34
Financial year 2018 milestones – 28:06
Financial highlights – 29:02
Shareholder register – 31:46
Q&A – 33:33
Impax Asset Management Group plc is an investment company offering listed and private equity strategies primarily to institutional clients. The Company has six listed equity strategies: Specialists, Leaders, Water, Asia-Pacific, Global Opportunities, and Food and Agriculture. Its real assets business comprises renewable power generation and sustainable property private equity funds. The Company has investments sectors, such as energy efficiency, which includes power network and buildings; alternative energy, which include solar, wind and biofuels; water infrastructure/technologies, which include treatment and utilities; pollution control, which include pollution control solutions, and testing and gas sensing; food, agriculture and forestry, which include logistics and sustainable forestry; waste management and technologies, which include tech equipment and hazardous, and environmental support services, which include consultancies and diversified environmental.
Tuesday Jun 04, 2019
Tuesday Jun 04, 2019
Interview with John Conoley, eServGlobal, Executive Chariman
eServGlobal announced it’s signed a conditional sale and purchase agreement to sell its core, eServGlobal operating business to Seamless Distribution Systems AB. John Conoley tells us more.
Can you tell us more about the announcement? – 00:21
Why now and more about the core business? – 01:29
How much are they paying for the legacy business? – 02:28
What are they buying? – 03:58
Can you update us on HomeSend? – 04:47
What can we expect short term & medium term? – 05:43
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.
Monday Jun 03, 2019
Monday Jun 03, 2019
By Jose Luis Vazquez, Founder & CEO
Mirada plc is engaged in the provision and support of products and services in the digital television and broadcast markets. The Company operates through the segments, including Digital TV & Broadcast and Mobile. The Company offers software for digital television platforms. Its products include Iris Client, xPlayer and Navi. Its Iris Client multi-screen solution merges traditional broadcast and over-the-top (OTT) services. Its xPlayer manages and deploys synchronized interactive content to a range of television platforms. Its xPlayer manages red and green button interactivity on behalf of a channel across satellite, digital terrestrial and cable. Its Navi is an interactive navigational solution for scalable vector graphic (SVG) browsers, built on Ericsson multi-screen middleware. Its Navi includes video on demand (VoD) and Pay-per-view (PPV) services, personal video recorder (PVR), content promotion and mini guide for linear television. Its services include development and consultancy.
Introduction – 00:18
Company overview – 01:06
Our market – 02:30
Our products:
Iris Inspire – 04:29
OTT Platform – 06:01
LOGICIQ – 06:57
Mirada Kids – 07:48
Video of the products – 08:19
Our clients – 09:10
Recent history – 12:28
The business model – 16:12
Our sales activities – 19:07
The pipeline of opportunities – 22:48
Financial growth – 24:27
Summary – 27:58
Monday Jun 03, 2019
Monday Jun 03, 2019
By Albert E Sisto, CEO and Sarah Payne FD
Tern Plc invests in, develops and sells private software companies with technology, based in the United Kingdom. The principal activity of the Company is investing in unquoted and quoted companies to achieve capital growth. The Company focuses on businesses in the cloud, Internet of Things (IOT) and mobile sectors. The Company focuses on building companies with technologies and services within the IOT market.
Introduction – 00:17
2018 overview – 00:50
Our journey – 04:11
IoT spending in manufacturing, by type – 05:54
Significant IoMT Market Growth Predicted – 06:40
M&A activity gaining momentum – 08:35
Tern’s vision – 09:29
Our investment thesis – 11:33
Solving specific problems – 14:23
Current portfolio – 19:37
Value development approach – 19:45
How we help our companies grow – 23:14
Case study: Device Authority – 24:30
Case Study: FundamentalVR – Stage 2 – 28:06
Tern financials – 32:25
Next steps: UK & US Co-Investor Network – 35:09
Q&A – 36:00