Episodes
Saturday Feb 02, 2019
The Analyst with Gareth Evans, Progressive Equity Research
Saturday Feb 02, 2019
Saturday Feb 02, 2019
Gareth Evans, Founder Progressive Equity Research interviewed by Tamzin Freeman, piworld
Gareth describes the role of the analyst, clarifying where the analyst sits within the bank/broker’s services, and where they sit commercially. He gives great insight to the delicate balance of client relationships, reputation and integrity. Finally, he covers off the effects of MiFID II.
Gareth has over 15 years research experience covering pan-European Chemicals & Technology sectors. He founded Progressive Equity Research in 2012. Formerly, Gareth held research positions at ABN AMRO, Canaccord & Investec, where he was Joint Head of Research and was awarded techMARK Analyst of the Year in 2006.
Gareth’s background – 00:25
Where does the analyst sit within a bank? – 02:30
What’s the typical day for an analyst? – 04:44
Do you cover the whole market? – 05:58
How are analysts briefed by their manager? – 11:14
Relationships within the corporate broker and the company – 13:09
The institutional investor v the company relationship – 15:32
The different roles of the corporate broker, analyst & salesman – 17:33
Broker ‘sell’ notes – 19:23
The poor results dilemma – 22:20
The effect of MiFID II – 26:14
How do you see research playing out on-going? – 31:29
Saturday Jan 26, 2019
International Biotechnology Trust (IBT) Presentation at MELLO London November 2018
Saturday Jan 26, 2019
Saturday Jan 26, 2019
By Carl Harald Janson, Lead Investment Manager, IBT
International Biotechnology Trust plc is an investment trust company. The Company's investment objective is to achieve long-term capital growth by investing in biotechnology and other life sciences companies. The Company will seek to achieve its objective by investing in a diversified portfolio of companies, which may be quoted or unquoted and whose shares are considered to have growth prospects, with experienced management and strong potential upside through the development and/or commercialization of a product, device or enabling technology. It may invest through equities, index-linked securities and debt securities, cash deposits, money market instruments and foreign currency exchange transactions. Investments may also be made in related sectors, such as medical devices and healthcare services. Its portfolio is split between large, mid and small-capitalization companies, primarily quoted on stock exchanges in North America. Its investment manager is SV Life Sciences Managers LLP.
Disclaimer and risk warning - 00:18
Agenda - 00:41
Video introducing IBT - 01:03
Management team - 03:50
SV Health Managers: The Manger of IBT - 04:18
Biotech is a high growth sector – 05:04
IBT dividend - 05:53
Growth drivers - 06:23
Risk: Politics in US and regulation - 09:28
Sector valuations at some of lowest in 20 yrs - 12:10
Performance of IBT - 12:47
Portfolio breakdown - 15:49
How to cope with pricing pressure and slow growth - 18:38
Portfolio changes - 19:09
Portfolio acquisitions in 17/18 - 19:47
Unquoted portfolio - 21:07
Investment process - 21:44
Risk mitigation - 22:52
Summary - 23:45
Friday Jan 25, 2019
Petards Group (PEG) Presentation at MELLO London November 2018
Friday Jan 25, 2019
Friday Jan 25, 2019
Introduced by Osman Abdulah, Group CEO.
Presentation by Paul Negus, Group Business Development Director
Petards Group plc (Petards) supplies advanced security and surveillance systems. The Company operates in the development, supply and maintenance of technologies used in advanced security, surveillance and ruggedized electronic applications segment. It offers software driven on-board digital video and sensor systems for fitment to new build or retrofitted to existing rolling stock, and its applications include driver only operation, condition monitoring, saloon car closed circuit television (CCTV), drivers view cameras and automatic passenger counting systems. It offers electronic defensive countermeasure systems for fitment to rotary and fixed wing aircraft, threat simulation systems and mobile radios predominantly for the United Kingdom Ministry of Defense. It offers mobile speed enforcement and automatic number plate recognition (ANPR) systems to law enforcement agencies, and is sold under the Provida brand. It serves markets, including transport, defense and emergency services.
Introduction, Osman Abdulah – 00:17
Paul Negus, Group Business Development Director – 01:09
Overview of PEG: Markets – 02:40
Executive board – 03:34
Strategic plan – 03:50
Order highlights – 05:44
Video of PEG products – 06:54
Technology highlights 2018 – 09:41
Value creation in the ‘New Build’ market – 14:40
UK rail market opportunities 2019/20 – 17:16
Product roadmap – 19:08
The Rail outlook – 22:03
Traffic technology offering & highlights – 23:23
Defence Services Offering – 24:25
Petards Group – 25:00
Q&A – 26:00
Saturday Jan 19, 2019
The Financial PR with Reg Hoare, Managing Director, MHP Communications
Saturday Jan 19, 2019
Saturday Jan 19, 2019
piworld’s Tamzin Freeman interviews Reg Hoare about the role of the Financial PR.
Reg’s background: Reg joined MHP in 2010 and has over 30 years City experience, initially gained with 11 years in investment banking and securities, principally at SG Warburg and Nomura. He switched to financial PR in 1995, and specialises in advising mid market companies, from FTSE 250 to AIM 100 across a number of sectors, and has a long track record of advising in complex situations including IPOs, fund raisings, M&A, crises and restructurings. He also served for 8 years as a Board member of the Investor Relations Society, Europe’s leading body for investor relations practitioners.
Reg’s background and how he got into financial PR – 00:39
What is the role of the financial PR? – 02:53
What makes a good RNS? – 05:49
Why companies don’t put the consensus forecasts on their website? – 07:15
What notice do you have of the good news, or bad news, of a trading update? – 08:43
Profit warnings – 09:56
What’s the biggest challenge for the PR? – 13:31
As a PR, how do you feel about the retail investor? – 15:21
How do you gear a comms strategy to include the retail investor? – 17:00
The regulation that the companies have to adhere to? – 18:24
Has MiFIDII affected you, as a financial PR? – 23:14
How has the PR function changed over the period? – 26:13
How has the proliferation of media affected you? – 29:50
As a PR, what are the constraints for you as a private investor? – 32:04
If you weren’t a financial PR, what would you do? – 34:35
Friday Dec 21, 2018
Palace Capital (PCA) Presentation at MELLO London November 2018
Friday Dec 21, 2018
Friday Dec 21, 2018
This video can be seen at: https://www.piworld.co.uk/2018/12/21/palace-capital-pca-presentation-at-mello-london-november-2018/
By Neil Sinclair, Chief Executive
Stephen Silvester, Finance Director
Richard Starr, Executive Director
Palace Capital plc is a property investment company. The Company invests in commercial real estate in the United Kingdom. The Company's property portfolio includes investment properties located throughout England, predominantly regional investments outside London and consists of a diverse portfolio of commercial buildings. The Company's properties include Hudson House, York; Fraser House, Staines, and Midsummer Boulevard, Milton Keynes. The Company invests in a range of sectors, such as leisure, auto, legal, hotels, retail, health, research and development, and car parking. The Company's subsidiaries include Palace Capital (Leeds) Limited, Palace Capital (Northampton) Limited, Palace Capital (Properties) Limited, Palace Capital (Developments) Limited, Palace Capital (Halifax) Limited and Property Investment Holdings Limited.
Introduction - 00:19
Investment case - 00:41
Regional UK commercial property market - 01:09
Track record of outperforming in UK Real Estate - 02:12
HY19 Sept 2018 highlights - 03:20
The financials - 04:24
The UK property market - 08:09
Permitted development impact on regional office stock - 08:59
Urbanisation & connectivity - 09:42
Portfolio overview - 10:29
Outlook - 16:00
Thursday Dec 20, 2018
eServGlobal (ESG) Presentation at MELLO London November 2018
Thursday Dec 20, 2018
Thursday Dec 20, 2018
eServGlobal (ESG) presentation at Mello London 2018
by John Conoley, Executive Chairman
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.
Introduction – 00:17
The two businesses – 01:05
The core business – 02:13
HomeSend – 03:20
Recent fundraise – 07:50
Newflow – 13:45
Typical finTechs – 15:40
Q&A – 20:34
Wednesday Dec 19, 2018
John Rosier: reflections on 2018 Interview by Tamzin Freeman
Wednesday Dec 19, 2018
Wednesday Dec 19, 2018
John Rosier: reflections on 2018
John Rosier, a full time private investor with over 30 years’ investment experience and a regular contributor to the Investors Chronicle magazine.
John runs a website, which is a journal of two live portfolios. It reports on the progress, explains the rational behind each investment decision and comments on latest company news, portfolio strategy, topical issues and performance. http://johnsinvestmentchronicle.com
John’s background – 00:30
How’s the last year been? – 02:02
What have you learnt from the profit warnings? – 03:30
What are your views on the tricky market? – 09:13
What are your methods to remain balanced with a profit warning? – 14:08
What’s your cash position? – 16:37
The power of dividends – 18:00
What are you looking to buy? – 19:00
Where do you see the market going forward? – 25:00
Wednesday Dec 19, 2018
Zotefoams (ZTF) Presentation at MELLO London November 2018
Wednesday Dec 19, 2018
Wednesday Dec 19, 2018
Zotefoams (ZTF) investor presentation at Mello London November 2018
By David Stirling, Group CEO
Zotefoams plc is a United Kingdom-based cellular material technology company. The Company is engaged in the manufacture and sale of cross-linked block foams. The Company’s segments include Polyolefins, High-Performance Products (HPP) and MuCell Extrusion LLC (MEL). Polyolefins foams are made from olefinic homopolymer and copolymer resin. HPP foams include ZOTEK F foams and T-Tubes insulation, made from polyvinylidene fluoride (PVDF) fluoropolymer. Other products include foams made from polyamide (nylon) and PEBA. MEL licenses microcellular foam technology and sells related machinery. The Company offers a range of categories of products, such as AZOTE, including PLASTAZOTE, EVAZOTE and SUPAZOTE; ZOTEK, including ZOTEK F, ZOTEK N and ZOTEK PEBA, and T-FIT. Its products are used in a range of markets, including sports and leisure, packaging, transport, medical, Industrial, building and medical other construction, and other.
Overview of Zotefoams – 00:43
Products overview – 04:44
Clients and end users – 06:34
Current locations – 07:39
H1 2018 Segmental Overview – 08:28
Strategy – 09:38
Demand influenced by global megatrends – 10:43
Major investment history – 13:13
Global investment strategy – 14:24
Unique technology – 15:36
Financial highlights – 19:20
KPIs – 20:46
Revenue & profit momentum – 22:15
The Zotefoams investment case – 24:43
Common questions – 24:55
Q&A – 29:30
Wednesday Dec 19, 2018
T Clarke (CTO) Presentation at MELLO London November 2018
Wednesday Dec 19, 2018
Wednesday Dec 19, 2018
T Clarke (CTO) presentation at Mello November 2018 By Mark Lawrence, CEO and Trevor Mitchell, Group FD.
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.
Introductory video to T Clarke – 00:18
Mark Lawrence, Group CEO and Trevor Mitchell, Group FD – 02:15
What we do – 03:06
Target markets and customer relationships – 05:34
Financial highlights – 08:06
Investment case – 11:00
Risk management – 14:05
Market sectors – 19:28
Summary – 27:19
Q&A – 28:33
Wednesday Dec 19, 2018
SmartSpace Software (SMRT) Presentation at MELLO London November 2018
Wednesday Dec 19, 2018
Wednesday Dec 19, 2018
SmartSpace Software Plc
By Frank Beechinor, CEO
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.
Video overview – 00:22
SMRT history – 03:16
What SMRT do – 09:49
Clients – 13:34
Recent developments – 15:28
Financial highlights – 15:53
Growth by acquisition – 16:15
SwipedOn – 17:45
Summary – 23:07
Q&A – 26:04
Wednesday Dec 19, 2018
SigmaRoc (SRC) Presentation at MELLO London November 2018
Wednesday Dec 19, 2018
Wednesday Dec 19, 2018
SigmaRoc (SRC) presentation at Mello November 2018
By Max Vermorken, CEO
SigmaRoc plc (SigmaRoc), formerly Messaging International plc, is a United Kingdom-based company that pursues a buy-and-build strategy in construction materials in the European market. The Company invests in and operates construction material assets. It seeks to create value by purchasing assets in fragmented construction materials markets and extracting efficiencies through active management and by forming the assets into larger groups. It targets both the up and down stream heavy construction materials sectors, such as operating assets, value added products and services, associated infrastructure and supply chain. Its subsidiaries include Ronez Limited, supplier of building materials and services in the Channel Islands; SigmaPPG, which has locations in London, the Midlands and the east of England, trading through its entities of Topcrete, and Poundfield Products Ltd.
Introduction – 00:17
Two business models for heavy construction materials – 01:02
SRC products, services and applications – 05:11
Operational highlights 2018 – 06:06
Financials H1 2018 – 07:26
What’s next? – 09:00
Investment summary – 12:40
Q&A – 13:18
Wednesday Dec 19, 2018
Shield Therapeutics (STX) Presentation at MELLO London November 2018
Wednesday Dec 19, 2018
Wednesday Dec 19, 2018
Shield Therapeutics (STX) presentation at Mello London 2018
By Tim Watts, CFO
Shield Therapeutics PLC is a specialty pharmaceutical company focused on the development and commercialisation of late-stage, hospital-focused pharmaceuticals. The Company’s product, Feraccru, is an oral treatment for iron deficiency anaemia (IDA) in patients for whom intravenous iron or blood transfusions is needed. It also has a pipeline of over three prescription pharmaceutical assets, including PT20, PT30 and PT40. PT20, which is in Phase II clinical trials, is used as a treatment for hypophosphatemia. PT30, which indicates advanced intravenous (IV) iron formulation, is in pre-clinical stage. Its PT40, which indicates generic IV iron formulation, is in pre-clinical trials. Feraccru, which indicates IDA in chronic kidney disease (CKD) and inflammatory bowel disease (IBD), is in Phase III clinical trials. Its other indications for Feraccru are in Phase II clinical trials.
Introduction – 00:17
Iron deficiency and Feraccru – 01:56
Norgine licence headlines – 11:28
USA – 14:00
Financial – 15:15
Management team – 15:47
Anticipated news flow – 17:00
Key messages and investment highlights – 18:12
Wednesday Dec 19, 2018
Minds + Machines Group (MMX) Presentation at MELLO London November 2018
Wednesday Dec 19, 2018
Wednesday Dec 19, 2018
Minds + Machines (MMX) presentation at Mello London November 2018
By Toby Hall, CEO
Minds + Machines Group Limited and its subsidiaries own and operate a portfolio of generic top-level domain assets (gTLDs). The Company operates in the domain name industry and provides end-to-end domain services. Its segments include Registry ownership (Registry), including applicant of top level domain name from Internet Corporation for Assigned Names and Numbers (ICANN) and wholesaler of domain names of those top level domain names; Registry service provider (RSP) and consulting services (segment B), which includes back end service provider for a registry, and Registrar (Registrar), which includes retailer of domain names. Its portfolio is focused around geographic domains, such as .london, .boston, .miami and .bayern; professional occupations, such as .law, .abogado and .dds; consumer interests, including .fashion, .wedding and .vip; lifestyle, including .fit, .surf and .yoga; outdoor activities, such as .fishing, .garden and .horse, and generic names, such as .work and .casa.
MMX at a glance – 01:10
MMX portfolio – 04:53
The turnaround – 07:23
Global sales channel – 12:20
Growing registration & recurring revenue – 13:20
Ongoing strategy – 16:33
Organic growth – 19:57
Portfolio management – 27:27
Innovation: the digital identifier universe – 30:16
Blockchain: .luxe – 31:32
MMX investment case – 35:05
Summary – 37:11
Wednesday Dec 19, 2018
Downing Monthly Income Fund Presentation at MELLO London November 2018
Wednesday Dec 19, 2018
Wednesday Dec 19, 2018
Downing Monthly Income Fund presentation at Mello London 2018
By James Lynch, Fund Manager
Covering the key points of the fund, and how they do it
- Top quartile yield: the fund is committed to providing a market and sector beating yield.
- High conviction portfolio: 30 – 40 holdings allow best ideas to drive performance.
- Risk-adjusted portfolio construction: with our bottom-up approach, we believe we have a full understanding of our investments. Strong balance sheets, good cash generation and efficient operations reduce risk.
- Value-led: we aim to buy businesses at attractive valuations, to improve returns and protect against downside risk.
- Multi-cap approach: the fund applies Downing’s small-cap expertise across a range of UK market capitalisations.
- Distributions: income is paid monthly.
Duke Royalty (DUKE) – 00:27
Downing Monthly Income Fund – 01:21
Market backdrop – 01:31
Philosophy – 05:16
The positions: Adept Technology (ADT) – 07:50
Photo-Me International (PHTM) – 11:19
Maintel Holdings (MAI) – 14:29
Lock ‘nStore Group (LOK) – 17:14
Summary about Downing Monthly Income – 19:02
Q&A – 21:07
Thursday Dec 06, 2018
Frontier Developments (FDEV) Presentation at MELLO London November 2018
Thursday Dec 06, 2018
Thursday Dec 06, 2018
This video can be seen at: https://www.piworld.co.uk/2018/12/05/frontier-developments-fdev-presentation-at-mello-london-november-2018/
Frontier Developments (FDEV) presentation at Mello November 2018
By Alex Bevis, CFO
Frontier Developments plc (‘Frontier’), is a world-class video game developer and publisher with multiple revenue generating franchises.
Founded in 1994 by David Braben, co-author of the seminal Elite (1984), Frontier achieved success as a work-for-hire games developer over a twenty year period, with a proven track record over a variety of genres and many platforms.
The rise of digital distribution was the catalyst to transition to a more profitable self-published model, and in 2013 Frontier supported the development of a self-published title, Elite Dangerous, through a combination of kickstarter funding and an IPO on AIM (FDEV). Elite Dangerous launched in December 2014, followed by Planet Coaster in November 2016 and Jurassic World Evolution in June 2018.
Frontier is therefore well positioned having successfully launched three revenue generating game franchises. The most recent, Jurassic World Evolution, achieved the biggest launch to date – 1 million units in just 5 weeks. Frontier has a proven track record of sustaining and nurturing existing franchises to deliver multi-year revenues, with each new franchise release providing a step-up in overall financial performance. Franchise four is now in full development and targeted for release in FY20, and two more new franchises are in earlier stages of development.
Frontier employs over 400 people in Cambridge and utilises its proprietary ‘COBRA’ game development technology to create innovative games, currently focusing on video game consoles and personal computers. Revenue in FY18 (year ended 31 May 2018) was £34 million and analysts expectations for FY19 are £75-88 million.
Agenda – 00:30
FDEV overview – 0-:51
Our industry – 01:49
FDEV history to date – 04:32
Launching and sustaining a game franchise – 07:47
Financial performance with scale up of franchises – 12:17
Financial performance FY12 to FY22 – 13:54
Income statement – 15:28
Players in Games – 20:40
Future opportunities – 22:11
Summary and outlook – 25:15
Q&A – 25:49
Monday Dec 03, 2018
Biome Technologies (BIOM) Presentation at MELLO London November 2018
Monday Dec 03, 2018
Monday Dec 03, 2018
Biome Technologies (BIOM) presentation at Mello London November 2018
By Paul Mines, CEO
Biome Technologies plc is a United Kingdom-based company engaged in the development of its business in bioplastics. The Company's operations are focused in two areas: Bioplastics and Radio Frequency (RF). The Company operates through three segments: Bioplastics, RF Technologies and Central costs. The Bioplastics division consists of Biome Bioplastics Limited and Aquasol Limited. The Bioplastics division supplies a range of bioplastic resins that replace existing oil based materials in a range of applications, such as flexible films, molded products, extruded sheets and food wraps. The RF Technologies division consists of Stanelco RF Technologies. RF Technologies division involves the design and manufacture of electrical/electronic systems based on advanced radio frequency technology. The Central costs division consists of senior management, corporate and administration functions, as well as facilities costs.
Introduction – 00:18
Overview - 01:05
Key data - 01:43
Biome Bioplastics - 02:22
The business – 09:24
Stanelco RF Technologies - 10:52
Growth potential - 14:05
Summary: investment proposition - 14:45
KPIs - 15:36
Q&A - 16:30
Further viewing explaining the plastic predicament: What’s wrong with plastic?
Sunday Dec 02, 2018
AdEPT Technology (ADT) Presentation at MELLO London November 2018
Sunday Dec 02, 2018
Sunday Dec 02, 2018
AdEPT Technology (ADT) presentation at Mello London, November 2018
By Ian Fishwick, CEO, Phil Race, Group Managing Director, John Swaite, FD
AdEPT Tehnology, 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 brand names.
Introduction, and opportunity to win a bottle of champagne! -00:22
ADT key fundamentals - 01:45
Strategy: Telecoms – unified comms – IT & hosting – 04:35
ADT by numbers - 10:13
KPIs: Product revenue - 12:33
KPIs: Customer sector – 14:14
Partners - 16:36
Accreditations & awards - 17:31
Interim results highlights (Sept 18) - 18:17
Latest update – acquisitions - 25:13
Q&A - 27:11
Friday Nov 30, 2018
Design Group (IGR) H1 results November 2018
Friday Nov 30, 2018
Friday Nov 30, 2018
Design Group (IGR) H1 results (to 30.11.18) given November 2018
By Paul Fineman, CEO & Giles Willits CFO
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.
Paul Fineman, CEO
Highlights H1 2018 – 00:17
Giles Willits CFO
Financial performance – 04:55
Managing our challenges – 15:15
Our future promises – 18:40
Paul Fineman, CEO
Future growth drivers – 20:06
Why invest? – 30:20
Q&A – 32:48
Wednesday Nov 28, 2018
Codemasters (CDM) H1 results presentation November 2018
Wednesday Nov 28, 2018
Wednesday Nov 28, 2018
Codemasters interim results presentation for the 6 months ending 30th September 2018
By Frank Sagnier, CEO & Rashid Varachia, CFO
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.
Frank Sagnier, CEO
Introduction – 00:18
Highlights – 00:53
Rashid Varachia, CFO
Financials - 04:45
Frank Sagnier, CEO
Outlook for H2 - 11:15
CDM strategy - 14:50
Q&A – 26:15
Saturday Nov 24, 2018
Creightons (CRL) H1 results November 2018
Saturday Nov 24, 2018
Saturday Nov 24, 2018
The full video can be seen at: https://www.piworld.co.uk/2018/11/23/creightons-crl-h1-results-november-2018/
Creightons (CRL) H1 (for period to 30.11.18) results presentation given 23.11.18
By Bernard Johnson, Group Managing Director,
Paul Forster, Group Finance/Commercial Director
Pippa Clark, Global Marketing Director
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.
Bernard Johnson, Gp Managing Director
Introduction – 00:18
Paul Forster – Gp Finance/Commercial Director
Financial overview – 03:02
Operational overview – 11:22
Pippa Clark, Global Marketing Director
The Market – 14:34
Division performance – 17:33
Order book – 18:34
Key business drivers – 19:15
Brand development – 21:35
Looking forward – 24:08
Bernard Johnson, Gp Managing Director
Summary – 28:03
Q&A – 32:55
Saturday Nov 24, 2018
Forbidden Technologies (FBT) ShareSoc presentation November 2018
Saturday Nov 24, 2018
Saturday Nov 24, 2018
Forbidden Technologies (FBT) ShareSoc November presentation
By Ian McDonough, CEO & Stephen Streater, Director of R&D
Forbidden Technologies plc is a United Kingdom-based company engaged in the development and commercial exploitation of cloud-based video technology. The Company is engaged in developing cloud video platform used for its Forscene professional editing suite, its video social network, eva, and its online video editor, Captevate. The Company’s products are delivered through an integrated Web-based platform. The Company’s cloud-based technology and products enable news and sports broadcasters to get their Web and mobile highlights to markets; help post-production and broadcast clients; allow brands, influencers and celebrities to access audiences and their authentic content, and allow consumers to edit and share video in a new way. Forbidden Technologies Inc is the subsidiary of the Company.
Ian McDonough, CEO
Introduction – 00:20
The market – 01:00
Blackbird – 03:58
FBT’s evolution – 05:29
What customer’s say – 08:48
H1 2018 financial highlights – 09:48
Operational highlights – 10:40
Stephen Streater, Director of R&D
Blackbird developments – 12:35
Blackbird demo – 14:18
Ian McDonough, CEO
Investment case summary – 21:40
Q&A – 22:45
Wednesday Nov 21, 2018
Entertainment One (ETO) H1 results presentation November 2018
Wednesday Nov 21, 2018
Wednesday Nov 21, 2018
This video can be seen at: https://www.piworld.co.uk/2018/11/20/entertainment-one-eto-h1-results-presentation-november-2018/
Entertainment One CEO Darren Throop and CFO Joe Sparacio present the Group’s interim results for the period ending 30th September 2018.
Darren Throop, CEO
Introduction – 00:20
Business review – 00:33
Joe Sparacio, CFO
Financial Highlights – 17:17
Outlook & summary- 25:38
Q&A – 28:33
Friday Nov 16, 2018
Ilika (IKA) ShareSoc presentation November 2018
Friday Nov 16, 2018
Friday Nov 16, 2018
Ilika (IKA) CEO Graeme Purdy and CFO Stephen Boydell give an overview of the company and an update at the ShareSoc Growth Company Seminar on the 14th November 2018.
Ilika plc is the holding company. The Company is engaged in the production, design and development of high throughput methods of material synthesis, characterization and screening. It has developed solid-state battery technology to meet the demands of the Internet of Things (IoT). The Company has materials development programs addressing a range of applications, including the solid-state battery, aerospace alloys and electronic materials. It has developed a type of lithium-ion battery, which, instead of using the usual liquid or polymer electrolyte, uses a ceramic ion conductor. It offers Stereax M250 rechargeable, thin film battery. It has applications in autonomous sensor devices, smart homes (heating, ventilation and air conditioning (HVAC), security, light), automotive (infotainment, sensors), logistics (asset tracking), medical devices (biometric monitoring) and wearables. It is also developing superalloys, self-healing alloys and smart materials for electronic data storage.
Graeme Purdy, CEO
Introduction – 00:18
Business overview - 00:36
Business model – 01:18
Toyota collaboration – 02:18
Benefits of solid state - 04:13
Stereax product evolution - 05:41
Stereax road map - 06:10
Market applications - 07:47
Deployment projects - 10:38
Commercialisation - 12:48
Distribution - 13:53
Goliath – 15:00
Faraday battery challenge - 16:24
Powerdrive line - 17:17
MoseSS – 18:11
Battery architecture - 19:04
Goliath scale-up - 19:46
Stephen Boydell, CFO
Financial results - 20:33
Recent placing - 21:45
Graeme Purdy, CEO
Milestones achieved - 22:07
Milestones planned - 24:07
Q&A – 25:40
Thursday Nov 15, 2018
Pelatro (PTRO) ShareSoc presentation November 2018
Thursday Nov 15, 2018
Thursday Nov 15, 2018
Pelatro (PTRO) presentation at The ShareSoc Growth Company Seminar 14th November 2018 by Managing Director& Founder Subash Menon and Finance Director Nicholas Hellyer.
Pelatro PLC is a United Kingdom-based company that offers precision marketing solutions for telecom industry. The Company’s solutions analyse customer behaviour and customize promotions. Its product enables targeted campaign management. The features of its product include multi-dimensional profile, individualised campaigns, real time campaigns, machine-learning and analysis, lifecycle management, big data and multi-channel communications. Its product features multi-dimensional profile for each customer based on information gathered from transactional and demographic data. Its solution enables activities, including data analysis, campaign design, campaign configuration, campaign execution, reporting, effectiveness analysis and feedback. It enables marketers to track customers across various stages in the lifecycle and take necessary actions.
Subash Menon, Managing Director
Introduction - 00:18
The product – 03:20
The technology – 5:57
The demand – 10:28
The relevance – 11:48
The market opportunity – 15:56
Customer growth – 17:51
Global footprint – 18:57
Nicholas Hellyer, Finance Director
Revenue model – 19:23
Financial highlights – 22:44
Acquisition highlights – 23:57
Current trading – 25:30
Subash Menon, Managing Director
Post IPO events – 26:18
Summary – 28:12
Q&A – 29:00
Saturday Nov 10, 2018
Saturday Nov 10, 2018
In this presentation Leon covers the performance of the best professional investors, based on the must read book: The Art of Execution, and discusses the findings of the different personality types. Leon starts with an enlightening poll to test the room on their behaviours. This serves to show the different trading behaviours of the personality types cited: rabbits, assassins and hunters. He goes on to cover what do with winning holdings, with the characteristics of the raider and connoisseurs. Then he takes the same filters as those outlined in the book, to scrutinize his own historic performance, under the same microscope, and highlights some interesting findings. Finally, he offers his own stock pick.
This is the calibre of Keynote Speakers at Mello.
Mello London (26/27th November), is two days of similar Keynote speakers including Lord Lee of Trafford, Judith MacKenzie, Downing, Paul Scott and Graham Neary, plus a wide selection of interesting small cap companies, alongside Stockopedia, ShareSoc and other supporters of the investing community.
To book, use this link to the MELLO 2018 website.
Poll - 01:50
- What’s your portfolio worth?
- Other behavioural questions
Introduction to Leon Boros - 05:24
ISA value – 05:50
The art of execution - 07:18
The rabbit – 10.40
The assassin – 17:15
The hunter - 21:48
I’m winning what should I do?
The raider - 22:50
Connoisseurs – 27:40
Performance states over 25 yrs – 32:00
Outstanding performance – 38:42
Stock idea - 39:44
Thursday Nov 08, 2018
ZOO Digital Group (ZOO) Interim results November 2018
Thursday Nov 08, 2018
Thursday Nov 08, 2018
ZOO Digital (ZOO) Interim Results for the 6 months ending 30th September 2018 by Stuart Green, CEO & Phil Blundell, CFO
ZOO Digital Group plc is a holding company. The Company's principal activities include provision of a range of services to allow television and movie content to be subtitled in any language and prepared for sale with online retailers, and research and development of productivity software in those areas. The Company operates through two segments: Software solutions, which includes development, consultancy and software sales, and Media production, which includes localization and design. The Company offers services, including subtitling, captioning, dubbing and digital distribution. The Company offers services through its cloud computing platforms, including ZOOsubs, which offers subtitling and captioning services; ZOOcore, which is a workflow management platform; ZOOstudio, which is a self-service distribution platform for ordering, tracking and delivering digital content packages, and ZOOdubs, which is a dubbing process management platform.
Stuart Green, CEO
ZOO at a glance - 00:23
Phil Blundell, CFO
Financial highlights – 02:00
Segmental analysis - 03:46
Stuart Green, CEO
Operational Highlights – 06:35
Growth strategy & Progress
• Innovation - 12:46
• Scale – 23:09
• Affiliates – 24:02
• Partnerships - 24:52
Consumer Market Trends - 25:47
Growth potential - 27:35
Competitive environment - 28:11
Competitive advantage - 31:30
Barriers to Entry - 33:52
Outlook – 35:46
Investment summary - 36:17
Q&A – 37:23
Monday Nov 05, 2018
Mello South 2018: Stephen English, Performance enhancers for your portfolio
Monday Nov 05, 2018
Monday Nov 05, 2018
The full video can be seen at: https://www.piworld.co.uk/2018/11/02/mello-south-2018-stephen-english-performance-enhancers-for-your-portfolio/
Stephen English, CFA, Blankstone Sington at MELLO South, June 2018. Presenting:
Performance enhancers for your portfolio (plus other musings).
This is the calibre of Keynote Speakers at MELLO.
MELLO London (26/27th November), is two days of similar Keynote speakers including Lord Lee of Trafford, Judith MacKenzie (Downing), Paul Scott and Graham Neary, plus a wide selection of interesting small cap companies, alongside Stockopedia, ShareSoc and other supporters of the investing community.
Here’s a link to the MELLO Events website to sign up for the event.
And here’s a link to our video about MELLO Derby which was earlier this year.
A punchy presentation by Stephen outline key parts of his investment philosophy. What works? How does he make money for his clients? Thinking ahead. The psychology of investing. A check list of key criteria to look for in our own stock picking. Finally leaving us with a reading list, and recommended podcasts.
Introduction: Who is Stephen? What does he do? – 00:28
Stephen’s investing style – 01:15 (Watch the fox in the background!)
Dividends and Price/Earnings – 03:30
Stephen’s creed – 09:39
Investment process – 13:08
A tripartite Approach (qualitative, quantitive, psychological) – 23:28
Growth or Value – a false dichotomy -26:14
Performance enhancing strategies – 27:22
IPOs – 43:15
Stock example: AlphaFX – 44:07
Learning what can’t be taught – 45:10
Questions for management – 45:53
Blankstone Sington IHT portfolio performance – 46:43
Recommended reading/listening – 47:45
Summary – 49:58
Q&A – 51:00
Monday Oct 29, 2018
Tamzin talks Tech with Gareth Evans from Progressive Equity Research
Monday Oct 29, 2018
Monday Oct 29, 2018
This video can be seen at: https://www.piworld.co.uk/2018/10/29/tamzin-talks-tech-with-gareth-evans-from-progressive-equity-research/
Tamzin talks Tech with Gareth Evans
from Progressive Equity Research
Gareth has over 15 years research experience covering pan-European Chemicals & Technology sectors. He founded Progressive Equity Research in 2012. Formerly, Gareth held research positions at ABN AMRO, Canaccord & Investec, where he was Joint Head of Research and was awarded techMARK Analyst of the Year in 2006.
Gareth’s background & ROCE – 00:22
The dotcom crash v today – 05:20
How do we value tech stocks (models)? - 07:53
Where are we at in the tech cycle? - 19:36
Which areas of tech excite you the most? -20:56
Who will be the winners and losers? - 24:40
Do you understand the current sell-off in tech? - 26:58
Is the current market volatility a blip, or more serious? - 33:03
In the current market, are you a buyer or seller of tech? - 36:03
Thursday Oct 25, 2018
Supermarket Income REIT (SUPR) at ShareSoc October 2018
Thursday Oct 25, 2018
Thursday Oct 25, 2018
Supermarket Income REIT plc is a United Kingdom-based, closed-ended investment company. The Company intends to carry on business as a real estate investment trust (REIT). The Company’s investment objective is to provide its shareholders with an income together with capital growth by investing in a diversified portfolio of supermarket real estate assets in the United Kingdom. The Company is focused on investing in a diversified portfolio of principally freehold and long leasehold operational properties. The Company may invest, directly or indirectly, at least 80% of its gross asset value in properties let to the United Kingdom supermarket operators and it may invest up to 20% of its gross asset value in asset let to non-supermarket operators. Atrato Capital Limited is the investment advisor of the Company. The Company is not engaged in any operations.
Steve Windsor
Introduction - 00:19
Ben Green
Investment strategy - 01:07
The portfolio - 03:59
Investing in the future model of UK Grocery - 05:50
Global convergence on the future model of grocery - 10:26
Our market – Supermarket yield - 12:52
Supermarket leases offer one of the cheapest sources of RPI - 14:33
Supply and demand of index linked supermarkets - 16:22
Performance – 17:29
Proactive asset management - 19:27
Conclusion - 21:22
The team - 22:46
Q&A 23:32
Monday Oct 15, 2018
Bioventix (BVXP) ShareSoc presentation October 2018
Monday Oct 15, 2018
Monday Oct 15, 2018
The full video can be seen at: https://www.piworld.co.uk/2018/10/15/bioventix-bvxp-sharesoc-presentation-october-2018/
Bioventix ShareSoc presentation: October 2018
By Peter Harrison, CEO.
Includes full year results year ended 30th June 2018.
Bioventix PLC is a United Kingdom-based biotechnology company. The principal activity of the Company is the development and supply of antibodies. The Company specializes in the development of sheep monoclonal antibodies (SMAs) for use in immunodiagnostics focusing on the areas of clinical diagnostics and drugs of abuse testing. The Company's non-vitamin D business consists of antibodies, NT proBNP (heart failure), testosterone, Free Triiodothyronine (FT3) (thyroid hormone), estradiol, and various drugs, such as tetrahydrocannabinol (THC)/cannabis, and progesterone. The Company offers products for indications, such as thyroid, fertility, oncology, cardiac, vitamin D, drug of abuse, infectious disease and miscellaneous. Its sheep hybridoma technology produces cell lines that secrete SMAs. The Company offers a panel of SMAs to 25-OH D and has various 25-OH D2 and 25-OH D3 specific antibodies. It sells its products through direct sales and through distributors.
Overview - 00:29
Location and skills - 00:54
Automated blood testing - 01:26
Creating antibodies - 05:35
Why SMA’s? (Testosterone) - 07:49
Why SMA’s? (Troponin) - 10:04
Financial highlights 17/18 - 12:00
BVXP sales 17/18 product mix - 12:58
Key financials - 14:50
New Troponin assays - 15:46
Pipeline Development 2018 - 16:18
Business dynamics - 18:40
Selected shareholder base - 22:05
Bioventix Directors - 22:42
Conclusion and outlook – 23:19
Q&A - 24:39
Wednesday Oct 10, 2018
Eagle Eye (EYE) Results presentation October 2018
Wednesday Oct 10, 2018
Wednesday Oct 10, 2018
The full video can be seen at: https://www.piworld.co.uk/2018/10/10/eagle-eye-eye-results-presentation-october-2018/
Eagle Eye (EYE): FY results presentation for the year ending 30 June 2018 by Tim Mason, CEO & Lucy Sharman-Munday, CFO
EYE 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.
Tim Mason, CEO
Overview of EYE – 01:02
Lucy Sharman-Munday, CFO
The business model: how we make money - 07:38
Tim Mason, CEO
The market opportunity - 09:56
The strategy – 12:23
Product innovation – 13:48
The Eagle Eye digital wallet - 15:28
Lucy Sharman-Munday, CFO
Investment during the year - 17:25
Launch of PC Optimum for Loblaw - 19:53
Financial update - 23:20
Tim Mason, CEO
Outlook: 31:39
Q&A – 34:29
Thursday Oct 04, 2018
Trinity Exploration & Production (TRIN) H1 results presentation September 2018
Thursday Oct 04, 2018
Thursday Oct 04, 2018
The full video can be seen at: https://www.piworld.co.uk/2018/10/04/trinity-exploration-production-trin-h1-results-presentation-september-2018/
Trinity Exploration & Production (TRIN) H1 results presentation September 2018
By Bruce Dingwall CBE – Executive Chairman and Jeremy Bridglalsingh – CFO
TRIN 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 in Trinidad & Tobago.
Bruce Dingwall CBE – Executive Chairman
Overview – 00:23
Jeremy Bridglalsingh - CFO
2018 H1 Key financial metrics - 05:05
Peer comparatives (UK AIM listed production led) - 12:15
Bruce Dingwall CBE – Executive Chairman
Production growth - 13:20
Business assurance: base production - 14:29
Organic growth to come from existing portfolio - 18:56
Onshore – Technical - 20:23
Galeota Anticline SW - 22:51
TGAL Development – status - 24:49
Summary - 27:36
Q&A – 31:00
Thursday Sep 27, 2018
Quixant (QXT) H1 results presentation September 2018
Thursday Sep 27, 2018
Thursday Sep 27, 2018
This video can be seen at: https://www.piworld.co.uk/2018/09/27/quixant-qxt-h1-results-presentation-september-2018/
Quixant CEO Jon Jayal and CFO Cresten Preddy, present an overview of the Group and highlights of their recent interim results for the 6 months ending 30th June 2018
Quixant Plc is a United Kingdom-based company engaged in development and supply of computer systems. The Company's range of gaming platforms includes personal computer (PC) compatible systems designed and catered to the gaming industry. The hardware integrates the features to drive pay to play machines in various gaming jurisdictions. Its software support Windows and Linux, including device drivers, gaming protocols, example code and even SAS support. The Quixant gaming platform range represents all-in-one logic box solutions for pay to play gaming machines. The Company's products include QMax-1: the ultimate 4K gaming platform; QX-50: high performance 4K ultra HD gaming platform; QX-40: high performance multi-screen gaming platform; QXi-4000: high performance four-screen gaming platform; QXi-307: compact high performance gaming platform; QXi-106 : COMMA 6a gaming platform; Ultra High Definition Monitors; Curved Screen Monitors, and Button Deck/Cut Glass Monitor.
Jon Jayal, CEO
Introduction – 00:18
Quixant overview – 01:06
Investment case – 08:11
The market – 11:26
Highlights of the 6 month period – 13:42
Cresten Preddy, CFO
Financial highlights – 18:27
Historical performance - 20:50
H2 weighting & sales lead times (Jon Jayal) - 21:47
Overdue Debtors - 23:32
Cash Bridge - 23:57
Jon Jayal, CEO
Gaming ecosystem - 24:45
Densitron & monitors – 26:15
Strengthening the infrastructure – 29:53
Summary & outlook – 31:10
Q&A – 32:41
Wednesday Sep 26, 2018
Malvern International (MLVN) ShareSoc presentation September 2018
Wednesday Sep 26, 2018
Wednesday Sep 26, 2018
This full video can be seen at: https://www.piworld.co.uk/2018/09/26/malvern-international-mlvn-sharesoc-presentation-september-2018/
Malvern International CEO Sam Malafeh and CFO Bharat Guha, Present an overview of the Group at the ShareSoc Growth company seminar September 2018.
Sam Malafeh, CEO
Introduction - 00:21
Biographies - 00:43
Group proposition – 04:26
Structure of organisation – 05:46
What Malvern offers – 09:42
Group growth strategy - 10:18
Course delivery model - 11:57
Future expansion – programmes & offerings - 13:23
Courses & locations – 15:46
International reach & sales channels – 17:35
Strategy – 20:56
The Group’s recent journey - 23:30
Digital strategy - 25:36
Bharat Guha, CFO – 25:49
Recent interim financial highlights – 26:32
Sam Malafeh, CEO
2018 progress – 29:34
Investment Summary – 33:02
Key shareholders – 35:18
Tuesday Sep 25, 2018
Amryt Pharma (AMYT) – Investor presentation at ShareSoc September 2018
Tuesday Sep 25, 2018
Tuesday Sep 25, 2018
the full video can be seen at: https://www.piworld.co.uk/2018/09/25/amryt-pharma-amyt-investor-presentation-at-sharesoc-september-2018/
Presentation by Amryt Pharma CCO, David Allmond.
Amryt Pharma plc is a commercial-stage specialty pharmaceutical company focused on developing and delivering treatments for patients with rare and orphan diseases. The Company is building a diversified portfolio of proprietary drugs to help address some of rare and debilitating illnesses.
The team – 00:27
The vision - 02:12
Amryt overview – 04:04
Commercial & development pipeline - 06:00
Strategy – 3 pillars of growth - 07:43
Lojuxta - 10:02
Epidermolysis Bullosa (EB) AP101 - 12:20
AP103 – building an EB franchise - Gene Therapy Platform - 18:26
In-License Opportunities - 21:07
Financials - 22:16
Investment case - 22:55
Q&A - 24:18
Monday Sep 24, 2018
Miton Group (MGR) H1 results summary - September 2018
Monday Sep 24, 2018
Monday Sep 24, 2018
The full video can be seen at: https://www.piworld.co.uk/2018/09/24/miton-group-mgr-h1-results-summary-september-2018/
David Barron, CEO, gives an overview of H1 2018 results, for the period ended 30th June 2018.
Miton Group plc is an investment management company. The Company provides fund management services. Its funds are invested in a range of asset classes under various investment mandates, including multi-asset, equity and portfolios of collective investment schemes.
Financial highlights – 00:21
Growth drivers – 01:14
The outlook – 02:17
Thursday Sep 20, 2018
Somero Enterprises (SOM) H1 results - September 2018
Thursday Sep 20, 2018
Thursday Sep 20, 2018
The full video can be seen at: https://www.piworld.co.uk/2018/09/20/somero-enterprises-som-h1-results-september-2018/
Somero Enterprises is a manufacturer of laser-guided equipment. The Company's equipment automates the process of spreading and levelling volumes of concrete for commercial flooring and other horizontal surfaces, such as paved parking lots in North America.
Here, Howard Hohman, Exec Vice President and John Yuncza, CFO present the very positive H1 results, (for period to 30.6.18).
Howard Hohman
Introduction and summary of results - 00:20
Sales by territory - 00:45
Sales by product - 03:55
John Yuncza
Financials - 06:26
Current trading and outlook - 13:47
Howard Hohman
Strategy update - 17:29
Q&A: 21:28
Wednesday Sep 19, 2018
Judges Scientific (JDG) H1 results September 2018
Wednesday Sep 19, 2018
Wednesday Sep 19, 2018
This video can be seen at: https://www.piworld.co.uk/2018/09/19/judges-scientific-jdg-h1-results-september-2018/
Judges Scientific CEO David Cicurel and CFO Brad Ormsby present the Group’s interim results for the 6 months ending 30th June 2018.
David Cicurel, CEO
Introduction to JDG – 00:18
The Judges group – 02:13
Results key messages – 03:45
Brad Ormsby, CFO
Financial highlights – 05:23
Performance – 07:26
Order intake – 08:29
Revenue summary – 10:22
Profit bridge – 11:29
Balance sheet & cash flow- 12:25
ROTIC – 13:27
Diversification – 14:45
Financial history – 15:20
David Cicurel, CEO
Growth strategy – 16:45
Acquisitions – 26:51
Outlook – 30:06
Investment case – 32:43
Q&A – 34:29
Wednesday Sep 19, 2018
Keywords Studios (KWS) H1 results September 2018
Wednesday Sep 19, 2018
Wednesday Sep 19, 2018
This video can be seen at: https://www.piworld.co.uk/2018/09/18/keywords-studios-kws-h1-results-september-2018/
Andrew Day, CEO, & David Broderick, CFO, present Keywords Studios (KWS) H1 results to 30th June 18, at the analyst presentation on 18th September 2018.
Andrew Day, CEO
Achievements in 2018 so far – 00:25
The video games market – 06:28
KWS – video games lifecycle – 08:50
KWS revenue by services – 09:41
KWS geographic spread – 11:00
KWS clients – 12:03
KWS diversified growth – 13:22
David Broderick, CFO
Financial overview – 14:33
H2 guidance – 22:01
Andrew Day, CEO
Delivering on strategy – 23:14
Performance by service line – 25:25
KWS growth opportunities – 30:19
Acquisition strategy – 36:48
Managing growth – 38:21
Outlook – 40:22
Investment summary – 42:55
Q&A – 43:30
Friday Sep 14, 2018
Trakm8 (TRAK) Strategy presentation, September 2018
Friday Sep 14, 2018
Friday Sep 14, 2018
This video can be seen here: https://www.piworld.co.uk/2018/09/14/trakm8-trak-strategy-presentation-september-2018/
Trakm8 Strategy presentation September 2018 (given at the AGM)
John Watkins, Executive Chairman
Introduction, mission statement & values – 00:17
John Furber, Group Finance Director
Operational highlights of the year - 01:23
Financial highlights - 06:22
Transition to pure Telematics Provider - 10:56
Growth dynamics - 12:22
Recurring revenues - 14:37
Adj PTP tax bridge - 16:20
Cash generated from operations & debt bridge - 21:20
TRAK strategy for growth - 23:40
Mark Watkins, Chief Operating Officer
Operational Efficiency Strategy – 24:48
World Leading Technology Strategy – 28:30
The solutions: i. Trakm8 Prime – 30:08
ii. Data enrichment with video – incl. video demo – 30:56
iii. Insight - 30:05
John Watkins, Executive Chairman
Increasing market share strategy – 39:10
Ambition to have 1m connections by 2020 and capacity – 39:47
Why does 1m connections matter? (Margins, R&D & marketing spend, cash & working capital) - 42:07
Big ambition – what we propose to do – 44:44
Summary – 48:29
Q&A – 49:09
In context of 1m connection targets could you talk about your market share & competitive landscape? – 49:10
Would you put your broker forecasts on your website? – 50:19
Will R&D tax credits change with your new business strategy? – 51:38
Are there any further payments due, related to previous acquisitions? - 52:50
Why do you have to manufacture? - 53:09
How much work have you done on the needs eg. translation, to develop International sales? – 55:14
What’s the plan for electric vehicles and driverless cars? - 56:41
Do you buy in your cameras from eg. Seeing Machines? – 58:13
How many competitors like Seeing Machines are in your market? – 58:43
Wednesday Sep 12, 2018
The Property Franchise Group (TPFG) Interim results September 2018
Wednesday Sep 12, 2018
Wednesday Sep 12, 2018
Full video can be viewed at: https://www.piworld.co.uk/2018/09/12/the-property-franchise-group-tpfg-interim-results-september-2018/
The Property Franchise Group's CEO Ian Wilson talks about the Group's interim results for the period ending 30th June 2018
Introduction to The Property Franchise Group - 00:21
Results highlights - 01:24
The Market - 03:10
EweMove - 07:00
Outlook - 08:20
Wednesday Sep 12, 2018
1pm (OPM) Full year results September 2018
Wednesday Sep 12, 2018
Wednesday Sep 12, 2018
Full video can be viewed at: https://www.piworld.co.uk/2018/09/12/1pm-opm-full-year-results-september-2018/
1pm CEO Ian Smith and CFO James Roberts talk about the Group’s full year results to the 31st May 2018.
Introduction – 00:21
Trading conditions – 01:40
Financial highlights – 03:13
Strategy – 05:50
New business – 06:57
Continuing performance – 09:38
Continued expansion – 11:21
Outlook – 12:19
Monday Sep 10, 2018
Monday Sep 10, 2018
Full video can be viewed at: https://www.piworld.co.uk/2018/09/10/downing-strategic-micro-cap-investment-trust-agm-meet-the-managers-event-july-2018/
Presented by Judith Mackenzie, Head of Public Equity at Downing LLP, with Nick Hawthorn and James Lynch.
Hugh Aldous, Chairman, opening remarks – 00:17
Judith MacKenzie, Lead Fund Manager, introduction – 00:32
Annual review – 03:18
The micro-cap market – 04:43
The team – 05:34
Portfolio review – 06:10
Real Good Food – 07:17
Gama Aviation (presented by Nick Hawthorn) – 16:34
AdEPT (presented by James Lynch) – 23:38
Hargreaves Services – 31:57
Q&A – 35:00
Synetics – 40:30
Summary – 42:28
Hugh Aldous, Chairman, closing remarks – 44:37
Thursday Sep 06, 2018
Beeks Financial Cloud (BKS) Full year results presentation September 2018
Thursday Sep 06, 2018
Thursday Sep 06, 2018
This video can be viewed at: https://www.piworld.co.uk/2018/09/06/beeks-financial-cloud-bks-full-year-results-presentation-september-2018/
Beeks Financial Cloud (BKS) results presentation for the full year ending 30th June 2018 by CEO Gordon McArthur and CFO Simon Goulding.
Gordon MacArthur, CEO
Introduction - 00:17
What Beeks Financial Cloud does – 01:05
Global footprint - 03:00
Simon Goulding, CFO
Financial highlights - 04:50
Income statement - 07:38
Balance sheet - 08:17
Cash flow- 09:13
Capital expenditure - 10:25
Gross profit - 12:31
Sales – 14:15
Free cashflow - 16:55
Growth strategy - 17:55
Market opportunity - 23:40
Strategic priorities - 31:19
Summary & outlook - 41:57
Friday Aug 31, 2018
eServGlobal (ESG) Interview with Executive Chairman John Conoley
Friday Aug 31, 2018
Friday Aug 31, 2018
This video can be viewed at: https://www.piworld.co.uk/2018/08/31/eservglobal-esg-interview-with-executive-chairman-john-conoley/
piworld investor interview with John Conoley, Executive Chairman, eServGlobal
eServGlobal has two parts to the business, can you explain what each does? - 00:22
Can you tell me more about HomeSend? – 02:18
Did HomeSend come out of ESG and mobile money transfer within ESG? – 03:05
What’s the size of the global money transfer market? – 04:01
What does HomeSend offer that legacy systems don’t offer? - 05:34
Is it the technology that’s different from legacy systems? – 07:16
Can you tell us more about the core business? - 08:20
When do you see it (the core business) returning to breakeven? – 09:20
Is the 50% recurring revenue what we should continue to expect? - 10:19
How did you (John) originally get involved (with ESG)? – 11:07
Which regions are the predominant regions (for ESG)? - 12:23
Are there risks in these regions? - 13:42
What are your aspirations for ESG in the short and medium term? - 14:20
How long does it take for a signed up back to start making transactions? - 15:49
For HomeSend is it labour intensive to on-board banks, or just switching a switch? – 17:34
On the core business, you mentioned corporate activity, can you say more? – 18:00
What should investors look forward to for the rest of the year? – 19:20
How will we know we’re really getting traction with the banks? – 20:00
Wednesday Aug 22, 2018
Empresaria Group (EMR) H1 results August 2018
Wednesday Aug 22, 2018
Wednesday Aug 22, 2018
This video can be viewed at: https://www.piworld.co.uk/2018/08/22/empresaria-group-emr-h1-results-august-2018/
Empresaria Group CEO Spencer Wreford and Group Finance Director Tim Anderson present highlights of the Group's interim results for the 6 months ended 30th June 2018.
Spencer Wreford (CEO) Overview - 00:21
Tim Anderson (Group FD) Financial highlights - 05:35
Spencer Wreford (CEO) Outlook - 07:39
Monday Aug 20, 2018
Judith MacKenzie meets Adept's CEO Ian Fishwick July 2018
Monday Aug 20, 2018
Monday Aug 20, 2018
This video can be viewed at: https://www.piworld.co.uk/2018/08/20/judith-mackenzie-meets-adepts-ceo-ian-fishwick-july-2018/
Judith Mackenzie, Head of Public Equity at Downing LLP visits AdEPT (ADT) at their head offices in Tunbridge Wells and interviews CEO Ian Fishwick.
Judith Intro – 00:27
Interview with Ian Fishwick, CEO AdEPT - 01:21
How did AdEPT begin? - 01:32
Acquisition criteria - 02:54
Chronology of acquisitions - 04:34
Acquisition conversion rate - 08:08
Number of deals in the coming year? - 09:44
Bigger deals? - 10:05
Availability of acquisitions? - 11:00
Any tricky acquisitions? - 11:40
Managing earnouts - 12:55
Tour of the office - 14:11
Driving organic growth - 16:02
Customer base - 17:07
Key KPI’s - 20:26
Capex - 22:00
The end game - 22:43
Director sales - 24:25
Liquidity & institutional interest - 25:43
Discount to peers - 26:17
Friday Aug 17, 2018
International Biotechnology Trust (IBT) presentation at ShareSoc April 2018
Friday Aug 17, 2018
Friday Aug 17, 2018
The full video can be seen at: https://www.piworld.co.uk/2018/08/17/international-biotechnology-trust-ibt-presentation-at-sharesoc-april-2018/
IBT presentation at the ShareSoc growth company seminar in April 2018 by Lead Investment Manager Dr Carl Harald Janson.
International Biotechnology Trust offers investors access to the fast growing biotechnology sector through an actively managed, diversified fund. Its award winning fund managers at SV Health Investors are scientifically and medically trained with over 60 years of experience in this specialist sector between them. As well as investing in a wide ranging portfolio of global quoted biotechnology stocks, we include a small proportion of otherwise inaccessible carefully selected unquoted investments which have the potential to deliver additional returns over the long term. Excellent management teams, unique innovative products and strong potential for outperformance are the key criteria for inclusion in our diversified portfolio of assets.
Dr Carl Harald Janson, Lead Investment Manager introduction - 00:17
Performance 1, 3 & 5 years – 00:57
Dividend - 02:16
Share price/discount - 02:52
Dividend sustainability - 03:44
Biotech is a high growth sector - 04:35
Favourable regulatory environment - 07:55
Worldwide pharma sales - 08:25
M&A - 08:47
Risks - 10:25
The US market - 11:21
Sector valuation - 13:23
IBT investment process - 14:14
Risk mitigation - 15:04
Portfolio breakdown - 16:52
Oncology treatment options - 19:04
Top 10 holdings - 20:24
Unqouted portfolio - 21:10
Awards & Summary -23:08
Q&A -22:29
Wednesday Aug 15, 2018
Tamzin talks to Judith MacKenzie, Downing LLP
Wednesday Aug 15, 2018
Wednesday Aug 15, 2018
This video can be seen at: https://www.piworld.co.uk/2018/08/15/tamzin-talks-to-judith-mackenzie-downing-llp/
Tamzin talks to Judith MacKenzie, Partner & Head of Public Equity, Downing LLP
Judith joined Downing in October 2009. Previously she was a partner at Acuity Capital managing AIM-quoted VCT and IHT investments and a small-cap activist fund. Prior to Acuity, Judith spent seven years as a senior investment manager with Aberdeen Asset Management Growth Capital as co Fund Manager of the 5 Aberdeen VCTs, focusing on technology and media investments in both the public and private arenas. Judith is a Fellow of the Securities Institute and has held a number of public and private directorships.
How did you end up founding Downing Public Equity? - 00:25
How would you describe your investing style? – 01:45
Does it vary according to market conditions? - 02:09
What investment criteria are you looking for in companies? - 02:36
What sort of growth are you looking for? - 02:57
What do you when it doesn’t go as planned? - 03:36
What qualities make a good investor? - 04:21
How do you manage the performance of your fund managers? – 06:38
How big a part do you think psychology plays in investing? - 09:14
Comments on Ramsdens (RFX) management sells - 10:22
The best and worst things about managing other’s money - 12:43
What’s your outlook for the small cap market? - 15:22
How does your personal investing differ from what you do with Downing? -16:58
Tuesday Jul 31, 2018
NWF Group (NWF) Full year results July 2018
Tuesday Jul 31, 2018
Tuesday Jul 31, 2018
This video can be seen at: https://www.piworld.co.uk/2018/07/31/nwf-group-nwf-full-year-results-july-2018/
NWF CEO Richard Whiting and Group FD Chris Belsham, present the Groups’ full year results to 31st May 2018.
Richard Whiting introduction - 00:18
Group overview - 00:31
Fuels results - 01:12
Food results - 02:42
Feeds results - 03:38
Chris Belsham, Financial overview -04:10
Richard Whiting, Group strategy - 08:12
Fuels strategy - 08:19
Food strategy - 09:36
Feeds strategy - 10:32
Summary - 11:19