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Content for investors by investors . These are audio podcast versions of our videos. Sometimes slides are referred to, to view as videos go to www.piworld.co.uk
Episodes
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Monday Jul 30, 2018
Monday Jul 30, 2018
This video can be seen at: https://www.piworld.co.uk/2018/07/30/newgate-redleaf-ai-conf-hampleton-partners-tech-ma-in-ai-hype-hope-winners-and-losers/
Jonathan refers to a lot of slides, see the video on the link above.
Jonathan Simnett, Director, Hampleton Partners.
Jonathan’s presentation looked at “Tech M&A in AI – Hype, Hope, Winners and Losers”, covering the main areas of AI that will be most relevant now, what the conditions for M&A are and why it will be the most important element for investors to consider.
Jonathan has been involved in the enterprise technology business for over three decades, managing and turning around existing businesses and helping management and their investors in fast-growth technology segments to grow, manage change, enter markets, transfer technologies, acquire, merge and sell.
Ralph Anderson Introduction – 00:09
Jonathan Simnett, outline for talk – 00:38
About Hampleton Partners – 01:45
The tech M&A environment – 03:46
The drivers to Sell out early – 06:07
M&A is the new R&D, reasons for all the activity – 06:53
The 3rd coming of AI – 09:01
Tech trends, hype or hope – 12:28
Geography – 14:38
Private equity valuations – 15:38
Winners & losers, market overview – 16:20
Total AI deals – 17:56
Who’s buying who? – 19:02
Summary – 21:49
Q&A – 28:33
Saturday Jul 28, 2018
Saturday Jul 28, 2018
This video can be seen at: https://www.piworld.co.uk/2018/07/28/newgate-redleaf-ai-conference-centre-for-cities-the-future-of-work-in-cities-in-the-uk/
Elena Magrini, Researcher, Centre for Cities.
Elena’s presentation covered “The future of work in Cities in the UK”, highlighting the likely changes in jobs across a range of sectors and how this will affect the UK economy.
Elena joined the Centre as a Researcher in April 2017, and has an interest in education, inequality, and migration. Previously, she was a policy intern at Universities UK where she conducted research on degree apprenticeships, and a research intern at the New Local Government Network where she worked on employment and skills, and community asset transfers. Elena holds an MSc in International Public Policy from University College London and a BSc in International Economics from Bocconi University.
Ralph Anderson, Introduction – 00:09
Implications of AI for jobs – 00:28
Geographic areas at higher risk – 03:02
Characteristics of higher risk cities – 04:42
The history of industrial revolution – 05:12
What will happen? What jobs will grow? Where? – 06:54
What are the challenges? – 10:55
How can we ensure all areas prosper? – 12:30
Q&A – 15:20
Friday Jul 27, 2018
Friday Jul 27, 2018
This video can be seen at: https://www.piworld.co.uk/2018/07/27/newgate-redleaf-ai-conference-imi-mobile-ai-and-improving-the-customer-experience/
Matt Hooper, SVP Global Marketing, IMI Mobile.
Matt’s presentation looked at “AI and improving the customer experience” looking at how AI is already being used in customer service and how attitudes are changing towards it.
Matt Hooper, SVP Global Marketing at IMImobile, is an experienced senior enterprise software marketer and general manager, with over 20 years in international marketing, customer experience, product management and business development. He joined IMImobile in 2015 from cloud compliance SaaS provider Cognia. Prior to that he worked with Boston-based Lavastorm Analytics, MDS, Colibria and as a founding executive of service delivery platform pioneer Elata. Matt has also held senior roles at Qualcomm, HP, BT Global, Orange and Parametric Technology. He is a chartered marketer and a certified RFU rugby coach.
Ralph Anderson Introduction – 00:09
Matt Hooper, introduction IMI Mobile – 00:25
AI Timeline - 00:55
Forecasts - 02:31
Applications - 03:30
Chatbots - 04:35
What do consumers want? - 05:30
Messaging - 06:44
New communication channels - 09:20
Customer journeys - 10:47
Bringing together AI and assisted customer service - 12:11
Process automation - 15:53
Improving customer experience with AI - 17:20
IMI Mobile - 19:17
Summary - 20:25
Q&A - 21:04
Thursday Jul 26, 2018
Thursday Jul 26, 2018
The video can be viewed at: https://www.piworld.co.uk/2018/07/26/newgate-redleaf-ai-conf-sdl-neural-machine-translation-the-toughest-challenge-in-ai/
Mihai does refer to various slides and doesn't read them.
Mihai Vlad, VP, AI & Machine Learning Solutions, SDL.
Mihai’s presentation discussed “Neural Machine Translation – the toughest challenge in AI?”, looking at the history of the technology, how it works and why it is now so important to companies in a global marketplace.
Mihai Vlad is in charge of the Commercial Strategy for the Machine Translation (MT) division, and all the Machine Learning and AI solutions SDL is bringing to the market. Mihai is an entrepreneur and technologist with background in data sciences, marketing, sales, business and product development. Specifically, Mihai has a deep experience in developing & selling Machine Learning in the Cybersecurity field. Over the past 15 years, Mihai was responsible for building and scaling sales, designed and managed a Data Analytics business, introduced new technologies and delivered complex technical projects all over the world. Throughout university he also ran his own startup – an Internet Service Provider.
Ralph Anderson Introduction – 00:09
Mihai Vlad, SDL introduction – 00:39
What is artificial intelligence? – 01:10
Language – 02:19
Machine translation – 02:53
Neural machine translation from numbers to meaning – 08:10
Encoding & Decoding – 10:46
Turing test – 11:24
Why invest in machine translation? – 14:53
Use cases – 15:40
Data protection – 17:48
Specialisation – 18:31
Summary – 19:17
The human & the machine – 22:05
Q&A – 24:22
Wednesday Jul 25, 2018
Wednesday Jul 25, 2018
This video can be seen at: https://www.piworld.co.uk/2018/07/25/newgate-redleaf-ai-conference-breed-reply-ai-in-iot/
Emanuele Angelidis, Chief Executive Officer, Breed Reply.
Emanuele’s presentation discussed “AI in IoT – Its role and importance”, showing how IoT is now involved in every sector, the potential market value of each and how our perceptions need to change about this technology.
Emanuele Angelidis is a Co-Founder and CEO of Breed Reply, Europe’s leading investor in early stage internet of things (IoT) businesses, that supports IoT entrepreneurs to quickly bring new ideas to market. They achieve this through funding at early-stage; active operational involvement with significant know how transfer of business, managerial and technological expertise; and go-to-market support through the extensive Reply network. Founded in 2014 and based in London they invest across Europe and currently have a portfolio of 20 IoT companies in a variety of different sectors including Health and Wellbeing, Smart Cities and Buildings, Industrial IoT, Platform Infrastructure and Cyber Security. Emanuele Angelidis co-founded Breed Reply after a long, successful career in the telecoms industry. Emanuele started at Italtel Telecomunicazioni, and in 1994 took part in the start-up and development of Omnitel, latterly Vodafone Italy. In 1999, he co-founded Fastweb, one of Italy’s largest telecoms companies, and was CEO.
Ralph Anderson Introduction – 00:09
Emanuele Angelidis, introduction to Breed Reply – 00:27
IoT & AI – 01:07
Disrupting multiple sectors & value – 02:11
Realising the value from IoT & AI – 07:32
Challenges – 16:03
Application examples – 21:30
Conclusion – 26:37
Q&A – 28:38
Tuesday Jul 24, 2018
Tuesday Jul 24, 2018
The video of this presentation can be seen here: https://www.piworld.co.uk/2018/07/24/newgate-redleaf-ai-conf-razorsecure-cyber-security-and-transport-protection-on-the-move/
Alex Cowan, Chief Executive Officer, RazorSecure.
Alex’s presentation discussed “Cyber Security and Transport – protection on the move” highlighting the processes, requirements and challenges facing companies today.
Alex Cowan started RazorSecure after 15 years in the gaming industry working on massive multiplayer games with hundreds of thousands of players and thousands of servers. During that time, he worked in developing software to manage credit card payments and live operational systems as well as dealing with hackers trying to gain an advantage over other players. He saw an opportunity to manage cyber security in a different way, using machine learning with a focused approach to individual systems rather than focusing on network traffic. RazorSecure now provides its patented machine-based learning software to transport system suppliers and operators across Europe.
Ralph Anderson introduction: 00:10
Alex Cowan, RazorSecure introduction - 00:36
Introduction to Cyber Security - 02:11
Frameworks & legislation - 03:43
The layered approach - 06:27
Intrusion detection - 07:34
Anomaly detection - 10:07
Signature based, focussed on the past - 11:10
RazorSecure Delta - 11:44
RazorSecure’s approach to Machine Learning - 13:00
The power of grouping - 13:55
The cyber kill chain - 14:37
Clients - 17:50
The next 5 years - 18:48
Q&A – 19:00
Monday Jul 23, 2018
Monday Jul 23, 2018
This video can be seen at: https://www.piworld.co.uk/2018/07/23/newgate-redleaf-ai-conf-kx-machine-learning-the-growth-of-predictive-analytics/
James Corcoran, Global Head of Products and Solutions for Kx (part of First Derivatives).
James’ presentation discussed “Machine Learning – the growth of Predictive Analytics”. James has been at Kx for over 7 years and he is responsible for software sales, pre-sales, product design and the implementation of enterprise solutions for all new and existing Kx clients.
Ralph Anderson introduction to conference – 00:09
Introduction to KX – 02:18
James Corcoran opening introduction – 02:28
About KX – 02:55
What is predictive analytics? – 03:56
What does a predictive analytic look like? – 04:54
How long has it been around? – 5:50
How does it work? – 07:18
How will it work? – 07:37
The hype – 08:04
What is Machine Learning? – 10:32
What isn’t Machine Learning? – 11:21
But really, what is it? – 11:41
Real world examples – 13:05
How to implement Machine Learning – 20:10
Modelling – 21:42
Q&A – 23:16
Friday Jul 20, 2018
Friday Jul 20, 2018
Full video can be seen at: https://www.piworld.co.uk/2018/03/08/wheeliedealer-social-media-interview-with-tamzin-freeman/
Tamzin Freeman interviews private investor & blogger WheelieDealer about his take on using social media.
How long ago did you start with social media? – 00:51
What prompted you to start your website? – 02:20
How long does it take you to write a blog? – 04:05
Do you have to do a lot of research? – 04:33
What social media do you use? – 05:15
What do you get out of Twitter? – 06:40
What sort of people have you met through Twitter? – 08:35
Has social media changed your investing? – 10:48
Do you DM or is all your communication public? – 11:50
Which bulletin boards do you use? – 12:49
What are the downsides of social media? – 13:33
How many Tweets do you do a day? – 17:19
How did you learn to use Twitter? – 18:30
What advice do you have for investors who don’t use social media? – 19:10
Wheelie’s Twitter handle: @wheeliedealer
Friday Jul 20, 2018
Friday Jul 20, 2018
Full video can be seen at: https://www.piworld.co.uk/2018/04/05/coping-with-the-ups-downs-with-wheeliedealer-interviewed-by-tamzin-freeman/
Wheelie helps us to cope with the ups and downs
Pete’s moving tweet – 00:43
What was the catalyst for sending that tweet? – 01:12
Are people asking for investing help, or seeking help on broader issues? – 02:27
Are you looking to help emotionally or with practical help? – 03:14
Are people coming to you because they’ve lost a lot of money, or because they’re too scared to invest? – 04:57
What are the key issues you’re helping people with? – 07:05
How long do you spend on your own investing? – 11:58
How much money do you think you need to start investing? – 15:39
What’s your advice to people, with the recent volatility? – 17:43
Have you increased your cash position? – 22:45
What advice do you have for newbies, to cope with the volatility? – 23:51
And is that the advice your wiser older self would give to that younger self who lost 50% in 2000? – 24:23
What advise do you have for us all from all your mentoring? – 26:04
How do you build people’s confidence? – 28:50
Friday Jul 20, 2018
Friday Jul 20, 2018
Full video can be seen at: https://www.piworld.co.uk/2017/11/08/leon-boros-on-achieving-exceptional-investment-returns-interviewed-by-tamzin-freeman/
Leon Boros on achieving exceptional investment returns.
Interview with Tamzin Freeman, piworld.
Leon Boros’s background – 00:25
Leon’s investment returns – 00:52
2008 & 2001 – 02:55
Cash levels – 05:12
Trader or investor – 05:56
Leon’s criteria for share selection – 08:22
Weighting of the portfolio – 09:55
Qualitative selection criteria – 11:23
Shares conforming to Leon’s criteria – 14:24
Speed of return – 18:35
What makes you sell – 20:07
Why do PV Crystalox & Cloudcall make it into your portfolio? – 24:07
Can a retail investor without your background achieve your returns? – 29:29
Time spent on investing decisions – 34:28
A Boros fund? 35:28
Friday Jul 20, 2018
Friday Jul 20, 2018
Full video can be seen at: https://www.piworld.co.uk/2017/11/30/leon-boros-understanding-accounts-interviewed-by-tamzin-freeman/
Leon Boros gives a fascinating insight of what he’s looking for in a set of company accounts, using examples to highlight some of the hidden factors to look for. For non-accountants it can be quite a heavy watch, particularly at the midpoint, but there are many gems, and it’s worth making it till the end – even if you watch it in chunks!
First focus: cashflow statement & free cashflow – 00:31
Amortisation – 08:20
YouGov’s earnings – 12:17
P&L and Balance sheet ratios – 15:30
Return on total assets – 18:29
Friday Jul 20, 2018
Friday Jul 20, 2018
Full video can be seen at: https://www.piworld.co.uk/2017/12/21/behavioural-investing-interview-with-clare-flynn-levy-essentia-analytics/
Clare Flynn Levy founder of Essentia Analytics gives us insight into the behavioural aspects of investing.
Clare covers the issues of selling your losers, over confidence and over trading. She emphasises outperformance all comes down to you. Citing the best fund managers are skilled but humble.
Interviewed by piworld’s Tamzin Freeman.
Clare’s background and how it led to Essentia Analytics – 00:43
What data do Essentia look at to track behaviour? – 04:20
In stock picking what information are you looking for? – 06:44
What are typical patterns to focus on for better performance? – 08:26
Is there a different pattern between male and female traders – 12:27
How people behave when momentum is good – 13:00
How easy is it to change behaviours? – 14:50
How much can someone’s performance improve by? 19:32
Does the macro environment impact behaviour? – 20:39
How important is it to believe you can outperform the market? – 22:01
Tools or tips for the retail investor – 25:58
Investing diary – 27:30
Seeing your strengths and weaknesses – 33:09
Book recommendation – 35:28
Friday Jul 20, 2018
Friday Jul 20, 2018
Full video can be seen at: https://www.piworld.co.uk/2017/09/29/market-corrections-interview-with-john-rosier/
Interview with John Rosier from JohnsInvestmentChronicle.com on market corrections.
John reflects on how good the last year has been for investors, and gives insights, based on historic crashes, how to position oneself for volatile markets. John cites specific examples from his own portfolio.
John’s background – 00:32
John’s return year to date – 02:10
John’s strategy for toppy markets? – 03:22
Momentum shares – 05:06
Percentage of cash? – 08:15
What prompts John to go into cash? – 09:08
January 2016 was the worst start to a year, ever – 10:16
Learnings from the crashes John’s worked through – 10:47
Managing your own money – 14:57
Stop losses – 16:35
Discipline: what’s the largest loss in John’s portfolio? – 17:41
What’s John’s catalyst to sell a position? – 18:45
Setting a target price? – 21:32
2008 crash – 23:08
What can investors expect for the rest of 2017? – 24:56
Dividends? – 29:55
Friday Jul 20, 2018
Friday Jul 20, 2018
Full video casn be seen at: https://www.piworld.co.uk/2017/09/08/mifid-ii-the-private-investor/
piworld interviews Robert Mundy, co-founder of Research Tree, to understand how MiFID II legislation, coming into effect from January 2018, will affect the research available to the retail investor.
How is research currently paid for? – 0:39
How will MiFID II change how research is paid for? – 1:46
How will MiFID II affect the retail investor? – 2:57
Will the private investor still be able to get forecasts (PTP, EPS, Rev) on the various investor platforms? – 5:41
Will private investors be able to get the full broker notes, through Research Tree, or through our broker? – 8:19
Does Brexit make MiFID II null and void? – 10:38
Who are the winners and losers of MiFID II? – 11:30
Conclusion: the net effect of MiFID II for the private investor in mid and small caps: 14:36
Thursday Jul 19, 2018
Thursday Jul 19, 2018
Electric Vehicles – the opportunities and challenges for the investor
• The latest innovations
• The key suppliers who should benefit
• How to pick the winners and losers
Introduction by Ralph Anderson, Senior Account Manager, Redleaf
The automotive revolution: autonomous, connected, electrified and shared
By Chris Jones, Co founder, VP and Chief Analyst, Canalys
Canalys research and analyse trends impacting the automotive industry. Great insight to the past, present and future of EVs and how the EV market might evolve.
Thursday Jul 19, 2018
Thursday Jul 19, 2018
By Stephen Irish, MD, Commercial, Hyperdrive Innovation
Hyperdrive Innovation designs and builds lithium-ion battery systems for powering electric cars, off-highway vehicles, autonomous vehicles and home energy storage. They work in collaboration with Nissan and others to design & develop innovative battery systems that it aims to commercialise in the near term. Stephen follows on neatly from Chris Jones’s presentation, to indicate how developments are playing out for suppliers to the industry.