PIWORLD audio investor podcasts

WheelieDealer & social media interview with Tamzin Freeman

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

Coping with the ups & downs with WheelieDealer. Interviewed by Tamzin Freeman

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

Leon Boros on achieving exceptional investment returns interviewed by Tamzin Freeman

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

Leon Boros – Understanding accounts interviewed by Tamzin Freeman

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

Behavioural Investing: Tamzin Freeman Interviews Clare Flynn Levy, Essentia Analytics

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

Market corrections. Tamzin Freeman interviews John Rosier

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

MiFID II & the private investor. Tamzin Freeman interviews Rob Mundy of Research Tree

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

 

https://www.research-tree.com/

Redleaf EV conference: 1. Canalys - The automotive revolution

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.

Redleaf EV conference: 2. Hyperdrive Innovation - The evolution of battery technology

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.

Redleaf EV conference: 3. Powerhouse Energy Group - The role of fuel cells

By Keith Allaun, CEO, PowerHouse Energy Group

PowerHouse Energy are the UK pioneer in Waste-to-Hydrogen systems. Aiming to become the lead distributor of low-cost hydrogen to fuel cars, produced from waste, including plastic. Fascinating concept of taking plastic bottles and other waste and converting into energy to power a car, effectively dealing with two problems, creating a sustainable economy.

Redleaf EV conference: 4. Impax Asset Management - The future of transportation

The Future of Transportation – choosing the right investments
By Jon Forster, Co-Manager, Impax Environmental Markets

Impax Environmental Markets is a fund specialising in environmental markets for cleaner or more efficient delivery of basic services: energy, water & waste. Jon talks about the EV space, and outlines the key criteria Impax seek, identifying investment opportunities in the environmental space.

Redleaf EV conference: 5 Chargemaster - Driving the future – electrifying the industry

How the private sector is meeting the challenge of charging infrastructure in the UK
By Tom Callow, Director of Communication & Strategy at Chargemaster

Chargemaster design, build, sell and maintain charging units for electric cars. They run POLAR, the largest network of public charging points in the country. Tom gives an excellent overview of the EV infrastructure, and is very knowledgeable about the EV market & stats.

Redleaf EV conference: 6. Williams Advanced Engineering - Challenges of vehicle electricifcation

Challenges of vehicle electrification
By Paul McNamara, Technical Director, Williams Advanced Engineering

Paul draws on his knowledge from Williams, especially automotive & motorsport, to identify the opportunities for EVs going forward.

Zoo Digital Group (ZOO) Preliminary full year results presentation July 2018

Zoo Digital FY results presentation 5.7.18 by Stuart Green CEO

What ZOO do – 00:37
KPIs - 02:34
Operational highlights – 09:47
Home entertainment market – 11:20
ZOO’s USP - 14:35
ZOO’s timeline - 15:25
ZOO’s strategy & progress – 21:39
Financials - 25:12
Growth potential - 36:54
Management team - 40:02
Structure and organisation - 41:07
Roadmap - 41:58
Investment summary and outlook - 44:59
Q&A - 46:50

Xpediator (XPD) presentation at Mello Derby 2018

Xpediator (XPD) presentation at Mello Derby 2018

By Stephen Blyth CEO

Introduction – 00:28
The board – 00:38
The business profile - 01:38
Pallets division – 03:21
Freight forwarding – 04:59
EshopWedrop - 05:55
Transport Services – 11:35
Logistics & warehousing – 13:35
Customer base & markets – 15:33
Growth strategy - 16:22
Investment proposition - 18:18
Q&A - 19:18

Ten Lifestyle Group (TENG) Investor presentation at Mello South June 2018

Ten Lifestyle Group (TENG) investor presentation at Mello South June 2018 by
Alex Cheatle, CEO

Background & introduction to TENG - 00:32
The business model - 04:15
The USP - 06:22
Our clients – 10:04
Geographical coverage – 10:40
Margins – 11:24
H1 2018 results – 12:55
Post period end and outlook – 15:25
Summary - 19:44

Q&A - 22:24

Proactis (PHD) Investor presentation June 2018

Proactis presentation by CEO Hamp Wall, at Progressive Equity Research – piworld investor event 11.6.18

Introduction by Gareth Evans, Progressive Equity Research

What PHD does - 02:00
Overview – 02:55
Acquisition of Perfect Commerce - 03:50
Management team – 05:55
2018 FY outlook - 08:05
Spend control and eProcurement market - 14:53
Vision and strategy - 18:25
A strong profitable business - 20:28
KPIs - 21:39
Strong sales track record - 23:05
Rebranding - 24:18
Market presence - 24:50
Investment case - 25:28

Q&A 29:15

Non Standard Finance (NSF) Investor presentation at Mello South June 2018

Non Standard Finance (NSF) investor presentation at Mello South 14.6.18 by Peter Reynolds, Director, IR and Communications.

The vision – 00:45
Why are we different – 01:07
Our three divisions - 01:49
The opportunity – 03:38
2017 was a year of investment, growth & momentum - 06:40
Our three business divisions - 08:09
Branch based lending KPIs - 10:02
Impairment - 10:40
2017 operational highlights - 12:20
Yield and volume - 13:12
Branch-based lending – our plans 2018 – 17:07
Guarantor loads - 22:02
Home credit - 26:55
On course to achieve medium-term targets – 28:35
Balance sheet - 29:07
Summary – 30:00
Q&A – 30:40

N4 Pharma (N4P) presentation at Mello Derby 2018

N4 Pharma (N4P) presentation at Mello Derby 2018

Nigel Theobald, CEO

Introduction – 00:36
Business model – 00:40
One year on – 02:16
Sildenafil MR - 03:22
Nuvec – 07:38
Summary – 15:38
Q&A – 16:10

MaxCyte (MXCT) presentation at ShareSoc July 2018

Driving the next generation of cell-based medicines
By Doug Doerfler – Founder, President & CEO

Introduction – 00:23
Background and what MaxCyte does - 02:41
Business model – 04:11
CARMA platform, CAR therapy in oncology - 09:07
Cell therapy programmes – business model – 16:12
Revenue potential across multiple applications – 19:15
Expected news flow - 21:36
Summary & outlook – 22:18
2017 financial highlights - 22:50
Q&A - 23:45

K3 Business Technology (KBT) presentation at ShareSoc July 2018

K3 Business Technology (KBT) presentation at ShareSoc July 2018
By Adalsteinn Valdimarsson, CEO, and Rob Price, CFO.

Adalsteinn Valdimarsson, CEO
Business overview – 00:34
Product offering – 03:16
Reorganisation/Engagement models – 05:38
Channel partner network - 07:38
H1 results overview - 08:50

Rob Price, CFO
H1 financial overview – 10:38

Adalsteinn Valdimarsson, CEO
Summary – 17:04

Q&A – 19:22

Hardide plc (HDD) Investor presentation June 2018

Hardide (HDD) presentation by Phil Kirkham, CEO & Peter Davenport, CFO at the Progressive Equity Research – piworld investor event June 2018

Introduction by Gareth Evans, MD Progressive Equity Research

Phil Kirkham, CEO
What is Hardide? - 01:55
The business model - 04:20
Aim listing & placing – 05:35
The group facilities – 06:00
Key facts - 6:43
Patented coating technology - 09:10
Intellectual property - 13:10
Key markets – 14:30
Accreditations - 17:38
H1 18 overview - 18:19

Peter Davenport, CFO
Financial trends – 20:45
Financial overview H1 18 v H1 17 - 22:40
Income Statement - 23: 32
Balance sheet – 23: 40

Q&A - 25:30

EU Supply (EUSP) Investor presentation June 2018

EU Supply presentation by CEO, Thomas Beergrehn, at Progressive Equity Research – piworld investor event 11.6.18

Introduction by Gareth Evans 00:17
Overview: 02:03
Complete tender management - 03:40
End-customer examples – 04:56
Rapid low-cost delivery through online – 08:02
Profitable growth platform – 10:20
Micro-procurement opportunity – 11:50
Q&A – 15:00

Empresaria (EMR) Investor presentation at Mello South June 2018

Empresaria (EMR) investor presentation at Mello South 14.6.18 by Spencer Wreford, CEO and Tim Anderson, Group Finance Director

Spencer Wreford, CEO
Overview - 00:18
Why invest? - 02:17
Strategy focused on growth & diversification - 03:40
New management team - 08:21

Tim Anderson, Gp Finance Director
The business model 10:35
Cash generative business – 13:35

Spencer Wreford, CEO
Summary - 15:35

Q&A – 17:32

Corero Network Security (CNS) Investor presentation at Mello South June 2018

Corero Network Security (CNS) investor presentation at Mello South June 2018
Andrew Lloyd, President and EVP of Sales & Marketing

Some case studies on DDoS - 00:33
What CNS does - 02:49
Overview – 05:30
2017 summary - 08:29
Strategy and progress - 9:32
Contract wins - 10:40
Investment - 14:30
Go-to-Market model - 15:51
SmartWall Threat Defence System Portfolio -18:19
DDoS attacks – 20:50
Competitors and market share – 24:29
Outlook – 26:02
Q&A - 26:43

Collagen Solutions (COS) Results presentation July 2018

Collagen Solutions (COS) results presentation July 2018 by Jamal Rushdy (CEO) and Hilary Spence (CFO)

Jamal Rushdy
Summary – 00:33
Revenue/other income – 06:10
Core business sales highlights - 07:10
Business shape – 11:25
Moving up the value chain - 13:00
Our customers’ product cycle - 14:14
Core business operational highlights - 16:38
Proprietary products - 19:40
Priorities for FY2019 – 21:04

Hilary Spence
Commercial KPIs - 24:55

Jamal Rushdy
Conclusion – 27:28

Cerillion (CER) Investor presentation at Mello South June 2018

Cerillion (CER) investor presentation at Mello Hever June 2018 by Louis Hall Co-founder & CEO, and Oliver Gilchrist, CFO

Louis Hall, Co-founder and CEO
The team - 00:21
Business overview – 01:03
Product overview - 02:35
Strategy overview - 07:14
Market drivers – 09:42
Global customers – 12:14
Analysis of FY17 revenue - 14:00
Sales pipeline - 14:45
Order book – 15:27

Oliver Gilchrist, CFO
Financials – 17:54

Louis Hall, Co-founder and CEO
Summary & outlook - 21:40

Q&A – 22:48

Benchmark Holdings (BMK) Investor presentation April 2018

Benchmark Holdings (BMK) presentation at Progressive Equity Research – MHP – piworld investor event
by
Malcolm Pye CEO
Mark Plampin CFO

Introduction by Gareth Evans, Progressive Equity Research - 00:17

BMK’s vision - Malcolm Pye 01:51
BMK at a glance - 02:43
History – 03:28
Strategy - 05:15
What BMK do – 08.14
Pipeline of products - 12:47
Commercial success of pipeline – 14:34

Financials – Mark Plampin CFO – 16:12
Financial outlook – 23:55
Division outlook with EBITDA guidance - 27:15
Financial discipline – 28:52

Outlook – Malcolm Pye 31:15

Q&A – 33:40

Beeks Financial Cloud (BKS) presentation at Mello Derby 2018

Beeks Financial Cloud (BKS) presentation at Mello Derby 2018

By Gordon McArthur, CEO

What Beeks does - 00:25
Beeks’s USP - 02:30
Who use Beeks & background? - 03:50
Beeks’s clients - 05:50
The cloud landscape - 08:28
Service offering - 10:47
Why is low latency important? - 12:25
What problems does Beeks Cloud solve? - 14:47
Competition - 21:48
The business model - 23:43
Strategy - 25:20
H1 results – 25:55
Q&A – 27:12

Adept (ADT) presentation at Mello Derby 2018

Adept (ADT) presentation at Mello Derby 2018

By Ian Fishwick (CEO) & John Swaite (CFO)

Introduction – 00:18
Key fundamentals - 01:12
What Adept do – 04:18
Revenue & EBITDA - 05:20
Telecoms & IT - 06:12
Market size – 11:55
Group structure – 12:51
Key stats – 15:20
Acquisitions: Atomwide - 16:32
KPIs: revenue - 20:18
KPI: customer sector – 21:55
KPIs: EBITDA – 25:33
KPIs: Free cash flow - 26:45
KPIs: Leverage control – 27:53
KPIs: EPS - 29:25
KPIs: Dividend policy – 29:52
Q&A – 30:32