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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
Thursday Jul 19, 2018
Thursday Jul 19, 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
Thursday Jul 19, 2018
Thursday Jul 19, 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
Thursday Jul 19, 2018
Thursday Jul 19, 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
Thursday Jul 19, 2018
Thursday Jul 19, 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
Thursday Jul 19, 2018
Thursday Jul 19, 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
Thursday Jul 19, 2018
Thursday Jul 19, 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
Thursday Jul 19, 2018
Thursday Jul 19, 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
Thursday Jul 19, 2018
Thursday Jul 19, 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
Thursday Jul 19, 2018
Thursday Jul 19, 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
Thursday Jul 19, 2018
Thursday Jul 19, 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
Thursday Jul 19, 2018
Thursday Jul 19, 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
Thursday Jul 19, 2018
Thursday Jul 19, 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