PIWORLD audio investor podcasts

Everyman Media Group (EMAN) FY23 Results Overview - April 2024

Everyman Media Group CEO, Alex Scrimgeour provides an overview of the group's performance for the year, outlining their operational and financial performance, as well as their expansion strategy, future outlook, and the performance of the overall UK Film market.

Alex Scrimgeour, CEO
00:16 - Introduction
02:05 - UK film market
03:08 - FY23 financial performance
04:14 - Expansion strategy
05:21 - Operational highlights
06:31 - Outlook

Everyman is the fourth largest cinema business in the UK by number of venues and is a premium, high-growth leisure brand. Everyman operates a growing estate of venues across the UK, with an emphasis on providing first-class cinema and hospitality.

Everyman is redefining cinema. It focuses on venue and experience as key competitive strengths, with a unique proposition:

• Intimate and atmospheric venues, which become a destination in their own right
• An emphasis on a strong quality food and drink menu prepared in-house
• A broad range of well-curated programming content, from mainstream and independent films to theatre and live concert streams, appealing to a diverse range of audiences
• Motivated and welcoming teams

For more information visit http://investors.everymancinema.com/

Sosandar (SOS) Full Year 2024 Trading update - April 2024

Sosandar Joint CEO’s Julie Lavington, Ali Hall and CFO Steve Dilks outline FY24 Highlights, followed by Q&A.

Julie Lavington, Co-CEO
00:16 – Introduction & Overview

Ali Hall, Co-CEO
01:58 – Strategic highlights

Steve Dilks, CFO
03:23 – Financial highlights

Julie Lavington, Co-CEO
05:10 – Outlook

05:41 – Q&A

Sosandar is one of the fastest growing women’s fashion brands in the UK targeting style conscious women who have graduated from lower quality, price-led alternatives. The Company offers this underserved audience fashion-forward, affordable, quality clothing to make them feel sexy, feminine, and chic. The business sells predominantly own-label exclusive product designed and tested in-house.

Sosandar’s product range is diverse, providing its customers with an array of choice for all occasions across all women’s fashion categories. The company sells through Sosandar.com and has a number of high value brand partnerships including with Next and Marks & Spencer.

Sosandar’s success has been built on an exceptional product range, seamless customer experience and impactful, lifestyle marketing, all of which is underpinned by combining innovation with data analysis. Our growth strategy is focused on continuing to grow brand awareness and expand our addressable market and routes to market, reaching customers wherever they wish to shop. This is achieved both through direct to consumer channels and through chosen third party partners.

Sosandar was founded in 2016 and listed on AIM in 2017. More information is available at www.sosandar-ir.com

Inspired (INSE) Full Year 2023 results presentation - March 2024

Inspired Chief Executive Officer, Mark Dickinson, Chief Commercial Officer, David Cockshott and CFO, Paul Connor present final results for the year ended 31 December 2023.

Mark Dickinson, CEO
00:16 - Introduction
02:56 - Market drivers
04:54 - Cross-selling strategy
06:12 - FY23 highlights
07:07 - Non-financial KPI's

David Cockshott, CCO & Paul Connor, CFO
10:31 - Assurance services
13:32 - ESG services
16:28 - Optimisation services
18:38 - Software services

David Cockshott, CCO
20:38 - Case studies

Paul Connor, CFO
23:22 - Group financial performance
23:56 - Cashflow
24:56 - Balance sheet

Mark Dickinson, CEO
25:46 - ESG
27:36 - Outlook

Inspired PLC is a leading B2B technology enabled service provider delivering solutions that enable corporate businesses to transition to net-zero carbon and manage their response to climate change in the UK and Ireland.

Founded in 2000, Inspired operates four divisions: Assurance Services, Optimisation Services, ESG Services and Software Services, providing expert energy advisory and sustainability services to over 3,500 businesses who typically spend more than £100,000 on energy and water per year. The Group's four divisions work together to help corporate businesses manage all aspects of their energy and sustainability programme through the lens of what the Group refers to as the 4Cs of Cost, Consumption, Compliance and Carbon.

Inspired has been recognised with the London Stock Exchange's Green Economy market since 2020 for its environmental and strategic advice, service, and support to customers and is also ranked as the UK's leading advisor by the independent energy market intelligence consultancy, Cornwall Insight.

PIWORLD interview with Bill Fawkner-Corbett: Investing In Compounders and SIGnet membership

Bill Fawkner-Corbett, Head of SIGnet, takes us through his journey of discovering Compounders and the reasons for investing in them. He gives one example of a mistake he made selling Microsoft, which made him realise he had no effective tool for valuing Compounders. In his subsequent reading, he discovered the Graham Formula, which gave him a method for calculating the PE ratio for a company based on growth. This set him on a search for alternative methods that would take account of other metrics (e.g. return on capital) in the PE calculation; his explanation of what he found is fascinating.

Although all the examples he gives in the presentation are US shares, the majority of Bill's portfolio is in UK shares – he stresses that more than a few of these he considers to be Compounders.

This is a presentation Bill gave to his SIGnet group and is an example of the material that might be covered by your local SIGnet - Serious Investor Group Network. SIGnet groups of private investors meet regularly to discuss shares and investing strategies to benefit their investing performance. At the end of the video, and below, there are more details of SIGnet and how to find your local group.

00:18 - Introduction
01:33 - Bill's background
02:44 - Characteristics of a compounder
07:02 - Market value VS Intrinsic Value
08:38 - The PEG method
12:45 - The Graham Formula
13:39 - Margin of safety & Internal rate of return
16:48 - Growth & value creation
18:30 - Cost of capital & ROCE
20:36 - Credit Suisse Method
24:44 - Recent examples
27:59 - About SIGnet
29:46 - How to join SIGnet

About Bill Fawkner-Corbett

Bill’s professional experience for the past 30 years has been in Private Equity and Corporate Finance in Central & Eastern Europe.

He has been a private investor for around 50 years, initially in Investment Trusts, Unit Trusts and ETFs; since 2008 in individual shares.

In early 2020 he joined SIGnet, a national network of private investor groups. He became Head of SIGnet in May 2023. His presentation is a compilation of presentations he has recently given to SIGnet groups.

To join SIGnet, or just to find out more, go to: https://www.sharesoc.org/signet/

Judges Scientific (JDG) Full Year 2023 results presentation - March 2024

Judges Scientfic CEO, David Cicurel, CFO, Brad Ormsby, COO, Mark Lavelle and Group Business Development Director, Tim Prestidge present results for the year ended 31 December 2023, followed by Q&A.

David Cicurel, CEO
00:16 - Introduction
05:26 - Acquisition strategy
08:07 - FY23 highlights

Brad Ormsby, CFO
10:36 - FY23 financial highlights
16:33 - Order intake
19:20 - Profit bridge
20:05 - Balance sheet & Cashflow
21:48 - Return on total invested capital
23:25 - Group diversification
24:28 - Financial history

David Cicurel, CEO
24:45 - Recent aquisitions

Mark Lavelle, COO & Tim Prestidge, Group Business Development Director
29:29 - Organic model

David Cicurel, CEO
38:48 - Outlook and investment case

40:45 - Q&A

Judges Scientific plc (AIM: JDG), is a group focused on acquiring and developing companies in the scientific instrument sector. The Group consists of 23 businesses acquired since 2005.

The acquired companies are primarily UK-based with products sold worldwide to a diverse range of markets including: higher education institutions, scientific research facilities, manufacturers and regulatory authorities. The UK is a recognised centre of excellence for scientific instruments. The Group has received five Queen's Awards for innovation and export.

The Group's companies predominantly operate in global niche markets, with long term growth fundamentals and resilient margins.

Judges Scientific maintains a policy of selectively acquiring businesses that generate sustainable profits and cash. Shareholder returns are created through the reduction of debt, organic growth and dividends.

For further information, please visit www.judges.uk.com

Tribal Group (TRB) Full Year 2023 Results presentation - March 2024

Tribal Group CEO, Mark Pickett and CFO Diane McIntyre present results for the year ended 31 December 2023.

Mark Pickett, CEO
00:16 - Introduction
01:39 - FY23 highlights
02:58 - Growth drivers
05:16 - Growth strategy
06:10 - Case studies & customers

Diane McIntyre, CFO
11:48 - FY23 financial highlights
14:15 - Segmental performance
20:07 - Cashflow
21:21 - Edge investment
21:43 - Financial summary

Mark Pickett, CEO
22:20 - Key initiatives
25:47 - Summary & outlook

Tribal Group plc is a pioneering world-leader of education software and services. Its portfolio includes Student Information Systems; a broad range of education services covering quality assurance, peer review, benchmarking and improvement; and student surveys that provide the leading global benchmarks for student experience. Working with Higher Education, Further and Tertiary Education, schools, Government and State bodies, training providers and employers, in over 55 countries; Tribal Group's mission is to empower the world of education with products and services that underpin student success.

The Pebble Group (PEBB) Full Year Results 2023 - March 2024

Pebble Group CEO, Chris Lee and CFO, Claire Thomson present full year results for the year ended 31 December 2023, followed by Q&A.

Chris Lee, CEO
00:16 - Introduction
01:30 - Market opportunity
02:33 - FY23 Highlights

Claire Thomson, CFO
04:20 - FY23 Financial highlights
05:04 - Key financial dynamics
13:21 - Income statement
06:46 - Cashflow
07:22 - Balance sheet
07:55 - Capital allocation

Chris Lee, CEO
08:58 - Facilis Group performance
12:05 - Facilis Group partner retention
13:44 - Facilis Group strategy

Claire Thomson, CFO
16:46 - Brand Addition performance
18:46 - Brand Addition strategy

Chris Lee, CEO
19:31 - ESG
20:43 - Outlook

22:11 - Q&A

The Pebble Group is a provider of digital commerce, products and related services to the global promotional products industry, comprising two differentiated businesses, Facilisgroup and Brand Addition, focused on specific areas of the promotional products market. For further information, please visit www.thepebblegroup.com.

Inspired (INSE) Full Year 2023 overview - March 2024

Mark Dickinson, CEO gives an overview of the year ended 31 December 2023 and a strategy update on the organic growth path to double EBITDA by 2027.

00:23 Overview
01:00 Market drivers
01:22 Strategy update
02:25 Non- financial KPIs
05:36 Outlook

Inspired PLC is a United Kingdom-based technology-enabled provider of net-zero, carbon, energy and carbon management, and ESG energy advisory services in the United Kingdom and Ireland. The Company operates through four segments, namely Assurance, Optimization, Software and ESG. The Assurance services segment provides the review, analysis and negotiation of gas and electricity contracts on behalf of clients. The Optimization services segment focuses on the optimization of a client's energy consumption and its services include forensic audits, energy efficiency projects, and water solutions. The Software services segment comprises of the provision of energy management software to third parties. Within ESG segment, the Company manages the data collection and validation of consumption data to provide the resources for the creation of mandatory ESG disclosures, such as Streamlined Energy and Carbon Reporting (SECR) and Taskforce on Climate-related Financial Disclosure (TCFD) reporting.

Somero Enterprises (SOM) Full Year 2023 results presentation - March 2024

Somero Enterprises President & CEO, Jack Cooney and CFO, Enzo LiCausi present final results for the twelve months ended 31 December 2023, followed by Q&A.

Jack Cooney, President & CEO
00:16 - Introduction
00:35 - FY23 Highlights
01:05 - Sales by territory
02:30 - Sales by product

Enzo LiCausi, CFO
03:35 - FY23 Financial highlights
04:19 - Operating results
05:21 - Balance sheet
06:34 - Cashflow
07:35 - Dividend policy

Jack Cooney, President & CEO
08:05 - Product development
10:40 - International growth
13:13 - Outlook

14:01 - Q&A

Somero Enterprises provides industry-leading concrete-levelling equipment, training, education and support to customers in over 90 countries. The Company's cutting-edge technology allows its customers to install high-quality horizontal concrete floors faster, flatter and with fewer people. Somero® equipment that incorporates laser-technology and wide-placement methods is used to place and screed the concrete slab in all building types and has been specified for use in a wide range of commercial construction projects for numerous global blue-chip companies.

Somero pioneered the Laser Screed® market in 1986 and has maintained its market-leading position by continuing to focus on bringing new products to market and developing patent-protected proprietary designs. In addition to its products, Somero offers customers unparalleled global service, technical support, training and education, reflecting the Company's emphasis on helping its customers achieve their business and profitability goals, a key differentiator to its peers.

For more information, visit www.somero.com

Eagle Eye (EYE) H1 FY24 results presentation - March 24

Eagle Eye CEO, Tim Mason and CFO Lucy Sharman-Munday present half year results for the six months ended 31 December 2023.

Tim Mason, CEO
00:00 - Introduction
01:52 - Market Opportunity
03:46 - H1 FY24 Performance
05:33 - Strategic framework

Lucy Sharman-Munday, CFO
06:44 - H1 FY24 Financial highlights
07:03 - Revenue analysis
09:25 - Income statement
11:25 - Innovation
13:42 - Net Cash
15:42 - Financial summary

Tim Mason, CEO
16:10 - Customer strategy
17:40 - Eagle AI
20:48 - International growth
21:47 - People
23:24 - Outlook

Eagle Eye is a leading SaaS technology company enabling retail, travel and hospitality brands to earn the loyalty of their end customers by powering their real-time, omnichannel and personalised consumer marketing activities.

Eagle Eye AIR is a cloud-based platform, which provides the most flexible and scalable loyalty and promotions capability in the world. More than 750 million personalised offers are executed via the platform every week, and it currently hosts over 200 million individual loyalty members for businesses all over the world. We are trusted to deliver a secure service at hundreds of thousands of physical POS destinations worldwide, enabling the real-time issuance and redemption of promotional coupons, loyalty offers, gift cards, subscription benefits and more.

The Eagle Eye AIR platform is currently powering loyalty and customer engagement solutions for enterprise businesses all over the world, including Asda, Tesco, Morrisons, Waitrose and John Lewis & Partners, JD Sports, Pret a Manger, Loblaws, Southeastern Grocers, Giant Eagle, and the Woolworths Group. In January 2024, Eagle Eye launched EagleAI, a next-generation data science solution for personalisation, already being used by leading retailers worldwide including Carrefour, Auchan and Pattison Food Group. Website - www.eagleeye.com

Secure Trust Bank (STB) FY23 results highlights - March 2024

David McCreadie, CEO, outlines Secure Trust Bank's Full Year 2023 highlights for the period ended 31 December 2023.

00:27 Overview
02:08 Group headlines
03:47 Stratic priorities
04:15 Retail Finance
04:48 Vehicle Finance
05:38 Real Estate Finance
06:29 Commercial Finance
07:50 Savings business
08:13 Summary

Secure Trust Bank PLC is a United Kingdom-based retail bank. The Company’s segments include Real Estate Finance, Commercial Finance, Vehicle Finance and Retail Finance. Real Estate Finance is engaged in lending secured against property assets to a maximum 70% loan-to-value ratio, on fixed or variable rates over a term of up to five years. Commercial Finance is engaged in lending predominantly against receivables, typically releasing 90% of qualifying invoices under invoice discounting facilities. Other assets can also be funded either long or short-term and for a range of loan-to-value ratios alongside these services. Vehicle Finance include hire purchase lending for used cars to prime and near-prime customers and Personal Contract Purchase lending into the consumer prime credit market, both secured against the vehicle financed. Retail Finance provides online e-commerce service to retailers, providing unsecured lending products to prime United Kingdom customers.

Fintel (FNTL) Full Year 2023 results presentation - March 24

Fintel Joint Chief Executive Officers, Matt Timmins and Neil Stevens, and Chief Financial Officer, David Thompson present full year results for the year ended 31 December 2023.

Matt Timmins, Joint Chief Executive Officer
00:16 - Introduction
00:58 - Business Overview
06:46 - FY23 Highlights

David Thompson, Chief Financial Officer
09:02 - FY23 Financial highlights
10:15 - Revenue
12:23 - Segmental performance
13:42 - Cash position & Cash flow
16:25 - Financial summary

Neil Stevens, Joint Chief Executive Officer
17:00 - Divisional Highlights
20:28 - M&A Update

David Thompson, Chief Financial Officer
24:02 - M&A Financial impact & Approach

Neil Stevens, Joint Chief Executive Officer
26:36 - M&A strategy & outlook
28:40 - Outlook

Fintel is the UK's leading fintech and support services business, combining the largest provider of intermediary business support, SimplyBiz, and the leading research, ratings and Fintech business, Defaqto.

Fintel provides technology, compliance and regulatory support to thousands of intermediary businesses, data and targeted distribution services to hundreds of product providers and empowers millions of consumers to make better informed financial decisions. We serve our customers through three core divisions:

The Intermediary Services division provides technology, compliance, and regulatory support to thousands of intermediary businesses through a comprehensive membership model. Members include directly authorised IFAs, Wealth Managers and Mortgage Brokers.

The Distribution Channels division delivers market Insight and analysis and targeted distribution strategies to financial institutions and product providers. Clients include major Life and Pension companies, Investment Houses, Banks, and Building Societies.

The Fintech and Research division (Defaqto) provides market leading software, financial information and product research to product providers and intermediaries. Defaqto also provides product ratings (Star Ratings) on thousands of financial products. Financial products are expertly reviewed by the Defaqto research team and are compared and rated based on their underlying features and benefits. Defaqto ratings help consumers compare and buy financial products with confidence.

For more information about Fintel, please visit the website: www.wearefintel.com

SThree (STEM) FY24 Q1 Trading Update - March 2024

SThree CEO, Timo Lehne and CFO Andrew Beach give a trading update for Full Year 2024 Q1.

Timo Lehne, CEO
00:16 – Introduction
00:31 – Highlights

Andrew Beach, CFO
01:57 – Financial highlights
02:42 – Per sector performance
03:37 – Regional performance
05:43 – Headcount & Contractor orderbook
06:41 – Balance sheet

Timo Lehne, CEO
06:55 – Summary & Outlook

SThree plc brings skilled people together to build the future. We are the only global specialist talent partner focused on roles in Science, Technology, Engineering and Mathematics (‘STEM’), providing permanent and flexible contract talent to a diverse base of over 7,200 clients across 11 countries. Our Group’s c.2,700 staff cover the Technology, Life Sciences and Engineering sectors. SThree is part of the Industrial Services sector. We are listed on the Premium Segment of the London Stock Exchange’s Main Market, trading with ticker code STEM.

H&T Group (HAT) FY23 results presentation - March 2024

H&T Group CEO, Chris Gillespie and CFO, Diane Giddy present full year results for the for the twelve months ended 31 December 2023, followed by Q&A.

Chris Gillespie, CEO
00:16 - Introduction
01:14 - Overview
04:41 - Investment case
05:16 - FY23 Financial highlights
06:42 - FY23 Strategic progress
07:40 - Store metrics

Diane Giddy, CFO
08:12 - Income statement
09:30 - Balance sheet
11:31 - Cashflow statement
12:17 - Segmental performance

Chris Gillespie, CEO
14:49 - Business focus & Outlook
20:13 - Acquisition of Maxcroft Securities Limited

22:53 - Q&A

H&T Group plc is a United Kingdom-based non-trading holding company. The principal activities of the Company and its subsidiaries include pawnbroking, gold purchasing, retail of new and pre-owned jewelry and watches, cheque cashing, unsecured lending, and other related services operated through Harvey & Thompson Limited. Its segments include pawnbroking, gold purchasing, retail, pawnbroking scrap, personal loans, foreign exchange and other services. The pawnbroking segment is engaged in providing secured loans against collateral (the pledge). Its gold purchasing segment is engaged in buying jewelry directly from customers through its stores. The retail segment is engaged in retail sales of primarily gold, jewelry and watches, and the retail sales are forfeited items from the pawnbroking pledge book or refurbished items from its gold purchasing operations. Its pawnbroking scrap segment consists of gold scrap sales of its inventory assets other than those reported within gold purchasing.

1Spatial (SPA) Introduction to 1Streetworks - March 24

1Spatial Non-Executive Chairman, Andrew Roberts, CEO, Claire Milverton, Andrew Fennel, Managing Director - Roads, and Stuart Ritchie, CFO introduce their 1Streetworks solution, outlining how it can be used to revolutionise complex streetworks planning and the potential addressable market.

Andrew Roberts, Non-Executive Chairman
00:16 - Introduction

Claire Milverton, CEO
02:00 - Agenda
02:53 - What is 1Streetworks?
04:19 - Overview of 1Spatial
05:30 - 1Streetworks & 1Integrate

Andrew Fennel, Managing Director - Roads
06:32 - Market Drivers
08:56 - Critical infrastucture
10:17 - The Electricity market
11:40 - UKPN Connections Team Video
13:42 - Software Demonstration
22:54 - Case Study

Paul Dooley, Streetworks Performance Manager, UK Power Networks
24:54 - Customer Use Case - UKPN

Andrew Fennel, Managing Director - Roads
32:48 - Roll-out/Expansion within UK Power Networks

Claire Milverton, CEO
35:53 - FY25 Ambitions
37:52 - FY25 Key priorities

Stuart Ritchie, CFO
42:15 - Financial framework

Claire Milverton, CEO
45:20 - Outlook

46:45 - Q&A

1Spatial plc is a global leader in providing Location Master Data Management (LMDM) software and solutions, primarily to the Government, Utilities and Transport sectors. Our global clients include national mapping and land management agencies, utility companies, transportation organisations, government and defence departments.

Today - as location data from smartphones, the Internet of Things and great lakes of commercial Big Data increasingly drive commercial decision-making - our technology drives efficiency and provides organisations with confidence in the data they use.

We unlock the value of location data by bringing together our people, innovative solutions, industry knowledge and our extensive customer base. We are striving to make the world more sustainable, safer and smarter for the future. We believe the answers to achieving these goals are held in data. Our 1Spatial Location Master Data Management (LMDM) platform incorporating our 1Integrate rules engine delivers powerful data solutions and focused business applications on-premise, on-mobile and in the cloud. This ensures data is current, complete, and consistent through the use of automated processes and always based on the highest quality information available.

1Spatial plc is AIM-listed, headquartered in Cambridge, UK, with operations in the UK, Ireland, USA, France, Belgium, Tunisia and Australia.

For more information visit www.1spatial.com

Hill & Smith (HILS) Full Year 2023 results presentation - March 24

Hill & Smith Executive Chair, Alan Giddins and Chief Financial Officer, Hannah Nichols present results for the year ended 31 December 2023.

Alan Giddins, Executive Chair
00:16 – FY23 Highlights

Hannah Nichols, Chief Financial Officer
02:53 – FY23 Financial highlights
04:14 – Group overview
05:22 – Divisional performance
12:28 – Cash generation
24:31 – ESG

Alan Giddins, Executive Chair
16:21 – Financial framework
17:53 – M&A update
22:03 – V&S Utilities case study
24:09 – Investment case
26:40 – Outlook

Hill & Smith PLC is a leading provider of sustainable infrastructure products and services. The Group employs c.4,400 people worldwide with the majority employed by its autonomous, agile, customer focussed operating businesses based in the UK, USA, Australia and India. The Group office is in the UK and Hill & Smith PLC is quoted on the London Stock Exchange (LSE: HILS.L).

The Group’s operating businesses are organised into three main business divisions:

Galvanizing Services: increasing the sustainability and maintenance free life of steel products including structural steel work, lighting, bridges and other products for industrial and infrastructure markets.

Engineered Solutions: supplying engineered steel and composite solutions for a wide range of infrastructure markets including power generation and distribution, marine, rail and housing. The division also supplies engineered pipe supports for the water, power and liquid natural gas markets and seismic protection solutions.

Roads & Security: supplying products and services to support road and highway infrastructure including temporary and permanent road safety barriers, intelligent traffic solutions, street lighting columns and bridge parapets. In addition, the division includes two businesses which are market leaders in the provision of off-grid solar lighting and power solutions. The security portfolio includes hostile vehicle mitigation solutions, high security fencing and automated gate solutions.

Headlam Group (HEAD) Full Year results presentation - March 24

Headlam Group Chief Executive Chris Payne, and Chief Financial Officer, Adam Phillips present full year results for the year ended 31 December 2023, followed by Q&A.

Chris Payne, Chief Executive
00:16 - Introduction
01:47 - FY 2023 Overview
03:47 - Flooring market backdrop

Adam Phillips, Chief Financial Officer
05:17 - FY 2023 Financial summary
07:38 - Revenue
08:21 - UK Distribution volumes
09:01 - Income statement
10:37 - Underlying operating profit
12:11 - Mitigating actions
13:24 - Non-underlying items
15:01 - Cashflow
16:42 - Capital expenditure
17:19 - Balance sheet
17:46 - Daily net debt

Chris Payne, Chief Executive
18:04 - Market opportunity
18:45 - Strategy summary
20:01 - Broadening business base
21:02 - Regional distribution
22:35 - Trade counters
23:59 - Larger customers

Adam Phillips, Chief Financial Officer
25:25 - Digital and IT
26:14 - Sustainability and ESG
27:48 - Continental Europe

Chris Payne, Chief Executive
29:22 - Summary and outlook

32:05 - Q&A

Operating for over 30 years, Headlam is the UK's leading floorcoverings distributor. The Group works with suppliers across the globe manufacturing the broadest range of products, and gives them a highly effective route to market, selling their products into the large and diverse trade customer base. The Group has an extensive customer base spanning independent and multiple retailers, small and large contractors, and housebuilders. It provides its customers with a market leading service through the largest product range, in-depth knowledge, ecommerce and marketing support, and nationwide next day delivery service. To maximise customer reach and sales opportunity, Headlam operates 68 businesses and trade brands across the UK and Continental Europe (France and the Netherlands), which are supported by the group's network, central resources and processes.

Eagle Eye (EYE) Capital Markets Day - February 2024

Eagle Eye, a leading SaaS company that creates digital customer connections enabling personalised, real-time marketing hosted this Captial Markets event for Analysts and Investors on the 22nd February 2024. Operational management and executives outlined the developments in the loyalty market, their strategy to become a £100m revenue and 25% EBITDA margin business and Eagle AI, their newly launched AI-powered data science solution.

Anne de Kerckhove, Chair
00:16 - Introduction

Tim Mason, CEO
05:39 - Ambitions and current position

Sarah Jarvis, Communications and Propositions Director
12:01 - Market Opportunity

Steve Rothwell, CTO and Founder
22:20 - Product Innovation

Al Henderson, Chief Sales Officer
35:06 - Win Transact and Deepen Strategy

Claire Essex-Crosby, Chief People Officer
44:53 - Purple People

Lucy Sharman-Munday, CFO
57:07 - M&A

Cédric Chéreau, Managing Director and Co-Founder of Untie Nots
58:20 - Untie Knots integration with Eagle Eye

Zyed Jamoussi, Managing Director and Co-founder of Untie Nots
1:03:07 - Introduction to eagleAI

Lucy Sharman-Munday, CFO
1:10:55 - Finance Overview

Tim Mason, CEO
1:22:48 - Summary

Eagle Eye is a leading SaaS technology company enabling retail, travel and hospitality brands to earn the loyalty of their end customers by powering their real-time, omnichannel and personalised consumer marketing activities.

Eagle Eye AIR is a cloud-based platform, which provides the most flexible and scalable loyalty and promotions capability in the world. More than 750 million personalised offers are executed via the platform every week, and it currently hosts over 200 million individual loyalty members for businesses all over the world. We are trusted to deliver a secure service at hundreds of thousands of physical POS destinations worldwide, enabling the real-time issuance and redemption of promotional coupons, loyalty offers, gift cards, subscription benefits and more.

The Eagle Eye AIR platform is currently powering loyalty and customer engagement solutions for enterprise businesses all over the world, including Asda, Tesco, Morrisons, Waitrose and John Lewis & Partners, JD Sports, Pret a Manger, Loblaws, Southeastern Grocers, Giant Eagle and the Woolworths Group.

In January 2023, the Group acquired France-based Untie Nots, an AI-powered personalised promotions business, adding Carrefour, E. Leclerc, Auchan and other leading brands to its European customer base.

For more information, please visit www.eagleeye.com

Made Tech (MTEC) Interim results presentation - Febuary 24

Made Tech CEO, Rory MacDonald and CFO, Neil Elton present interim results for the six months ended 30 November 2023, followed by Q&A.

Rory MacDonald, CEO
00:16 - Introduction
01:05 - H1 FY24 Highlights

Neil Elton, CFO
05:14 - H1 FY24 Highlights
06:39 - Revenue & gross margin
08:28 - Bookings and revenue
09:33 - EBITDA Bridge
11:06 - Balance sheet
11:39 - Cash flow

Rory MacDonald, CEO
12:39 - Capabilities & offerings
16:09 - Clients
18:40 - Case Study: Homes for Ukraine
19:36 - Case Study: Ministry Of Justice
20:42 - Housing products for local government
22:22 - People
24:22 - Market opportunity
26:48 - Strategic plan
28:05 - Outlook

29:39 - Q&A

Made Tech is a provider of digital, data and technology services, which enable central government, healthcare, local government organisations and other regulated industries to digitally transform.

Made Tech's purpose is to "positively impact the future of society by improving public services technology". To achieve this the company has four key strategic missions: Modernise legacy technology and working practices; Accelerate digital service and technology delivery; Drive better decisions through data and automation; and Enable technology and delivery skills to build better systems.

The Group operates from four locations across the UK - London, Manchester, Bristol, and Swansea.

More information is available at https://investors.madetech.com/

Franchise Brands (FRAN) Capital Markets Day - February 24

Franchise Brands, an international multi-brand franchise business, hosted a Capital Markets event for analysts and investors on the 20 Febuary 2024. Executives and operational management provided an overview of the companies divisions and outlined their plan for growth.

Steven Hemsley, Executive Chairman, Franchise Brands
00:16 - Introduction & overview
15:18 - Introducing the Maximum Potential Model

Chris Stuckey, CEO, Pirtek Europe
22:54 - Pirtek Europe

Peter Molloy, CEO, Water & Waste Services Division
40:26 - Water & Waste Services Division

Jason Sayers, CEO, Filta International
1:02:12 - Filta International

John Michals, Chief Operating Officer, The Filta Group Inc.
1:05:57 - Filta overview and new services

Tom Dunn, CEO, The Filta Group Inc.
1:12:05 - Filta outlook

Jason Sayers, CEO, Filta International
1:17:07 - Filta summary

Tim Harris, Managing Director, B2C Division
1:18:26 - B2C Division

Julia Choudry, Corporate Development Director, Franchise Brands
1:28:27 - The Growth Summit

Colin Rees, Chief Information Officer, Franchise Brands
1:37:22 - The digital transformation of the business

Robin Auld, Group Marketing Director, Franchise Brands
1:54:11 - How marketing supports the Maximum Potential Model

Mark Fryer, CFO, Franchise Brands
2:07:45 - Strategic Targets and de-gearing

Steven Hemsley, Executive Chairman, Franchise Brands
02:19:29 - Summary and investment case

Franchise Brands is an international, multi-brand franchisor focused on building market-leading businesses primarily via a franchise model. The Group has a combined network of over 625 franchisees across seven franchise brands in ten countries covering the UK, North America and Europe.

Franchise Brands' focus is on B2B van-based reactive and planned services. The Company owns several market-leading brands with long trading histories, including Pirtek in Europe, Filta, Metro Rod and Metro Plumb, all of which benefit from the Group's central support services, particularly technology, marketing, and finance. At the heart of Franchise Brands' business-building strategy is helping its franchisees grow their businesses: "if they grow, we grow".

Franchise Brands employs over 700 people across the Group.

For further information, visit www.franchisebrands.co.uk

Accrol Group (ACRL) Interim results presentation - Febuary 24

Accrol Group Chief Executive Officer, Gareth Jenkins and Chief Finance Officer, Chris Welsh present Half Year Results for the six months ended 31 October 2023, followed by Q&A.

Gareth Jenkins, Chief Executive Officer
00:16 - Introduction
02:56 - H1 24 performance summary

Chris Welsh, Chief Finance Officer
04:50 - H1 24 Financial summary
06:31 - EBITDA summary
07:12 - Financial overview
08:43 - Net Debt

Gareth Jenkins, Chief Executive Officer
09:59 - Commercial highlights
13:27 - Operational highlights
14:28 - M&A strategy
15:49 - Severn Delta acquisition
16:59 - Outlook

18:23 - Q&A

Accrol Group Holdings plc is a leading tissue converter and supplier of toilet tissues, kitchen rolls, facial tissues, and wet wipes to many of the UK's leading discounters and grocery retailers across the UK. The Group now operates from five manufacturing sites suppling the UK tissue wet wipes market valued at c£2.7bn at retail sales value.

For more information, please visit www.accrol.co.uk.

Wynnstay Group (WYN) Full Year 2023 results presentation - Febuary 24

Wynnstay Group Chief Executive Officer, Gareth Davies and Group Finance Director, Rob Thomas present final results for the year ended 31 October 2023, followed by Q&A.

Gareth Davies, Chief Executive Officer
00:16 - Introduction
01:38 - Business overview
03:30 - Geographic reach
05:05 - FY23 Highlights

Rob Thomas, Group Finance Director
07:05 - FY23 Financial highlights
10:42 - Financial track record
11:31 - Dividend
11:49 - Income statement
12:54 - Balance sheet
13:42 - Cash flow and net cash
17:31 - Segmental analysis

Gareth Davies, Chief Executive Officer
18:22 - FY23 Trading environment
20:05 - Feed sector
23:24 - Arable sector
25:11 - Glasson
27:32 - Specialist agricultural merchanting
29:46 - ESG
31:53 - Summary and outlook

33:27 - Q&A

Wynnstay Group Plc is a United Kingdom-based manufacturer and supplier of agricultural products in the United Kingdom. The Company has two segments. The Agriculture segment offers animal nutrition products to the agricultural market; and seeds, fertilizers, and agricultural chemicals to arable and grassland farmers, as well as markets grains. The Specialist Agricultural Merchanting segment supplies a range of specialist products to farmers, smallholders and pet owners. It supplies feeds and nutrition products for a number of sectors including, dairy, beef, sheep, pig and poultry, with a range of products to suit the needs of individual farmers. It is a producer of cereal seeds and a range of grass seed mixtures in the United Kingdom. It supplies fertilizer in the United Kingdom. Its subsidiaries include Glasson Group (Lancaster) Limited, Glasson Grain Limited, Wynnstay (Agricultural Supplies) Limited, Youngs Animal Feeds Limited, GrainLink Limited and Tamar Milling Limited (Tamar).

NWF Group (NWF) Half Year results presentation - January 24

NWF Group Chief Executive Designate, Chris Belsham and Chief Financial Officer, Katie Shortland present half year results for the six months ended 30 November 2023, followed by Q&A.

Chris Belsham, Chief Executive Designate
00:16 - Introduction
01:49 - H1 Highlights
05:06 - Operating highlights

Katie Shortland, Chief Financial Officer
10:27 - Income statement
12:30 - Balance sheet
14:19 - Pension summary
15:03 - Cash flow

Chris Belsham, Chief Executive Designate
16:30 - Development strategy summary
17:24 - Food development strategy

Katie Shortland, Chief Financial Officer
19:32 - Lymedale warehouse financial impact

Chris Belsham, Chief Executive Designate
20:38 - Fuels development strategy
25:00 - Feeds development strategy
27:03 - Summary and outlook

28:31 - Q&A

NWF Group plc is a specialist distributor of fuel, food, and feed across the United Kingdom. The principal activities of the Company and its subsidiaries are the sale and distribution of fuel oils, the warehousing and distribution of ambient groceries, and the manufacture and sale of animal feeds. The Company’s segments include Fuels, Food, and Feeds. The Fuels segment is engaged in the sale and distribution of domestic heating, industrial and road fuels. The Food segment is engaged in the warehousing and distribution of clients’ ambient grocery and other products to supermarkets and other retail distribution centers. The Feeds segment is engaged in the manufacture and sale of animal feeds and other agricultural products. The Company operates through its subsidiaries, which include NWF Agriculture Limited, New Breed (UK) Limited, Boughey Distribution Limited, and NWF Fuels Limited.

Information for investors, including analyst consensus forecasts, can be found on the Group’s website at www.nwf.co.uk .

SThree (STEM) Full Year 2023 results presentation - January 24

SThree CEO, Timo Lehne and CFO, Andrew Beach present full year results for the period ended 30 November 2023.

Timo Lehne, CEO
00:16 - Introduction
01:56 - FY23 Highlights

Andrew Beach, CFO
04:16 - Net Fee performance
06:18 - Operating profit
08:04 - Regional and Sector performance
08:56 - Employed Contractor model
09:24 - Productivity
10:01 - Techology improvement programme expenditure
10:58 - Operating profit bridge
11:24 - Contractor order book
12:01 - Contract performance
12:39 - Cashflow & Capital allocation
15:25 - Dividend policy
15:51 - Financial outlook

Timo Lehne, CEO
16:17 - Strategic Pillars
16:55 - Places
17:42 - Technology Improvement Programme
26:06 - People
26:42 - Position
27:13 - ESG
27:45 - Outlook

SThree plc brings skilled people together to build the future. We are the only global specialist talent partner focused on roles in Science, Technology, Engineering and Mathematics (STEM), providing permanent and flexible contract talent to a diverse base of over 7,200 clients across 11 countries (excluding Ireland, Luxembourg and Singapore, which as of 30 November 2023 were no longer going concern). Our Group's circa 2,700 staff cover the Technology, Life Sciences and Engineering sectors. SThree is part of the Industrial Services sector. We are listed on the Premium Segment of the London Stock Exchange's Main Market, trading with ticker code STEM.

Idox (IDOX) Full Year 2023 results presentation - January 24

Idox CEO, David Meaden and CFO, Anoop Kang present full year results for the period ended 31 October 23, followed by Q&A

David Meaden, CEO
00:16 - Introduction
01:56 - FY23 highlights

Anoop Kang, CFO
02:53 - FY23 financial highlights
05:28 - Group revenue
07:19 - Segmental performance
13:19 - Net debt
14:32 - Financial outlook

David Meaden, CEO
16:11 - Strategic performance
17:57 - Group transformation
22:52 - Geospatial opportunities
26:08 - Summary & Outlook

27:23 - Q&A

Idox plc is a United Kingdom-based supplier of specialist information management software and solutions to the public and asset intensive sectors. The Company has two segments: Public Sector Software (PSS) and Engineering Information Management (EIM). PSS segment delivers specialist information management solutions and services to the public sector. EIM segments delivers engineering document management and control solutions to asset intensive industry sectors. Its solutions include regulatory services, engineering information management, built environment, computer aided facility management (CAFM), public protection, electoral services, social care and special educational needs and disabilities (SEND), sexual health management, funding and information services, transport network management, hospital asset tracking and records management, and address data solutions. It caters various industries, including government, health, transport, engineering and construction, and other.

Knights Group (KGH) Half Year results presentation - January 24

Knights Group CEO, David Beech and CFO, Kate Lewis present half year results for the six months ended 31 October 2023, followed by Q&A.

David Beech, CEO
00:16 - Introduction
33:16 - Half Year overview
01:32 - H1 24 Highlights

Kate Lewis, CFO
05:15 - H1 Financial higlights
07:03 - Income statement
08:55 - Revenue bridge
11:49 - Underlying PBT bridge
14:44 - Performance against KPI's
16:06 - Summary Cashflows
16:57 - Working capital
20:27 - Net debt
21:20 - Capital allocation

David Beech, CEO
22:47 - Talent aquisition and retention
28:27 - Scale and premium service
31:19 - Aqcuisitions
34:36 - Summary and current trading

36:17 - Q&A

Knights is a legal and professional services business, ranked within the UK's top 50 largest law firms by revenue. Knights was one of the first law firms in the UK to move from the traditional partnership model to a corporate structure in 2012 and has since grown rapidly. Knights has specialists in all key areas of corporate and commercial law so that it can offer end-to-end support to businesses of all sizes and in all sectors. It is focussed on key UK markets outside London and currently operates from 23 offices located in Birmingham, Brighton, Bristol, Carlisle, Cheltenham, Chester, Exeter, Kings Hill, Leeds, Leicester, Lincoln, Manchester, Newbury, Newcastle-upon-Tyne, Nottingham, Oxford, Portsmouth, Sheffield, Stoke, Teesside, Weybridge, Wilmslow and York.

SThree (STEM) FY23 Full Year Trading update - December 23

SThree CEO, Timo Lehne and CFO, Andrew Beach give a trading update for Full Year 2023.

Timo Lehne, CEO
00:16 - Introduction
00:24 - Highlights

Andrew Beach, CFO
02:41 - Financial Highlights
03:57 - Regional performance
06:25 - Per Sector performance
07:07 - Headcount & productivity

Timo Lehne, CEO
08:31 - Outlook

SThree plc brings skilled people together to build the future. We are the only global specialist talent partner focused on roles in Science, Technology, Engineering and Mathematics ('STEM'), providing permanent and flexible contract talent to a diverse base of over 8,200 clients across 14 countries. Our Group's c.2,700 staff cover the Technology, Life Sciences and Engineering sectors. SThree is part of the Industrial Services sector. We are listed on the Premium Segment of the London Stock Exchange's Main Market, trading with ticker code STEM.

Sosandar (SOS) Half Year results presentation - December 23

Sosandar Co-CEO's, Julie Lavington and Ali Hall, and CFO, Steve Dilks present Half Year results and a Trading Update, followed by Q&A.

Julie Lavington, Co-CEO
00:16 - Introduction
00:29 - Autumn Trading Highlights

Steve Dilks, CFO
01:35 - P&L
03:36 - Balance Sheet
05:02 - Cash Flow
05:47 - Current trading
07:15 - Website KPI's

Julie Lavington and Ali Hall, Co-CEO's
09:02 - Addressable market
09:37 - Strategic Goals
10:14 - Product
10:51 - Sales performance
12:13 - Multi-channel strategy

Julie Lavington, Co-CEO
17:40 - Summary & Outlook

18:43 - Q&A

Sosandar is one of the fastest growing women's fashion brands in the UK targeting style conscious women who have graduated from lower quality, price-led alternatives. The Company offers this underserved audience fashion-forward, affordable, quality clothing to make them feel sexy, feminine, and chic. The business sells predominantly own-label exclusive product designed and tested in-house.

Sosandar's product range is diverse, providing its customers with an array of choice for all occasions across all women's fashion categories. The company sells through Sosandar.com and has a number of high value brand partnerships including with Next, Marks & Spencer and J Sainsbury.

Sosandar's success has been built on an exceptional product range, seamless customer experience and impactful, lifestyle marketing, all of which is underpinned by combining innovation with data analysis. Our growth strategy is focused on continuing to grow brand awareness and expand our addressable market and routes to market, reaching customers wherever they wish to shop. This is achieved both through direct to consumer channels and through chosen third party partners.

Sosandar was founded in 2016 and listed on AIM in 2017. More information is available at www.sosandar-ir.com

Begbies Traynor Group (BEG) Half year results presentation - December 23

Begbies Traynor Group Executive Chairman, Ric Traynor and Group Finance Director, Nick Taylor present half year results for the six months ended 31 October 2023, followed by Q&A.

Ric Traynor, Executive Chairman
00:16 - Introduction
01:22 - H1 Highlights

Nick Taylor, Group Finance Director
02:14 - H1 financial highlights
03:22 - Acquisition related items
04:52 - Operating performance
07:11 - Segment peroformance
07:37 - Cash flow
08:42 - Financial outlook

Ric Traynor, Executive Chairman
09:48 - UK insolvency market
13:17 - Property services
16:31 - Investment in people
17:41 - Summary and Outlook

19:08 - Q&A

Begbies Traynor Group plc is a leading professional services consultancy, providing services from a comprehensive network of UK and off-shore locations. Our professional team include licensed insolvency practitioners, accountants, chartered surveyors, bankers and lawyers. We provide the following services to our client base of corporates, financial institutions, the investment community and the professional community:

• Insolvency
  • Corporate and personal insolvency
• Financial advisory
  • Business and financial restructuring; debt advisory; forensic accounting and investigations
• Transactional support
  • Corporate finance; business sales agency; property agency; auctions
• Funding
  • Commercial finance broking; residential mortgage broking
• Valuations
  • Commercial property, business and asset valuations
• Projects and development support
  • Building consultancy; transport planning
• Asset management and insurance
  • Commercial property management; insurance broking; vacant property risk management

Further information can be accessed via the group's website at www.ir.begbies-traynorgroup.com.

TPXimpact (TPX) Half Year results presentation - December 23

TPXimpact CEO, Björn Conway and CFO, Steve Winters present interim results for the six months ended 30 September 2023, followed by Q&A.

Björn Conway, CEO
00:16 - Introduction
00:35 - H1 2024 highlights
02:49 - Business transformation strategy
05:42 - People powered transformation
06:56 - Digital transformation case studies
07:58 - Digital experience case studies

Steve Winters, CFO
08:38 - H1 2024 Financial highlights
10:35 - Revenue
11:41 - EBITDA
12:21 - ESG

Björn Conway, CEO
13:45 - Market conditions and outlook
17:06 - AI update

18:22 - Q&A

TPXimpact exists to transform the organisations, services and systems that underpin society and that drive business success. It applies strategic and creative thinking, technology, innovative design and user-centred approaches to bring about numerous improvements which together multiply the impact of change.

The Group works closely with its clients in agile, multidisciplinary teams that span organisational design, technology, and digital experiences. It shares a deep understanding of people and behaviours and a philosophy of putting people and communities at the heart of every transformation.

The business is being increasingly recognised as a leading alternative digital transformation provider to the UK public services sector, with over 90% of its client base representing public services in the six months ended 30 September 2023.

More information is available at www.tpximpact.com.

Braemar (BMS) FY23 & H1 24 Results presentation - December 23

Braemar CEO, James Gundy, CFO, Grant Foley and COO, Tris Simmonds present results for Full Year 2023 and H1 2024, followed by Q&A.

James Gundy, CEO
00:16 - Introduction
01:52 - Executive Summary
02:47 - Product offering
03:24 - Transformation plan
04:38 - Completion of independent investigation
05:13 - Revenue performance

Grant Foley, CFO
05:49 - FY23 Income statement
07:38 - FY23 Revenue
08:24 - FY23 Operating expenses
09:25 - FY23 Liquidity
10:00 - FY23 KPI's
10:46 - H1 FY24 Income statement
12:55 - H1 FY24 Revenue
13:41 - H1 FY24 Operating expenses
14:02 - H1 FY24 Liquidity
14:26 - H1 FY24 KPI's

Tris Simmonds, COO
15:19 - Growth Opportunities
18:16 - Successful acquisitions
19:29 - Securities
20:34 - FY25 Growth opportunities

James Gundy, CEO
22:33 - Summary & Outlook

25:47 - Q&A

Braemar provides expert advice in shipping investment, chartering, and risk management to enable its clients to secure sustainable returns and mitigate risk in the volatile world of shipping. Our experienced brokers work in tandem with specialist professionals to form teams tailored to our customers' needs, and provide an integrated service supported by a collaborative culture.

Braemar joined the Official List of the London Stock Exchange in November 1997 and trades under the symbol BMS.

For more information, visit www.braemar.com

Cerillion (CER) FY23 Results presentation - November 23

Cerillion CEO, Louis Hall and CFO, Andrew Dickson present full year results for the year ended 30 September 2023.

Louis Hall, CEO
00:16 - Introduction
01:03 - About Cerillion
05:25 - Markets and channels
10:02 - Revenue by year of customer win
10:44 - Competetive landscape
13:06 - FY 2023 highlights

Andrew Dickson, CFO
18:01 - FY 2023 Key KPI's
20:08 - FY2023 financial highlights
21:56 - Cash generation
23:20 - Income statement
24:37 - Balance sheet
25:15 - Cashflow

Louis Hall, CEO
25:42 - Summary & Outlook

26:27 - Q&A

Cerillion has a 24-year track record in providing mission-critical software for billing, charging and customer relationship management ("CRM"), mainly to the telecommunications sector but also to other markets, including utilities and financial services. The Company has c. 80 customer installations across c. 45 countries.

Headquartered in London, Cerillion also has operations in India and Bulgaria.

The business was originally part of Logica plc before its management buyout, led by CEO, Louis Hall, in 1999. The Company joined AIM in March 2016.

Treatt (TET) FY23 results presentation - November 2023

Treatt CEO, Daemmon Reeve and CFO, Ryan Govender present results for the financial year ended 30 September 2023.

Daemmon Reeve, CEO
00:16 - Introduction
00:28 - FY2023 Highlights

Ryan Govender, CFO
02:05 - FY2023 Financial highlights
04:19 - Sales performance
06:01 - Gross margin performance
06:51 - Amdinistrative expenses
07:46 - Cash generation
08:42 - Group strategy

Daemmon Reeve, CEO
09:25 - Facilities and infrastructure inprovement

Ryan Govender, CFO
12:20 - Growth drivers
13:36 - Strategy
20:10 - 2024 guidance

Daemmon Reeve, CEO
22:41 - Summary

23:49 - Q&A

Treatt is a global, independent manufacturer and supplier of a diverse and sustainable portfolio of natural extracts and ingredients for the flavour, fragrance and multinational consumer product industries, particularly in the beverage sector. Renowned for its technical expertise and knowledge of ingredients, their origins and market conditions, Treatt is recognised as a leader in its field.

The Group employs in the region of 400 staff in Europe, North America and Asia and has manufacturing facilities in the UK and US. Its international footprint enables the Group to deliver powerful and integrated solutions for the food, beverage and fragrance industries across the globe.

For further information about the Group, visit www.treatt.com.

IG Design Group (IGR) Half Year 2024 results presentation - November 23

IG Design Group CEO, Paul Bal and CFO, Rohan Cummings present results for the six months ended 30 September 2023, followed by Q&A.

Paul Bal, CEO
00:16 - Introduction
00:37 - HY2024 highlights
03:06 - HY2024 financial summary
04:17 - Category performance
05:24 - DG Americas
08:05 - DG International

Rohan Cummings, CFO
11:45 - Group revenue
14:00 - Adjusted operating profit
15:19 - Profit and loss
16:25 - Cash flow

Paul Bal, CEO
17:40 - New strategy
18:52 - Strategic priorities
20:56 - Strategic aspirations
22:56 - Summary and outlook

24:42 - Q&A

IG Design Group plc is a United Kingdom-based company that is engaged in the design manufacture and distribution of celebration, craft & creative play, stationery, gifting and not-for-resale consumable products. The Company is a producer of Celebrations products, including greetings cards, gift wrap, Christmas crackers, gift bags and partyware. The Company design, manufacture and sources a range of stationery products for consumers of all ages, for use in education, commercial and home settings. Its not-for-resale consumables product combines Polaris business with Paper Twist Handle Bags. The Company’s segments include DG Americas and DG International. The DG Americas segment includes overseas operations in Asia, Australia, the United Kingdom (UK), India and Mexico, and the United States companies. The DG International segment comprises the consolidation of the separately owned UK, European and Australian businesses.

DSW Capital (DSW) Interim results 2024 presentation - November 23

DSW Capital CEO, James Dow, and Deputy CEO, Nicole Burstow present results for the six months to 30 September 2023, followed by Q&A.

James Dow, CEO
00:16 - Introduction
02:19 - Investment case

Nicole Burstow, Deputy CEO
03:14 - Current service lines
05:18 - Licensing model
10:07 - Central initiatives
13:01 - H1 FY24 highlights
15:54 - Income statement
18:02 - Balance sheet
18:48 - Cashflow statement
20:01 - KPI's

James Dow, CEO
22:16 - Growth opportunities
23:40 - Service line targets
25:42 - Recruitment pipeline
27:01 - ESG
27:33 - Summary and Outlook

DSW Capital, owner of the Dow Schofield Watts brand, is a profitable, mid-market, challenger professional services network with a cash generative business model and scalable platform for growth. Originally established in 2002, by three KPMG alumni, DSW is one of the first platform models disrupting the traditional model of accounting professional services firms. DSW now operates licensing arrangements with 25 licensee businesses with 106 fee earners, from 12 offices across the UK. These trade primarily under the Dow Schofield Watts brand.

DSW's vision is for the DSW Network to become the most sought-after destination for ambitious, entrepreneurial professionals to start and develop their own businesses. Through a licensing model, DSW gives professionals the autonomy and flexibility to fulfil their potential. Being part of the DSW Network brings support benefits in recruitment, funding and infrastructure. DSW's challenger model attracts experienced, senior professionals, predominantly with a "Big 4" accounting firm background, who want to launch their own businesses and recognise the value of the Dow Schofield Watts brand and the synergies which come from being part of the DSW Network.

DSW aims to scale its agile model through organic growth, geographical expansion, additional service lines and investing in "Break Outs" (existing teams in larger firms). The Directors are targeting high margin, complementary, niche service lines with a strong synergistic fit with the existing DSW Network.

Tracsis (TRCS) Full Year results presentation - November 23

Tracsis CEO, Chris Barnes and CFO, Andrew Kelly present results for the year ended 31 July 2023, followed by Q&A.

Chris Barnes, CEO
00:16 - Introduction
03:19 - FY23 Highlights
04:55 - Digital transformation

Andrew Kelly, CFO
07:36 - FY23 Financial highlights
09:48 - Divisional performance
12:18 - Cash position

Chris Barnes, CEO & Andrew Kelly, CFO
13:43 - Group Transformation

Andrew Kelly, CFO
17:53 - Rail technology and services (UK)
20:19 - Rail Technology and services (USA)

Andrew Kelly, CFO
22:46 - Professional services
24:16 - Traffic data and events
25:08 - ESG

Andrew Kelly, CFO
26:24 - Research & development
29:32 - Summary and outlook

31:46 - Q&A

Tracsis plc is a technology company and a leading provider of software and hardware products, data capture and data analytics/GIS services for the rail, traffic data and wider transport industries.

Tracsis' products and services are widely used to increase efficiency, reduce cost and risk, improve operational and asset performance, improve safety management and decision making capabilities and improve the overall end-user experience for clients and customers.

The Group is split into two principal operating areas built around detailed industry knowledge and expertise:

- Rail Technology & Services: A software, technology and product led business. It develops and supplies software that solves complex resource, asset optimisation and control problems for Train Operators, and Smart Ticketing, Delay Repay and other retail software to improve the customer experience for rail users. It also develops remote condition monitoring hardware, data acquisition software, and safety and risk management software for rail infrastructure providers.

- Data, Analytics, Consultancy & Events: A largely services led business that focuses on data capture, data analytics, GIS, earth observation, data insights, consultancy and event traffic management within a range of transport and pedestrian rich environments. The business provides technology and bespoke products and data that underpin large scale intelligent transport systems, smart city planning and positive environmental decision making.

Tracsis has a blue-chip client base which includes all major UK transport owning groups, Network Rail, Passenger and Freight Train Operating Companies, the Department for Transport, TfL, multiple local authorities, major outdoor music and sporting event organisers, and a wide variety of large engineering and infrastructure companies. In North America our clients include Class 1 rail freight companies, transit operators, shortline railroads and several large rail served ports and industrials.

The business drives growth both organically and through acquisition and has made seventeen acquisitions since 2008.

For more information on Tracsis please visit http://www.tracsis.com

Pod Point (PODP) Capital Markets Day held 16 November 2023

The Capital Markets Event, hosted by Pod Point, a leading provider of Electric Vehicle charging solutions, which updated the market on its new focussed strategy and provided more details of its medium-term financial plans.

Andy Palmer, Chief Executive Officer
00:16 - Introduction
09:08 - Powering Up strategy overview
11:24 - Core strengths and opportunities
14:34 - Market share

Pilgrim Beart, VP - Grid
19:36 - Grid load management and flex

Andy Palmer, Chief Executive Officer
27:41 - Priority market segments
28:19 - Strategy and transformation plan

Arjan Van Rooijen, Chief Technology Officer
37:44 - Product roadmap
42:23 - Arch 5 Product demo

Pilgrim Beart, VP - Grid
44:33 - Realising flex value

David Wolffe, Chief Finance Officer
48:54 - Financial Outlook

Andy Palmer, Chief Executive Officer
58:53 - Summary

01:01:57 - Q&A

Gareth Davis, Chair & Andy Palmer, Chief Executive Officer
01:52:50 - Closing remarks

Pod Point was founded in 2009. Driven by a belief that driving shouldn't cost the earth, Pod Point is building the infrastructure needed to enable the mass adoption of electric vehicles and to make living with an EV easy and affordable for everyone. As at 30 October 2023 the company has shipped more than 222k charge points on its network in the UK and is an official charge point supplier for major car brands.

Pod Point works with a broad range of organisations and customers to offer home and commercial charging solutions.

For more information, visit https://pod-point.com/

ActiveOps (AOM) Interim 2024 results presentation - November 23

ActiveOps CEO, Richard Jeffery, CFO Ken Smith and incoming CFO, Emma Salthouse present Interim Results for the six months ended 30 September 2023.

Richard Jeffery, CEO
00:16 – Introduction
04:26 – H1 FY24 highlights

Ken Smith, CFO
10:03 – Financial Highlights
12:15 – P&L Performance
13:42 – EBITDA Bridge

Emma Salthouse, Incoming CFO
15:03 – Financial outlook

Richard Jeffery, CEO
16:30 – Strategy and Opportunity
17:57 – Decision intelligence
21:36 – Market Evidence
22:56 – ControliQ Series 3
26:15 – Product investment
27:57 – Current trading and outlook

The Company’s offerings provide predictive and prescriptive insight to help service operations make better decisions – faster. The Company’s AI-powered SaaS solutions are underpinned by 15+ years of operational data and its AOM methodology that’s proven to drive cross department decision-making.

With Decision Intelligence, ActiveOps’ customers deliver MORE – release 20%+ capacity within the first 12 months and boost productivity by 30%+ leading to MORE business impact. Customer turnaround times are improved substantially, costs are reduced, SLAs are met, and employees are happier and more engaged.

The Company has 180 employees, serving a global customer base of over 80 enterprise customers from offices in the UK, Ireland, USA, Australia, India and South Africa. The Group’s customers are predominantly in the banking, insurance, healthcare administration and business process outsourcing (BPO) sectors, including Nationwide, TD Bank, Elevance and DXC Technology.

Tracsis (TRCS) Full Year 2023 Results overview - November 23

Tracsis CEO, Chris Barnes and CFO, Andrew Kelly provide an overview of their results for the year ended 31 July 2023.

Chris Barnes, CEO
00:22 - Introduction

Andrew Kelly, CFO
01:56 - Financial overview

Chris Barnes, CEO
03:22 - Rail division

Andrew Kelly, CFO
05:34 - North America
07:16 - Organisational Enhancements

Chris Barnes, CEO
09:45 - Outlook

Tracsis plc is a technology company and a leading provider of software and hardware products, data capture and data analytics/GIS services for the rail, traffic data and wider transport industries.

Tracsis' products and services are widely used to increase efficiency, reduce cost and risk, improve operational and asset performance, improve safety management and decision making capabilities and improve the overall end-user experience for clients and customers.

The Group is split into two principal operating areas built around detailed industry knowledge and expertise:

- Rail Technology & Services: A software, technology and product led business. It develops and supplies software that solves complex resource, asset optimisation and control problems for Train Operators, and Smart Ticketing, Delay Repay and other retail software to improve the customer experience for rail users. It also develops remote condition monitoring hardware, data acquisition software, and safety and risk management software for rail infrastructure providers.

- Data, Analytics, Consultancy & Events: A largely services led business that focuses on data capture, data analytics, GIS, earth observation, data insights, consultancy and event traffic management within a range of transport and pedestrian rich environments. The business provides technology and bespoke products and data that underpin large scale intelligent transport systems, smart city planning and positive environmental decision making.

Tracsis has a blue-chip client base which includes all major UK transport owning groups, Network Rail, Passenger and Freight Train Operating Companies, the Department for Transport, TfL, multiple local authorities, major outdoor music and sporting event organisers, and a wide variety of large engineering and infrastructure companies. In North America our clients include Class 1 rail freight companies, transit operators, shortline railroads and several large rail served ports and industrials.

The business drives growth both organically and through acquisition and has made seventeen acquisitions since 2008.

For more information on Tracsis please visit http://www.tracsis.com

Secure Trust Bank (STB) Capital Markets Day - November 2023

The STB Capital Markets Day was titled, A Pathway to delivery of Medium Term Targets of a £4bn loan book ambition.

The day focussed on V12 Retail Finance, referred to as ‘An emerging powerhouse’. V12 is delivering significant growth, structural improvement in its cost of risk and significant operational leverage and scalability through digitalisation of customer service. Then, Rachel Lawrence, CFO, goes on to provide an update on the Group’s medium term targets. The event was opened by Lord Forsyth, Chairman, with David McCreadie, CEO providing an introduction and closing summary, followed by analyst and investor questions.

Lord Forsyth, Chairman
00:17 Chairman’s introduction

David McCreadie, CEO
04:16 Group Overview

Nick Davies, CEO, V12 Retail Finance & Andrew Phillips, Commercial Director, V12 Retail Finance
21:39 Retail Finance

Rachel Lawrence, CFO
50:38 Medium Term Targets

David McCreadie, CEO
01:52:00 Conclusion

1:03:08 Q&A

Secure Trust Bank is an established, well‐funded and capitalised UK retail bank with a 71‐year trading track record. Secure Trust Bank operates principally from its head office in Solihull, West Midlands, and had 858 employees (full‐time equivalent) as at 30 September 2023. The Group’s diversified lending portfolio currently focuses on two sectors:

(i) Business finance through its Real Estate Finance and Commercial Finance divisions, and
(ii) Consumer finance through its Vehicle Finance and Retail Finance divisions.

Secure Trust Bank PLC is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.

Secure Trust Bank PLC, Yorke House, One Arleston Way, Solihull, B90 4LH.

 

Distributed by PIWORLD, but not produced.

Huddled Group (HUD) Interview - November 23

Interview with Huddled Group CEO Martin Higginson about the acquisition and an overview of the brands.

00:25 - The Structure of the Group following the Huddled acquisition?
01:28 - What is Discount Dragon?
03:13 - Martin Higginson’s background and why he believes the time is right for Discount Dragon.
07:44 - The growth and KPIs.
10:59 - Cash and how it will be used.
12:12 - How does BeerMonster fit into the group?
13:27 - An update on the Home Based Entertainment products: Vodiac & Let’s Explore.
14:20 - Why invest?

Huddled Group PLC, formerly Let's Explore Group PLC, is a United Kingdom-based company, which is focused on building a portfolio of e-commerce brands. The Company has built digital marketing and e-commerce. It is engaged in delivering value and service in the growing world of e-commerce. It is also engaged in the business of an e-commerce retailer and rebranded it as Discount Dragon. Discount Dragon is a direct-to-consumer e-commerce business, which focuses pre-dominantly on the sale of branded fast-moving consumer goods (FMCG), predominantly dry and tinned groceries and beverages. It has invested in Discount Dragon, including a complete rebrand and new warehouse management system. Discount Dragon operates out of a third-party owned warehouse in Leigh, near Manchester. It takes all orders through its Website, which runs on an e-commerce platform.

Gresham Technologies (GHT) Investor Briefing: Introduction to Floe - October 2023

Ian Manocha, CEO, Richard Last, Chair, Tom Mullan, CFO, Neil Vernon, CTO, Geneva Loader, CMO and Alan Huse, Head of Transaction Banking Product Management, ANZ present an investor briefing, focused on the launch of Floe, the Group's next-generation smart bank account platform, followed by Q&A.

Ian Manocha, CEO
00:16 - Introduction
03:43- Strategy re-cap
07:37 - Introduction to Floe

Alan Huse, Head of Transaction Banking Product Management, ANZ
09:44 - Overview of ANZ
18:33 - The need for Floe
21:55 - Why work with Gresham?
25:14 - Floe Integration
27:15 - Working with Gresham

Ian Manocha, CEO
32:26 - The business model
34:35 - Vision for Floe
35:26 - Market Priorities

Neil Vernon, CTO
36:52 - Corporate and Institutional needs
40:54 - Use cases
42:48 - Example use case
44:04 - Tech Demo
50:34 - The platform

Ian Manocha, CEO
53:01 - Messaging

Geneva Loader, CMO
53:43 - Marketing strategy
57:33 - FY24 Directions

Ian Manocha, CEO
58:01 - FY24 Directions continued

Tom Mullan, CFO
59:50 - Growth and investment plans
1:02:03 - Floe current investment and Financials
1:01:02 - Group transformation

Ian Manocha, CEO
1:05:42 - Summary

1:06:44 - Q&A

Ian Manocha, CEO
1:19:48 - Closing remarks

Gresham Technologies plc is a leading software and services company that specialises in providing real-time solutions for data integrity and control, banking integration, payments and cash management. Listed on the main market of the London Stock Exchange (GHT.L) and headquartered in the City of London, its customers include some of the world's largest financial institutions and corporates, all of whom are served locally from offices located in the UK, Europe, North America and Asia Pacific.

Gresham's award-winning Clareti software platform is a highly flexible and scalable platform, available on-site or in the cloud, designed to address today's most challenging financial control, risk management, data governance and regulatory compliance problems. Learn more at www.greshamtech.com.

1Spatial (SPA) H1 2024 results presentation - October 2023

1Spatial CEO, Claire Milverton and CFO, Stuart Ritchie present interim results for the six-month period ended 31 July 2023. The group delivered significant ARR and revenue growth.

Claire Milverton, CEO
00:16 - Introduction
01:33 - Overview of 1Spatial
03:53 - HY24 Highlights

Stuart Ritchie, CFO
05:13 - HY24 Financial highlights
06:40 - Income statement
07:59 - Cash flow
09:01 - Regional revenue
09:50 - Recuring revenue growth
11:09 - Business model evolution

Claire Milverton, CEO
12:11 - Location data management business
14:35 - 1Streetworks
19:20 - NG9-1-1
20:59 - Summary & Outlook

1Spatial plc is a global leader in providing Location Master Data Management (LMDM) software, solutions and business applications, primarily to the Government, Utilities and Transport sectors via the 1Spatial platform. Our solutions ensure data governance, facilitating the efficient, effective and sustainable operation of customers around the world. Our global clients include national mapping and land management agencies, utility companies, transportation organisations, government and defence departments.

Today, when using and sharing trusted data provides significant opportunities for businesses and governments to deliver against important sustainability and Net Zero goals, our vision is clear: to make the world safer, smarter and more sustainable by unlocking the value in data, enabling better decisions and greater insights.

The 1Spatial platform is a comprehensive set of data and system agnostic LMDM software components which helps ensure master data is compliant, current, complete, consistent, and coordinated - and that customers can be confident it will remain that way as it evolves. It allows them to master their data on any device, anywhere, anytime and can be deployed as SaaS in the cloud, on-premise, or as a hybrid of both.

1Spatial plc is AIM-listed, headquartered in Cambridge, UK, with operations in the UK, Ireland, USA, France, Belgium, Tunisia and Australia.

Website: www.1spatial.com

Sosandar (SOS) H1 Trading and Strategy update - October 23

Sosandar Joint CEOs, Ali Hall and Julie Lavington and CFO, Steve Dilks present a Trading and Strategic Update for the first half of 2024, outlining the company's performance as well as their omnichannel strategy, launching its first bricks and mortar stores plus international launches in Australia and Canada.

Ali Hall & Julie Lavington, Joint CEOs
00:16 - Introduction
00:57 - Overview
03:46 - Launch of nationwide stores
04:20 - UK Clothing market
05:42 - Store locations & programme
07:03 - Benefits of Omnichannel strategy

Steve Dilks, CFO
07:58 - Womens fasion omnichannel case studies
08:54 - Investment strategy
12:16 - Revenue growth FY24 & FY25
12:52 - H1 FY24 key financials & KPI's
13:58 - Strategic progress

Julie Lavington, Joint CEO
14:18 - Summary & Outlook

15:10 - Q&A

Sosandar is one of the fastest growing women's fashion brands in the UK targeting style conscious women who have graduated from price-led alternatives. The Company offers this underserved audience fashion-forward, affordable, quality clothing to make them feel sexy, feminine, and chic. The business sells predominantly own-label exclusive product designed in-house.

Sosandar's product range is diverse, providing its customers with an array of choice for all occasions across all women's fashion categories. The company sells through Sosandar.com and has a number of brand partnerships including with Next, Marks & Spencer and J Sainsbury.

Sosandar's strategy is to continue growing brand awareness and expand its routes to market, reaching customers wherever they wish to shop. This is achieved both through direct to consumer channels and through third party partners. Sosandar offers an exceptional product range, seamless customer experience and impactful, lifestyle marketing, all of which is underpinned by combining innovation with data analysis.

Sosandar was founded in 2016 and listed on AIM in 2017. More information is available at www.sosandar-ir.com

Introduction to Xeros Technologies (XSG) - October 2023

Xeros Technologies CEO, Neil Austin, Finance Director, Alex Tristram, Tom Cobb, Group Product Development Officer and Alasdair Scott, Filtration product owner introduce Xeros, providing an overview of their technologies and the opportunities for the group.

Neil Austin, CEO
00:16 - Introduction

Alasdair Scott, Product Owner
01:15 - Filtration technology

Neil Austin, CEO
01:38 - Filtration Demand

Tom Cobb, Group Product Development Director
02:18 - Care technology

Neil Austin, CEO & Alex Trtistram, Finance Director
04:09 - The Business model

Tom Cobb, Group Product Development Director
05:11 - Finish Technology

Neil Austin, CEO & Alex Trtistram, Finance Director
07:22 - Market drivers
10:01 - Why Invest?

Xeros Technology plc has developed patented and proven, industry-leading technologies which reduce the environmental impact of how industries make and care for clothes.

The traditional wet processing methods used in industrial and domestic laundry and garment manufacturing consume billions of litres of fresh water and large amounts of energy and chemicals, as well as damaging and weakening clothing fibres and creating rising levels of environmental pollution. It is estimated that washing machines contribute 35% of the 171 trillion microplastic particles in the ocean.

A range of actors, including consumers, the media NGOs and regulators are exerting pressure on these industries, with legislative action beginning to be taken.

Xeros' three main technologies, Filtration, Finish, and Care, facilitate garment manufacturers, industrial laundries, domestic washing machine manufacturers and consumers, to reduce their environmental impact, whilst also significantly improving efficiency in the process.

Xeros' model is to generate revenue from licensing its technologies, generating royalties and the sale of consumables. Currently there are 8 agreements in place. The addressable markets in Filtration, Finish and Care are estimated to be valued at £350m p.a., £132m p.a. and £3bn p.a. respectively.

Eneraqua Technologies (ETP) Half Year results presentation - October 23

Eneraqua Technologies CEO, Mitesh Dhanak and CFO, Iain Richardson present Half Year results for the six months ended 31 July 2023, followed by Q&A.

Mitesh Dhanak, CEO
00:16 - Introduction
01:30 - H1 24 Operational highlights
03:54 - Anticipated operational challenges

Iain Richardson, CFO
08:45 - H1 24 Financial summary
09:19 - Group revenue
10:18 - Income statement
11:36 - Balance sheet
12:07 - Cashflow

Mitesh Dhanak, CEO
13:09 - Technology
15:03 - Addressable market
16:45 - Growth strategy
19:53 - Summary and Outlook

22:00 - Q&A

Eneraqua Technologies (AIM:ETP) is a specialist in energy and water efficiency. The Group designs and delivers improved energy and water systems which utilise its wholly owned intellectual property, Control Flow HL2024. Energy was the first market the Company entered and this is the larger sector, with the Company focused on clients with end of life gas, oil or electric heating and hot water systems. The Group provides turnkey retrofit district or communal heating systems based either on high-efficiency gas or ground/air source heat pump solutions that support Net Zero and decarbonisation goals.

Water is a growing service offering focused on water efficiency upgrades for utilities and commercial clients including hotels and care homes. It has also expanded into agritech systems.

The activities in both areas are underpinned by the Company's wholly-owned intellectual property, the Control Flow HL2024 family of products which reduce water wastage and improve the performance of heating and hot water systems.

The Company's main country of operation is the United Kingdom. The Company's head office is in London with additional offices in Leeds, Washington (Sunderland), India, Spain and the Netherlands. The Company has 191 employees, with the majority employed within the UK. Eneraqua Technologies has received the London Stock Exchange's Green Economy Mark.

To find out more, please visit: www.eneraquatechnologies.com

Eneraqua Technologies (ETP) Half Year Results Overview – October 2023

Mitesh Dhanak, CEO provides an overview of the interim results for the period ended 31 July 2023.

00:25 H124 overview
01:21 Financial performance
02:20 Change in customer behaviour
04:24 Outlook

Eneraqua Technologies plc is a United Kingdom-based company, which is a specialist in energy and water efficiency providing turnkey solutions for decarbonization through heating and hot water systems for multiple occupancy social housing and commercial projects. The Company’s geographical segments include United Kingdom, Europe and India. The Company is focused on clients with end-of-life gas, oil or electric heating and hot water systems. The Company provides turnkey retrofit district or communal heating systems based either on high-efficiency gas or ground/air source heat pump solutions that support net zero and decarbonization goals. It also delivers water efficiency upgrades for utilities and commercial clients, including hotels and care homes.

Vertu Motors (VTU) Interim results presentation - October 23

Vertu Motors CEO, Robert Forrester and CFO, Karen Anderson present interim results for the six months ended 31 August 2023. The group saw record revenues, year-on-year profit and dividend growth.

Robert Forrester, CEO
00:16 - Introduction
00:39 - Investement case
01:46 - H1 FY24 Highlights

Karen Anderson, CFO
02:46 - H1 FY24 Financial highlights
03:34 - Income statement
04:45 - Profit bridge
05:31 - Cost management
07:97 - Balance sheet
08:01 - Cashflow
09:22 - Captial Allocation

Robert Forrester, CEO
11:48 - Vehicle sales performance
17:11 - Aftersales performance
19:34 - Electrification
23:07 - Agency distrobution model
24:47 - Group strategy
25:34 - Growth
26:55 - Digitalisation
29:09 - Current trading & Outlook

30:46 - Q&A

Vertu Motors is the fourth largest automotive retailer in the UK with a network of 189 sales outlets across the UK. Its dealerships operate predominantly under the Bristol Street Motors, Vertu and Macklin Motors brand names.

Vertu Motors was established in November 2006 with the strategy to consolidate the UK motor retail sector. It is intended that the Group will continue to acquire motor retail operations to grow a scaled dealership group. The Group's acquisition strategy is supplemented by a focused organic growth strategy to drive operational efficiencies through its national dealership network. The Group currently operates 185 franchised sales outlets and 4 non-franchised sales operations from 141 locations across the UK.

Vertu's Mission Statement is to "deliver an outstanding customer motoring experience through honesty and trust".

Vertu Motors Group website - https://investors.vertumotors.com

Accrol Group (ACRL) Full Year 2023 results presentation - October 23

Accrol Group CEO, Gareth Jenkins and CFO, Chris Welsh present final results for the year ended 30 April 2023, followed by Q&A. A strong growth in both revenue and profit, driven by increasing market share and volumes. FY24 EBITDA now expected to be ahead of previous Board expectations, driven by accelerating margin recovery.

Gareth Jenkins, CEO
00:16 - Introduction
07:14 - FY23 Highlights

Chris Welsh, CFO
08:49 - FY23 Financial highlights

Gareth Jenkins, CEO
11:21 - Market and Revenue
13:55 - Market share
16:23 - Commercial highlights

Chris Welsh, CFO
18:31 -Volume growth and price increases
19:28 - EBITDA Growth
20:45 - Net Debt

Gareth Jenkins, CEO
21:40 - Operational highlights
24:12 - ESG
26:52 - Strategic review
29:41 - Paper mill investment
30:47 - Outlook

32:50 - Q&A

Accrol Group Holdings plc is a leading tissue converter and supplier of toilet tissues, kitchen rolls, facial tissues, and wet wipes to many of the UK's leading discounters and grocery retailers across the UK. The Group now operates from six manufacturing sites, including four in Lancashire, which together supply c.21.5% (volume) of the UK tissue market valued at c£2.5bn at retail sales value.

For more information, please visit www.accrol.co.uk.

Link for Accrol Today video: https://www.accrol.co.uk/our-business/

Gusbourne (GUS) Interim results presentation - September 23

Gusbourne Interim CEO, Mike Paul and CFO, Katherine Berry present Interim results for the period ended 30 June 2023.

Mike Paul, Interim CEO
00:16 - Introduction
01:07 - H1 Highlights
04:00 - Market performance
05:10 - Growth strategy
12:04 - Sales growth
12:46 - International expansion

Katherine Berry, CFO
13:45 - Revenue growth
15:20 - Simplified P&L
16:53 - Key cashflow movements
17:26 - Balance sheet
18:01 - Financial outlook

Mike Paul, Interim CEO
18:36 - Conclusions & outlook

Gusbourne produces and distributes a range of high quality and award winning vintage English sparkling wines from grapes grown in its own vineyards in Kent and West Sussex.

The Gusbourne business was founded by Andrew Weeber in 2004 with the first vineyard plantings at Appledore in Kent. The first wines were released in 2010 to critical acclaim. Following additional vineyard plantings in 2013 and 2015 in both Kent and West Sussex, Gusbourne now has 93 hectares of mature vineyards. The NEST visitor centre was opened next to the winery in Appledore in 2017, providing tours, tastings and a direct outlet for our wines.

Right from the beginning, Gusbourne's intention has always been to produce the finest English sparkling wines. Starting with carefully chosen sites, we use best practice in establishing and maintaining the vineyards and conduct green harvests to ensure we achieve the highest quality grapes for each vintage. A quest for excellence is at the heart of everything we do. We blind taste hundreds of samples before finalising our blends and even after the wines are bottled, they spend extended time on their lees to add depth and flavour. Once disgorged, extra cork ageing further enhances complexity. Our winemaking process remains traditional, but one that is open to innovation where appropriate. It takes four years to bring a vineyard into full production and a further four years to transform those grapes into Gusbourne's premium sparkling wine.

Gusbourne's luxury brand enjoys premium price positioning and is distributed in the finest establishments both in the UK and abroad. Our wines can be found in leading luxury retailers, restaurants, hotels and stockists, always being aware that where we are says a lot about who we are.