Episodes
Tuesday Nov 21, 2023
Pod Point (PODP) Capital Markets Day held 16 November 2023
Tuesday Nov 21, 2023
Tuesday Nov 21, 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/
Friday Nov 17, 2023
ActiveOps (AOM) Interim 2024 results presentation - November 23
Friday Nov 17, 2023
Friday Nov 17, 2023
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.
Wednesday Nov 15, 2023
Tracsis (TRCS) Full Year 2023 Results overview - November 23
Wednesday Nov 15, 2023
Wednesday Nov 15, 2023
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
Thursday Nov 09, 2023
Secure Trust Bank (STB) Capital Markets Day - November 2023
Thursday Nov 09, 2023
Thursday Nov 09, 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.
Tuesday Nov 07, 2023
Huddled Group (HUD) Interview - November 23
Tuesday Nov 07, 2023
Tuesday Nov 07, 2023
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.
Monday Oct 23, 2023
Monday Oct 23, 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.
Wednesday Oct 18, 2023
1Spatial (SPA) H1 2024 results presentation - October 2023
Wednesday Oct 18, 2023
Wednesday Oct 18, 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
Wednesday Oct 18, 2023
Sosandar (SOS) H1 Trading and Strategy update - October 23
Wednesday Oct 18, 2023
Wednesday Oct 18, 2023
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
Monday Oct 16, 2023
Introduction to Xeros Technologies (XSG) - October 2023
Monday Oct 16, 2023
Monday Oct 16, 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.
Friday Oct 13, 2023
Eneraqua Technologies (ETP) Half Year results presentation - October 23
Friday Oct 13, 2023
Friday Oct 13, 2023
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
Wednesday Oct 11, 2023
Eneraqua Technologies (ETP) Half Year Results Overview – October 2023
Wednesday Oct 11, 2023
Wednesday Oct 11, 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.
Friday Oct 06, 2023
Vertu Motors (VTU) Interim results presentation - October 23
Friday Oct 06, 2023
Friday Oct 06, 2023
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
Thursday Oct 05, 2023
Accrol Group (ACRL) Full Year 2023 results presentation - October 23
Thursday Oct 05, 2023
Thursday Oct 05, 2023
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/
Friday Sep 29, 2023
Gusbourne (GUS) Interim results presentation - September 23
Friday Sep 29, 2023
Friday Sep 29, 2023
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.
Wednesday Sep 27, 2023
WH Ireland (WHI) Full year 2023 results overview - September 23
Wednesday Sep 27, 2023
Wednesday Sep 27, 2023
WH Ireland CEO, Phillip Wale presents an overview of 2023 full-year results for the year ended 31 March 23.
00:00 - Opening
00:20 - Introduction
00:36 - Financial highlights
01:40 - Divisional review: Wealth Management
02:58 - Divisional review: Capital Markets
04:25 - Outlook
05:10 - Summary
W.H. Ireland Group Plc is a United Kingdom-based holding company. The Company offers financial services, through its two operating subsidiaries, WH Ireland Limited and Harpsden Wealth Management Limited. The Company operates through two segments: Wealth Management (WM) and Capital Markets (CM). The Company's WM segment offers investment management advice and services to individuals and contains its Wealth Planning business, giving advice on and acting as intermediary for a range of financial products. Its CM segment provides corporate finance and corporate broking advice and services to companies and acts as nominated adviser (Nomad) to clients traded on the alternative investment market (AIM) and also contains its institutional sales and research business, which carries out stockbroking activities on behalf of companies as well as conducting research into markets of interest to its clients. This segment offers day-to-day corporate advice, broking, trading, and equity research.
Monday Sep 25, 2023
Judges Scientific (JDG) Half Year 2023 results presentation - September 23
Monday Sep 25, 2023
Monday Sep 25, 2023
David Cicurel, CEO, Brad Ormsby, CFO, Mark Lavelle, COO and Tim prestige, Group Business Development Director present Half Year results for the six months ended 30th June 2023, followed by Q&A. Solid organic and acquisition growth and a 23% increase to interim dividend.
David Cicurel, CEO
00:16 - Introduction
00:38 - About Judges Scientific
05:10 - Aqcuisition criteria
06:52 - The Judges Group
07:56 - HY23 Highlights
Brad Ormsby, CFO
10:42 - HY23 Financial Highlights
14:30 - Group performance
15:45 - Order intake
17:31 - Profit Bridge
18:26 - Balance Sheet & Cashflow
21:19 - Diversification
21:53- Financial history
David Cicurel, CEO
22:47 - Growth Drivers
23:20 - Henniker acquisition
24:06 - Bossa Nova Vision acquisition
Mark Lavelle, COO
25:46 - Post aquisition strategy
Tim Prestige, GBDD
31:13 - Post aquisition strategy continued
David Cicurel, CEO
38:19 - Outlook
39:40 - Investement case
40:52 - Q&A
Judges Scientific plc (AIM: JDG), is a group focused on acquiring and developing companies in the scientific instrument sector. The Group now consists of 22 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.
Friday Sep 22, 2023
Eagle Eye (EYE) Full Year results presentation - September 23
Friday Sep 22, 2023
Friday Sep 22, 2023
Eagle Eye CEO, Tim Mason and CFO, Lucy Sharman-Munday present Full Year results for the year ended 30 June 2023. An exceptional year of growth, delivering revenue and profits ahead of initial expectations.
Tim Mason, CEO
00:16 - Introduction
02:55 - FY23 Highlights
03:48 - About Eagle Eye
Lucy Sharman-Munday, CFO
07:44 - FY23 Financial highlights
09:25 - Customer strategy
12:09 - International growth
12:48 - income statement
15:35 - Net cash bridge
16:46 - Innovation
19:05 - ESG
Tim Mason, CEO
21:15 - Strategy overview
24:43 - M&A and Untie Nots
26:35 - AI Opportunity
30:35 - 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 100 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.
Wednesday Sep 20, 2023
Inspired (INSE) FY23 Interim Results presentation - September 2023
Wednesday Sep 20, 2023
Wednesday Sep 20, 2023
Mark Dickinson, Chief Executive Officer, Paul Connor, Chief Financial Officer and David Cockshott, Chief Commercial Officer present half-year results for the six-months ended 30 June 2023.
Mark Dickinson, Chief Executive Officer
00:16 - Introduction
00:32 - About Inspired
07:42 - H1 2023 Financial highlights
Paul Connor, Chief Financial Officer
08:30 - Assurance services performance
10:19 - ESG Services performance
11:12 - Optimisation services performance
12:12 - Software services performance
13:07 - H1 Group performance
14:10 - Income statement
14:39 - Cashflow
15:53 - Balance sheet
David Cockshott, Chief Commercial Officer
17:17 - Strategy Update
Mark Dickinson, Chief Executive Officer
21:24 - M&A
22:23 - FY23 Outlook
23:20 - Summary
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.
Wednesday Sep 20, 2023
Fintel (FNTL) HY23 results presentation - September 23
Wednesday Sep 20, 2023
Wednesday Sep 20, 2023
Fintel Joint CEO's Matt Timmins and Neil Stevens, and CFO, David Thompson present interim results for the six months ended 30 June 2023.
Matt Timmins, Joint-CEO
00:16 - Introduction
00:44 - About Fintel
06:50 - FY23 Core business highlights
08:39 - Investments
David Thompson, CFO
10:11 - HY23 Financial highlights
13:30 - Revenue split
14:28 - Core business performance
16:31 - Overall performance
16:57 - Cashflow
19:28 - Financial Summary
Neil Stevens, Joint-CEO
20:04 - Divisional highlights
25:21 - Aquisitions & investments
29:42 - Current trading & 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
Tuesday Sep 19, 2023
Made Tech (MTEC) Full Year 2023 results presentation - September 2023
Tuesday Sep 19, 2023
Tuesday Sep 19, 2023
CEO Rory MacDonald and CFO Debbie Lovegrove, present full year 2023 results for the 12 months ended 31st May 2023.
Rory MacDonald, CEO
00:17 Introduction
00:54 Business uodate
01:30 Highlights of FY23
05:22 Focus on performance
Debbie Lovegrove, CFO
06:33 Financial highlights
09:10 P&L
09:42 Cashflow
10:36 Utilisation
Rory MacDonald, CEO
13:13 Strategic plan
13:30 Market opportunity
15:23 Capabilities & offerings
17:50 Product
19:45 Clients
21:16 ESG
22:02 Outlook
Made Tech Group Plc is a provider of digital, data, and technology services to the United Kingdom public sector. The Company provides services that enable central government, healthcare, and local government organizations to digitally transform, allowing them to modernize their legacy technology, accelerate their digital service delivery, and drive better decisions by using data. Its services include digital service delivery, legacy application transformation, embedded capabilities, data, digital transformation, cloud and engineering, and housing repair software as a service (SaaS) product. The Company’s strategy and expertise include modernize legacy technology and working practices, accelerate digital service and technology delivery, drive decisions through data and automation, and enable technology and delivery skills to build better systems. It serves sectors such as central and local government, housing, healthcare, transport, education, justice, space, defense, and security.
Tuesday Sep 19, 2023
SThree (STEM) FY23 Q3 Trading Update - September 23
Tuesday Sep 19, 2023
Tuesday Sep 19, 2023
SThree CEO, Timo Lehne and CFO, Andrew Beach give a trading update for for Q3 FY23.
Timo Lehne, CEO
00:16 – Introduction
00:29 – Highlights
Andrew Beach, CFO
02:54 – Financial Highlights
03:29 – Per sector performance
04:19 – Regional performance
06:39 – Per skill performance
07:18 – Headcount & productivity
Timo Lehne, CEO
08:47 – 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 8,200 clients across 14 countries. Our Group’s c.2,800 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.
Monday Sep 11, 2023
The Pebble Group (PEBB) Half Year 2023 Results presentation - September 23
Monday Sep 11, 2023
Monday Sep 11, 2023
Pebble Group CEO, Chris Lee and CFO, Claire Thomson present results for the six months ended 30 June 2023, followed by Q&A.
Chris Lee, CEO
00:16 - Introduction
01:45 - Market opportunity
02:52 - HY 23 Highlights
Claire Thomson, CFO
04:05 - HY 23 Financial highlights
04:40 - Key financial dynamics
05:23 - Income statement
06:20 - Cash flow
07:11 - Balance sheet
07:50 - Use of capital
Chris Lee, CEO
08:51 - Facilisgroup performance
Claire Thomson, CFO
14:56 - Brand Addition performance
Chris Lee, CEO
17:54 - ESG
19:25 - Outlook
20:16 - 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.
Monday Sep 11, 2023
Somero Enterprises (SOM) 2023 Interim results presentation - September 23
Monday Sep 11, 2023
Monday Sep 11, 2023
Somero CEO, Jack Cooney and CFO, Enzo Licausi present Interim Results for the six months ended June 30, 2023 followed by Q&A.
Jack Cooney, CEO
00:16 – Introduction
01:28 – H1 2023 highlights
Enzo Licausi, CFO
03:23 – H1 2023 Financial highlights
Jack Cooney, CEO
04:53 – Sales performance
Enzo Licausi, CFO
08:23 – Operating results
09:34 – Financial position
11:27 – Cashflow
Jack Cooney, CEO
12:25 – Long term growth
14:15 – International growth
15:29 – Outlook
17:17 – 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
Monday Sep 11, 2023
Inspired PLC (INSE) FY23 interim results overview - September 2023
Monday Sep 11, 2023
Monday Sep 11, 2023
Inspired PLC CEO Mark Dickinson presents a short overview of the groups' FY23 interim results.
00:23 Introduction & financial highlights
01:38 Divisional performance
02:13 Assurance Services
03:13 ESG Services
03:42 Optimisation Services
05:34 Software Services
06:30 Group performance
07:24 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.
Thursday Sep 07, 2023
Nexteq (NXQ) H1 2023 Results presentation - September 23
Thursday Sep 07, 2023
Thursday Sep 07, 2023
Nexteq CEO, Jon Jayal and CFO, Johan Olivier present interim results for the six months ended 30 June 2023, followed by Q&A.
Jon Jayal, CEO
00:16 - Introduction
00:55 - Overview of Nexteq
02:27 - H1 23 Highlights
Johan Olivier, CFO
03:53 - H1 23 Financial highlights
04:33 - Group Revenue
06:00 - Gross Margin & profitability
09:05 - Cashflow
Jon Jayal, CEO
10:21 - Sector and product positioning
14:28 - Sector trading analysis
19:41 - Growth Strategy
21:44 - Outlook
23:02 - Q&A
Nexteq (AIM: NXQ) is a strategic technology solutions provider to customers in selected industrial markets. Its innovative technology enables the manufacturers of global electronic equipment to outsource the design, development and supply of non-core aspects of their product offering. By outsourcing elements of their technology stack to Nexteq, customers can focus their product development effort on the most critical drivers of their business' success.
Our solutions are delivered through a global sales team and leverage the Group's electronic hardware, software, display and mechanical engineering expertise. Our operations in Taiwan are at the heart of Far Eastern supply networks and facilitates cost effective manufacturing and strategic supply chain management.
The Group operates in 7 countries and services over 500 customers across 50 countries.
Nexteq operates two distinct brands: Quixant, a specialised computer platforms provider, and Densitron, leaders in human machine interface technology, each with dedicated sales, account management and product innovation teams. Founded in 2005, and later floating on the London Stock Exchange's AIM stock market as Quixant plc, the Group rebranded to Nexteq in 2023.
Further information on Nexteq and its brands can be found at www.nexteqplc.com.
Wednesday Sep 06, 2023
Headlam Group (HEAD) Half Year results presentation - September 2023
Wednesday Sep 06, 2023
Wednesday Sep 06, 2023
Headlam Group Chief Executive, Chris Payne and Chief Financial Officer, Adam Phillips present results for the the first six months of the year to 30 June 2023, followed by Q&A.
Chris Payne, Chief Executive
00:16 – Introduction
00:51 – About Headlam
01:27 – H1 2023 Highlights
Adam Phillips, Chief Financial Officer
03:43 – H1 2023 Financial Highlights
05:26 – Revenue
06:41 – UK distribution volumes
08:02 – Income statement
09:23 – Operating costs
10:22 – Operating profit
11:02 – Mitigating actions
11:40 – Non underlying items
12:15 – Cashflow
13:26 – Balance sheet
14:00 – Net Debt
Chris Payne, Chief Executive
14:38 – Strategic pillars
15:41 – Strategic growth initiatives
19:48 – Sustainability and ESG
20:49 – Current trading
22:16 – Capital Allocation
23:47 – Summary
24:16 – 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.
Tuesday Aug 29, 2023
Tribal (TRB) Half Year Results presentation - August 23
Tuesday Aug 29, 2023
Tuesday Aug 29, 2023
Tribal Group CEO, Mark Pickett and CFO Diane McIntyre present Interim Results for the six months ended 30 June 2023.
Mark Pickett, CEO
00:16 - Introduction
00:34 - H1 Overview & highlights
06:32 - Tribal products
08:42 - New customer wins
Diane McIntyre, CFO
10:41 - H1 Financial highlights
12:03 - Segmental performance
13:14 - SIS performance
16:42 - Cashflow
Mark Pickett, CEO
19:04 - Admissions product
23:26 - Growth drivers
24:19 - Customer wallet expansion
26:50 - Summary and 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.
Tuesday Aug 15, 2023
H&T Group (HAT) 2023 interim results presentation - August 2023
Tuesday Aug 15, 2023
Tuesday Aug 15, 2023
H&T Chief Executive, Chris Gillespie and CFO, Diane Giddy, present interim results for the six months ended 30 June 2023. H&T Group is the largest pawnbroker and leading retailer of high-quality new and pre-owned jewellery and watches.
Chris Gillespie, Chief Executive
00:18 Introduction
00:45 H&T at a glance
02:50 Breakdown by profit
03:20 Headline achievements
05:38 Financial headline summary
Diane Giddy, CFO
07:00 Segmental profits
07:54 Income statement
08:50 Operating costs
10:43 Operational leverage
11:05 Balance sheet
11:43 Cash flow statement
12:39 Segmental results
Chris Gillespie, Chief Executive
16:38 Store metrics
18:35 Investment strategy
21:00 ESG
22:03 Business focus & outlook
23:41 H&T investment case
26:00 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.
Monday Aug 14, 2023
Hill & Smith (HILS) Interim results presentation - August 23
Monday Aug 14, 2023
Monday Aug 14, 2023
Hill & Smith Executive Chair, Alan Giddins and Group Chief Financial Officer, Hannah Nichols present interim results for the six months ended 30 June 2023. The group saw a record trading performance with group revenue up 9% and operating profit up 20% on an organic constant currency basis.
Alan Giddins, Executive Chair
00:16 – H1 Highlights
Hannah Nichols, Group Chief Financial Officer
02:08 – H1 financial highlights
03:28 – Group overview
04:38 – Divisional performance
11:07 – Cash Generation
12:49 – ESG
13:37 – Financial framework
Alan Giddins, Executive Chair
14:53 – US Industrial exansion
16:21 – M&A update
20:08 – Investment case
21:04 – Outlook
Hill & Smith PLC is a leading provider of sustainable infrastructure products and services The Group employs c.4,250 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 with low embodied energy 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.
Wednesday Aug 09, 2023
Secure Trust Bank (STB) Interim results 2023 overview - August 2023
Wednesday Aug 09, 2023
Wednesday Aug 09, 2023
David McCreadie, CEO gives an overview of Secure Trust Bank’s 2023 Interim results and an outlook for the rest of the year.
00:16 – STB and the Macro Backdrop
01:23 – Highlights for the period
04:14 – Growth strategy
05:48 – Performance by each business
08:18 – Summary and outlook
Secure Trust Bank PLC is a United Kingdom-based retail bank. The Company operates through four segments: Real Estate Finance, Commercial Finance, Vehicle Finance and Retail Finance. Its Real Estate Finance segment is engaged in lending on portfolios of residential property as well as the development of new build property. Commercial Finance segment offers lending, which is predominantly against receivables, that is qualifying invoices under invoice discounting and factoring services. Its Vehicle Finance segment offers hire purchase lending for used cars primarily to prime and near-prime customers, and personal contract purchase lending into the consumer prime credit market, both secured against the vehicle financed. Its Retail Finance segment offers online service to retailers, providing unsecured prime lending products to the United Kingdom customers of its retail partners to facilitate the purchase of a range of consumer products.
www.securetrustbank.co.uk
Video produced by BRR Media. Distributed by PIWORLD.
Wednesday Aug 02, 2023
NWF Group (NWF) Full Year 2023 results presentation - August 23
Wednesday Aug 02, 2023
Wednesday Aug 02, 2023
NWF Group Chief Executive Richard Whiting and Chief Executive designate/CFO Chris Belsham present final results for the year ended 31 May 2023. The group saw record revenues, with robust levels of profitability.
Richard Whiting, Chief Executive
00:16 - Introduction
02:18 - FY23 highlights
03:54 - Operating highlights
Chris Belsham, Chief Executive designate/CFO
08:28 - Income statement
10:37 - Balance sheet
11:33 - Pension summary
12:22 - Cashflow
Richard Whiting, Chief Executive
13:43 - Development strategy
Chris Belsham, Chief Executive designate/CFO
15:41 - Fuel development strategy
17:45 - Food development strategy
18:48 - Feed development strategy
Richard Whiting, Chief Executive
19:43 - ESG
20:38 - Investment case
22:10 - Summary and Outlook
23:01 - 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 .
Friday Jul 28, 2023
Franchise Brands (FRAN) Interim results presentation - July 23
Friday Jul 28, 2023
Friday Jul 28, 2023
Stephen Hemsley, Executive Chairman, Peter Molloy, CEO, B2B division, Jason Sayers, CEO, Filta International and Alex McNutt, CEO, Pirtek Europe present interim results for the six months ended 30 June 2023.
Stephen Hemsley, Executive Chairman
00:16 - Introduction
01:29 - H1 23 Highlights
03:09 - Strategic Developments
Peter Molloy, CEO, B2B Division
05:24 - B2B Division overview
09:59 - B2B Division performance
Jason Sayers, CEO, Filta International
12:51 - FiltaMax strategy
16:09 - Waste Oil sales
17:09 - Filta International performance
Alex McNutt, CEO, Pirtek Europe
18:49 - Pirtek Europe overview
23:25 - Pirtek Europe performance
Stephen Hemsley, Executive Chairman
26:38 - B2C division overview
28:35 - P&L Statement
31:31 - Adjusted EPS and dividend
32:24 - Cashflow
34:57 - Corporate governance
36:00 - Corporate development and capital allocation
37:14 - Summary and Outlook
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 648 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 some 715 people across the Group.
For further information, visit www.franchisebrands.co.uk
Tuesday Jul 25, 2023
SThree (STEM) Half Year 2023 results presentation - July 23
Tuesday Jul 25, 2023
Tuesday Jul 25, 2023
SThree CEO, Timo Lehne and CFO, Andrew Beach present half-year results for the six months ended 31 May 2023. Resilient performance in H1 driven by their contract business.
Timo Lehne, CEO
00:16 - Introduction
02:02 - HY23 Highlights
Andrew Beach, CFO
04:01 - Net Fee performance
05:07 - HY23 Financial performance
09:39 - Net fees by product type
10:33 - Net fees by skill & region
11:41 - HY23 Productivity
12:23 - Technology improvement programme spend
13:09 - Operating profit & Cash performance
14:23 - Dividend
14:40 - Contractor order book
15:27 - Financial summary
Timo Lehne, CEO
16:17 - Strategic pillars
16:16 - Regions
17:54 - Technology improvement programme
22:36 - People
23:52 - Market position
24:27 - ESG
25:54 - Outlook
SThree plc brings skilled people together to build the future. We are the only global specialist talent partner focused on roles in STEM, providing permanent and flexible contract talent to a diverse base of over 8,200 clients across 14 countries. Our Group's c.2,800 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.
Tuesday Jul 18, 2023
DSW Capital (DSW) FY23 Results presentation - July 2023
Tuesday Jul 18, 2023
Tuesday Jul 18, 2023
James Dow, CEO & Nicole Burstow, CFO present full year 2023 results, followed by Q&A.
James Dow, CEO & Nicole Burstow, CFO
00:17 Introduction
James Dow, CEO
01:10 Overview of DSW
01:53 Investment case
Nicole Burstow, CFO
02:34 Current service lines
04:30 DSW licence model
06:04 Licence model strengths
08:38 Central initiatives
11:23 FY23 performance highlights
13:35 Income statement
15:06 Balance sheet
15:41 Cash flow
16:34 Network KPI’s
James Dow, CEO
17:52 Opportunities for growth
18:47 DSW Bridgewood
20:12 Target acquisition service lines
21:18 Recruitment pipeline
23:36 ESG
24:23 Summary
26:00 Outlook
26:44 Q&A
DSW Capital plc (DSW) is a United Kingdom-based company, which operates as a mid-market, challenger professional services license network. The principal activity of the Company and its subsidiary, DSW Services LLP, is the licensing of the Dow Schofield Watts brand and associated brand names for use in the professional services sector. It operates licensing arrangements with 20 licensee businesses and 97 fee earners, across seven offices in England and two in Scotland, which primarily trade under the Dow Schofield Watts brand. Its United Kingdom market comprises approximately 5,000 professional services firms, which divided into three segments Big 4, mid-market and high-street. The Company offers a range of services, which includes ABL risk management, business planning, business recovery, corporate finance advice, debt advisory, DSW ventures, equity finance, financial due diligence, forensic services, industrial property solutions, tax advisory, valuation services, and wealth planning.
Thursday Jul 13, 2023
Sosandar (SOS) Full Year 2023 results presentation - July 23
Thursday Jul 13, 2023
Thursday Jul 13, 2023
Ali Hall & Julie Lavington, Co-CEOs & Co-Founders, and Steve Dilks, CFO, present final results for the year ended 31 March 2023, followed by Q&A.
Julie Lavington, Joint CEO
00:16 - Introduction
00:51 - FY23 Highlights
Steve Dilks, CFO
02:58 - Net revenue & PBT
04:04 - Gross Profit
05:14 - Overheads
08:55 - Website performance
10:31 - Income statement & balance sheet
Ali hall, Joint CEO
13:41 - Growth intiatives
15:05 - Product range
Julie Lavington, Joint CEO
15:33 - DTC Optimisation
Ali hall, Joint CEO
18:37 - Mobile App development
Julie Lavington, Joint CEO
19:43 - Online routes to market
Ali hall, Joint CEO
20:47 - In-store routes to market
Julie Lavington, Joint CEO
22:16 - International Expansion
23:16 - Summary & Outlook
24:35 - 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 brand partnerships in place with Next, John Lewis, Marks & Spencer, The Very Group, JD Williams and J Sainsbury.
Sosandar's strategy is to continue growing brand awareness and expand its customer database, whilst also further driving its high levels of customer retention. This is achieved through its exceptional products, seamless customer experience and impactful, lifestyle marketing activities 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
Thursday Jul 13, 2023
Wynnstay Group (WYN) Interim results presentation - July 23
Thursday Jul 13, 2023
Thursday Jul 13, 2023
Wynnstay CEO, Gareth Davies, and Finance Director, Paul Roberts present interim results for the six months ended 30 April 2023, followed by Q&A.
Gareth Davies, CEO
00:16 - introduction
01:00 - Business overview
08:33 - H1 23 Highlights
Paul Roberts, Finance Director
12:20 - H1 23 Financial highlights
15:46 - Financial track record
16:10 - Cash flow & Net debt
17:35 - Segmental performance
Gareth Davies, CEO
17:46 - Trading environment
20:27 - Agriculture division
27:19 Speciallist Agricultural Merchanting division
29:35 - Growth strategy
Paul Roberts, Finance Director
30:30 - Investment
Gareth Davies, CEO
33:10 - ESG
37:39 - Summary & Outlook
39:04 - 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).
Wednesday Jul 12, 2023
Begbies Traynor Group (BEG) Full Year 2023 Results presentation - July 23
Wednesday Jul 12, 2023
Wednesday Jul 12, 2023
Begbies Traynor Executive Chairman, Ric Traynor and Group Finance Director Nick Taylor present final results for the year ended 30 April 2023.
Ric Traynor, Executive Chairman
00:16 - Introduction
01:22 - FY23 Highlights
Nick Taylor, Group Finance Director
02:17 - FY23 Financial Highlights
04:01 - Per sector performance
10:24 - Cashflow
11:01 - Financial outlook
Ric Traynor, Executive Chairman
12:12 - Market opportunity & position
18:00 - Case study
19:49 - Service offering
21:21 - Growth strategy
22:59 - Financial track record
23:36 - Summary
24:28 - 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.
Tuesday Jul 11, 2023
TPXimpact (TPX) Full Year results presentation - July 23
Tuesday Jul 11, 2023
Tuesday Jul 11, 2023
TPXimpact CEO, Björn Conway and CFO, Steve Winters present results for the year ended 31 March 2023, followed by Q&A.
Björn Conway, CEO
00:16 - Introduction
01:46 - FY23 Summary
04:13 - Market Overview
08:21 - Case Studies
Steve Winters, CFO
09:58 - FY23 Financial highlights
12:51 - Revenue
16:18 - ESG
Björn Conway, CEO
19:57 - Strategy update
23:30 - Current trading and outlook
26:42 - Q&A
We believe in a world enriched by people-powered digital transformation. Working together in close collaboration, we want to help our clients reimagine their organisations, services and experiences to accelerate positive change and build a future where people, places and the planet are supported to thrive.
Led by passionate people, we care deeply about the work we do and the impact we have in the world. Working alongside our clients teams, we work to understand their unique challenges and find new ways forward together; challenging assumptions, testing new approaches and building capabilities, leaving them with the tools, the insight and the confidence to continue iterating and innovating.
Combining rich heritage and expertise in human-centred design, data, experience and technology, we bring over 15 years experience across the public, private and third sectors, creating sustainable solutions with the flexibility to learn, evolve and change.
The business is being increasingly recognised as a leading alternative digital transformation provider to the UK public services sector, with c.72% of its client base representing the public sector and c.28% representing the commercial sector.
More information is available at www.tpximpact.com.
Thursday Jul 06, 2023
ActiveOps (AOM) Full Year 2023 results presentation - July 23
Thursday Jul 06, 2023
Thursday Jul 06, 2023
ActiveOps CEO, Richard Jeffrey and CFO, Ken smith present full year results for the year ended 31 March 2023.
Richard Jeffrey, CEO
00:16 - Introduction
02:11 - Products
02:32 - FY23 Highlights
Ken Smith, CFO
04:33 - FY23 Financial highlights
06:21 - P&L Performance
07:23 - EBITDA
08:16 - Cashflow
08:46 - Financial platform
Richard Jeffrey, CEO
09:33 - Market opportunity
11:41 - AI
13:00 - CaseworkiQ
14:12 - TD Bank case study
15:12 - Development roadmap
17:32 - Pricing
18:34 - ESG
20:07 - Current trading & Outlook
ActiveOps is a leader in Management Process Automation (MPA), providing a SaaS platform to large enterprises with complex and often global back-offices. The Group's software and embedded back-office operations management methodology enables enterprises to adopt a data-driven, scientific approach to organising work and managing capacity.
The Group's enterprise platform comprises its MPA software products and AOM, the Group's operations methodology and framework for effective back-office management. Together, this combination of software and embedded methodology enables operations managers to balance the competing priorities of meeting service and quality standards while improving productivity and reducing cost.
As at 31 March 2023, the Group had 179 employees, serving its 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 and business process outsourcing (BPO) sectors, including Nationwide, TD Bank, Anthem Inc and DXC Technology.
Thursday Jun 22, 2023
IG Design Group (IGR) FY23 results presentation - June 23
Thursday Jun 22, 2023
Thursday Jun 22, 2023
IG Design Group Non-Executive Chair, Stewart Gilliland and CEO/CFO Paul Bal present results for the year ended 31 March 2023, followed by Q&A.
Stewart Gilliland, Non-Executive Chair
00:16 - Introduction
00:32 - FY23 Highlights
Paul Bal, CEO/CFO
03:49 - FY23 Financial summary
06:50 - Revenue performance
08:43 - Per category performance
09:51 - Profit & Loss
14:53 - Cashflow
17:36 - DG Americas update
21:58 - DG International update
23:11 - Senior leadership update
25:31 - Updated strategy
Stewart Gilliland, Non-Executive Chair
31:18 - Summary and outlook
32:46 - 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.
Thursday Jun 22, 2023
Mindgym (MIND) Full Year 2023 results presentation - June 23
Thursday Jun 22, 2023
Thursday Jun 22, 2023
Mindgym CEO, Octavius Black and CFO, Dominic Neary present results for the year ended 31 March 2023. Delivering a robust performance, with double-digit revenue growth and an encouraging return to profitability.
Octavius Black, CEO
00:16: Introduction
Dominic Neary, CFO
00:55 - FY23 Highlights
03:04 - Revenue Growth
04:29 - Operating margin
Octavius Black, CEO
06:03 - Market Opportunity
08:25 - Business model
10:36 - Performa
13:11 - Diagnostics platform
19:55 - Outlook
Mind Gym is a company that delivers business improvement solutions using scalable, proprietary products which are based on behavioural science. The Group operates in three global markets: business transformation, human capital management and learning & development.
Mind Gym is listed on the London Stock Exchange Alternative Investment Market (ticker: MIND) and headquartered in London. The business has offices in London, New York and Singapore.
Further information is available at www.themindgym.com
Thursday Jun 22, 2023
SThree (STEM) FY23 Half Year Trading update - June 2023
Thursday Jun 22, 2023
Thursday Jun 22, 2023
SThree CEO, Timo Lehne and CFO, Andrew Beach give a trading update for H1 2023. The group saw contract net fees up 3% YoY with growth across the majority of regions, as well as a strong balance sheet, with £72 million net cash.
Timo Lehne, CEO
00:16 - Introduction
00:36 - Highlights and overview
Andrew Beach, CFO
04:07 - Financial highlights
05:30 - Regional performance
07:55 - Per sector performance
08:28 - Headcount
Timo Lehne, CEO
09:54 - 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 8,200 clients across 14 countries. Our Group's c.2,800 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.
Monday Jun 12, 2023
Idox (IDOX) Interim results 2023 presentation - June 23
Monday Jun 12, 2023
Monday Jun 12, 2023
Idox CEO, David Meaden and CFO, Anoop Kang, present interim results for the six months ended 30th April 2023, followed by Q&A. It's a good first-half performance, with encouraging organic growth and continued cash generation.
David Meaden, CEO
00:16 - Introduction
00:45 - H1 FY23 Operational highlights
Anoop Kang, CFO
04:26 - H1 FY23 Financial highlights
06:24 - Segmental performance
11:32 - Income statement
12:40 - Cashflow
14:10 - Balance sheet
14:58 - Future guidance
David Meaden, CEO
16:23 - Strategy overview
18:20 - Focus on growth
20:14 - Longterm performance & goals
21:28 - M&A
22:34 - ESG
23:46 - Outlook
25:12 - 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.
Monday Jun 12, 2023
Venture Life Group (VLG) Capital Markets Day - 6th June 2023
Monday Jun 12, 2023
Monday Jun 12, 2023
Venture Life Group plc, a leader in developing, manufacturing and commercialising products for the international self-care market, hosted a capital markets event for analysts and investors, on 6 June 2023, senior executives, operational management and product champions presented.
Paul McGreevy, Non-Executive Chair
00:16 - Introduction
Jerry Randall, CEO
01:50 - Introduction
04:36 - Business overview
Daniel Wells, CFO
09:36 - Financial Overview
Jerry Randall, CEO
25:08 - Key brands
25:46 - Introduction to Balance Activ
Dr Shazia Malik, MBChB
31:42 - About BV
44:25 - Why recommend Balance Activ?
46:58 - Womens health trends
Jerry Randall, CEO
50:47 - Introduction to Lift
Vanessa Haydock
54:27 - About Diabetes
59:26 - Lift user experience
01:01:29 - The science behind Lift
1:03:33- The wider market for Lift
Jerry Randall, CEO
01:05:31 - Introduction to Earol
Hillary Harkin
01:10:15 - About Ear wax buildup
01:18:37 - Why recommend Earol?
01:21:12 - Growth opportunities for Earol
Lorenzo Morini, Commercial director
01:23:14 - UK Distribution
Natalia Ocio Mellid, Director of International Brands
01:33:00 - International Distribution
Jocelyn Kirby, Head of E-Commerce
01:42:25 - E-Commerce
Gianluca Braguti, Chief Manufacturing/Operations Officer
01:52:42 - Group CDMO Introduction
Stefania Abbattista, Head of R&D
02:07:05 - Development Capability/NPD
Domenico Barbaro, Purchasing & Supply Chain Group Director
02:15:34 - Supply Chain
Marco Castelnovo, Head of Private International Label & Contract Manufacturing
02:26:12 - Customer Brands
Jerry Randall, CEO
02:34:20 - Conclusion
02:35:57 - Q&A
Venture Life is an international consumer self-care company focused on developing, manufacturing and commercialising products for the global self-care market. With operations in the UK, Italy, The Netherlands and Sweden, the Group's product portfolio includes some key products such as the UltraDEX and Dentyl oral care product ranges, the Balance Activ range in the area of women's intimate healthcare, the Lift and Glucogel product ranges for hypoglycaemia, Gelclair and Pomi-T for oncology support, products for fungal infections and proctology, and dermo-cosmetics for addressing the signs of ageing. Its products are sold in over 90 countries worldwide.
The products, which are typically recommended by pharmacists or healthcare practitioners, are available primarily through pharmacies and grocery multiples. In the UK and The Netherlands these are supplied direct by the company to retailers, elsewhere they are supplied by the Group's international distribution partners.
Through its two Development & Manufacturing operations in Italy and Sweden, the Group also provides development and manufacturing services to companies in the medical devices and cosmetic sectors.
Wednesday Jun 07, 2023
Gusbourne (GUS) Full Year 2022 results presentation - June 23
Wednesday Jun 07, 2023
Wednesday Jun 07, 2023
Charlie Holland, CEO & Katherine Berry, CFO present full year 2022 results for the period ended 31 December 2022. These results show a strong growth of 49% in net revenue and a reduced adjusted EBITDA loss.
Charlie Holland, CEO
00:16 - Introduction
00:53 - 2022 Summary
03:17 - The English wine market
04:12 - Growth Strategy
Katherine Berry, CFO
11:22 - Revenue Growth
13:05 - P&L
14:28 - Key Cashflow movements
15:30 - Key Balance sheet items
15:52 - Guidance & Targets for 2023
Charlie Holland, CEO
16:22 - 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.
Thursday May 25, 2023
Cerillion (CER) Interim results presentation - May 2023
Thursday May 25, 2023
Thursday May 25, 2023
Louis Hall, CEO & Andrew Dickson, CFO outline the interim results for the six months ended 31 March 2023. They have achieved new records for the key performance indicators, which demonstrate the strong momentum in the business and the significant growth opportunities available.
Louis Hall, CEO
00:16 - Introduction
01:06 - About Cerillion
06:29 - Market Drivers
14:53 - H1 2023 Highlights
18:58 - Sales pipeline
Andrew Dickson, CFO
19:29 - H1 2023 KPI's
22:36 - Financial highlights
24:23 - Cash generation
25:41 - Income statement
27:36 - Balance sheet
27:56 - Cashflow statement
Louis Hall, CEO
28:25 - Summary and Outlook
28:51 - Q&A
About Cerillion
Cerillion is a leading provider of mission critical software for billing, charging and customer relationship management, with a 23-year track record in providing comprehensive revenue and customer management solutions. The Company has around 80 customers across 44 countries, principally serving the telecommunications market.
The Company is headquartered in London and also has operations in India (in Pune, Ahmedabad, and Indore), Bulgaria (in Sofia) and Australia (in Sydney).
Thursday May 25, 2023
Eneraqua Technologies (ETP) Full Year Results presentation - May 2023
Thursday May 25, 2023
Thursday May 25, 2023
Eneraqua Technologies CEO, Mitesh Dhanak, and CFO, Iain Richardson, present preliminary results for the year ended 31 January 2023.
Mitesh Dahnak, CEO
00:16 - Introduction
01:04 - FY2023 Operational highlights
Iain Richardson, CFO
02:15 - Financial highlights
Mitesh Dahnak, CEO
04:42 - Overview of Eneraqua technologies
05:38 - Technology IP
07:30 - Addresable market
Iain Richardson, CFO
08:55 - Growth strategy
Mitesh Dahnak, CEO
11:01 - Strategic highlights
15:21 - Energy
17:56 - Investing in the future
Iain Richardson, CFO
20:23 - Financial summary
21:35 - Group revenue
22:54 - Income statement
24:09 - Balance sheet
25:11 - Cashflow
Mitesh Dahnak, CEO
26:11 - Summary and outlook
Eneraqua Technologies (AIM:ETP) is a specialist in energy and water efficiency. The Group has two divisions energy and water. Energy is the larger division, 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.
The water division is a growing service offering focused on water efficiency upgrades for utilities and commercial clients including hotels and care homes.
The activities in both divisions 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 based in London with additional offices in Leeds, Washington (Sunderland), India, Spain and the Netherlands. The Company has 168 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
Thursday May 25, 2023
EMIS Group (EMIS) Full Year 2022 results presentation - May 2023
Thursday May 25, 2023
Thursday May 25, 2023
Emis CEO, Andy Thorburn & CFO, Peter Southby, present full-year 2022 results.
Peter Southby, CFO
00:18 Financials highlights
02:14 Income statement
03:40 Segmental analysis
04:38 Revenue analysis
05:48 Cash flow
06:49 Balance sheet
Andy Thornburn, CEO
07:30 Operational review
08:00 Recommended acquisition of EMIS Group
09:08 Business highlights
09:57 Operational highlights
10:50 Outlook
EMIS Group has grown to become a UK leader in connected healthcare software and systems. Its solutions are widely used across a number of major UK healthcare settings. EMIS Group’s aim is to join up healthcare through innovative technology, helping to deliver better health outcomes to the UK population, supporting longer and healthier lives.
EMIS Group has two core business segments: EMIS Health and EMIS Enterprise.
EMIS Health is a supplier of integrated care technology to the NHS, including primary, community, acute and social care.
EMIS Enterprise is focussed on growth in the business-to-business technology sector within the healthcare market, including management of medicines, partner businesses, patient-facing services, data and analytics, and research and life sciences.
Tuesday May 23, 2023
Eneraqua Technologies (ETP) FY23 overview - May 23
Tuesday May 23, 2023
Tuesday May 23, 2023
Eneraqua Technologies CEO, Mitesh Dhanak gives an overview of ETP's results for the year ending 31 January 2023.
00:22 Overview of the year
01:39 Financial performance
04:08 Operational highlights
06:27 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.
Thursday May 11, 2023
Vertu Motors (VTU) Full Year 2023 results presentation - May 2023
Thursday May 11, 2023
Thursday May 11, 2023
Vertu Motors CEO, Robert Forrester and CFO, Karen Anderson present final results for the year ended 28 February 2023, followed by Q&A. A strong operational performance with excellent cash generation, a major acquisition of Helston Garages which has integrated well and strong current trading.
Robert Forrester, CEO
00:16 - Introduction
02:18 - FY23 Highlights
Karen Anderson, CFO
03:46 - Financial KPI's
04:36 - Income statement
05:29 - Profit bridge
6:00 - Cost management
07:48 - Balance sheet
08:56 - Cashflow
10:08 - Capital allocation
Robert Forrester, CEO
12:50 - Sales performance
19:08 - Group Strategy
19:52 - ESG
22:54 - FY23 Strategic highlights
28:52 - Current trading & outlook
31:01 - Summary
31:42 - 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".