PIWORLD audio investor podcasts

SThree (STEM) FY23 Q1 Trading Update - March 2023

Timo Lehne, CEO and Andrew Beach, CFO give a trading update for Q1 2023. It is a period where net fee growth has been driven by the group's Contract business.

Timo Lehne, CEO
00:16 - Introduction
00:35 - Highlights and overview

Andrew Beach, CFO
02:58 - Financial highlights
03:38 - Regional performance
05:53 - Per sector performance
06:26 - Headcount

Timo Lehne, CEO
07:39 - 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.3,000 staff cover the Technology, Life Sciences and Engineering sectors. SThree is part of the Industrial Services sector.

Somero Enterprises (SOM) Full Year 2022 results presentation - March 2023

Somero Enterprises CEO, Jack Cooney, President, John Yuncza and CFO, Enzo Licausi, presents the FY22 results, for the period ended 31 December, 2022, followed by Q&A. There is a healthy North American market and significant contributions from Europe and Australia, which drove a strong finish to 2022.

Jack Cooney, CEO
00:16 - Introduction
00:26 - 2022 Highlights

John Yuncza, President
01:31 - Financial highlights
02:24 - Sales by territory & product

Enzo Licausi, CFO
05:39 - Operating results
07:14 - Financial position & cashflow
09:31 - Dividend

John Yuncza, President
10:16 - Long term growth strategy
12:02 - Product development & current lineup
14:51 - International growth
16:59 - Outlook

19:12 - 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 Solutions (EYE) interim results presentation - March 2023

Eagle Eye Solutions CEO, Tim Mason & CFO Lucy Sharman-Munday present the interim results for the six months ended 31 December 2022, achieving strong organic growth with the acquisition of Untie Nots supporting continued expansion.

Tim Mason, CEO
00:16 - Introduction
00:37 - H1 Highlights
02:54 - About Eagle Eye
04:49 - Acquisition of Untie Nots

Lucy Sharman-Munday, CFO
09:27 - H1 Financial highlights
10:58 - Revenue Split
12:46 - Income statement
14:53 - Eagle Eye business model
18:14 - Net cash bridge
20:19 - ESG

Tim Mason, CEO
23:03 - Win, Transact, Deepen strategy
30:38 - Outlook

About Eagle Eye

Eagle Eye is a leading SaaS technology company transforming marketing by creating digital connections that enable personalised performance marketing in real time through coupons, loyalty, apps, subscriptions and gift services.

Eagle Eye AIR enables the secure issuance and redemption of digital offers and rewards at scale, across multiple channels, enabling a single customer view. The Group creates a network between merchants, brands and audiences to enable customer acquisition, interaction and retention at lower cost whilst driving marketing innovation.

The Company's current customer base comprises leading names in UK Grocery, Retail, Leisure and Food & Beverage sectors, including Asda, Sainsbury's, Tesco, Waitrose and John Lewis & Partners, Virgin Red, JD Sports, Pret A Manger, Greggs, Mitchells & Butlers, PizzaExpress; in North America, Loblaws, Shoppers Drug Mart, Southeastern Grocers and Staples US Retail and in Australia & New Zealand, Woolworths Group and The Warehouse Group. In January 2023, the Group acquired France based Untie Nots, a personalised promotions business, adding Carrefour, E. Leclerc, Auchan and other leading brands to its European customer base.

Web - www.eagleeye.com

Franchise Brands (FRAN) Full Year 2022 presentation - March 2023

FRAN Executive Chairman, Stephen Hemsley and Peter Molloy, Managing Director, B2B Division present the final results for the year ended 31 December 2022. It was another significant and highly successful year for the Group with record organic growth at Metro Rod and the transformational acquisition of Filta which has performed ahead of expectations.

Stephen Hemsley, Executive Chairman
00:17 Intro & agenda
00:47 Overview
03:21 Highlights

Peter Molloy, Managing Director, B2B Division
04:32 Franchise Brands at a glance
07:26 International footprint

Stephen Hemsley, Executive Chairman
08:17 profit bridge for 22
09:15 Corporate activity and strategic review

Peter Molloy, Managing Director, B2B Division
12:33 Business performance
12:59 Metro Rod & Metro Plumb
17:54 Willow Pumps & Filta
21:33 Cross selling opportunities

Stephen Hemsley, Executive Chairman
23:02 Filta
30:39 B2C

Peter Molloy, Managing Director, B2B Division
32:48 Technology enablement

Stephen Hemsley, Executive Chairman
38:31 Technology enablement contd
40:06 Summary of group financial results
42:40 Divisional trading results

Peter Molloy, Managing Director, B2B Division
43:06 B2B division results

Stephen Hemsley, Executive Chairman
45:57 Filta results
51:33 B2C division results
52:03 Adjusted & statutory profit
53:27 Cash flow
55:32 Balance sheet
56:07 Summary & outlook

Franchise Brands plc is a holding company. It is focused on building businesses in selected customer segments, using primarily a franchise model. It operates through three segments: B2B-Franchisor, B2B-DLO and B2C. The B2B-Franchisor segment is made up of Metro Rod and Metro Plumb. B2B-DLO segment is made up of Willow Pumps, and other B2B DLOs. B2C segment is made up of ChipsAway, Ovenclean and Barking Mad. It has a combined network of approximately 425 franchisees across five principal brands in the United Kingdom (UK). Its brands include Metro Rod, Willow Pumps, Metro Plumb, ChipsAway, Ovenclean, Barking Mad, Azura Group and The Handyman Van. Metro Rod is the provider of drain clearance, repair, and maintenance services. These services are provided by 42 franchisees with geographical coverage across the UK. Metro Plumb is a national plumbing franchise with more than 30 regional plumbing centers. Filta serves commercial kitchen services sector, servicing restaurants and supermarket.

Hill & Smith (HILS) Full Year 2022 results presentation - March 23

Alan Giddins, Executive Chair and Hannah Nichols, Group CFO, present full-year results for the year ended 31 December 2022. It was a year of record profitability, from a higher growth portfolio.

Alan Giddins, Executive Chair
00:17 Introduction
00:29 Highlights

Hannah Nichols, Group CFO
01:58 Financial highlights
03:28 Galvanizing
05:23 US Galvanizing
07:44 Engineered Solutions
09:58 Roads & Security
12:46 Cash generation & financial position
15:20 ESG

Alan Giddins, Executive Chair
17:52 Financial framework
19:11 Group overview
20:09 US Infrastructure Bill
21:22 Acquisitions – National Signal
22:46 Acquisitions – Enduro Composites
23:26 Acquisitions – Korns Galvanizing
23:56 Outlook

Hill & Smith PLC is a United Kingdom-based company that creates infrastructure and transport. Its business divisions include Galvanizing Services, Engineered Solutions, and Roads & Security. Galvanizing Services division include structural steel work, lighting columns, bridges, agricultural equipment, and other products for the industrial and infrastructure markets. Engineered Solutions division is engaged in supplying engineered steel and composite solutions with low embodied energy for a range of infrastructure markets, including energy generation and distribution, marine, rail, and housing. Roads & Security division is engaged in supplying products and services to support road and highway infrastructure, including temporary and permanent road safety barriers, renewable energy lighting and power solutions, Intelligent Traffic Solutions, and bridge parapets. The security portfolio includes hostile vehicle mitigation solutions, high security fencing and automated gate solutions.

Headlam Group (HEAD) Full Year 2022 results presentation - March 2023

Headlam Group's Chief Executive, Chris Payne, presents full year results for the year ended 31 December 2022 and an update on current trading, followed by Q&A.

00:16 - Introduction
01:57 - Financial highlights
03:15 - Income statement
04:22 - Revenue movement
05:51 - Distribution of sales
07:40 - Operating profit
08:56 - Non-underlying items
09:31 - Cash flow movement
11:28 - Balance sheet
12:21 - Net debt
14:06 - Growth Strategy
22:21 - Acquisition of Melrose Interiors
23:47 - ESG Strategy
26:51 - Board and operational team
29:01 - Investments and shareholder returns
30:52 - Post year end and current trading
32:09 - Q&A

About Headlam Group

Operating for over 30 years, Headlam is the UK's leading floorcoverings distributor. The Company 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 Company 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 67 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.

Made Tech (MTEC) interim results presentation - February 2023

Made Tech CEO, Rory MacDonald & CFO, Deborah Lovegrove, present the interim results for the six months ended 30 November 2022. They achieved strong organic revenue growth and a record Contracted Backlog.

Rory MacDonald, CEO
00:16 - Introduction
00:51 - H1 23 Highlights
03:57 - Offerings and capabilities
05:37 - Client base
07:34 - Market opportunity
11:07 - Headcount

Deborah Lovegrove, CFO
13:20 - H1 23 Financial highlights
15:32 - Revenue
16:52 - P&L summary
17:58 - Balance sheet
18:30 - Cashflow

Rory MacDonald, CEO
18:48 - Strategic plan
21:45 - Outlook

22:47 - Q&A

About Made Tech
Made Tech is a provider of digital, data and technology services to the UK public sector. Founded in 2008 and now with a headcount of over 480 and offices in four UK locations (London, Manchester, Bristol and Swansea), Made Tech provides services that enable central government, healthcare and local government organisations to digitally transform.

Made Tech's purpose is to "positively impact the future of society by improving public sector 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.

Wynnstay Group (WYN) Full year 2022 results - February 2023

Wynnstay CEO, Gareth Davies and FD, Paul Roberts present the final results for the year ended 31 October 2022. They were record results and Wynnstay are well-positioned for FY 2023.

Gareth Davies, CEO
00:16 - Introduction
00:42 - Business overview
04:41 - Full year highlights

Paul Roberts, FD
07:07 - Financial highlights
11:39 - Financial track record
12:22 - Income statement
13:08 - Balance sheet
14:22 - Cashflow
16:16 - Segmental analysis

Gareth Davies, CEO
16:53 - Trading environment
18:56 - Agrigultural Division
27:25 - Specialist Agricultural Merchanting Division
29:57 - ESG
32:24 - Summary & Outlook

34:11 - 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).

Eagle Eye Solutions Group plc (EYE) Teach-in on the acquisition of Untie Nots

Following completion of the acquisition of personalised promotions business, Untie Nots in January 2023, the Eagle Eye and Untie Nots management team provide a deep dive into the Untie Nots offering, its products and how the two businesses will work together.

Malcolm Wall, Chairman
00:16 - Introduction & agenda

Tim Mason, CEO
02:09 - Overview of Eagle Eye
07:24 - International expansion

Lucy Sharman-Munday, CFO
08:17 - H1 FY23 Trading

Tim Mason, CEO
11:21 - Strengths of Untie Nots

Lucy Sharman-Munday, CFO
17:31 - Untie Nots financials & KPI's

Cédric Chéreau, Co-Founder, Untie Nots
22:03 - About Untie Nots

Zayed Jamoussi, Co-Founder, Untie Nots
24:23 - About Untie Nots cont.
28:56 - The Untie Nots solution

Cédric Chéreau, Co-Founder, Untie Nots
37:28 - The business model

Tim Mason, CEO
43:24 - Eagle Eye & Untie Nots combined

About Eagle Eye

Eagle Eye is a leading SaaS technology company transforming marketing by creating digital connections that enable personalised performance marketing in real time through coupons, loyalty, apps, subscriptions and gift services.

Eagle Eye AIR enables the secure issuance and redemption of digital offers and rewards at scale, across multiple channels, enabling a single customer view. The Group creates a network between merchants, brands and audiences to enable customer acquisition, interaction and retention at lower cost whilst driving marketing innovation.

The Company's current customer base comprises leading names in UK Grocery, Retail, Leisure and Food & Beverage sectors, including Asda, Sainsbury's, Tesco, Waitrose and John Lewis & Partners, Virgin Red, JD Sports, Pret A Manger, Greggs, Mitchells & Butlers, PizzaExpress; in North America, Loblaws, Shoppers Drug Mart, Southeastern Grocers and Staples US Retail and in Australia & New Zealand, Woolworths Group and The Warehouse Group. In January 2023, the Group acquired France based Untie Nots, a personalised promotions business, adding Carrefour, E. Leclerc, Auchan and other leading brands to its European customer base.

Website - www.eagleeye.com

NWF Group (NWF) Half Year 2023 results presentation - January 2023

NWF Chief Executive, Richard Whiting, and Group Finance Director, Chris Belsham present half-year results for the period ended 30 November 2022.

"We have delivered a record first half with a good performance from all three divisions in spite of an uncertain economic outlook and inflationary pressures. NWF has continued to demonstrate its resilience as a business and has significant further growth opportunities. The acquisition of Sweetfuels in December highlightsthe delivery of our growth strategy to consolidate the fragmented fuels distribution market. We have started the important winter period well and continue to focus on the long-term growth of the Group, with a clear investment strategy, which is supported by a strong financial position." Richard Whiting, Chief Executive

Richard Whiting, Chief Executive
00:18 Introduction
00:34 Group overview
01:15 Results summary
02:26 Operating highlights

Chris Belsham, Group Finance Director
06:36 Financial review

Richard Whiting, Chief Executive
12:27 Summary of NWF
13:04 Strategy to drive shareholder return

Chris Belsham, Group Finance Director
17:50 Acquisition process

Richard Whiting, Chief Executive
19:45 ESG Framework
20:47 NWF proposition & investment case
21:29 Summary & outlook

22:11 Q&A

About NWF Group

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 .

Accrol Group Holdings Interim results presentation - January 2023

Accrol, CEO Gareth Jenkins, CFO, Richard Newman & Group Financial Controller (and CFO designate), Chris Welsh, present the interim results for the six months ended 31 October 2022.

"There was strong progress across all businesses and products. The Group has performed well in H2 to date and is on track to achieve revenue and adjusted EBITDA growth for the year ending 30 April 2023 ("FY23") marginally ahead of expectations at £230m and £15.5m respectively."

Gareth Jenkins, CEO
00:16 - Introduction
00:34 - HY22/23 Performance summary

Richard Newman, CFO
02:33 - Market and revenue overview
03:47 - HY22/23 Financial summary
07:21 - Half year commercial highlights
08:28 - Half year operational highlights

Gareth Jenkins, CEO
09:12 - ESG summary
11:22 - FY23 outlook
12:47 - Strategic review

Chris Welsh, Group Financial Controller (and CFO designate)
16:55 - Strategic review continued

Gareth Jenkins, CEO
18:29 - Summary

20:11 - 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. Following the recent acquisitions of LTC in Leicester and JD in Flint, North Wales, the Group now operates from six manufacturing sites, including four in Lancashire, which generate volumes totalling c.21.5% of the c£2.5bn UK retail tissue market.

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

SThree Investor Briefing 2: Technology Improvement Programme

STEM CEO, Timo Lehne, CFO, Andrew Beach and CTIO, Nick Folkes outline the Group’s technology improvement programme

Timo Lehne, CEO
00:16 - Introduction
02:26 - Increasing efficieny and enabling growth.

Nick Folkes, CTIO
07:41 - Introduction & background
08:22 - The Solution
13:25 - Candidate onboarding demo
14:22 - Platform rollout

Matt McManus, Global Process Director - Sales
15:10 - The sales effectiveness program
16:25 - CRM pilot
21:39 - Data driven insights and decision making
23:45 - Follow the finisher

Sunny Ackerman, President, USA
26:02 - User testomonial

Andrew Beach, CFO
27:19 - Financial overview

Timo Lehne, CEO
29:52 - Delivering scalable, sustainable growth
31:31 - Growth drivers

About SThree

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.3,100 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.

SThree (STEM) Full Year results 2022 – January 2023

STEM CEO, Timo Lehne, and CFO Andrew Beach present Full Year results for the period ended 30 November 2022.

Timo Lehne, CEO
00:16 - Introduction
02:32 - Sthree's unique model
04:35 - FY22 Highlights
05:21 - Strategic pillars

Andrew Beach, CFO
08:30 - Net fee growth
09:33 - Profit
11:04 - Trading performance
11:59 - ECM model
12:51 - Regional and sector split
14:12 - FY22 productivity
14:52 - Operating profit bridge
15:50 - Net Cash position
16:44 - Full year dividend
17:17 - Order book
17:58 - Key financial takeaways

Timo Lehne, CEO
18:22 - Strategic Progress
20:44 - ESG
23:01 - 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.3,100 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 2022 results presentation – January 2023

Idox Chief Executive, David Meaden and CFO, Anoop Kang, present the results for the year ended 31 October 2022. "A solid performance, with strong recurring revenue and margin expansion"

David Meaden, CEO
00:16 - Introduction
00:53 - Operational highlights

Anoop Kang, CFO
03:20 - Financial highlights
06:04 - Public sector software
09:36 - EIM
10:40 - Income statement
12:20 - Net debt movement
13:56 - Balance sheet
14:55 - Future Guidance

David Meaden, CEO
16:24 - Strategy and Operations
18:09 - Focus on growth
20:02 - M&A
23:27 - ESG
26:32 - Outlook

27:58 - Q&A

Idox PLC is a United Kingdom-based company, which supplies specialist information management software and solutions to the public and asset intensive sectors. The Company operates primarily in the United Kingdom, the United States of America, Europe and Australia. It offers computer aided facilities management, transport network management and electoral services. The Company provides applications to the United Kingdom local government for core functions relating to land, people and property, including planning systems and election management software. Its segments include Public Sector Software (PSS) and Engineering Information Management (EIM). PSS segment delivers specialist information management solutions and services to the public sector. The EIM segment delivers engineering document management and control solutions to asset intensive industry sectors. It is also engaged in cloud-native land mapping software and geospatial information services (GIS) data business.

Vertu Motors plc (VTU) Acquisition of Helston Garages Group Ltd - December 2022

Vertu CEO, Robert Forrester, runs through the Helston Garages Group Ltd acquisition, including the strategic rationale, the positive earnings and free cash flow accretion, and the acquisition structure and financing details. Vertu Motors completed the acquisition on 19th December 2022.

00:00 - Opener
00:16 - Introduction
00:30 - Group strategy
01:01 - Acquisition highlights
04:28 - Overview of Helston Garages Group
05:42 - Financial impact
07:48 - Acquisition structure and metrics
10:16 - Conclusion

Vertu Motors is the fourth largest automotive retailer in the UK with a network of 192 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 188 franchised sales outlets and 4 non-franchised sales operations from 142 locations across the UK.

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

Vertu Motors Group websites - https://investors.vertumotors.com/ / www.vertucareers.com

Vertu brand websites - www.vertumotors.com / www.bristolstreet.co.uk / www.vertuhonda.com / www.vertutoyota.com / www.macklinmotors.co.uk / www.vertumotorcyles.com

WH Ireland (WHI) 2023 interim results overview - December 2022

WH Ireland’s CEO Phillip Wale presents a short overview of the Group’s half year results for the six months ended 30 September 2022.

Phillip Wale, CEO
00:16 - Introduction
00:36 - Financial highlights
01:37 - Wealth management
02:49 - Capital markets
4:00 - Current trading and outlook

WH Ireland Group plc is a holding company. The Company’s principal activities are the provision of wealth management and corporate finance advice, research, products and services to the private clients, and small and medium sized companies. It operates through two segments, which include Private Wealth Management and Corporate Broking. The Private Wealth Management 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. The Corporate Broking segment provides corporate finance and corporate broking advice and services to the companies, and acts as nominated advisor to clients listed on the Alternative Investment Market (AIM). The Corporate Broking segment 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.

Sosandar (SOS) 2023 half year results presentation - December 2022

Ali Hall & Julie Lavington, Co-CEOs & Co-Founders, and Steve Dilks, CEO, present Sosandar's interim results & trading update for the six months ending 30th September 2022.

Continued revenue growth of +72%, delivering the Company's second six-month period of positive PBT. Momentum has continued into the second half of the financial year with record sales months in October and November, trading in line with market expectations for the full financial year.

00:00 Opening

Ali Hall, Co-CEO & Co-Founder
00:17 Introduction

Julie Lavington, Co-CEO & Co-Founder
00:45 Highlights of the period

Steve Dilks, CEO
01:18 Financial highlights
03:17 Overheads
05:04 KPI's

Julie Lavington, Co-CEO & Co-Founder
06:43 Customer acquisitions

Steve Dilks, CEO
07:48 Income statement
08:16 Balance sheet

Ali Hall, Co-CEO & Co-Founder
10:16 Current trading

Julie Lavington, Co-CEO & Co-Founder
11:07 Factors driving growth

Ali Hall, Co-CEO & Co-Founder
11:47 Vision & ambition

Julie Lavington, Co-CEO & Co-Founder
11:59 UK addressable market

Ali Hall, Co-CEO & Co-Founder
12:17 Product range
13:04 All categories in growth

Julie Lavington, Co-CEO & Co-Founder
14:18 Marketing plan

Ali Hall, Co-CEO & Co-Founder
15:34 Growth through own site & third parties

Steve Dilks, CEO
16:15 Operationl bandwidth for growth

Julie Lavington, Co-CEO & Co-Founder
18:29 Outlook

19:13 Q&A

About Sosandar plc

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 and N Brown.

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

SThree (STEM) Full-year 2022 trading update - December 2022

SThree CEO, Timo Lehne and CFO, Andrew Beach present a full-year 2022 trading update for the year ended 30 November 2022. A record performance for the year with double-digit growth across all regions.

Timo Lehne, CEO
00:16 - Introduction
00:30 - FY22 highlights and overview

Andrew Beach, CFO
03:09 - FY22 growth
04:16 - Regional performance
06:20 - Headcount and productivity
07:05 - Financial highlights

Timo Lehne, CEO
07:36 - Outlook

SThree plc is a United Kingdom-based specialist staffing, which provides specialist recruitment services in the science, technology, engineering and mathematics (STEM). The Company provides permanent and contract sectors, which includes technology, engineering and banking & finance. The Company's recruitment brands include Computer Futures, Progressive Recruitment, Real Staffing and Huxley. The Company’s other brands include Global Enterprise Partners, JP Gray, Madison Black and Newington International. The Company's markets include the United States, the Netherlands, Germany, the United Kingdom and Japan.

Introducing Secure Trust Bank (STB) - December 2022

Secure Trust Bank CEO, David McCreadie gives an overview of this specialist lending business, which is also a regulated bank. David joined STB about three years ago, initially as a Non-Exec director, he took over as CEO two years ago and gives an update on what they've been doing, the strategy going forward and the impact of the current economic climate.

00:21 - STB overview
01:31  - Business units, who they lend to, risks and increasing interest rates:
01:39 - Retail Finance (33%);
03:19 -  Vehicle Finance (12%);
05:58 - Business: Property Finance (42%)
07:36  - Business: Commercial Finance/ factor invoicing
10:07  - Growth strategy: new management, saving costs; digitisation & automation
13:46  - Financial targets
17:59 - Summary

Secure Trust Bank PLC is a United Kingdom-based retail bank. The Company's diversified lending portfolio focuses on two sectors: Business Finance through its Real Estate Finance and Commercial Finance divisions, and Consumer Finance through its Vehicle Finance and Retail Finance divisions. The Real Estate Finance division supports small and mid-size enterprises (SMEs) in providing finance principally for residential development and residential investment. The Commercial Finance division provides provision of invoice discounting and factoring to SME businesses. The Vehicle Finance division provides finance through motor dealerships, brokers, and Internet introducers and involves fixed rate, fixed term hire purchase, and personal contract purchase arrangements on used cars. The Retail Finance division includes lending products to in-store and online retailers to enable consumer purchases.

Begbies Traynor (BEG) interim results presentation - December 2022

Begbies Traynor Executive Chairman, Ric Traynor and Group Finance Director, Nick Taylor, present interim results for the six months ended 31 October 2022. A strong first half performance and confidence in the full year outlook.

Ric Traynor, Executive Chairman
00:16 - Introduction to Begbies Traynor
01:15 - Highlights

Nick Taylor, Group Finance Director
02:09 - Financial overview
02:56 - Divisional growth
07:20 - Full year outlook
06:07 - Financial position

Ric Traynor, Executive Chairman
08:37 - Market position & Growth Opportunities
16:33 - Outlook

17:36 - Q&A

Begbies Traynor Group plc is a leading business recovery, financial advisory and property services consultancy, providing services nationally from a comprehensive network of UK locations. The group has over 1,000 partners and employees and our professional staff include licensed insolvency practitioners, accountants, chartered surveyors and lawyers.

The group's services include:
· Corporate and personal insolvency - we handle the largest number of corporate insolvency appointments in the UK, principally serving the mid-market and smaller companies.
· Financial advisory - Debt advisory, due diligence and transactional support, accelerated corporate finance, pensions advisory, business and financial restructuring, forensic accounting and investigations, finance broking.
· Corporate finance - buy and sell side support on corporate transactions.
· Valuations - valuation of property, businesses, machinery and business assets.
· Property consultancy, planning and management - building consultancy, commercial property management, specialist insurance and vacant property risk management, transport planning and design.
· Transactional services - sale of property, machinery and other business assets through physical and online auctions; business sales agency; commercial property agency.

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

IG Design Group (IGR) interim results 2023 - November 2022

IG Design Group management, Stewart Gilliland, Interim Exec Chairman, Paul Bal, CFO & Lance Burn, Interim COO, present interim results for the six months ended 30 September 2022.

Stewart Gilliland, Interim Exec Chairman
00:16 - Introduction
00:30 - HY2023 Developments

Paul Bal, CFO
02:57 - HY2023 Financial summary
07:43 - Category Performance
08:26 - Profit and Loss
10:57 - Adjusted operating profit evolution
13:08 - Cashflow

Lance Burn, Interim COO
14:12 - DG Americas update
19:16 - Turning around DG Americas
22:24 - DG International update

Stewart Gilliland, Interim Exec Chairman
26:26 - Summary and Outlook

27: 36 - 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.

Cerillion (CER) Full year 2022 results presentation - December 2022

Cerillion CEO, Louis Hall and CFO, Andrew Dickson, present final results for the year ended 30 September 2022. It was a record financial performance and the group is well placed for continued growth.

Louis Hall, CEO
00:16 - Introduction
00:55 - Overview of Cerrilion
08:14 - FY22 highlights
11:07 - Sales pipeline overview

Andrew Dickson, CFO
13:22 - Key KPI's
15:56 - FY22 financial highlights
19:07 - Cash geration
20:22 - Income statement
21:42 - Balance sheet
22:02 - Cash flow statement

Louis Hall, CEO
22:31 - Markets and channels
26:21 - Customer base
28:20 - Summary and outlook

28:45 - Q&A

Cerillion has a 23-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 has operations in Pune, India, where its Global Solutions Centre is located, as well as operations in Bulgaria, Belgium, Singapore and Australia .

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.

MindGym (MIND) Interim results presentation - December 2022

MindGym CEO, Octavius Black and CFO, Dominic Neary, present interim results for the six months ended 30 September 2022, where significant momentum has driven growth.

Octavius Black, CEO
00:16 - Introduction
01:40 - The market opportunity

Dominic Neary, CFO
05:56 - H1 FY23 highlights
08:10 - Regional performance
10:48 - Cash flow

Octavius Black, CEO
11:35 - Framework agreements
14:26 - Behavioural change platform
18:57 - Product roadmap
19:11 - Performa
23: 14 - Diagnostics
26:05 - Wellworking
28:00 - Current trading and 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 quoted 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

Creightons (CRL) Interim results presentation - December 2022

Creightons management present interim results for the six months ended 30 September 2022.

Bernard Johnson, Group Managing Director
00:16 - Introduction
02:38 - Prioritised Outline Action plan

Eamon Murphy, Group Finance and Commercial Director
08:34 - Financial Highlights
11:55 - Operational highlights
13:24 - Revenue
13:56 - Operating Profit before exceptional costs
14:39 - Diluted EPS
15:07 - Net Cash Movement
16:01 - Working Capital

Martin Stephens, Managing Director - Manufacturing
16:23 - Manufacturing Summary

Pippa Clark, Global Marketing Director
22:24 - Division Performance
24:42 - Trading update
30:42 - Building Brands
36:42 - Driving for Growth

Bernard Johnson, Group Managing Director
40:36 - Outlook

42:49 - Q&A

Creightons Plc is a United Kingdom-based company that is engaged in the development, marketing and manufacture of toiletries and fragrances, which includes the development of brands. The Company's operations are organized into three business streams: branded business, private label business, and contract manufacturing business. Its own branded business, which develops, markets, sells and distributes products the Company has developed and owns the rights to or brands it has licensed. The brands in the branded business include Feather and Down, Balance Active and The Curl Company. The private label business focuses on private label products for high street retailers and supermarket chains, with most of the stock manufactured to forecast. The contract manufacturing business develops and manufactures products on behalf of third-party brand owners and manufactured to order. The Company offers a range of toiletries, skincare, hair care, fragrances, and home fragrances.

DSW Capital (DSW) Interim results 2023 presentation - November 2022

DSW management, James Dow, CEO and Nicole Burstow, CFO present interim results for the six-month period ended 30 September 2022.

James Dow, CEO
00:16 - Introduction
02:04 - Overview of DSW
04:30 - Investment case

Nicole Burstow, CFO
06:32 - Current Service lines and business model
12:59 - H1 FY23 Performance highlights
16:02 - H1 FY23 Income statement
19:06 - Cashflow statement
20:39 - Network KPI's

James Dow, CEO
22:20 - Profile Boost Post IPO
23:52 - ESG
25:13 - Opportunities for growth
31:23 - Summary and Outlook

33:38 - Q&A

About DSW Capital

DSW Capital, owner of the Dow Schofield Watts brand, is a profitable, fast growing, 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 operates licensing arrangements with 20 licensee businesses with 97 fee earners, across seven offices in England and three in Scotland. 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.

ActiveOps (AOM) Interim results presentation - November 2022

ActiveOps management, CEO, Richard Jeffrey and CFO, Patrick Deller present interim results for the period ended 30 September 2023.

Richard Jeffrey, CEO
00:16 - Introduction to ActiveOps
04:36 - H1 FY23 Summary

Patrick Deller, CFO
07:05 - SaaS Revenues
08:25 - P&L performance
10:27 - EBITDA
11:33 - Cashflow

Richard Jeffrey, CEO
12:54 - Strategic Progress
15:34 - The World of work
16:39 - Recession performance
17:15 - Innovation
19:54 - Introducing: Smart Planning
20:37 - FY23 Priorities
22:12 - 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 30 September 2022, the Group has 180 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.

Treatt (TET) Full Year 2022 results presentation - November 2022

Treatt management, Daemmon Reeve, CEO and Ryan Govender, CFO present full year results for the year ended 30 September 2022.

Daemmon Reeve, CEO
00:16 - Introduction
00:33 - Summary of the year

Ryan Govender, CFO
01:28 - August downgrade
04:00 - Future targets
04:40 - Income statement

Daemmon Reeve, CEO
05:58 - Sales performance

Ryan Govender, CFO
09:41 - Gross margin
10:27 - Administrative Expenses
11:46 - Cash flow
13:13 - 2023 Guidance
14:46 - Medium term financial metrics

Daemmon Reeve, CEO
16:07 - Return to Growth
17:11 - Market Insight
18:51 - Introduction of Coffee business
22:01 - Outlook

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 approximately 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.

SThree (STEM) Investor Briefing Series - Growth Drivers - November 2022

SThree plc, the only global pure-play specialist staffing business focused on Science, Technology, Engineering and Mathematics ('STEM') skills, hosted the first in a series of investor briefings providing insight into the Group’s markets, strategy and operations. Here, CEO Timo Lehne and CFO, Andrew Beach cover the Group’s unique market position and long-term structural growth drivers.

Timo Lehne, CEO
00:16 Introduction
02:21 - SThree's unique model

Andrew Beach, CFO
05:09 - Ambitions for FY 2024

Timo Lehne, CEO
05:50 - Achieving these ambitions
06:58 - The global STEM market
08:32 - The demand for STEM skills

Andrew Beach, CFO
09:30 - Digitalisation

Christiane Hontheim, Client relationship manager
11:30 - SThree and Bosch

Andrew Beach, CFO
14:28 - Decarbonisation
16:35 - Research-led healthcare

Timo Lehne, CEO
18:27 - Demographic changes
20:20 - Shifting attitudes to work

Andrew Beach, CFO
22:20 - Flexible Talent

Andreas Lehr, Programme manager, Akzonobel
25:31 - Working with SThree

Andrew Beach, CFO
29:00 - Performance

Timo Lehne, CEO
30:28 - Discipline and focus
31:03 - Market investment model
33:41 - Positioned to win in a changing world
35:20 - SThree video

SThree plc brings skilled people together to build the future. We are the only global STEM 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 8,000 clients across 14 countries. Our Group’s c.2,900 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.

DotDigital (DOTD) Full-Year 2022 results overview - November 2022

DotDigital CEO, Milan Patel and CFO, Alistair Gurney give an overview of the results for the period ended 30 June 2022.

Milan Patel, CEO
00:16 - Summary of the year
01:48 - Operational progress
04:32 - The Market

Alistair Gurney, CFO
06:04 - First impressions
07:04 - Financial Highlights

Milan Patel, CEO
08:10 - Outlook

Dotdigital Group Plc is a United Kingdom-based company that is engaged in providing intuitive software as a service (SaaS) via an omnichannel marketing automation and customer engagement platform services to digital marketing professionals. The Company's dotdigital Engagement Cloud is a SaaS marketing platform that enables companies to create, test and send data-driven automated campaigns across channels, including email, SMS, social, advertising, mobile, Web and offline. The Company’s technology integrates with e-commerce and customer relationship management (CRM) platforms to create a robust marketing engine that supports insight-driven activities and improves business growth. The Company operates primarily in Europe, Middle East, and Africa (EMEA), North America and Asia-Pacific (APAC). The Company's subsidiaries include Dotdigital EMEA Limited, Dotdigital Inc, Dotdigital APAC Pty Limited, Dotdigital B.V. and others.

Tracsis (TRCS) Full-Year results 2022 presentation – November 2022

Tracsis CEO, Chris Barnes and CFO, Andy Kelly, present full-year 2022 results for the period ended 31 July 2022, followed by investor questions.

In summary, Chris Barnes says, "I am pleased with the progress the Group has made this year in executing its growth strategy.

We have delivered a financial performance aligned to our long-term strategic growth plan, with high levels of organic and acquisitive growth. Our Rail Technology and Services Division has won several multi-year software contracts, and in Data, Analytics, Consultancy and Events we have seen a strong post-Covid recovery in activity levels.
We have a growing pipeline of opportunities in both Divisions, and we have expanded our addressable markets including our first direct entry into the large and growing North America rail market with the acquisition of RailComm. The post-acquisition performance of this business has been particularly pleasing, with good revenue and profit performance, new orders secured for its core products, and an encouraging level of interest in products from elsewhere in the Group that are already well established in the UK. These opportunities leave us well placed to deliver further growth.

The UK rail industry's transition to a new Great British Railways structure is ongoing and the overall objective is to create a data-driven, customer-focused, safety-critical future for the industry. Digital transformation will play a significant role in the industry's transition and our range of rail technology products and services is well-placed to help the rail industry deliver operational performance improvements and efficiency savings.
We continue to invest in implementing a more integrated operating model to help us to execute our growth strategy. I was particularly pleased to see the launch of the OneTracsis leadership development programme during the year, which is an important initiative as part of our commitment to investing in developing our people and growing the next generation of leaders in our business. We are also making good progress in implementing a single groupwide IT operating model, under the direction of an experienced technology leader who has been recruited to further enhance senior management bandwidth.

Tracsis is fully committed to delivering sustainable growth that benefits the communities in which we, and our customers, operate. The Group's products and services are well aligned with this vision, and support our customers in delivering positive environmental and social outcomes. This year we have formalised our sustainability strategy and set ourselves the ambition of being carbon neutral by 2030 for scope 1 and scope 2 emissions from Tracsis operations.

Q1 trading is in line with the Board's expectations. We are confident that there are strong growth prospects for all parts of our Group and therefore remain committed to implementing our overall strategic growth and investment plans. We will continue to pursue organic and acquisitive growth supported by a strong balance sheet."

Chris Barnes, CEO
00:17 Introduction
00:54 About Tracsis
02:15 FY22 highlights
04:59 Operational improvements

Andy Kelly, CFO
08:11 Financial highlights
09:57 Revenue
13:18 Income statement
15:25 Cashflow

Chris Barnes, CEO
17:11 Growth strategy update
18:55 Operational performance software
21:06 Remote condition monitoring
22:51 Smart ticketing & delay repay
24:02 Risk management/safety software
25:06 Data analytics & GIS

Andy Kelly, CFO
26:20 North America
28:01 Growth opportunities
30:59 Addressable market
31:46 ESG

Chris Barnes, CEO
33:14 Outlook – Rail
36:05 Outlook – Smart ticketing
37:36 Conclusion
38:53 Q&A

Demonstration videos of the Group's TRACS Enterprise, Remote Condition Monitoring, Smart Ticketing, and Safety and Risk Management rail technology products are available to view here: https://tracsis.com/investors/investors-day/rail-technology-product-demonstration-for-investors/

Tracsis plc is a United Kingdom-based technology company engaged in providing software and hardware products, and consultancy services for the rail industry. The Company is also engaged in the business of providing data capturing, data analytics, and event transport planning and management services across the transport industry. The Company’s segments include Rail Technology & Services and Data, Analytics, Consultancy & Events. The Rail Technology & Services segment includes operational performance software, remote condition monitoring hardware and software, risk management and safety software and smart ticketing and customer experience software. The Data, Analytics, Consultancy & Events segment offers traffic data collection and event planning & traffic management, and data and analytics and consultancy services. The Company offers a range of products and services for the rail industry, such as software, hosting services, remote condition monitoring.
https://tracsis.com/investors/

Aquis Exchange plc (AQX) Capital Markets Day - November 2022

Aquis Exchange PLC, the exchange services group, Capital Markets Day for analysts and investors to learn more about the evolution of the Group's strategy and ambition with a focus on its state of the art exchange trading technology.

Glen Collinson, Non-Executive Chairman
00:16 - Introduction

Alasdair Haynes, CEO
03:50 - The Evolution of Aquis Exchange PLC

Richard Fisher, CFO
17:09 - The Revenue Story

Adrian Ip, Managing Director
21:53 - Next generation stock exchange.

David Stevens, Chief Revenue Officer
37:30 - AQX

David Stevens, Chief Revenue Officer & Philip Olm, General Counsel
47:50 - AQSE

Alasdair Haynes, CEO
56: 08 - Conclusion

 

About Aquis Exchange PLC

Aquis Exchange PLC and its subsidiaries are an exchange services group, which operate a pan-European cash equities trading businesses (Aquis Exchange), a growth and regulated primary market (Aquis Stock Exchange/AQSE) and develop/license exchange software to third parties (Aquis Technologies).

Aquis Exchange is authorised and regulated by the UK Financial Conduct Authority and France's Autorité des Marchés Financiers to operate Multilateral Trading Facility businesses in the UK/Switzerland and in EU27 respectively. Aquis Exchange operates lit and dark order books, covering 16 European markets. For its lit books, Aquis Exchange uses a subscription pricing model which works by charging users according to the message traffic they generate, rather than a percentage of the value of each stock that they trade and does not allow aggressive non-client proprietary trading, which has resulted in lower market impact and signalling risk on Aquis Exchange than other trading venues in Europe.

Aquis Stock Exchange (AQSE) is a stock market providing primary and secondary markets for equity and debt products. It is authorised as a Recognised Investment Exchange, which allows it to operate a regulated listings venue. The AQSE Growth Market is divided into two segments 'Access' and 'Apex', with different levels of admission criteria. The Access market focuses on earlier stage growth companies, while Apex is the intended market for larger, more established businesses.

Aquis Technologies is the software and technology division of Aquis Exchange PLC. It creates and licenses cutting-edge, cost-effective matching engine and trade surveillance technology for banks, brokers, investment firms and exchanges.

Aquis Exchange PLC is quoted on the Aquis Stock Exchange and on the Alternative Investment Market of the LSE (AIM) market. For more information, please go to www.aquis.eu

Tracsis (TRCS) full year 2022 results overview - November 2022

Tracsis CEO, Chris Barnes and CFO, Andrew Kelly, give an overview of the Full Year results for the period ended 31 July 2022.

Chris Barnes, CEO
00:20 Overview of the year

Andrew Kelly, CFO
01:40 Financial highlights

Chris Barnes, CEO
04:36 Operational progress

Andrew Kelly, CFO
06:50 RailComm acquisition

Chris Barnes, CEO
08:16 Outlook

Tracsis plc is a United Kingdom-based technology company engaged in providing software and hardware products, and consultancy services for the rail industry. The Company is also engaged in the business of providing data capturing, data analytics, and event transport planning and management services across the transport industry. The Company’s segments include Rail Technology & Services and Data, Analytics, Consultancy & Events. The Rail Technology & Services segment includes operational performance software, remote condition monitoring hardware and software, risk management and safety software and smart ticketing and customer experience software. The Data, Analytics, Consultancy & Events segment offers traffic data collection and event planning & traffic management, and data and analytics and consultancy services. The Company offers a range of products and services for the rail industry, such as software, hosting services, remote condition monitoring.

Eneraqua Technologies (ETP) interim results presentation - October 2022

Eneraqua Technologies, a specialist provider of energy and water efficiency solutions, present the interim results for the six months ended 31 July 2022, by Mitesh Dhanak, CEO & Iain Richardson, CFO.

They see a 92% uplift in H1 revenue and full revenue cover for FYJan23, whilst their investment in people and infrastructure underpins their growth strategy.

Mitesh Dhanak, CEO
00:16 - Introduction
00:32 - Executive Summary
01:29 - Overview of Eneraqua Technologies
02:12 - Technology IP
03:49 - Growth drivers
08:11 - Operational and Strategic highlights

Iain Richardson, CFO
09:37 - Financial highlights
11:37 - Group Revenue
12:50 - Income statement
14:19 - Balance sheet
16:15 - Cashflow
16:24 - Key commercial risks and mitigation

Mitesh Dhanak, CEO
17:14 - Investing in people
18:35 - Cenergist Energy & Cenergist water

Iain Richardson, CFO
23:33 - Growth Strategy

Mitesh Dhanak, CEO
24:56 - Summary and Outlook

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 144 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

Sosandar (SOS) H123 Trading Update call – October 2022

Sosandar’s Joint CEOs, Julie Lavington, Ali Hall and CFO, Steve Dilks outline the H123 highlights followed by questions.

00:18 Introduction and overview, Julie Lavington, Joint CEO
01:23 Strategy highlights, Ali hall, Joint CEO
02:56 Macroeconomic backdrop, Julie Lavington, Joint CEO
04:14 Financial overview, Steve Dilks, CFO
06:26 Outlook, Julie Lavington, Joint CEO
07:25 Questions

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 and N Brown.

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

Eneraqua Technologies (ETP) interim results overview - October 2022

Eneraqua CEO, Mitesh Dhanak, and CFO, Iain Richardson, present an overview of the interim results for the six months ended 31 July 2022.

Mitesh Dhanak, CEO
00:25 Executive summary

Iain Richardson, CFO
01::25 Financial highlights

Mitesh Dhanak, CEO
02:34 Strategy update
05:44 The outlook

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 116 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

Sell it to The City – October 2022

University undergraduates pitch their best UK small-cap stock pick to leading Fund Managers Andy Brough, Schroders, Judith MacKenzie, Downing, and Stephen English, Stellar Asset Management.

Who sells it to the City and wins The Day in the Life of a Fund Manager with Schroders, Andy Brough?

Here, one of Schroders’ stocks, CPP, comes under scrutiny and Andy gives his comments. There is lots of banter between the fund managers. All the presentations are excellent, with wonderful education and insight from the Fund Managers with the suggestions of elements which would strengthen their investment case.

00:18 Introduction
02:20 Ralph Atkinson, Twikker Fund, Sheffield University pitches CPP (CPP)
12:30 Q&A CPP (CPP)
26:19 Kai Pannwitz, St Andrews University pitches Vector Capital (VCAP)
35:18 Q&A Vector Capital (VCAP)
47:30 Rachel Lyu, Cutty Sark Investment Society, Clare College, Cambridge University pitches Norcros (NXR)
56:52 Q&A Norcros (NXR)
01:12:50 The scores and the Winner

Many thanks to both the undergraduates and the Fund Managers for their time and effort on this. Please get in touch if you are an undergraduate who would be interested to take part in Sell it to The City, contact us here.

You will find many more educational videos from Fund Managers’ stock selection to successful HNW investors winning formulas here.

Vertu Motors interim results webinar - October 2022

Vertu Motors Chief Executive, Robert Forrester and CFO, Karen Anderson, present interim results for the six months ended 31 August 2022, where they anticipate the full year profits to be ahead of expectations.

Robert Forrester, CEO
00:16 - Introduction
00:25 - Vertu Motors at a glance
01:19 - Highlights
02:57 - Financial KPI's

Karen Anderson, CFO
03:42 - Income statement
04:27 - Profit Bridge
05:24 - Inflationary headwinds and Energy Costs
08:52 - Cash Flow
09:26 - Capital Allocation Discipline
10:31 - Balance Sheet

Robert Forrester, CEO
11:58 - Group Strategy
12:53 - Market Trends
15:16 - Sales & Aftersales Performance
19:10 - Digitalisation
20:51 - Colleague Focus
22:53 - Current Trading and Outlook
25:23 - Summary

26:04 - Q&A

Vertu Motors plc is an automotive retailer in the United Kingdom. The Company operates franchised motor dealerships offering sale, servicing, parts and bodyshop facilities for new and used car and commercial vehicles. The Company operates many of its dealerships as Bristol Street Motors. It also operates a range of franchise dealerships, such as Volkswagen, Land Rover, Audi, Mercedes-Benz and Jaguar. The Company offers products, such as new and used cars, vans, trucks, motorcycles, fleet vehicles, and parts and accessories. It also specializes in the online sale of car wiper blades and other associated products. Its brands include Bristol Street Motors, Macklin Motors, Vertu Motors, Car Credit Assured, What Car? Leasing, Vertu Lease Cars, Vansdirect, The Taxi Centre and Ace Parts. The Company operates approximately 160 franchised and four non-franchised operations across England and Scotland.

Judges Scientific (JDG) interim results presentation – September 2022

Judges Scientific’s CEO, David Cicurel, Group FD, Brad Ormsby and COO, Mark Lavelle present Interim results for the six months ended 30 June 2022. It was a period where Recovery continued with a large order book (21.3 weeks) and where their largest acquisition was completed. Further, there was a 16% increase to interim dividend.

David Cicurel, CEO
00:16 - Introduction
00:28 - About Judges Scientific
04:29 - The Judges Group
04:48 - Snapshot of Group customers
05:43 - Key messages

Brad Ormsby, CFO
08:21 - Financial Highlights
13:03 - Group Performance
13:58 - Order intake
16:09 - Profit Bridge
18:05 - Return on Invested Capital
19:31 - Diversification
20:00 - Financial history
21:03 - Refinancing of Banking facilities

David Cicurel, CEO
22:54 - Acquisition Criteria
24:59 - Geotek Aquisition
30:13 - Further Investments

Mark Lavelle, COO
31:22 - Post Aquisition initiatives

David Cicurel, CEO
38:35 - Outlook
40:22 - Investment Case

41:17 - Q&A

Judges Scientific plc is a United Kingdom-based company, which is focused on acquiring and developing companies within the scientific instrument sector. The Company operates through two segments: Materials Sciences and Vacuum. Its companies are primarily United Kingdom-based with products sold worldwide to a diverse range of markets, including higher education institutions, the scientific communities, manufacturers and regulatory authorities.

GetBusy (GETB) Capital Markets Day - September 2022

GetBusy management present a detailed insight into the Company, its products and its proven strategy for growth.

Dr Miles Jakeman, Non-Executive Chairman
00:16 - Introduction
00:48 - About GetBusy

Daniel Rabie, CEO
05:05 - Overview

Paul Haworth, CFO
12:51 - The markets GetBusy serve

Dania Buchanan, President, SmartVault
18:50 - Overview of SmartVault

Tracey Nichols, HFL Accountants
36:30 - A Smartvault customer journey

David Owen, Global Co-Head of Virtual Cabinet
00:52:42 - Overview of Virtual Cabinet

Deborah Baxter, CEO, Turnkey
01:24:19 - The Insolvency Marketplace and Virtual Cabinet

01:38:57 - Part 1 Q&A

Daniel Rabie, CEO
01:50:54 - Emerging products and long term growth

Jason Ross, Global Co-Head of Workiro
01:53:30 - Overview of Workiro

Paul Hawoth, CFO
02:09:23 - Overview of Certified Vault

Daniel Rabie, CEO
02:18:35 - People and Culture

Paul Hawoth, CFO
02:35:41 - GetBusy's ambition

2:43:30 - Part 2 Q&A

 

About GetBusy

GetBusy's specialist productivity software solutions enable growing businesses to work securely and efficiently with their customers, suppliers and teams anytime, anywhere. Our solutions can be delivered flexibly across cloud, mobile, hosted and on-premise platforms, whilst integrating seamlessly with a wide variety of other class-leading core business systems.

With over 74,000 paying users across multiple market sectors and jurisdictions, GetBusy is an established and fast-growing SaaS business delivering sustained double-digit growth in high-quality recurring subscription revenue over the long term.

Further information on the Group is available at www.getbusyplc.com

EMIS Group (EMIS) 2022 half year results presentation - September 2022

EMIS Group’s CEO, Andy Thorburn and CFO, Peter Southby, present 2022 half year results for the six months ended 30 June 2022. Andy Thorburn also gives an overview of the recommended acquisition of EMIS Group. A positive first half with strong underlying organic growth.

Andy Thorburn, CEO
00:18 Introduction

Peter Southby, CFO
00: 41 Financial Highlights
02:07 Income statement
03:20 Segmental analysis
04:21 Revenue analysis
05:25 Cash flow
06:19 Balance sheet

Andy Thorburn, CEO
07:17 Recommended acqusition of EMIS Group
06:59 Operational highlights
10:55 Outlook

EMIS Group is the UK leader in connected healthcare software and systems. Its solutions are widely used across every major UK healthcare setting. 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 innovative 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 and analytics.

Litigation Capital Management (LIT) Full Year 2022 results presentation - September 2022

LCM management Patrick Moloney, CEO and Mary Gangemi, CFO, present full year 2022 results for the period ended 30th June 2022. They delivered improved underlying performance and maintained momentum across their KPIs, while driving meaningful growth in their fund management business.

Patrick Moloney, CEO
00:16 - FY22 Highlights

Mary Gangemi, CFO
07:52 - FY22 Financial highlights
10:07 - Balance Sheet overview
10:55 - Cashflow movements

Patrick Moloney, CEO
11:36 - Current portfolio of direct investments
13:42 - Overview of Funds
16:43 - Average time to completion
20:21 - Portfolio performance
22:29 - Business fundamentals
26:34 - Return on invested capital and reinvestment
27:57 - Progress of investment portfolio
29:52 - Outlook

35:20 - Q&A

Litigation Capital Management (LCM) is a global provider of disputes finance. LCM provides capital and risk management services into the disputes market including insolvency, commercial disputes, arbitral disputes, class actions and corporate portfolios.

LCM has an unparalleled track record, driven by effective project selection, active project management and robust risk management.

Current headquartered in Sydney, with offices in London, Singapore, Brisbane and Melbourne, LCM listed on AIM in December 2018, trading under the ticker LIT.

www.lcmfinance.com

The Property Franchise Group (TPFG) 2022 interim results presentation - September 2022

The Property Franchise Group CEO, Gareth Samples, and CFO, David Raggett present interim results for the period ended 30 June 2022. They anticipate full year results will be in line with market expectations.

Gareth Samples, CEO
00:16 - Overview of The Property Franchise Group
02:09 - Summary of the Period

David Raggett, CFO
03:51 - Financial Overview
08:16 - Adjusted operating margin
09:24 - Revenue
11:21 - Group MSF split
13:23 - EweMove

Gareth Samples, CEO
13:54 - Market update
18:00 - How are The Property Franchise Group positioned?
20:19 - Executive team
23:08 - Strategic Growth initiatives
28:00 - Outlook

30:00 - Q&A

 

About The Property Franchise Group PLC:

The Property Franchise Group PLC (AIM: TPFG) is the largest property franchisor in the UK and manages the second largest estate agency network and portfolio of lettings properties in the UK.

The Company was founded in 1986 and has since grown to a diverse portfolio of nine brands operating throughout the UK, comprising longstanding high-street focused brands and a hybrid, no sale no fee agency.

The Property Franchise Group's brands are Martin & Co, EweMove, Hunters, CJ Hole, Ellis & Co, Parkers, Whitegates, Mullucks & Country Properties.

Headquartered in Bournemouth, UK, the Company was listed on AIM on the London Stock Exchange in 2013. More information is available at
www.propertyfranchise.co.uk

CT Automotive (CTA) interim results presentation - September 2022

CT Automotive Executive Chairman, Simon Phillips, CEO, Scott McKenzie, COO, Stuart Lorraine and CFO, David Wilkinson present the half year results for the period ended 30 June 2022, which shows revenues ahead in H1 and production recovery gaining momentum.

Simon Phillips, Exexutive Chairman
00:17 - Introduction
00:54 - H1 22 highlights
02:15 - Growth Progress

Scott McKenzie, CEO
05:00 - Increasing visibility
06:00 - UK plant closure
06:53 - China update

Stuart Lorraine, COO
08:44 - Improvement initiatives

David Wilkinson, CFO
13:06 - Income Statement
14:49 - Balance Sheet

Scott McKenzie, CEO
15:54 - Outlook

Simon Phillips, Exexutive Chairman
17:25 - Summary

About CT Automotive

CT Automotive is engaged in the design, development and manufacture of bespoke automotive interior finishes (for example dashboard panels and fascia finishes) and kinematic assemblies (for example air registers, arm rests, deployable cup holders and storage systems), as well as their associated tooling, for the world's leading automotive original equipment suppliers ("OEMs") and global Tier One manufacturers.

The Group is headquartered in the UK with a low-cost manufacturing footprint. Key production facilities are located in Shenzhen and Ganzhou, China complemented by additional manufacturing facilities in Turkey and the Czech Republic.

CT Automotive's operating model enables it to pursue a price leadership strategy, supplying high quality parts to customers at a lower overall landed cost than competitors. This has helped the Group build a high-quality roster of OEM end customers, both directly and via Tier One suppliers including Faurecia and Marelli. End customers include volume manufacturers, such as Nissan, and luxury car brands such as Bentley and Lamborghini. In addition, the Group supplies electric car manufacturers, including Lucid.

The Group currently supplies component part types to over 47 different models for 19 OEMs. Since its formation, the Group has been the only significant new entrant into the market, which is characterised by high barriers to entry.

Eagle Eye (EYE) Full-Year 2022 results presentation - September 2022

Eagle Eye's CEO, Tim Mason and CFO, Lucy Sharman-Munday present the full year results for the period ended 30 June 2022. An exceptional year of growth, creating value for some of the largest retailers in the world.

"The prospects for Eagle Eye are increasingly positive and we have entered FY23 in a very strong position with considerable momentum across the business. We have a substantial addressable market, high profile customers in multiple geographies, a proven offering and a high-quality business model driving growth in revenue and profits and generating cash. These factors, coupled with our strong new business pipeline, and growing international opportunity, underpin the Board's confidence in the long-term success of Eagle Eye."

 

Tim Mason, Chief Executive Officer
00:18 Introduction
01:35 The team
03:30 Our customer promise
04:30 What EYE provides
06:32 The opportunity and competitive strength

Lucy Sharman-Munday, Chief Financial Officer
07:55 Financial review
16:45 Committed to ESG

Tim Mason, Chief Executive Officer
19:18 Strategic update
23:30 Growing US & expansion into new geographies
27:39 Customer-focused innovation
30:56 Summary and outlook

 

Eagle Eye is a leading SaaS technology company transforming marketing by creating digital connections that enable personalised performance marketing in real time through coupons, loyalty, apps, subscriptions and gift services.

Eagle Eye AIR enables the secure issuance and redemption of digital offers and rewards at scale, across multiple channels, enabling a single customer view. We create a network between merchants, brands and audiences to enable customer acquisition, interaction and retention at lower cost whilst driving marketing innovation.

The Company's current customer base comprises leading names in UK Grocery, Retail, Leisure and Food & Beverage sectors, including Asda, Sainsbury's, Tesco, Waitrose and John Lewis & Partners, Virgin Red, JD Sports, Pret A Manger, Greggs, Mitchells & Butlers, PizzaExpress; in North America, Loblaws, Shoppers Drug Mart, Southeastern Grocers and Staples US Retail and in Australia & New Zealand, Woolworths Group and The Warehouse Group.

Somero Enterprises (SOM) Interim Results 2022 presentation - September 2022

Jack Cooney, CEO, John Yuncza, President and Vincenzo LiCausi, CFO, present Somero's Interim Results for the six months ended June 30, 2022. A Record H1 revenue driven by continued strength in the US market.

Jack Cooney, CEO
00:16 - Introduction
00:28 - H1 2022 Highlights

John Yuncza, President
01:39 - Financial highlights
02:51 - Sales by territory & product

Enzo Licausi, CFO
06:50 - Operating results
08:00 - Financial position
08:47 - Cashflows

John Yuncza, President
09:45 - 2022 Outlook
12:29 - Long term growth strategy
13:38 - New products
15:36 - International growth

15:52 - 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

MadeTech (MTEC) Full-Year 2022 results presentation - September 2022

Made Tech Group plc is a leading provider of digital, data and technology services to the UK public sector. Rory MacDonald, CEO and Debbie Lovegrove, CFO, present final results for the year to 31 May 2022, which show significant growth in revenue and profit and significant opportunities ahead.

Rory MacDonald, CEO
00:16 - Introduction & Agenda
00:52 - FY22 Highlights
03:46 - Offerings and Capabilities
06:06 - Clients
07:54 - Market Opportunity
10:24 - People

Debbie Lovegrove, CFO
14:40 - Financial Highlights
16:32 - Revenue and EBITDA
18:24 - Long-term Visibility
18:57 - P&L Summary
19:37 - Balance Sheet
20:20 - Cashflow
20:55 - Forward Guidance

Rory MacDonald, CEO

23:02 - Strategic overview
23:30 - Growth
26:29 - Operations
27:08 - People
27:33 - Outlook

28:42 - Q&A

Made Tech is a high-growth provider of digital, data and technology services to the UK public sector. Founded in 2008 and with a headcount of over 470 people across multiple UK locations, Made Tech provides services that enable central government, healthcare and local government organisations to digitally transform.

SThree (STEM) Q3 2022 Trading Update presentation - September 2022

Full-year profit performance expected to be ahead of consensus. Timo Lehne, CEO & Andrew Beach, CFO outline the Q3 trading update to analysts.

00:00 - Opener

Timo Lehne, CEO
00:17 - Introduction
00:30 - Highlights and Overview

Andrew Beach, CFO
01:56 - Financial Highlights
02:14 - Per sector growth
05:04 - Headcount and Productivity
05:59 - Balance Sheet

Timo Lehne, CEO
06:14 - Outlook

SThree plc brings skilled people together to build the future. We are the only global pure-play specialist staffing business focused on roles in Science, Technology, Engineering and Mathematics (‘STEM’), providing permanent and flexible contract talent to a diverse base of over 8,000 clients across 14 countries. Our Group’s c.2,900 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.

Litigation Capital Management (LIT) Full Year 2022 results overview - September 2022

Litigation Capital Management overview of the full year period ending 30 June 2022, given by Patrick Maloney, CEO.

00:23 Hightlights of the year
03:53 Financial highlights
05:18 Business model
07:14 Building scale
08:48 Outlook

Litigation Capital Management (LCM) is a global provider of disputes finance. LCM provides capital and risk management services into the disputes market including insolvency, commercial disputes, arbitral disputes, class actions and corporate portfolios.

LCM has an unparalleled track record, driven by effective project selection, active project management and robust risk management.

Current headquartered in Sydney, with offices in London, Singapore, Brisbane and Melbourne, LCM listed on AIM in December 2018, trading under the ticker LIT.

www.lcmfinance.com

Quixant (QXT) 2022 interim results presentation - September 2022

Quixant, a leading provider of innovative, highly engineered technology products principally for the global gaming and broadcast industries, presents its unaudited interim results for the six months ended 30 June 2022 to analysts.

The first half has yielded triple-digit profit growth, which supports the recent full year upgrade.

Jon Jayal, CEO commented: "I am delighted to report on continued excellent trading momentum across all business units, reflecting the widespread demand for our products, the depth and resilience of our customer relationships and our success in navigating the challenging supply environment. The strength of trading in the first half, combined with ongoing healthy order intake gave us confidence to upgrade our full year expectations for 2022 in July.

These trading results support the decision to commit capital to the strategic stock purchase programme in January 2021, which we believe continues to give us a competitive advantage, despite resulting in a cash outflow during the first half.

A strong start to the second half combined with our strength of order coverage gives us a high degree of confidence in meeting the upgraded full year market expectations and we continue to see compelling opportunities for long-term growth in the business through disciplined execution of our strategy."

 

Jon Jayal, CEO
00:16 - Introduction and Overview
02:06 - The Gaming market
03:27 - Densitron
04:32 - H1 22 Highlights

Johan Olivier, CFO
06:40 - Financial Highlights
07:49 - Revenue Growth
08:42 - Growth across divisions
09:50 - Gross margin
11:02 - Profit growth
12:20 - Working capital investment

Jon Jayal, CEO
13:28 - Recovery of the gaming market
15:45 - Quixants offering
16:55 - Densitron's progress and growth
19:56 - Group growth strategy
21:15 - Growth strategy

22:28 - Q&A

About Quixant

Quixant, founded in 2005, designs and manufactures highly optimised computing solutions and monitors principally for the global gaming and broadcast industries. The Company is headquartered in Cambridge in the UK, with offices throughout Europe, North America and Asia. Quixant has its own manufacturing and engineering operation based in Taiwan and software engineering and customer support teams based in Italy and Slovenia. All the specialised products software and manufacturing are produced in-house and Quixant owns all its own IP, some of which is protected by patents and design rights.

In November 2015 Quixant acquired Densitron Technologies plc. Densitron has a strong heritage in the sale of electronic display solutions to global industrial markets. Through Densitron's experienced sales team, Quixant has a robust platform to build its business into wider industrial markets. In-depth information on the Company's products, markets, activities and history can be found on the corporate website at www.quixant.com.

The Pebble Group (PEBB) interim results presentation - September 2022

The Pebble Group, a leading provider of digital commerce, products and related services to the global promotional products industry, presents results for the six months ended 30 June 2022.

Having achieved strong year on year growth in HY 22, the Board is confident that for the year ending 31 December 2022 ("FY 22") the Group is expected to deliver another record year of results and will be at least in line with recently upgraded market expectations.

Chris Lee, CEO
00:17 - Introduction
00:43 - The Promotional products market
02:58 - An overview of the Pebble Group
03:48 - Half Year 22 highlights

Claire Thomson, CFO
04:41 - HY 22 Highlights and KPI's
05:12 - Key financial dynamics
05:36 - Income statement
06:34 - Cash flow
06:58 - Balance Sheet
07:25 - Segmental Analysis for Facilisgroup

Chris Lee, CEO
08:04 - Recurring Revenues
08:46 - Partner Activity
09:32 - Facilisgroup business model
12:49 - Ecommerce
13:41 - Milestones and Aspirations
14:56 - Growth

Claire Thomson, CFO
15:55 - Segmental Analyis for Brand Addition
16:44 - Revenue Diversity
17:04 - Growth of Brand addition

Chris Lee, CEO
18:11 - ESG
19:39 - Group Outlook

21:15 - 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 .