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Content for investors by investors . These are audio podcast versions of our videos. Sometimes slides are referred to, to view as videos go to www.piworld.co.uk
Episodes
Monday Oct 10, 2022
Monday Oct 10, 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.
Friday Oct 07, 2022
Friday Oct 07, 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.
Tuesday Oct 04, 2022
Tuesday Oct 04, 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.
Thursday Sep 29, 2022
Thursday Sep 29, 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
Wednesday Sep 28, 2022
Wednesday Sep 28, 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.
Tuesday Sep 27, 2022
Tuesday Sep 27, 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
Monday Sep 26, 2022
Monday Sep 26, 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
Monday Sep 26, 2022
Monday Sep 26, 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.
Friday Sep 23, 2022
Friday Sep 23, 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.
Wednesday Sep 21, 2022
Wednesday Sep 21, 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
Tuesday Sep 20, 2022
Tuesday Sep 20, 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.
Tuesday Sep 20, 2022
Tuesday Sep 20, 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.
Tuesday Sep 20, 2022
Tuesday Sep 20, 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.
Friday Sep 09, 2022
Friday Sep 09, 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.
Friday Sep 09, 2022
Friday Sep 09, 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 .
Thursday Sep 08, 2022
Thursday Sep 08, 2022
Accrol Group CEO, Gareth Jenkins, and CFO, Richard Newman present full-year results followed by a Q&A session, for the period ended 30 April 2022. They show a resilient performance, delivered under extremely challenging macro conditions, marginally ahead of expectations. Going forward they are accelerating growth in private label volumes, which is fuelling confidence.
00:18 Introduction to Accrol video
Gareth Jenkins, CEO
02:25 The Accrol business
03:40 FY22 performance summary
04:43 Market and review
Richard Newman, CFO
06:08 FY22 financial results
06:25 Revenue overview
07:15 Cost and price increase
08:24 Cash flow and net debt
Gareth Jenkins, CEO
10:00 Product development
11:36 Channel development
12:14 The markets
13:12 Operational highlights
15:32 Sustainability highlights
17:06 Strategic review
17:56 FY23 outlook
19:20 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 now supplies 19% (volume) of the UK tissue market valued at £2.1bn at retail sales value.
Thursday Sep 08, 2022
Thursday Sep 08, 2022
Windward (LON: WNWD), a leader in maritime predictive intelligence, presents its financial results for the six months ended 30 June 2022.
In summary, Ami Daniel said:
" We are delighted with the significant strategic progress we have made in our first six months as a public company. We presented an ambitious growth strategy to the market in December 2021, at the time of our IPO and are executing according to this plan. We have launched key products which have considerably expanded our addressable market, strengthened our infrastructure and our ability to scale, increased our product differentiation and enhanced our sales and marketing velocity and quality.
The supply chain crisis and the war in Ukraine have cemented the need for a greater level of insight in the maritime space, and we have responded proactively to this need through the launch of several new solutions, including the ground-breaking launch of our Ocean Freight Visibility solution.
The outlook for Windward remains positive. Early H2 trading has continued the momentum seen in H1. We continue to focus on driving ACV growth & market share. Whilst we are not immune to broader market cost increases in areas such as travel and accommodation, we continue to carefully control operating costs. ״
00:00 - Opener
Ami Daniel, CEO
00:17 - Introduction
00:22 - Overview of Windward
01:42 - What makes Windward unique?
02:08 - Windwards Opportunities
02:55 - Software demo
04:43 - H1 2022 Overview
07:25 - ACV and customer growth
Ofer Segev, CFO
07:45 - KPI's and Growth Metrics
09:03 - Diversification
09:18 - P&L
10:15 - Cash flow statement
13:29 - Balance sheet
Irit Singer, Chief Marketing Officer
14:06 - Strategy and Opportunity
14:32 - Industry drivers
16:00 - Growth Strategy
17:18 - Delivering the roadmap
18:42 - Customer Case Studies
23:46 - Windward API insights lab
Ami Daniel, CEO
25:25 - Current Trading and Outlook
Windward Ltd is an Israel-based company that operates in predictive maritime analytics. The Company’s Predictive Intelligence combines artificial intelligence and big data to empower the global maritime industry with a 360 ° risk management solution and to enable customers and partners to understand the marine ecosystem and its broader impact on safety, finance and business.
Wednesday Sep 07, 2022
Wednesday Sep 07, 2022
Headlam Group CEO, Chris Payne presents interim results for the six months ended 30 June 2022 and an update on current trading.
Commenting on the results, Chris Payne summarised saying:
"The financial performance in the Period was pleasing given the economic environment and inflationary impact on consumer spending. Underlying profitability improved year on year, and revenue was only marginally below the prior year period despite a weak residential sector. Commissioned specialist research indicated that the Company improved its market share in the Period, and new customers have also been secured within the multiple retailers / larger customers space. All of this provides a high degree of confidence that the Company's strategy of driving additional revenue opportunities from a more efficient and modernised operating base and improving the service offering to all customers is the right one . Headlam should be set fair for when the current headwinds ease, and the Company is focused on long term success."
00:17 - Introduction & Agenda
01:01 - About Headlam
01:40 - Financial Highlights
03:10 - Distribution of Sales
04:08 - Income statement
04:37 - Revenue Movement
05:50 - Operating Profit
06:67 - Cash Flow
07:55 - Balance Sheet
08:50 - Net Debt
09:32 - Strategy
10:43 - Trade Counters
12:15 - Multiple retailers and large customers
13:43 - Digital and E-Commerce
14:56 - Products and brands
16:19 - ESG update and Board
18:55 - Current Trading, Outlook and Summary
19:48 - Q&A
Operating for 30 years, Headlam is the leading floorcoverings distributor, providing the channel between suppliers and trade customers of floorcoverings.
Headlam works with suppliers across the globe manufacturing a diverse range of floorcovering products, and provides them with a cost efficient and effective route to market for their products into the highly fragmented trade customer base.
To maximise customer reach, Headlam operates 66 businesses across the UK and Continental Europe (France and The Netherlands). Each business operates under its own trade brand and utilises individual sales teams to capture regional and national sales while being supported by the group's network and centralised teams and processes.
The Company's extensive customer base covers both the residential and commercial sectors, with principal customer groups being independent retailers and smaller flooring contractors alongside other customer segments such as larger (multiple) retailers, housebuilders, specifiers, and larger contractors (including local government / authorities).
Headlam provides customers with a market leading service through:
· the broadest product offering;
· unrivalled product knowledge;
· tailored service propositions and solutions;
· sales team and marketing support;
· ecommerce support and digital applications;
· nationwide delivery; and
· trade counter and collection service.
Wednesday Aug 17, 2022
Wednesday Aug 17, 2022
Tribal Group CEO, Mark Picket and CFO, Diane McIntyre present half year results for the six months ended 30th June 2022.
Mark Pickett, CEO,
00:16 - Introduction
00:41 - Tribal at a glance
02:12 - Highlights: Building a Global software company
05:37 - New wins
Diane McIntyre, CFO,
07:26 - Financial Summary
08:51 - Breakdown by segment
09:44 - SIS performance
13:02 - Cashflow
14:20 - Investment in product development
Mark Pickett, CEO,
14:58 - Market and drivers for long term growth
18:07 - Geographic reach
20:11 - Product Investment Strategy
23:35 - Leadership and ESG update
26:23 - Outlook
Tribal Group plc is a United Kingdom-based holding company. The Company is engaged in providing education related systems, solutions, and consultancy services. The Company provides cloud based, student information software and services to customer. The Company operates through two segments: Student Information Systems (SIS) and Education Services (ES). The SIS segment represents the delivery of software and subsequent maintenance and support services and the activities through which it deploys and configure its software for its customers, including software solutions, asset management and information managed services. The ES segment represents inspection and review services, which support the assessment of educational delivery, and a portfolio of performance improvement tools and services, including analytics. Its SIS manage the complete student lifecycle from attracting talent, on-boarding new recruits, day-to-day support, exams, and assessments, to graduation and alumni communities.
Wednesday Aug 03, 2022
Wednesday Aug 03, 2022
NWF's Chief Executive, Richard Whiting and Group Finance Director, Chris Belsham present full year results for the year ended 31 May 2022.
"A record set of results, significantly ahead of market expectations at the start of the financial year, demonstrating the capability of the business to optimise performance and the resilient nature of our markets."
Richard Whiting, Chief Executive
Introduction - 00:16
Highlights Video - 01:05
Key Highlights - 03:20
Results Summary - 04:44
Operating Highlights - 06:25
Chris Belsham, Group Finance Director
Financial Review - 12:08
Income statement summary - 12:17
Balance Sheet Summary - 14:23
Pension Summary - 15:21
Cash Flow Summary - 16:05
Net Debt Summary - 16:25
Richard Whiting, Chief Executive
Development Strategy - 17:20
UK Fuel Market - 19:00
Chris Belsham, Group Finance Director
Acquisition process - 21:30
Richard Whiting, Chief Executive
ESG Framework - 23:30
Summary and Outlook - 25:10
NWF Group plc is a United Kingdom-based company that is engaged in the sale and distribution of fuel oils, the warehousing and distribution of ambient groceries, and the manufacture and sale of animal feeds. The Company operates through three segments: Fuels, Food and Feeds. Its Fuels segment is engaged in the sale and distribution of domestic heating, industrial and road fuels. Its Food segment is engaged in the warehousing and distribution of client's ambient grocery and other products to supermarkets and other retail distribution centers. Its 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 Holdings Limited, NWF Distribution Holdings Limited, NWF Fuels Holdings Limited, NWF Agriculture Limited, New Breed (UK) Limited and Boughey Distribution Limited
Wednesday Jul 27, 2022
Wednesday Jul 27, 2022
WH Ireland CEO, Phillip Wale and Head of Wealth Management, Michael Bishop, present an overview of 2022 full-year results for the year ended 31 March 22.
Phillip Wale, CEO
00:20 Introduction
00:59 Financial highlights
Michael Bishop, Head of Wealth Management
01:26 Wealth Management highlights
Phillip Wale, CEO
03:15 Capital Markets highlights
04:20 Current trading & outlook
WH Ireland Group plc is a United Kingdom-based company, which provides independent financial planning advice and discretionary investment management. The Company provides various services, including compliance, human resource, finance and marketing. The Company has two principal operating subsidiaries, WH Ireland Limited and Harpsden Wealth Management Limited. WH Ireland Limited operates through two business divisions: Wealth Management (WM), which provides wealth management solutions and independent financial advisory services to retail clients; and the Capital Markets Division (CMD), which provides public and private growth capital, day-to-day and strategic corporate advice, broking, trading and equity research to funds, high net worth individuals and family offices. Harpsden Wealth Management Limited (Harpsden) provides wealth management services to retail clients.
Tuesday Jul 26, 2022
Tuesday Jul 26, 2022
SThree management, Timo Lehne, CEO & Andrew Beach, CFO present interim results for the half year ended 31 May 2022.
Timo Lehne, Chief Executive, commented:
“Our Group has generated another excellent period of growth, surpassing the milestone of £200 million of net fees in a half year, driven by a strong performance across all our regions and STEM disciplines. Our focus on flexible talent, providing our clients with both independent and employed contractors, continues to deliver, with Contract representing an increasing proportion of our net fee income.
The macro challenges that we face globally - the need for digital transformation, climate change, supply chain disruption - drive an ever-increasing need for people with STEM skills. Our clients know that they can come to us for the provision of highly skilled experts, drawing on our global network and expertise. Similarly, candidates know that by coming to SThree their skills will be fully appreciated and they will have access to a huge pool of employment opportunities with dynamic organisations across the world, accelerating their professional growth.
In order to build on the strength of our strategic positioning we are also constantly improving all aspects of our business operations, with further investment in our people, talent acquisition and digital infrastructure moving forward as planned. This investment is designed to underpin our long-term success, with most of the current year cost due to fall in the second half as previously signalled.
Whilst we are mindful of the wider macro-economic uncertainties, the demand for STEM talent, and flexible STEM talent in particular, is structural. Our position as the number one destination for talent in the best STEM markets and our strong contractor order book underpins our continued confidence.”
Timo Lehne, CEO
00:22 Introduction
00:40 STEM’s position and unique model
Andrew Beach, CFO
06:15 Financial overview HY19 to HY 22
07:48 Year on year performance
10:04 ECM fees (Employed Contractor Model)
11:12 Regional and sector split
12:37 Productivity
13:20 Operating profit year on year
13:45 Cashflow
14:46 Dividend
15:03 Growth in contractor order book
Timo Lehne, CEO
16:05 Strategic progress and outlook
18:27 ESG
20:36 Ambitions for 2024
23:25 Summary
SThree plc is a United Kingdom-based international staffing company, which provides specialist recruitment services in the science, technology, engineering and mathematics (STEM) industries. The Company provides permanent and contract staff to sectors, including information and communication technology (ICT), banking and finance, life sciences, engineering and energy. The Company's recruitment brands include Computer Futures, Progressive Recruitment, Huxley and Real Staffing. The Company’s other brands include Global Enterprise Partners, JP Gray, Madison Black, Newington International and Orgtel. The Company's markets include Germany, the Netherlands, the United States, the United Kingdom and Japan. The Company delivers contract, permanent, projects, retained and executive search recruitment solutions.
Monday Jul 25, 2022
Monday Jul 25, 2022
TPX management, Neal Gandhi, CEO & Oliver Rigby, CFO present full-year results for the period ended 31 March 2022.
Neal Gandhi, CEO
00:22 Agenda
00:49 FY22 Summary
02:18 Digital transformation
03:58 Clients and expertise
04:48 Holistic transformation offering
05:33 Examples of work: Welsh Ambulance Service; UNICEF; Rural Payments Agency
Oliver Rigby, CFO
07:23 Financial results
15:40 ESG results & ESG activity
Neal Gandhi, CEO
18:08 2023 & 2025 Commercial vision
19:48 2023 & 2025 Impact vision
20:33 The move to one brand
27:54 Current trading and outlook
Neal Gandhi, CEO & Oliver Rigby, CFO
29:58 Q&A
TPXimpact Holdings PLC is a United Kingdom-based technology-enabled services company. The Company provides full end-to-end digital transformation. The Company provides services, such as data and artificial intelligence (AI), technology and engineering, digital experience, organizational design and change, enterprise applications, and managed services. The Company's organizational design and change offer design, consultancy, major program delivery, policy design and implementation, local government reorganization, operating model, structures, behaviors and ways of working, and community and political engagement. Its technology and engineering services include technology advisory, strategy and architecture, cloud, software engineering, product management, end-to-end digital service delivery, intelligent automation and microservices. Its data and AI provide open data, geospatial data, data discovery and strategy, data governance, data architecture, and engineering, and data platforms
Thursday Jul 21, 2022
Thursday Jul 21, 2022
Creightons management Bernard Johnson, Group Managing Director, Eamon Murphy, Group Finance & Commercial Director, and Pippa Clark, Global Marketing Director/ Deputy MD present the full year results for the period ended 31 March 2022.
Bernard Johnson, Group Managing Director
00:17 - Introduction
01:36 - Key stats from second half
03:44 - Key highlights
Eamon Murphy, Group Finance and Commercial Director
06:06 - Financial highlights
09:27 - Revenue
10:28 - Operating profit
13:16 - Operating profit margin
13:31 - EBITDA
13:48 - Diluted EPS
14:50 - ROCE
17:10 - Cash and cash equivalents
19:13 - Working capital
20:49 - Acquisitions
21:27 - First half vs Second half
Pippa Clark, Global Marketing Director/ Deputy MD
22:16 - Market trading indicators
26:20 - Division performance
32:17 - Brands leading the way
34:43 - Brand revenue category
35:19 - Brand penetration
36:03 - Building brands
45:51 - Award winning brands
Emma Hardie acquisition
46:56 - Rationale and opportunity
50:16 - Building brands
56:26 - Award winning
57:14 - Brands D2C
59:43 - Brand performance
01:00:35 - Private label and contract manufacturing
01:02:51 - The way ahead
Bernard Johnson, MD
01:03:29 - Outlook
01:06:01 - 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.
Thursday Jul 21, 2022
Thursday Jul 21, 2022
Begbies Traynor management Ric Traynor, Executive Chairman and Nick Taylor, Group Finance Director, present results for the year ended 30 April 2022.
Commenting on the results, Ric Traynor, said:
"We have reported a further successful year for the group, with financial performance comfortably ahead of original market expectations due to acquisitions and improved trading . The results reflect the material increase in our scale and service offerings and a continuation of the strong financial track record we have built over recent years, resulting from our organic and acquisitive growth strategy.
" We have started our new financial year in a strong position and are confident of delivering our plans for further growth. At this early stage of the year, we anticipate results towards the top end of current market expectations. The development of the group in recent years, and the extensive areas of expertise that we have built up across our national office network, leaves us well positioned to respond to the challenging economic backdrop.
" Our healthy balance sheet and cash generation underpin our capacity to make further acquisitions and deliver organic growth initiatives, thereby continuing our track record of growth. We will provide an update on trading at the annual general meeting in September 2022."
Ric Traynor, CEO
00:17 – Introduction
Nick Taylor, Group Finance Director
00:50 – Financial highlights
02:18 – Business recovery
04:15 – Property advisory and transactional services
06:02 – Strong financial with significant liquidity
07:03 – Material increase in scale and service offerings from acquisitions
08:23 – Financial outlook
Ric Traynor, CEO
09:25 – Insolvency market
11:36 – Business recovery
12:59 – Financial advisory
14:56 – Property services
16:56 – Strategy
18:34 – Acquisitions
19:24 – Strong financial track record
19:55 – Summary
20:39 – Q&A
Begbies Traynor Group plc is a United Kingdom-based business recovery, financial advisory and property services consultancy company. The Company provides a range of services, including corporate and personal insolvency, financial advisory, corporate finance and valuations. The corporate and personal insolvency services include handling corporate appointments in the United Kingdom and serving the mid-market and smaller companies. Its financial advisory services include debt advisory, due diligence and transactional support, accelerated corporate finance, pensions advisory, business and financial restructuring, forensic accounting and investigations, and finance broking. Its corporate finance services include buy and sell-side support on corporate transactions. Its valuation services include the valuation of property, businesses, machinery, and business assets. The Company’s services also include property consultancy, planning and management, and transactional services.
Tuesday Jul 19, 2022
Tuesday Jul 19, 2022
Sosandar management, Julie Lavington and Ali Hall, Joint CEOs and Steve Dilks, CFO, present the full year results for the period ended 31 March 2022.
Julie Lavington, Co-CEO and Co-Founder
Ali Hall, Co-CEO and Co-Founder
00:16 – Introduction
01:10 – Overview
02:20 – Purpose and Winning formula
02:35 – Growth Drivers
Steve Dilks, CFO
10:27 – Financials and KPI’s
Julie Lavington, Co-CEO and Co-Founder
Ali Hall. Co-CEO and Co-Founder
23:02 – Market Backdrop and Strategy for Scale
34:10 – Q&A
Sosandar plc is a United Kingdom-based company that is engaged in providing an online shop for women. The principal activity of the Company is engaged in the clothing manufacturer and distributer through Internet and mail order. The Company’s clothing categories include dresses, tops, knitwear, jeans and jeggings, trousers and leggings, jackets and coats, blazers and trouser suits, leathers and faux leather, shorts, skirts, swim and beachwear, nightwear, leisurewear, activewear and loungewear. Its footwear categories include heels, flats, wedges, sandals and flip flops, trainers, mid heels, boots and slippers. The Company’s accessories categories include bags, belts, jewelry, sunglasses, hats and scarves, face coverings, shapewear and hosiery, and homeware. The Company sells predominantly own-label product designed in-house. The Company’s wholly owned subsidiary is Thread 35
Tuesday Jul 19, 2022
Tuesday Jul 19, 2022
TPXimpact management, Neal Gandhi, CEO & Oliver Rigby, CFO, give an overview of the full-year results for the period ended 31 March 2022.
Neal Gandhi, CEO
00:18 An overview of the year
01:10 Growth strategy
Oliver Rigby, CFO
02:22 Financial highlights
03:33 ESG activity
Neal Gandhi, CEO
04:34 The change to TPXimpact
05:56 Outlook
TPXimpact Holdings PLC is a United Kingdom-based technology-enabled services company. The Company provides full end-to-end digital transformation. The Company provides services, such as data and artificial intelligence (AI), technology and engineering, digital experience, organizational design and change, enterprise applications, and managed services. The Company's organizational design and change offer design, consultancy, major program delivery, policy design and implementation, local government reorganization, operating model, structures, behaviors and ways of working, and community and political engagement. Its technology and engineering services include technology advisory, strategy and architecture, cloud, software engineering, product management, end-to-end digital service delivery, intelligent automation and microservices. Its data and AI provide open data, geospatial data, data discovery and strategy, data governance, data architecture, and engineering, and data platforms.
Friday Jul 15, 2022
Friday Jul 15, 2022
DSW management, James Dow, CEO & Nichole Burstow, CFO present maiden full-year results for the period ended 31 March 2022.
James Dow, CEO
00:17 – Introduction
02:00 – Overview of DSW
05:48 – Investment case
Nichole Burstow, CFO
07:38 – Current service lines
09:37 – License model
14:30 – FY22 Highlights
17:09 – Income statement
19:51 – Balance sheet
20:30 – Cash flow
21:47 – Network KPIs
James Dow, CEO
23:38 – Post IPO activity
24:52 – Our ESG Journey
26:30 – Opportunities for growth
28:11 – DSW Differentiators
30:30 – Acquisition opportunity
32:15 – Summary and outlook
35:03 – Q&A
DSW Capital plc is a United Kingdom-based independent financial advisory company. The Company is advising on areas ranging from corporate finance and due diligence to tax and business recovery. Its teams in Manchester, Leeds, London and Aberdeen are made up of professionals. It operates licensing arrangements with licensee businesses and fee earners (FEs), across offices in England and Scotland. These trade primarily under the Dow Schofield Watts brand. Its services offered includes Corporate Finance Advice, Financial Due Diligence, Equity Finance, Wealth Advisory, Specialist Tax Services, Forensic and Valuation Services, Investment and Funding, Business Planning and Tech Sector. It provides advisory services and funding to growth companies across the technology and media sectors. It covers a range of sub-sectors including information technology (IT) services, software development and platforms, media agencies, digital gaming, hardware and telecoms.
Wednesday Jul 13, 2022
Wednesday Jul 13, 2022
Listed private capital gives all investors access to high-performing private equity and credit investments — funds of ready-made diversified portfolios of interesting and well managed private companies in exciting growth sectors such as technology enablement and health and wellbeing and at the forefront in ESG investing. As the fund shares are listed, investors have liquidity in what would otherwise be a medium to long-term investment.
In this, the second of a two-part series we explore the listed private capital opportunity with leading managers who will explain and discuss the investment case and the opportunities presented by their individual investment strategies.
Deborah Botwood Smith, CEO, LPeC.
00:17 - Introduction
00:41 - What is Listed Private Capital?
Steven Tredget, Partner, Oakley Capital
04:40 - Introduction to Oakley Capital
07:43 - Unique deal sourcing network
10:10 - Sectors supported by megatrends
12:12 - Value creation strategies
13:36 - Financial KPIs
15:08 - NAV Growth
17:31 - Balance by sector
18:30 - Protection against macro factors
20:48 - Valuation
22:58 - Share price drivers
Pieter Staelens, Managing Director, CVC Credit Partners
24:32 - Introduction to CVC
27:01 - What we invest in
29:45 - European leveraged loans & HY Default and recovery rates
33:37 - Default rate forecast
34:19 - Portfolio overview
37:16 - Performance update
Linda Tierala, Director communications and investor relations, CapMan
39:01 - Introduction to CapMan
41:05 - Business model
42:39 - Diverse portfolio
44:58 - ESG And targets for 2022
48:27 - Driving ESG
50:18 - Current trading
52:15 - Investor base
52:42 - Strategy
54:25 - Fee profit at record level
55:00 - Sustainability targets
55:43 - Long term objectives
57:13 - Q&A
LPeC: https://www.listedprivatecapital.com/
Oakley Capital: https://oakleycapitalinvestments.com/
CVC Credit partners: https://www.cvc.com/
CapMan: https://www.capman.com/
Wednesday Jul 13, 2022
Wednesday Jul 13, 2022
Zoo Digital's management, Stuart Green, CEO and Phillip Blundell, CFO present the results for the year ended 31 March 2022.
Stuart summarises here:
"These results reflect an outstanding year of operational delivery and growth across the whole business. ZOO is taking market share in a growing market, benefitting from our cloud-based platforms, extensive freelancer network and embedded client relationships. With our global scale and end-to-end offering, we are one of the few vendors capable of meeting the requirements of major media companies to take their content to international audiences.
"The streaming market continues to evolve as media companies invest billions of dollars in content to capture and entertain international audiences. We are scaling ZOO's operations to match continuing growing demand. During the year, we introduced new services such as mastering and expanded our presence in some of the fastest-growing regions for our customers, particularly across Asia. These are strategic investments that strengthen our operations in some of the most exciting territories for content expansion and will support our ambitious growth plans.
"We are excited about the scale of the opportunity ahead and confident of delivering further profitable growth."
Stuart Green, CEO
00:00 - Introduction
01:01 - Overview of the period
Phillip Blundell, CFO
04:29 - KPIs
06:14 - Financial highlights
Stuart Green, CEO
08:10 - Operational highlights
11:58 - Scaling up operations
Phillip Blundell, CFO
13:51 - Consolidated statement of comprehensive income
16:44 - Segmental analysis
18:14 - Consolidated statement of financial position
Stuart Green, CEO
20:36 - Market update
32:24 - Zoo's strategy
Phillip Blundell, CFO
33:59 - Business model
26:25 - Medium term target
Stuart Green, CEO
37:31 - Zoo's ambition
37:54 - Outlook
39:13 - Investment summary
40:31 - Q&A
ZOO Digital Group plc is a United Kingdom-based company that provides cloud-based localization and digital media services to the global entertainment industry. The Company's principal activities include provision of a range of services to allow television and movie content to be localized in any language and prepared for sale with all online retailers and to continue with ongoing research and development of productivity software in those areas. The Company operates through three segments: Localisation, including subtitling and dubbing along with all associated services; Digital packaging, and Software solutions, including research, development, consultancy and software sales. The Company provides media services through its platforms that include ZOOsubs, ZOOdubs and ZOOstudio. The Company's services include dubbing, subtitling and captioning, metadata creation and localization, artwork localization, and media processing.
Tuesday Jul 12, 2022
Tuesday Jul 12, 2022
Listed private capital gives all investors access to high-performing private equity and credit investments — funds of ready-made diversified portfolios of interesting and well managed private companies in exciting growth sectors such as technology enablement and health and wellbeing and at the forefront in ESG investing. As the fund shares are listed, investors have liquidity in what would otherwise be a medium to long-term investment.
In this, the first of a two-part series we explore the listed private capital opportunity with leading managers who will explain and discuss the investment case and the opportunities presented by their individual investment strategies.
Deborah Botwood Smith, CEO, LPeC.
00:16 - Introduction
01:08 - What is Listed Private Capital?
Paul Daggett, Managing Director, Neuberger Berman
05:19 - Introduction
06:56 - NBPE's Co-investment Approach
08:09 - Investing in Private Companies to Generate Long-term Growth
10:04 - Portfolio and Diversification
12:06 - Key Investment Themes
13:36 - Financial Highlights
15:05 - Dividend Policy
16:23 - Conclusion
Hamish Mair, Managing Director, Columbia Threadneedle Investments
18:08 - Introduction & Overview
22:03 - Financial Highlights and Performance
25:11 - Co-investment summaries
28:59 - Realisations in 2022 to date
29:49 - Portfolio and Diversification
33:14 - Conclusion and Outlook
Kristof Vande Cappelle, CFO, Gimv
35:22 - Introduction and overview
37:44 - Portfolio and Diversification
43:14 - Financial Highlights and Performance
51:42 - ESG
54:00 - Q&A
LPeC: https://www.listedprivatecapital.com/
Neuberger Berman: https://www.nb.com/en/global/home
Columbia Threadneedle Investments: https://www.columbiathreadneedle.co.uk/en/intm/
Gimv: https://www.gimv.com/en
Thursday Jul 07, 2022
Thursday Jul 07, 2022
ActiveOps management, Richard Jeffrey, CEO and Patrick Deller, CFO present the full year 2022 results for the period ended 31 March 2022.
Richard Jeffrey, CFO & Founder
00:17 - Introduction
00:33 - Introduction to ActiveOps
02:21 - Overview of the year
03:07 - Progress with strategic goals
Patrick Deller, CFO
05:06 - Financial review
05:17 - Strength of Saas model
06:32 - P&L
08:45 - EBITDA Bridge
10:27 - Balance sheet
Richard Jeffrey, CFO & Founder
11:13 - Strategy update
13:52 - The market
15:48 - Europe and APAC opportunity
16:51 - North America opportunity
18:51 - Further innovation
Patrick Deller, CFO
20:27 - ESG
Richard Jeffrey, CFO & Founder
22:50 - Q1 Trading and outlook
ActiveOps plc, formerly ActiveOps Limited, is a United Kingdom-based management process automation (MPA) software company. The Company provides a software as a service (SaaS) platform to enterprises with global back-offices. Its software and embedded back-office operations management methodology enables enterprises to adopt a data-driven approach to organizing work and managing capacity. The Company's enterprise platform comprises Workware+, its MPA software platform, and AOM, its operations methodology and framework for effective back-office management. Its cloud-based ControliQ employee performance management solution enables managers to simplify running operations. The Company's solution, WorkiQ, captures workforce analytics from desktop activity for employee engagement. The Company's OpsIndex Score & Benchmarking tool involves measuring the performance of the operational business on an enterprise level, department by department and against community level.
Tuesday Jul 05, 2022
Tuesday Jul 05, 2022
Various Eateries management, Andy Bassadone, Executive Chairman, Oliver Williams, CFO and Yishay Malkov, CEO present interim results for the 26-week period ending 3 April 2022. A positive performance in line with expectations for the full year.
Andy Bassadone, Executive Chairman
00:17 – Introduction
00:27 – Executive summary
Oliver Williams, CFO
06:13 – Financial overview
08:08 – Cash bridge
Yishay Malkov, CEO
08:59 – Opportunities and challenges
14:40 – Expansion model
15:52 – New sites
Andy Bassadone, Executive Chairman
17:03 – Current trading
19:54 – Summary and outlook
Various Eateries PLC is a United Kingdom-based holding company. The Company owns, develops and operates restaurant and hotel sites in the United Kingdom. It operates approximately 13 locations with two core brands, which include Coppa Club and Tavolino. Coppa Club is a multi-use, all-day concept that combines a restaurant, terrace, cafe, lounge, bar and workspaces. Tavolino is a restaurant for Italian foods. It has approximately nine Coppa Clubhouses across the South of England, including two Clubhouses with rooms-Coppa at The Swan and Coppa at The Great House, both located in Berkshire. The Company has one Tavolino location in London. The Company’s wholly owned subsidiaries include Various Eateries Holdings Limited, Rare Bird Hotels at Sonning Limited and Rare Bird Hotels at Streatley Limited.
Tuesday Jul 05, 2022
Tuesday Jul 05, 2022
Design Group management team, Executive Chairman, Stewart Gilliland, CFO, Paul Bal and Interim COO, Lance Burn, present full-year 2022 results for the period ended 31 March 2022.
Stewart Gilliland, Executive Chairman
00:17 - Introduction
01:09 - FY22 Developments
Paul Bal, CFO
03:44 - Financial summary
05:45 - P&L
07:46 - Adjusted operating profit evolution
09:22 - Cost headwinds
12:46 - Cash flow
14:15 - New financing arrangements
Lance Burn, Interim COO
15:31 - DG Americas update
17:30 - Re-programming our Americas business
22:16 - DG International update
24:46 - Sustainability
Stewart Gilliland, Executive Chairman
28:49 - Our strengths
30:42 - Strategic priorities
31:20 - Summary and outlook
38:01 - 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.
Tuesday Jun 28, 2022
Tuesday Jun 28, 2022
Appreciate’s CEO, Ian O’Doherty, CFO, Tim Clancy and COO, Julian Coghlan, present the full-year 2022 results for the year ended 31 March 2022.
Ian O'Doherty, CEO
00:17 - Introduction
00:58 - Bounce back from Covid
01:59 - Platform of growth
Tim Clancy, CFO
03:31 - Financial highlights
04:03 - Statuary P&L
05:40 - Underlying performance
06:34 - Historic EBITDA
07:38 - Billings and revenue
08:18 - Segmental performance
08:46 - Billings by format
09:13 - Park Christmas Savers
09:55 - Corporate
10:53 - Redemption levels
11:29 - Balance sheet
11:55 - Cash flow
12:51 - Financial summary
Ian O'Doherty, CEO
13:31 - The growth strategy
Julian Coghlan, COO
14:16 - Growth via market leading channels
16:27 - Appreciate Business services highlights
17:49 - Multiple growth initiatives
20:37 - Christmas savings: Business highlights
21:49 - Multiple growth initiatives
24:44 - Love2shop key customers
25:05 - Key enabler for growth
Ian O'Doherty, CEO
27:22 - MBL Acquisition
30:10 - ESG update
31:28 - Summary
Appreciate Group plc is a United Kingdom-based gifting and engagement company. The Company has a portfolio of brands, designed for the consumer and business customers. Its consumer-facing brands meet a range of saving and gifting needs, while its business products help its corporate customers reward and recognize their employees and clients. The Company’s brands include Love2shop, highstreetvouchers.com, Park Christmas Savings and Appreciate Business Services. Its products include Love2shop Gift Card, Love2shop Gift Voucher, Love2shop Holidays, Single store vouchers and gift cards, Corporate gift cards and VIP experiences and group travel. Love2shop Gift Card is a flexible, pre-paid gift card that enables its customers to spend in their high street stores and a selected range of online retailers. The Love2shop Gift Voucher is a multi-retailer voucher, which can be used to buy products from approximately 200 brands and over 25,000 retail outlets.
Friday Jun 24, 2022
Friday Jun 24, 2022
Eneraqua Technologies CEO, Mitesh Dhanak and CFO, Iain Richardson present the full year results for the period ended 31 January 2022.
Commenting on the results, Eneraqua Technologies CEO, Mitesh Dhanak, said: "This has been a year of considerable achievement for Eneraqua. We were delighted to successfully list on AIM and we have been able to work towards the ambitions that were set out at IPO. We have continued to grow in both energy and water, with the recentcontract wins in the UK and India. This, alongside the strategically important acquisitions that we completed, shows the quality of the services that we are now able to provide our clients.
"I am incredibly proud of everything the team has achieved to date, building a market-leading offering with fantastic customer relationships. Whilst we are proud of what we have achieved, we are very much still at the start of our journey. The increasing Net Zero regulation and initiatives being introduced across the globe provide us with confidence that we can deliver long-term value for our shareholders."
Mitesh Dhanak, CEO
00:17 – Introduction
00:48 – Summary
01:09 – The story so far
02:07 – Overview
02:43 – Cenergist energy
07:56 – Cenergist water
10:41 – Technology IP
11:19 – The market
12:51 – Growth drivers
13:46 – ESG
13:56 – Growth in the addressable market
Iain Richardson, CFO
15:29 – Financial highlights
Mitesh Dhanak, CEO
16:29 – Growth
Iain Richardson, CFO
18:22 – Income statement
19:42 – Balance sheet
20:28 – Cash bridge
20:56 – Cash flow
21:25 – Commercial risks and mitigation
Mitesh Dhanak, CEO
22:48 – Business update
Iain Richardson, CFO
27:47 – Group revenue
28:49 – Growth strategy
Mitesh Dhanak, CEO
30:17 – Outlook
30:49 – Q&A
Eneraqua Technologies plc is a United Kingdom-based company. The Company helps to provide delivery and advice on decarbonization and water efficiency projects for clients. It supports clients to replace gas, oil or electric heating systems. The Company offers a range of communal/district heating solutions utilizing, gas, air source heat pumps (ASHPs), ground-source heat pumps (GSHPs) or hybrid systems. The Company operates in Spain, Netherlands and India.
Thursday Jun 23, 2022
Thursday Jun 23, 2022
Oxford Metrics (OMG) interim results overview for the half year ending 31 March 2022.
00:12 - Overview
00:52 - Sale of Yotta
02:15 - Strategy
03:30 - Financials
04:10 - Outlook
Oxford Metrics develops software that enables the interface between the real world and its virtual twin. Our smart sensing software helps over 10,000 customers in more than 70 countries, including all of the world's top 10 games companies and all of the top 20 universities worldwide. Founded in 1984, we started our journey in healthcare, expanded into entertainment, winning an OSCAR® and an Emmy®, then moved into defence and engineering. We have a track record of creating value by incubating, growing and then augmenting through acquisition, unique technology businesses.
The Group trades through its market-leading division: Vicon. Vicon is a world leader in motion measurement analysis to thousands of customers worldwide, including Guy's Hospital, Industrial Light & Magic, MIT and NASA.
The Group is headquartered in Oxford with offices in California, Colorado, and Auckland. Since 2001, Oxford Metrics (LSE: OMG), has been a quoted company listed on AIM, a market operated by the London Stock Exchange. For more information about Oxford Metrics, visit www.oxfordmetrics.com
Thursday Jun 16, 2022
Thursday Jun 16, 2022
Mitesh Dhanak, CEO and Iain Richardson, CFO present an overview of full year 2022 results.
Mitesh Dhanak, CEO
00:17 – Introduction
00:37 – Overview
Iain Richardson, CFO
01:04 – Financial highlights
Mitesh Dhanak, CEO
02:14 – Performance since IPO
03:35 – Outlook
Eneraqua Technologies plc is a United Kingdom-based company. The Company helps to provide delivery and advice on decarbonization and water efficiency projects for clients. It supports clients to replace gas, oil or electric heating systems. The Company offers a range of communal/district heating solutions utilizing, gas, air source heat pumps (ASHPs), ground-source heat pumps (GSHPs) or hybrid systems. The Company operates in Spain, Netherlands and India.
Wednesday Jun 15, 2022
Wednesday Jun 15, 2022
Idox CEO, David Meaden and CFO, Anoop Kang, present interim results for the period ended 30 April 2022.
In summary, David Meaden, CEO says, "We continue to make good progress advancing our strategy to focus on software. Our software solutions deliver value to our customers through managing their complex operational, legislative, and regulatory issues, whilst enabling us to maintain long term relationships with them.
Operationally, the business continues to perform strongly within our 'Four Pillars' framework. I am particularly pleased with the progress from the investment we have made in the business; in our people development, notably our culture of engagement and leadership, organisational design incorporating our offshore capabilities, improved management information and automation programmes. All of this has helped deliver an improved quality of revenue, with strong margins and underlying cash generation.
Further investments in our M&A team, led by Rob Grubb our former CFO, has created greater focus and opportunity for further expansion through acquisitions.
The outlook for the business is promising as we continue to improve our operational capabilities and build momentum in our chosen markets. We are now firmly focussed on our 'fly phase' which we believe will drive value for our key stakeholders."
David Meaden, CEO
00:17 – Introduction
01:11 – Agenda
01:29 – Overview
02:16 – HY22 Highlights
Anoop Kang, CFO
04:32 – Financial highlights
06:36 – Public Sector Software
09:25 – Engineering Information Management
10:39 – Income statement
11:28 – Balance sheet
12:59 – Cash flow
14:09 – Future guidance
David Meaden, CEO
15:30 – Strategy and operations
20:40 – Buy and build
22:34 – Growth plans
24:10 – ESG
26:25 – Outlook
27:12 – 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, such as oil and gas, architecture and construction, mining, utilities, pharmaceuticals and transportation.
Tuesday Jun 14, 2022
Tuesday Jun 14, 2022
Oxford Instruments Chief Executive, Ian Barkshire, and CFO, Gavin Hill present the Full Year 2022 results for the period ended 31 March 2022.
Ian Barkshire, Chief Executive
Introduction - 00:18
Highlights - 00:45
Horizon Strategy & Progress - 03:20
Group performance - End Markets - 05:30
Gavin Hill, CFO
Financial review - 07:08
Ian Barkshire, Chief Executive
End market overview - 19:12
Sustainability update - 26:29
Summary and outlook - 28:34
Oxford Instruments plc is a United Kingdom-based provider of high technology products and services to the various industrial companies and scientific research communities. The Company’s businesses include Andor, Asylum Research, Imaris, Magnetic Resonance, Nano Analysis, NanoScience, Plasma Technology, WITec and X-Ray Technology. The Company’s products include Atomic Force Microscopy; Electron Microscopy, Deposition & Etch Tools, Low Temperature Systems, Optical Imaging, Nuclear Magnetic Resonance, Modular Optical Spectroscopy, Raman Microscopy and X-Ray. The Company’s applications include Advanced Manufacturing; Agriculture & Food; Astronomy; Automotive & Aerospace; Bio Imaging & Life Science; Chemical & Catalysis; Energy Generation & Storage; Forensics & Environment; Geology, Petrology & Mining; Metals, Alloys, Composites & Ceramics; Pharma; Photonics; Polymers; Quantum Technologies; and Semiconductors, Microelectronics and Data Storage.
Monday Jun 13, 2022
Monday Jun 13, 2022
MindGym CEO, Octavius Black and CFO, Dominic Neary present the full year 2022 results for the period ended 31 March 2022.
In Summary, Octavius Black, said:
"MindGym made progress during a turbulent year delivering a robust performance in line with the Board's expectations, surpassing pre-Covid revenue.
Our digital strategy has seen the successful launch of our latest product, Performa, our 1:1 digitally enabled coaching service. Performa has distinct competitive advantages in this new, fast-growing market including our proprietary Precision Coaching methodology and our ability to integrate with MindGym's library of existing content to deliver integrated solutions to challenges like leadership and inclusion. The more than £0.5m in annualised revenue generated in the first 12 weeks is a promising indication of what's to come.
MindGym's future digital transformation will increasingly be powered by data and this has been enhanced by the acquisition of 10X Psychology's IP, which will enable us to deliver highly personalised, mass customisation and equip clients to target their investment on what works best.
We have had a good start to the new financial year and, notwithstanding economic uncertainty, have confidence that organisations will increasingly turn to MindGym and our unique portfolio of proven solutions to address their talent and culture challenges."
00:17 – Introduction
Octavius Black, CEO
01:25 – Agenda
01:53 – The opportunity
Dominic Neary, CFO
07:45 – Financial highlights
09:17 – Revenue growth
10:43 – Company growth
12:34 – Cash flow
Octavius Black, CEO
14:36 – The MindGym model
16:36 – Market leading IP
18:37 – Performa
22:43 – Digital roadmap
25:56 – Current Trading & Outlook
26:43 – Q&A
Mind Gym plc is a United Kingdom-based behavioral science company, which delivers business improvement solutions to companies across the world. The principal activity of the Company is to apply behavioral science to transform the performance of companies and the lives of the people who work in them. Its segments include EMEA, which includes the United Kingdom and Singapore and America, which includes the United States and Canada. It applies behavioral science primarily through research, strategic advice, management and employee development, employee communication and related services. It provides integrated culture and behavior change solutions to blue chip organizations using a scalable methodology. Its solutions include performance management, leadership development, diversity, equity and inclusion, onboarding and personal effectiveness, among others. The Company operates in three global markets, such as business transformation, human capital management and learning and development.
Monday Jun 06, 2022
Monday Jun 06, 2022
RAI's CEO, Soraya Narfeldt, COO, Lars Narfeldt, and CFO, Andrew Bolter give a FY21 results presentation for the period ended 31st December 2021, followed by Q&A.
HIGHLIGHTS
· Revenue of USD 54.6m (2020: USD 64.4m) and underlying EBITDA of USD 6.7m (2020: USD 14.2m), in-line with the guidance provided in our pre-close trading statement.
· Statutory loss before tax of USD 32.2m including USD 31.5m in non-underlying charges relating to our Mozambique project of which USD 5.9m relates to cash costs and USD 23.4m is a provision to impair the carrying value of assets. We are pursuing opportunities to dispose of USD 7.2m of project related assets located in storage and remain confident that development works will restart in Mozambique, although timing is difficult to predict
· Resilience of IFM services continues to be a feature, with revenue for the year of USD 31.2m (2020: USD 31.3m); IFM represents 56% of contract order book value
· 2021 year-end order book of USD 100m, with USD 40m of new contracts, contract uplifts and extensions awarded during the year and adjusted for the removal of the USD 60m Mozambique contract
· Government and humanitarian clients represented 95% of 2021 revenue (2020: 92%), with government an increasing proportion of the mix (47% of 2021 revenue). These are stable, high-value clients that support our strategy to diversify geographically through customer-led growth
· In 2021 we established a US subsidiary, RA Federal Services, to target further growth with relevant US federal government departments, which we see as a significant growth opportunity
· Maturity of the USD 10m MTN debt programme has recently been extended to 2024 and additional working capital facilities are available as required to support implementing material new project awards
· Reflecting the Board's cautious view on the operating environment in the near-term, the Board is not recommending a dividend for the FY21 financial year
Commenting on the 2021 results and outlook, Soraya, said:
"We responded with agility and resilience to the major external challenges we faced in 2021 and delivered on significant projects for our clients, building our reputation as a trusted partner. Looking ahead, it remains difficult to forecast with real authority how the current year will play out but we are continuing to stabilise the business post the pandemic and its effects, and see the scope for a return to accelerated contract awards as and when a more normalised operating environment returns. In the meantime, we take great confidence in the strength of our offering, which is differentiated by our technical capability, proven ability to innovate and continue to perform under extraordinarily challenging circumstances, and by our attractive pricing, particularly where we self-perform.
As we execute on our plans, our main priorities for this year are to grow the pipeline, particularly with US federal Government departments, build balance sheet liquidity, and drive value from recent investment in our business, systems and processes. We thank shareholders for their patience over what has been a challenging period and we look forward to realising the value from supporting our customers as they emerge from the residual challenges of the last two years."
Soraya Narfeldt, CEO
00:17 – Introduction
00:23 – Agenda
00:33 – Results overview
01:42 – Looking ahead
Andrew Bolter, CFO
02:43 – Financial headlines
03:14 – Income statement
04:23 – Cash flow and balance sheet
05:17 – Update on Mozambique
06:53 - Liquidity position
Lars Narfeldt, COO
07:25 – Overview by service channel
08:45 – FY21 Order book
09:46 – Pipeline
10:32 – Sector overview
11:56 – Strategic focus
Soraya Narfeldt, CEO
12:54 – RA Federal Services
16:39 – Value creation roadmap
17:38 – Summary and outlook
18:29 – Q&A
RA International Group PLC is a United Kingdom-based remote site service provider. The Company offers integrated camp services, from the construction of camp facilities to full life support services- including camp catering and camp maintenance services foe clientele operating in remote and challenging environments. It focuses on providing remote site solutions for those involved in humanitarian operations, and the oil and gas and mining industries. The Company’s service offerings include construction, operation and maintenance, integrated facilities management, supply chain, and accommodation. It provides its services to mining, oil and gas, and humanitarian.
Monday May 30, 2022
Monday May 30, 2022
CT Automotive's Founder & Chairman, Simon Phillips, CEO, Scott McKenzie and CFO, David Wilkinson, present the full year 2021 result for the period ended 31st December 2021.
CT Automotive are a leading designer, developer and supplier of interior components to the global automotive industry, They have delivered positive trading into 2022 and are well positioned as global vehicle production recovers.
2021 was a landmark year for CT Automotive who successfully completed their AIM IPO and achieved a positive trading performance.
They have made good progress in 2022 to date, with further new business wins and the new manufacturing plant in Mexico is on track to commence operations in early H2. While the global automotive supply chains continue to be disrupted, demand remains strong, and they are seeing customer schedules and visibility improving. The Board remains confident of meeting its expectations for the full year.
Looking ahead, they are well placed to build on their strong track record of growth, client relationships and manufacturing excellence as global semiconductor shortages ease and vehicle production volumes recover.
Simon Phillips, Founder & Chairman
00:18 – Introduction
00:49 – Agenda
01:11 – Introduction CT
03:32 – Growth Strategy
Scott McKenzie, CEO
05:49 – Business review
David Wilkinson, CFO
08:29 – Financial review
Simon Phillips, Founder & Chairman
10:53 – Progress against our growth plans
03:05 – Selected 2022 launches for CT
13:32 – Supply chain and production
15:09 – Market forecasts for 2023
16:07 – Summary
17:40 – Q&A
CT Automotive Group plc is a United Kingdom-based company that designs, develops and supplies interior components for the global automotive industry. Its interior components supplied are customized to each customer’s requirements and include both kinematic units and static parts. It also has sales and distribution capabilities across Europe, in the United States of America (USA) and in Japan. Its operating model combines Western design and engineering expertise with manufacturing capabilities to provide an integrated design through to production service. Its divisions include Tooling, Production and Head office. The Tooling division designs, development and sale of tooling for the automotive industry. The Production division is engaged in manufacturing and distribution of serial production kinematic interior parts for the automotive industry. Its engineering, design and development services offer packages whereby product development is managed from concept and design of parts.
Monday May 23, 2022
Monday May 23, 2022
ETP IPO'd November 2021. They are energy and water efficiency specialists. Through their own IP they support clients replace gas, oil or electric heating systems. They offer a range of communal/district heating solutions utilizing, gas, air-source heat pumps, ground-source heat pumps or hybrid systems. They have achieved a 3 year CAGR of 38% and cash conversion of 80%. Have a very healthy order backlog.
Here, Mitesh Dhanak, CEO and Iain Richardson, CFO outline the business, why they have listed and their strategy going forward, followed by investors questions.
Mitesh Dhanak, CEO
00:17 – Introduction
01:11 – Overview of Eneraqua
02:25 – Technology IP
03:07 – Case studies
Ian Richardson, CFO
05:45 – Competition in the market
07:05 – ESG
Mitesh Dhanak, CEO
07:38 – Cenergist energy division
18:45 – Cenergist water division
Ian Richardson, CFO
20:09 – Growth plan
22:09 – Financial model & track record
Mitesh Dhanak, CEO
22:57 – Why Eneraqua?
24:09 – Q&A
Eneraqua Technologies plc is a United Kingdom-based company. The Company helps to provide delivery and advice on decarbonization and water efficiency projects for clients. It supports clients to replace gas, oil or electric heating systems. The Company offers a range of communal/district heating solutions utilizing, gas, air source heat pumps (ASHPs), ground-source heat pumps (GSHPs) or hybrid systems. The Company operates in Spain, Netherlands and India.
Friday May 20, 2022
Friday May 20, 2022
SRT CEO, Simon Tucker introduces us to the company, the market and where the growth is coming from. According to finnCap forecasts (5 April 22) SRT is looking to increase revenue 5x by FY23 when they will move into a healthy profit.
Simon Tucker, CEO
00:17 – Introduction
01:45 – Growth phase
03:35 – The market
05:22 – Market leading products and technologies
06:00 – Where do revenues come from?
Transceivers division
07:42 – Market
10:03 – Future growth
Systems division
11:02 – Market
13:44 – The SRT-MDA System
15:04 – MDA System functionality
16:32 – Full integration
18:23 – Proven delivery systems
21:05 – Growing opportunity
24:28 – Growing visibility
26:15 – Contract Dynamics
30:10 – Summary
31:13 – The board
32:24 – Q&A
SRT Marine Systems plc is primarily engaged in the marine technology business. The Company is focused on the development and supply of Automatic Identification System (AIS) based maritime domain awareness (MDA) technologies, derivative product and system solutions for use in a range of maritime applications from safety and security to fishery management and environment protection. Its applications include coastal and territorial water surveillance and security, fisheries monitoring, management and illegal unregulated and unrecorded (IUU) detection, search and rescue, waterway management and aquatic environment monitoring, as well as individual leisure and commercial boat owners. The Company has manufactured approximately 350,000 AIS products. Its geographical areas include Europe, Middle East, North America, United Kingdom and South East Asia.
Wednesday May 18, 2022
Wednesday May 18, 2022
Allia C&C through their RCB platform, connect responsible investors with impact borrowers. Here, three presenters, Allia C&C, an issuer, Golden Lane Housing and an Investment Manager, Castlefield, each give their perspective on the opportunity retail charity bonds offer.
From an investor’s perspective, the RCB programme provides the opportunity to access income-generative assets, typically yielding between 3% and 5%, with the knowledge that the investment is going to organisations that provide a clear social benefit. RCB goes beyond traditional ESG investing offering opportunities to purchase bonds that create real social impact. The funds raised through RCB issues are helping to provide care for the elderly, supported housing for people with a learning disability, affordable homes, places of beauty – and more
Mark Glowrey, Allia C&C
03:37 – How it works
05:17 – The board
05:40 – Sustainable bond framework
06:32 – Timeline
07:30 – History
08:04 – Issuers
12:36 – Recent price and yield
13:47 – Investor Base
14:27 – Investors
14:48 – Distribution
Marilyne Davis, FD, Golden Lane housing
15:40 – Unique investor proposition
17:29 – RCB Investment to date
18:11 – Overview of properties & Case study
21:57 – Social impact highlights
Mark Elliot, Investment Manager, Castlefield Investments
23:00 – Who we are
24:25 – Our history
26:23 – The investments
27:07 – How we do it
30:18 – Q&A
RCB is a pioneering platform, created by Allia, to connect responsible investors with impact borrowers. Operating since 2014, the RCB programme has issued over £300 million of LSE-listed bonds, enabling charities and other social-impact enterprises to access non-bank borrowings. Users of the programme include housing associations, care homes, the Charities Aid Foundation and the Alnwick Garden Trust.
Wednesday May 18, 2022
Wednesday May 18, 2022
Cerillion CEO, Louis Hall and CFO, Andrew Dickson, present interim results for the six months ended 31 March 2022. Cerillion plc, is a billing, charging and customer relationship management software solutions provider.
Louis Hall, CEO of Cerillion plc, commented:
"Our interim results set new records for revenue, adjusted PBT and net cash across any six-month period, and demonstrate the strong momentum in the business.
"We have made good operational progress in the period as well. The new team we have established in Bulgaria is part of our push to accelerate recruitment and diversify our talent base to meet growing demand.
"We see excellent opportunities for continuing growth and the new customer sales pipeline has grown significantly. Given the Company's progress, and its strong financial and operational position, we continue to view prospects very positively."
Louis Hall, CEO
00:17 – Introduction
02:48 – Cerillion at a glance
03:06 – Product suite
06:41 – Products and delivery
08:56 – Cerillion’s market
09:52 – Customer base
11:00 – Market drivers
13:49 – Markets and channels
15:01 – Competitive landscape
17:45 – Key highlights
20:44 – KPI’s in the period
21:31 – Sales pipeline overview
Andrew Dickson, CFO
24:04 – Financial highlights
26:42 – Cash generation
28:21 – Income statement
Louis Hall, CEO
31:21 – Summary & Outlook
33:09 – Q&A
Cerillion plc is a United Kingdom-based company engaged in providing billing, charging and customer relationship management software solutions across a range of industries, including the telecommunications, finance, utilities and transportation sectors. The Company is a supplier and developer of telecommunication software solutions and equipment. The Company’s business segments include Services, Software, Software-as-a-Service and Third Party. The Services segment provides services to customers on new implementation projects and enhancements. The Software segment supports and provides maintenance for the software, as well as the licenses to use the software. The Software-as-a-Service segment offers monthly subscriptions for a managed service and products on a pay as you go service. The Third Party segment offers third-party services or licenses and includes re-billable expenses and pass through of selling on hardware.
Monday May 16, 2022
Monday May 16, 2022
Vertu Motor's CEO, Robert Forrester & CFO, Karen Anderson present the full year results for the period ended 28 February 2022.
Robert Forrester, CEO
00:17 – Introduction
00:38 – 2022 At a glance
Karen Anderson, CFO
03:25 – Financial KPIs
04:19 – Profit bridge
06:31 – Capital allocation
07:45 – Balance sheet
Robert Forrester, CEO
08:31 – Strategic update
10:40 – Group strategy
17:27 – Market trends
22:10 – Vehicle sales
23:50 – Digitalisation progress
28:56 – Current trading
32:09 – Outlook
34:26 – 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. 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 150 franchised and 4 non-franchised operations across England and Scotland.
Tuesday May 10, 2022
Tuesday May 10, 2022
Treatt CEO Daemmon Reeve and CFO Richard Hope present interim results for the 6 months ended 31st March 2022.
Daemmon Reeve, CEO
00:17 – Overview of the period
02:09 – Financial highlights
02:51 – Growth across category mix
Richard Hope, CFO
05:04 – Financial review
05:24 – Record H1 revenue
06:07 – Historic H1/H2 profit split
07:00 – Dividends
07:26 – Income statement
08:22 – Cash flow
09:06 – Guidance
Daemmon Reeve, CEO
10:19 – Strategy and investing for future
11:57 – Market resilience
12:33 – ESG
13:03 – Outlook
14:44 – Q&A
Treatt PLC is a United Kingdom-based company that is engaged in the manufacturing and supplying of ingredient solutions for the beverage, flavor, fragrance and consumer product industries. The Company has manufacturing facilities in the United States, United Kingdom and China. The Company’s geographical segments include United Kingdom, Rest of Europe, The Americas and Rest of the World. The Company has a range of products in various categories, which include citrus, coffee, tea, health and wellness ingredients, as well as fruit and vegetable extracts, herbs, spices and floral ingredients and synthetic aroma ingredients. The Company offers everything from natural products to tailor-made blends and price-stable synthetics. The Company’s subsidiaries include R C Treatt & Co Limited, Treatt USA Inc and Treatt Trading (Shanghai) Company Limited.
Thursday Apr 28, 2022
Thursday Apr 28, 2022
Three retail investors pitch their best stock idea to leading fund managers, Andy Brough, Schroders, Judith MacKenzie, Downing and Stephen English, Stellar Asset Management. The investors seek to unearth a hidden gem, which the Fund Managers haven't heard of or have overlooked. These investors did just that, (well, except for Richard Crow, aka Cockney Rebel, who was back to defend his winning title for the third time in the series with a more well known stock). Listen to three compelling pitches that demonstrate the deep understanding each have of their pick with incisive questions from the FMs. Who wins? It's a tough decision for the panel. There was little more than a point between each score for the pitch and the stock. Compelling watching for all investors.
00:18 Introduction
02:20 Richard Crow: Xaar (XAR)
25:47 Neil Cooper: Integrated Diagnostic Holdings (IDHC)
46:50 Simon Cooper: Fonix Mobile (FNX)
1:11:04 The scores
1:20:27 The next Sell it to The City
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